#1 most frequent
United States of America
92.6%541 installations of 584
What is Filevine?
Filevine is a project management and workflow automation platform for law firms from the company of the same name in Utah.
Categories & Use Cases
Videos
Who Buys & Uses Filevine
#1 most frequent
Professional, Scientific, and Technical Services
77.2%451 installations of 584
“Filevine allows us to keep and organize client information directly in its CRM.”
#2 most frequent
Information
2.7%16 installations of 584
#3 most frequent
Other Services (except Public Administration)
2.7%16 installations of 584
#2 most frequent
Canada
3.9%23 installations of 584
#3 most frequent
Argentina
0.5%3 installations of 584
Pros
- Extensive customization and personalization options for firm-specific needs
- Robust document management for editing, combining, and centralizing files
- Integrated communication tools (texting, email) for streamlined client interaction
Cons
- Desire for more automated document organization and streamlined editing processes
- Limitations in reporting and analytics depth and logical functions
- Perceived lag or need for more robust AI integration and advanced features
In my opinion, Do not Choose Filevine
Use Cases and Deployment Scope
Filevine allows us to keep and organize client information directly in its CRM.
Pros
- Document management
Cons
- Reporting- it's missing the ability to pull information needed for law firms to properly evaluate performance, and the information that is available can be difficult to put together in a report.
- Time keeping- it does not allow variables by user and must be set by teams, and then you cannot set minimum time increments differently by user or by project/ case.
- Support- the live support allows easy access, but, in my experience, their ability to solve problems is hit and miss, and when live support cannot find the answer, expect to wait many days and often weeks before getting an answer, and then sometimes you still do not get one.
Return on Investment
- In my opinion, cost has become higher than its useful value
- Filevine allows good organization of documents and client information, but not better than other competitors.
Usability
Alternatives Considered
Clio and 8am™ MyCase
Other Software Used
Lawmatics, 10Ninety
Great product
Use Cases and Deployment Scope
I use Filevine daily in my organization to organize our client files - everything from intake documents, discovery, pleadings, demands, insurance information, depositions and trial docs. Filevine keeps everything nice and organized!
Pros
- Organizes client files
- Easily edit and move documents
- combine files into a singular document
Cons
- The new Docs tab update is taking me time to get used to. I liked the old version much better.
Return on Investment
- Filevine makes me more efficient, and makes my job on a day to day basis easier, which in turn allows me to create better work product as well as streamlining the settlement process.
Usability
Alternatives Considered
Assembly Neos
Other Software Used
Case Status
Ease of Use makes Filevine a top-notch software.
Use Cases and Deployment Scope
Using Filevine has improved my teams work performance by leaps and bounds. Creating real time reports, and the way the cases are organized are top notch.
Pros
- Case Organization
- Real Time Reporting
- Easy Document Productions with our templates
- Team
Cons
- Billing is an issue we are fine tuning right now
Return on Investment
- Organization
- Real time reporting
Usability
Alternatives Considered
CosmoLex and CLEO.one
Other Software Used
Microsoft 365
Filevine - One Stop Case Review
Use Cases and Deployment Scope
I use Filevine to organize and negotiate medical bills. I like how it places everything in one place for medical information regarding each case. I also use the documentation tab to look up case information regarding liens and key case information that important in closing a case. Since I am in the closing department I also use QB accounting so that I can make sure case expenses are accounted for in disbursement of funds.
Pros
- Vital Case information that right in front of me at all times
- Quick Access to financial reports that are key to the firm
- And great contact information that is found all in one place
Cons
- Improving document tracking. I wish Filevine could automatically organize all files uploaded
- Every time I log off, I lose the cases that I was working on for the next day
- ChatGPT should be integrated into Filevine for more accurate analysis
Return on Investment
- Tracking Settlements for each month and improved accountability and incentivized more settlements for the firm by 40%
- Helping track expenses and reduced costs by 10%
- Helped the firm generate better reviews by helping keep clients up to date improving client retention rate by 20%
Usability
Alternatives Considered
Clio, 8am™ MyCase and PracticePanther
Other Software Used
Clio, 8am™ MyCase, PracticePanther
Switch to Filevine
Use Cases and Deployment Scope
I use Filevine daily in my Firm. Filevine is part of the intake process through settlement and closing out a case. I have also used Filevine in my deposition preparation and information gathering within my cases. Filevine allows me to have quick access to important case information. With the new AI tools, I can get questions answered quickly and with citations to where I can find the answers within the file.
Pros
- Information
- Easy to navigate interface
- Filevine on the Go App
Cons
- AI demands are lagging, but hope to be better
- I would like to see a more robust AI sidebar...its too narrow
- I would like to be able to scroll/scrub video without having to download it.
Return on Investment
- Communication with clients
- AI Summaries are quick
- you can create categories which fit your firm best
Usability
Alternatives Considered
MetaDefender Data Diodes & Security Gateways
Other Software Used
Adobe Acrobat
