Would recommend to any smaller sized firm
Use Cases and Deployment Scope
Filevine enables my firm to process all the client materials in any given case. This helps make sure all our documentation is centralized and standardized. We use this software for each of our clients and utilize pretty much every feature that Filevine offers. We would quite literally not be able to function without this program.
Pros
- Centralizes documentation
- Easily sorts/filters information
- Creates a clear record for each case file
- enables multiple firms to work on the same client/case
Cons
- Would be nice to see AI incorporated somehow here.
- A feature to email documents into Filevine case files
- Document viewer could be improved
Likelihood to Recommend
Filevine is well suited for a firm that manages all of its case files. The main downside I would say is that it is not always entirely clear which person in the firm is making the additions or uploading the documents into the case files. This makes it more difficult to assess when errors were made and by whom.
