Filevine 2026: Benefits, Features & Pricing

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Overview
Pricing and Plans
Features
Integrations
User Reviews

Overview

Filevine

4.4

(285)

FrontRunner 2026

Pricing

Pricing available upon request

About Filevine

Filevine offers a comprehensive legal practice management platform designed to streamline document management, communication and billing processes. The platform includes AI tools capable of summarizing documents and identifying inconsistencies, helping legal professionals save time. With features like automatic task assignments, advanced reporting, and texting and emailing capabilities, teams can enhance collaboration and focus on critical tasks.

Documents are stored securely in the cloud with advanced filtering options, making it easy to locate files when needed. Filevine is compliant with SOC 2 Type II, SOC 2 Type III, and HIPAA standards, ensuring data security. Key features include task and deadline management, record management, advanced reporting, and robust communication tools. With a unified system for recording conversations, tasks, notes, and comments, users can manage workflows. The platform also allows case updates to be sent to clients via text, maintaining clear and timely communication.

Filevine Screenshots

Filevine Pricing and Plans

Starting price: Connect with an advisor for pricing

Free Trial

Free Version

Operate Strong - Customized

Pricing available upon request

Plan includes:

eSignature
Fax
Custom Fields
Document Generation
Advanced Search
Assembler
API Access
Invoices

Scale Up - Standalone

Pricing available upon request

Plan includes:

Intake
Document Review
Contract Lifecycle Management

Lead Docket

Pricing available upon request

Plan includes:

Lead Forms
Automations
Lead Tracking
Reporting
Enterprise-Level Security

Vinesign

Pricing available upon request

Plan includes:

Unlimited Signatures
Multiple Signers

Outlaw CLM

Pricing available upon request

Plan includes:

Template Creation
Team Management
User Permission
Customized Workflows
Dashboards
Clause Library
Conditional Logic
OCR

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Filevine Features

Popular features found in Law Practice Management
Calendar Management
Client Portal
Communication Management
Contract/License Management
CRM
Document Generation
Expense Tracking
Mobile Access
Reporting & Statistics
Task Management
Third-Party Integrations
Trust Accounting
More features of Filevine
2-Way Messaging
Access Controls/Permissions
Accounting Integration
Activity Dashboard
Activity Tracking
AI/Machine Learning
AI Summarization
Alerts/Notifications
API
Appointment Management
Archiving & Retention
Audit Trail
Automatic Backup
Automatic Billing
Bankruptcy Case Management
Billable Items Tracking
Billable & Non-Billable Hours
Billing & Invoicing
Billing Rate Management
Calendar Sync
Case Management
Case Notes
Client Database
Client Management
Collaboration Tools
Compliance Management
Configurable Workflow
Conflict Management
Conflict Tracking
Contact Database
Contact Management
Court Rules-Based Scheduling
Credit Card Processing
Customer Database
Customizable Fields
Customizable Forms
Customizable Reports
Customizable Templates
Data Import/Export
Data Management
Data Visualization
Deadline Management
Docket Management
Document Automation
Document Capture
Document Check-In/Out
Document Classification
Document Management
Document Review
Document Storage
Document Templates
Electronic Payments
Electronic Signature
Email Management
Email Tracking
Employee Management
File Management
File Sharing
For Family Law
For Lawyers
For Legal Professionals
Forms Management
Full Text Search
HIPAA Compliant
Incident Management
Inspection Management
Intake Management
Invoice Management
Invoice Processing
Legal Case Management
Matter Management
Microsoft Outlook Integration
Mobile App
Multi-Location
Online Payments
Optical Character Recognition
Payment Processing
Phonetic Search
Process/Workflow Automation
Project Time Tracking
QuickBooks Integration
Records Management
Reminders
Reporting/Analytics
Risk Assessment
Risk Management
Search/Filter
Secure Data Storage
Self Service Portal
Single Sign On
SMS Messaging
Spend Management
SSL Security
Staff Calendar
Status Tracking
Subject Profiles
Task Progress Tracking
Task Scheduling
Third-Party Integration
Time & Expense Tracking
Timer
Time Tracking
Two-Factor Authentication
Version Control
Workflow Management

Filevine Integrations

Microsoft Outlook

Integration rated 4.7 from 11 reviews

Vinesign

Integration rated 4.6 from 10 reviews

Dialpad

Microsoft Teams

Actionstep Legal Accounting

Microsoft SharePoint

See all 25 integrations

Filevine User Reviews

Overall Rating

4.4

Ratings Breakdown

74%

13%

Secondary Ratings

Ease of Use

4.4

Value for money

4.2

Customer support

4.3

Functionality

4.4

Jetta H.

Verified reviewer

Legal Services

2-10 employees

Used daily for less than 12 months

Review source

Reviewed January 2026

Intake Zar

There isn’t much I dislike about Filevine; however, I have heard it can be a bit expensive, and it’s important to ensure it’s set up exactly how you want it to be used.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Filevine is the best legal management system I have used during my time in the legal field. It is extremely user-friendly and easy to navigate.

Cons:

There isn’t much I dislike about Filevine; however, I have heard that it can be somewhat expensive, and it’s important to ensure it is set up exactly how you want it to be used.

Alex E.

Verified reviewer

Legal Services

11-50 employees

Used daily for more than 2 years

Review source

Reviewed March 2025

Customizable Client Management for Attorneys

Overall, we've grown to really enjoy using Filevine. It's been so helpful to be able to customize the software.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Our company has used Filevine for four years now and during that time we've seen a huge growth within the software. It began as a system we begrudgingly used, to one that we have heavily customized to fit our needs and have recommended to others. The thing I like most about Filevine is the ability to customize their software to fit your companies needs. The storing of client files is not going to be the same firm to firm so having the ability to customize the software to fit our needs is a huge asset.

Cons:

We have found that Filevine can be slow or kick users out more often than other websites. In addition, the search feature, while wide, is also inefficient and doesn't show you the most logical result at the top, so you sometimes have to go digging for something you need.

Reasons for switching to Filevine

We wanted something that could handle client management and document management in one.

Verified

Reviewer

Law Practice

Self-Employed

Used weekly for less than 6 months

Review source

Reviewed January 2026

FileVine is far too expensive for the product you're getting.

I do NOT recommend using FileVine at all. The have terrible customer service, are slow to fix your problems. You would need your own tech team on staff in order to get it all set up unless you want to spend countless hours of your own time getting it set up.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I'm sure it has all the features they say they have, but I have not been able to utilize any of them. For me, it has been an overly expensive document server.

Cons:

FileVine is extremely overpriced for a system that is of average quality. They're good at selling the product, but as soon as they got my money, I had to nag them repeatedly to put the site together and spend countless hours just to get it going. This was for a new firm too, so it shouldn't have been that complicated since there were no cases to transfer over, but in order to customize the system, there was a lot of back and forth with tech that has been ultimately unhelpful. They have a strict "no refunds" policy if you choose to end early, so I pretty much wasted $2,000 on a nothing system that didn't even provide the services I actually wanted without the extra cost. I

Reasons for choosing Filevine

They sold it well and another person recommended it.

Olivia B.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed January 2025

Filevine Experience

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It is easy to navigate and having the ability to customize the platform to our firms needs has been critical.

Cons:

The search bar. When searching for projects in the "search bar", it leaves very little room for error. If you misspell a clients name, or leave out the middle initial it will not suggest projects with similar names. I've always found this odd.

Reasons for switching to Filevine

We needed a product that was more up to date and allowed us to customize and bend to our needs.

Kendall C.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 12 months

Review source

Reviewed January 2026

Great Potential

I really enjoy it for case management and organization of information. However, it can be overwhelming the number of fields it wants you to fill in.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

I really like the newsfeed for each client to keep up with the communications and activity in the cases.

Cons:

It almost felt like you needed a computer science degree in order to customize this software. It was not very straight forward.

Leslie R.

Verified reviewer

Law Practice

2-10 employees

Used daily for less than 6 months

Review source

Reviewed September 2025

Unreliable Service and Unmet Promises

To make matters worse, the legal team never reached out at all, leaving us without accountability or resolution.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The Sales Team. Kudos! Their remarkable skills to sell a product are unbeatable. Keep their commissions coming.

Cons:

Our experience with this system has been extremely disappointing. We paid for a product that was unworkable and never completed, and despite repeated attempts, the support provided was neither timely nor effective. The fixes that were offered came far too late, communication was inconsistent, and the third-party vendor assigned to us admitted fault, lacked expertise, and even brought in a fourth party. Calls and responses were often delayed or indefinitely postponed, which added to the frustration. The features were never delivered or late, leaving us without accountability or resolution. This situation borders on fraudulent, and the lack of professionalism and responsibility is deeply concerning. I cannot recommend this platform based on our experience.

Reasons for choosing Filevine

Automation, in-house billing, texting and fax capabilities. We saw an all in one system that made us fall in love. Empty promises of course.

Reasons for switching to Filevine

The previous and current system, does not offer automation and customization to the level Filevine promised. we went live and Filevine was not completed, it was absolute chaos.

Corey W.

Verified reviewer

Legal Services

11-50 employees

Used daily for less than 6 months

Review source

Reviewed July 2025

FileVine Sucks

Overall, I would never recommend this as a case management system. I should have went with Clio or just left the current systems in place until I retired.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

It does allow you to fax and text from within the system. If you spend a ton of time and effort building your templates it does pretty much walk a person through what needs to be done, requested, etc. in a case.

Cons:

I found it to be very difficult to learn and unless you have an in house amazing tech person like we do, I would not even consider it. For example, it calls cases "projects" the calendar is so bad that you must use outlook and sync with it, but anything entered in Outlook will not show-up in FV (Filevine). You have to apply a special code for emails and for Outlook Calendar entries or they will not show-up at all in the FV system. The document assembly is very time consuming and you cannot File Save As. There is so much more I wish I knew before I spent a ton of time and money. While we are moving forward after spending $60,000 for the program, implementation and training I wish that I had never heard of FV. I am still going to use my old Word document case management until I retire and our newer attorneys can use FV.

Reasons for choosing Filevine

FileVine has great sales people that promise everything will work, but it does not work as described.

Reasons for switching to Filevine

Because younger attorneys wanted to be able to text from it and see there calendar in Outlook.

Drew C.

Verified reviewer

Law Practice

11-50 employees

Used weekly for less than 2 years

Review source

Reviewed June 2025

BE AWARE: Technical experience needed to use this product

Timeline Summary •October 2023: Contracts were signed for Filevine software and Vinetegrate’s implementation, including data and document migration from the prior system. Vinetegrate set a Go Live date for February 2024 and required upfront payments and data backups. •November–December 2023: The company was required to deliver data backups to Vinetegrate. Early communication revealed challenges in linking and extracting documents from the legacy system. Vinetegrate issued technical upload instructions, and a contractor managed uploads. •January 2024: Ongoing technical issues with file uploads emerged, especially with folder structures. After uploads, Vinetegrate requested CSV exports instead of the previously provided FileMaker files, requiring duplicate work and causing frustration and extra cost. •February 2024: The scheduled Go Live milestone was reached, but documentation does not confirm if it occurred on time. •2024–2025: Communication gaps continued regarding data migration, technical support, and additional changes (such as required API updates) further complicated the process. Key Issues •Vinetegrate failed to communicate critical requirements upfront (e.g., need for CSV files), resulting in avoidable rework and costs. •The company was held responsible for technical tasks that were expected to be vendor-managed. •The schedule was strict for the company, but vendor requirements shifted after work began, leading to delays. •The vendor’s dispute process was one-sided, with broad leeway to assess “cooperation,” adding risk and inconvenience for the company.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

The sales process. Over-promise, under deliver on the actual product. If you are an enterprise level law firm, maybe this product is right for you, since you need to have the technical knowledge, in-house to be able to utilize the features to the fullest.

Cons:

They charged $60k upfront for services and add-ons that were not only never used, but never setup or even deployed to a production environment.

Reasons for choosing Filevine

The former manager did and got sold without being aware of having to do all the technical work ourselves even though they paid for premium setup.

Melinda R.

Verified reviewer

Law Practice

Self-Employed

Used daily for less than 6 months

Review source

Reviewed May 2025

DON'T waste your money

It was ok at he beginning but when I tried using it the problems with it becMe so bad I had to switch to Docketwise. Docketwise is 3000x better.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Nothing. The product is horrible and so difficult to use unless you are very computer literate. The company should be ashamed of itself for the quality and hte customer support.

Cons:

1) Difficult to use 2) AI is horrible 3) You have to apy to learn it and getting help after you pay $750 for an hour's worth of help you don't get support 3) I aske dor a month to month license and stupidly didnt ccheck to make sure it was correct and now I am builed monthly for this terrible product that was so difficult to use and ws not helpful for immigration cases. 4) I tried to get out of the contract but htey didnt care and I am stuck with a bill every month for a horrific product. Buyer beware!!!

Reasons for choosing Filevine

I thought it would be better but it was so bad that I ws upset with myself for making such a large mistake.

Belinda K.

Verified reviewer

Law Practice

11-50 employees

Used daily for more than 2 years

Review source

Reviewed November 2024

Good, but not Great CMS

Overall our experience at Filevine has been good - but it hasn't been great. We've generally been happy but we've had some concerns with support, customer service, and data storage.

Ratings Breakdown

Ease of use

Value for money

Customer support

Functionality

Pros:

Filevine is really customizable which is great because we can tailor it to the needs of our firm.

Cons:

It is rare that you are able to speak with someone directly at Filevine if you want to implement a new service or need assistance with a feature. They are always referring you to third party vendors. This is an issue because you are paying for customer support as well as the fact that you don't have access to the people actually making the software.

Reasons for switching to Filevine

Casepeer didn't have as many features as Filevine and we needed more robust software.

Vendor Response

Thank you for taking the time to leave your review, Belinda.

Replied December 2024

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