Filevine

Score7.9 out of 10

42 Reviews and Ratings

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Filevine

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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

Susan Duke View profile

President in Legal at Duke Law Firm, P.C. (11-50 employees employees)

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

Heather Garland View profile

Paralegal in Legal at Firouzbakht Law Firm (11-50 employees employees)

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

Mylinda Lockhart

Litigation Assistant in Legal at MVBA Law (201-500 employees employees)

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

Alicia Bishop

Paralegal in Legal at Carlson Injury Law Firm (11-50 employees employees)

Use Cases and Deployment Scope

Filevine is our main software for managing legal cases. We keep track of client communications with it as well as expenses, contact information, medical records, and team tasks.

Pros

Filevine allows us to keep a detailed log of notes, with time and date stamps.
Filevine allows for quick transition through files and sections within a file.
Filevine has good calendar for managing deadlines.

Cons

The drop downs are finicky. If I am not perfectly hovered over an option the entire drop down disappears and I have to do it again.
A search feature within the client files would be amazing. Rather than scrolling for a specific conversation, I would like to be able to type in keywords and it pull up. But only in that one clients file.
More app compatibility. It would be nice if I could call/text/email directly from Filevine. But not all of my apps are compatible.
Texting and Faxing fail consistently. I don't know that I have ever been able to successfully send a text from Filevine.

Return on Investment

Switching from paper filing to Filevine has allowed the firm to grow exponentially. We are able to take on 10 times the cases as before.

Usability

Alternatives Considered

Sales Force Assistant

Other Software Used

Broadvoice, Outlook4Gmail

Matthew Gouda

Comptroller in Legal at The Haddad Law Firm (51-200 employees employees)

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%