Legal Review.
Updated October 27, 2025

Legal Review.

Anonymous | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Filevine

We utilize Filevine for all of our legal cases. It is an excellent tool for managing files, calls, insurance documentation, and medical provider information, including expenses and reductions. I personally love this program because it helps me keep my cases up to date, and if any calls come in, I can easily access all the information I need.

Pros

  • Insurance Documentation (policy limits, dec pages).
  • Medical Providers (expenses, reductions, contact information).
  • Treatment Calls (keeping in touch with clients).
  • Reminders (keeping all cases up to date).

Cons

  • Tasking inside of buckets is needed.
  • Being able to upload or replace docs in previously posted notes.
  • Notifications for incoming text messages are needed.
  • It has kept us in line with SOL's.
  • It helps us keep deadlines with the phases each case is in.
I feel Filevine helps keep the cases going in a timely manner. It helps us avoid missing deadlines and keeps track of when clients were last contacted, for example. It also boosts productivity, as we use it to send faxes and emails.
Filevine is so much more detailed and extensive in terms of keeping all the information for each case in one place. I can even edit docs within filevine and combine docs and create emails and faxes right from within. I feel Filevine is an all in one stop and helps keep everything as organized as possible.

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

Filevine has helped me keep my client contact up to date. It provides me with tasks and with deadlines that I can adhere to with the reminders kept in my tasks tab. I cannot forget what I need to do because I keep my to-do list in my tasks when I task myself as well.

Using Filevine

25 - We have two different departments that utilize Filevine: Immigration and Personal Injury. Each department is able to utilize all of the functions available to keep each case up to date, along with uploading important documents and being able to create categories, separate folders, buckets, and tabs within categories. It is utilized throughout the entire process of each case, from beginning to end, even keeping costs and expenses in check.
  • Follow Through
  • Reminders on Tasks Due
  • Keeping file phases organized
  • Exit Calculator to break down settlement
  • Keeping cases organized by phase
  • Completing tasks on time
  • Continuous reminders on what needs to get done immediately
It has helped keep our cases well organized, our client contact up to date, and our to do lists to a minimum

Evaluating Filevine and Competitors

Yes - Clio--
Filevine is a much more detailed system that truly keeps our cases up to date and well organized.
  • Integration with Other Systems
  • Ease of Use
The ease of use is, in my opinion, the most important factor. Not only is it easy to use, but anyone can look up a case and be able to work on it.

Comments

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