Filevine is GREAT and keeps getting better - Says a Business Guy
Overall Satisfaction with Filevine
We use Filevine for everything in our practice, but in my role, what I most love is its ability to feed QuickBooks Online our vendor bills and create invoices, making it by extension even our primary financial reporting tool. As a new, agile SaaS platform they are always improving (not always on the same priority as our firm, but not everyone can win each time). Our attorneys are using it to track time, and thanks to the codes we use I can generate exceptionally detailed reports from which to manage their workload. With the Feed and notifications, we have no need for a Slack-type program, which is remarkable given 300 active cases where several team members are contributing on each daily. We also were able to ditch our "server" shared storage thanks to the document management. Love this product even on days I don't get the features I suggest. My turn is coming.
Pros
- Integrates with Quickbooks Online
- Tracks time with great detail thanks to custom codes
- Timesheet "reporting"
Cons
- Managerial Reporting - specifically Timesheet based. Too visible
- Integrated real Adobe functionality (licensing issue I know)
- Native QBO integration or replacement vs Consultant addon
- One less Admin person thanks to the integration of accounting
- No need for supplemental programs like Slack or Teams
- Cloud storage tied to workflow is magical
Night and day difference between FV and Practice Panther. PP was easy to start but has massive limitations. FV can be built for anything. It's the Salesforce of this segment.
Do you think Filevine delivers good value for the price?
Yes
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
Please log in to join the conversation