Don't Fall for the Sales Pitches!

Filevine is a disaster of a program. It should be apparent because they do not let you use the program first. Instead, they give you a full-court sales pitch. I had thought myself resistant to such tactics but sadly I was not. I wanted to find an alternative to the practice management program we currently use, Clio. Clio is decent at lots of things but is so general that it is mediocre overall. The sales rep kept telling me how "advanced" Filevine was. So advanced that you needed to pay thousands of dollars for their implementation consultant to "customize" it. If a program requires such an advanced setup, it likely means it's not intuitive or user-friendly. I wanted to try out their document management functionality. It is quite poor. First, the user opens the document from Filevine triggering it to open in Word. Then it appends a string of gibberish to the file name while you're using it. Then if you leave a document open on your desktop while Windows temporarily goes to sleep if you're away from your computer, you will come back and there will be a file upload error. Don't think their help center will actually help you though as it doesn't mention this issue. The solution is to save a copy of the document, drag and drop it back to Filevine and then start again. This is what document management is supposed to avoid, having to upload manually to a specific location. This is just one of the countless issues with this program. They overpromise through aggressive sales tactics bordering on unethical.