Filevine - You get out of it what you put in
January 29, 2025
Filevine - You get out of it what you put in
Score 9 out of 10
Vetted Review
Verified User
Overall Satisfaction with Filevine
We use it to manage all our cases. This gives us a way to keep them organized and keep all relevant information in one area. It is especially great for managing the larger cases where we have thousands of clients.
Pros
- Create detailed reports that are fully customizable
- Create different project types for our different kinds of cases
- Customize each project type for each type of case so they only have needed information
- Being cloud-based storage for all case files
Cons
- A lot of functionality comes from either add-ons or third party developers
- Having training that fits our firm better
- When entering information for projects within the same household, you always have to enter the same information multiple times
- The reports we are able to create show us what data is missing from cases and which clients we need to reach out to for that information
- I like how the activity feed stores all the case emails. It makes things easy if someone is missing work and another has to fill in.
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?
Yes
Did implementation of Filevine go as expected?
Yes
Would you buy Filevine again?
Yes
Comments
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