Filevine - One Stop Case Review
October 16, 2025

Filevine - One Stop Case Review

Matthew Gouda | TrustRadius Reviewer
Score 10 out of 10
Vetted Review
Verified User

Overall Satisfaction with Filevine

I use Filevine to organize and negotiate medical bills. I like how it places everything in one place for medical information regarding each case. I also use the documentation tab to look up case information regarding liens and key case information that important in closing a case. Since I am in the closing department I also use QB accounting so that I can make sure case expenses are accounted for in disbursement of funds.

Pros

  • Vital Case information that right in front of me at all times
  • Quick Access to financial reports that are key to the firm
  • And great contact information that is found all in one place

Cons

  • Improving document tracking. I wish Filevine could automatically organize all files uploaded
  • Every time I log off, I lose the cases that I was working on for the next day
  • ChatGPT should be integrated into Filevine for more accurate analysis
  • Tracking Settlements for each month and improved accountability and incentivized more settlements for the firm by 40%
  • Helping track expenses and reduced costs by 10%
  • Helped the firm generate better reviews by helping keep clients up to date improving client retention rate by 20%
there’s a learning curve for advanced features, some functionality comes only through add-ons at extra cost, and occasional performance issues such as lag or sync glitches have been reported. Additionally, a few users note challenges with implementation and customer support responsiveness. Overall, it’s a powerful and adaptable case management tool, but not entirely frictionless, making 7–8 a fair usability score
I’ve tried Clio, MyCase, and PracticePanther. Clio is super user-friendly with lots of integrations, MyCase is great for billing and communication but more limited on automation, and PracticePanther is easy to use but not as strong on reporting. Compared to them, Filevine feels more customizable and workflow-focused, though it does take more time to learn.

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 is great for keeping up with case information and using the activity to quickly understand the case. Utilizing activity and logging day to day updates is what helps in all required actions from attorneys to assistants. I would not recommend Filevine to depend on updated medical bills and negotiations and calling.

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