Good Customizable Product for our Niche Practice
August 27, 2025
Good Customizable Product for our Niche Practice
Score 10 out of 10
Vetted Review
Verified User
Overall Satisfaction with Filevine
backbone of case management. Used and relied on in every case we have. We manage over 270 active files. It allows emails, correspondence and text messages to be documented to the file. Retains all records and is customizable for the file sections needed and fields in most sections.
Pros
- Set up fields as desired.
- Set tasks as desired.
- Set reminders and deadlines as needed.
- communication with client via text and email and documented to file.
- good trust accounting and billing.
Cons
- Need to be able to clear the activity feed more quickly.
- Less complicated field customization
- easier changing of users when personnel leave the firm and are replaced.
- Allows much attention to detail on many cases. We can handle more cases more easily. Revenue is up for several years by at least 25%
- Better client communication and less expensive with texting from the file. Less expense than letters. Reduction in letterhead and postage costs of at least $2000 per year. Emailed letters may not be noticed as quickly but text messages are.
- Less time on billing. Saves on our bookkeeper tasks making it more part time and allows paralegal tasks to be added for this person increasing productivity.
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
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