Filevine vs CARET Legal
User Ratings & Reviews
Reviews are generated by real users. When reviewing a product, users are asked to assess the product’s overall quality, which includes assigning specific ratings for ease of use, value for money, customer support, and functionality.
Ease-of-Use
4.5 / 5
4.5 / 5
Value for Money
4.3 / 5
4.4 / 5
Customer Support
4.4 / 5
4.5 / 5
Functionality
4.5 / 5
4.3 / 5
Last Review Written
August 12, 2024
May 15, 2024
Pros/Cons
Pros
- Overall I am very happy with Filevine, it is very easy to use and everything is pretty self-explanatory it does not require much additional training once it is built to your liking.
- File Vine is a very top notch friendly group of professionals who go above and beyond and very happy to help their clients succeed. Very hands on with training, onboarding and 24/7 support.
- Simply things like being able to text from the software is a huge help and lastly the interface is amazing.
Cons
- We had a terrible experience with Filevine. The representatives are outright dishonest and lying to the customer just to make the sale.
- You have to pay a third-party vendor to get it to integrate. Perhaps worst of all, they get you to spend a lot of money on a "training" that they claim sets them apart from all other companies.
- The worst part is the total lack of customer service. It might as well not exist.
Pros
- Customer support has been extremely responsive and helpful. Integration with Quickbooks Online is really nice.
- Having the accounting "internal" for both trust & non trust accounts is a great help in not needing to use Quickbooks, then re-enter/log the checks, costs, details.
- It's great I can easily share documents with other team members which has improved my efficiency and the flow of my work.
Cons
- The problem is severe - I cannot have emails piling up in my Inbox forever - and forces me to get rid of the program even though I prepaid for three annual licenses.
- Sometimes there is a delay between an email being received in my inbox and showing in Zola. Email glitches happen with some regularity.
- Also, sometimes there is a lag in the email integration functions so replying to or saving an email takes longer than it should.
Pricing
Pricing Range
$
$
$
$
$
$
$
$
$
$
Product Demo & Screenshots
Product Demo
N/A
Advisor Recommendations & User Awards
FrontRunners
The top products based on usability and customer satisfaction, as rated by user reviews. Check out our full methodology description for more detail.
FrontRunners
2023
FrontRunners
2023
Advisor Recommendations
Our industry-specific advisors recommend products based on specific business needs. Connect with us to get your personalized recommendations.
199 Recommendations
29 Recommendations
Additional Info
Ideal Customer Size
Small
Medium
Large
Small
Medium
Large
Deployments
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Cloud, SaaS, Web-Based
Desktop - Mac
Desktop - Windows
Desktop - Linux
Desktop - Chromebook
On-Premise - Windows
On-Premise - Linux
Mobile - Android
Mobile - iPhone
Mobile - iPad
Support and Training
Support
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Email/Help Desk
FAQs/Forum
Knowledge Base
Phone Support
24/7 (Live Rep)
Chat
Training
In Person
Live Online
Webinars
Documentation
Videos
In Person
Live Online
Webinars
Documentation
Videos
