Filevine makes case management easy.
October 13, 2025

Filevine makes case management easy.

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

Overall Satisfaction with Filevine

I use Filevine to organize contacts, legal filings, and draft documents in a drive that is accessible to everyone in the firm, as well as editing and combining files in PDF form. FileVine simplifies a complex legal field by making all the information readily available in a visually appealing and user-friendly way.

Pros

  • PDF Editing and Combining.
  • Drive is easily accessible to all at the firm.
  • Allows for prioritizing tasks in a user-friendly way.

Cons

  • The PDF document editor can be easier when trying to save changes. Make a button that says save changes, instead of save file.
  • The contacts can probably be more streamlined so that there are not multiple contacts for the same individual or business.
  • Tasks should automatically be changed to a new individual in a parallel role when the file changes teams.
  • Allows for quick responses to client questions.
  • Highlights the need to get back in touch with clients or providers when they reach out.
  • Keeps us on task with each case.
It is easier in comparison than Neos, Mycase Trial works. Those are the only other case management software that I have experience with. All of the information is easily accessible.
I think Filevine is much easier to use than the other two products because it has more features, runs faster, less bugs than the other products.

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?

I wasn't involved with the selection/purchase process

Did implementation of Filevine go as expected?

Yes

Would you buy Filevine again?

Yes

It is easy to save documents that you are working on when editing a Word document. That document can then be edited by everyone who has access to the file, rather than allowing for emailing a downloaded copy. I like the email address to tag a case and add documents attached, but sometimes it can be annoying when a document is present a number of times using the tagged email, causing a number of duplicates. Not sure how that can be improved.

Using Filevine

Accounting, Legal, Administrative.
5 - Tech support. People that are familiar with computers and coding
  • Case Review.
  • Tasking.
  • Client Contact.

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