Filevine is a good place to start.
Overall Satisfaction with Filevine
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.
- 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.
I did not play a deciding role in firm software.
Do you think Filevine delivers good value for the price?
Not sure
Are you happy with Filevine's feature set?
Yes
Did Filevine live up to sales and marketing promises?
I wasn't involved with the selection/purchase process
Did implementation of Filevine go as expected?
I wasn't involved with the implementation phase
Would you buy Filevine again?
Yes

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