Filevine saved us
September 02, 2025

Filevine saved us

Rene Vielma | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Filevine

Our organization uses Filevine as a Case Management system. Allowing us to track a patient/client's case from referral till the case settles. Their system addresses everything from communication tracking to client accounting. Ensuring that we are tracking all providers bills, records, affidavits and subpoenas. We are able to task cases out for follow-up so we are not missing any important deadlines.

Pros

  • Customization based on company needs
  • Portal access for clients, providers, etc.
  • Task follow-up
  • Contact cards (for all providers)

Cons

  • Automation customization is hard to navigate if you are unable to afford the cost of having a third-party do the set-up
  • Mailroom notifications for non faxes - We should be able to obtain notifications for emails that our sent into our mailroom
  • We've tripled our approved cases from 80 cases a year to now at 250 new referrals
Because of the customization factors and add-ins, usability is truly based on how you build out your Filevine. I've made it so user friendly, that any new hires can easily run a case from start to finish without the added stress of trying to figure it out on their own. The use of the Filevine University is always helpful for those one off questions that you require additional assistance.

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

I've researched several different platforms and Filevine has always out weighed any of the programs out there. Filevine's ability to customize the system to work smarter not harder is a plus for any organization that is a part of the LOP/PI world. As a Healthcare/personal injury business, this system allows us to track our patient's care across multiple providers and helps us stay on top of important deadlines and communication access with our law firm contacts. We are able to share their client's health records and bills in real time. This is a game changer when you are up against a deadline. Our accounting maps straight into our Quickbooks which helps us during our month end close and year end close. Filevine listens to their customers and works diligently to update their system to provide us with the best access possible.

Comments

More Reviews of Filevine