Filevine Software


 

Filevine is a cloud-based case management solution for small and midsize legal firms and legal professionals. It helps in managing case documents, communication and project management.

Key features include bill and expense tracking, a settlement calculator, deadline management, record management and advanced reporting. Filevine lets users record conversations, tasks, notes and comments in one place. It provides project management capabilities like assigning tasks and managing communication with employees, medical providers, experts, witness and clients. User can also send case updates to their customer via text messages.

Filevine also provides workflow-automation tools, which let users automatically generate follow-up tasks after an initial task is completed. The settlement calculator allows users to evaluate various settlement scenarios, factors in medical reductions and provides payment options. Data security is provided through server-side verification, HTTPS encryption, data backup and e-payment security features.

Pricing is per user per month.

 

Filevine - Report builder
 
  • Filevine - Report builder
    Report builder
  • Filevine - Settlement calculator
    Settlement calculator
  • Filevine - Cases by referral source
    Cases by referral source
  • Filevine - User profile
    User profile
Supported Operating System(s):
Mac OS, Web browser (OS agnostic), Windows 10

39 Reviews of Filevine

Showing 1-20 of 39

 

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Ryan from McKeen Law Firm, LLC

November 2017

November 2017

Filevine is the backbone of our practice.

Ease-of-use

Functionality

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Customer Support

Value for Money

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I get the ability to move my cases quickly and in a way that produces repeatable results. There is a huge increase in our efficiency and organization.

Pros

Filevine's feed is deceptively simple. It looks a ton like Facebook. But that's part of the genius. We had trouble getting our team to use other case management software. They would take notes in various programs. But they have all taken to Filevine. The ability to send texts to clients from the feed is game changing for us. We love the document automation and workflows. We recently connected Filevine with Domo to give us best in class automated visual reports for our KPIs. We enjoy the ability to share tabs with our clients, experts, and referring counsel. Filevine allows us to scale our processes. We are very satisfied. Customer support is first rate. I used Clio for almost 6 years.

Cons

Sometimes data has to be entered multiple times in various fields - like birthdates. This is a small annoyance. I do wish that Filevine had an intake tab that functioned like Lexicata to allow our clients to enter in some of their information without us.

Review Source: Capterra
 

Michal from Travis Law Office
Number of employees: 2-10 employees Employees number: 2-10 employees

July 2017

July 2017

Excellent features and flexibility for personal injury firms

Ease-of-use

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Value

Excellent usability for a personal injury firm.

Pros

Flexibility: Filevine offers superior flexibility. Firms can pick what they want and how it's set up.
Help with set-up: Filevine assigns a dedicated rep to each firm. The rep will handle set up so the firm doesn't have to. Yay! (I set up our last system myself.)
Intuitive, visual structure: Distinct sections for the things that matter to PI firms (settlements, damages, negotiations, intake, etc.). You get to choose which sections you want.
Text to clients from the file: Excellent handling of clients texts.
SaaS: Unlimited storage, regular updates.

Cons

Email handling: Emails are saved to files via forwarding or a bcc to a Filevine email address. Okay, but not great. Email attachments must be downloaded and saved, then attached.
Cost: Filevine is definitely not the least expensive solution (but not the most expensive, either).

Review Source: Capterra
 

Cassie from Kidwell & Gallagher, LTD.

July 2017

July 2017

Great!

Ease-of-use

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Pros

Customizable deadline chains, easy use of tracking medical records and bills. Daily reminders to keep you on top of things.

Cons

Not being able to delete a note after it is submitted into a project. The connection with the Filevine calendar and our firms calendar does not match up.

Review Source: Capterra
 

Millie from Law Office of Mark A. Cornelius, PA

June 2017

June 2017

Great case management system!

Ease-of-use

Functionality

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Pros

Custom text messages and emails for each case allow you to connect all pertinent information in one place.

Cons

That you can't erase things when a mistake is made, for example, when you make a note in the incorrect case file.

Review Source: Capterra
 

Robin from Omega Law Group, PC

May 2017

May 2017

Best software I have used.

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Pros

Filevine is very user friendly. My staff loves it. We couldn't be happier. We have used other software in the past and this is the best out there.

Review Source: Capterra
 

Alex from Gazda & Tadayon

May 2017

May 2017

FILING IS SIMPLE

Ease-of-use

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Pros

My favorite tab to use is the intake tab as the file clerk my main job is to input as many information on a client as possible. File vine makes it simple to put everything in a place where not only I can see it but everyone else can see it in as easy as a couple of clicks.

Review Source: Capterra
 

MARLA from Gazda & Tadayon

May 2017

May 2017

GREAT ! WONDERFUL!

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Pros

LOVE THE TIMELINES, LOVE THE DEADLINE CHAINS, LOVE THE ALL THE WONDERFUL TAB OPTIONS WE HAVE AND THE ABILITY TO CUSTOMIZE THEM!

Cons

HATE THAT WE HAVE TO WAIT ON A REP TO CUSTOMIZE IT FOR US BUT IT IS UNDERSTANDABLE WHY THAT IS THE WAY THAT IT IS.

Review Source: Capterra
 

Kaye from Gazda & Tadayon

May 2017

May 2017

scheduling is amazing

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Pros

the calendar is so simple to use, it is incredible to see how easy it is to see appointments as well as to edit and or delete appointments.
I also love the reminders because they are very helpful

Cons

i wish we could write letters off of the calendar to clients, this would make filevine perfect in every way.

Review Source: Capterra
 

Ana from Gazda & Tadayon

May 2017

May 2017

This program is amazing!

Ease-of-use

Functionality

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Pros

I love their document generation it makes it so easy to send letters out to our clients with the simple templates that we have created.

This saves our firm so much time!

Cons

Calender doesn't have a self generated letter system, this would simplify our system by sending out self generated letters to our clients.

Review Source: Capterra
 

Samantha from Bart Bernard Personal Injury Law Firm
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Filevine is an excellent case management system and I highly recommend it to any law firm.

Ease-of-use

Functionality

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Easily managing of a multitude of files on a daily basis.

Pros

What I like most about Filevine is its ease of use and functionality. I also like the fact that I can run various kinds of reports and it creates an Excel spreadsheet to work with once my report is ran. Great customer service as well!

Cons

I would like Filevine to have a generic contact list to be able to see all of my contacts at one time for all projects and not just per project.

Review Source: Capterra
 

Christie from Bart Bernard Law Firm
Number of employees: 11-50 employees Employees number: 11-50 employees

April 2017

April 2017

Very user-friendly with great tech support

Ease-of-use

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The convenience of being able to access case information on the go - all of it - notes, documents, contact information, etc. It's easy to maneuver as well so you get your info quickly.

Pros

Easy to learn, can be tailored to suit your needs, and is a one-stop shop for all of the information and pertinent documents for your files. You control what's inputted and it can be as much or as little as you want/need. Support is quick to respond and very helpful. All issues that I have experienced have been quickly resolved.

Cons

The software is still evolving so there are minor issues that pop up - not bugs, just things that could be improved. That said, every issue I've noticed and called to support's attention has been resolved by the team promptly.

Review Source: Capterra
 

Claudia from Karns and Karns, LLP.

March 2017

March 2017

Working smarter not harder

Ease-of-use

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One thing I immediately loved above Filevine was the ability to separate "feed" from "tasks". This helps me prioritize and gives me a bird's-eye view of what my day should look like. Navigating Filevine was so easy! The search button helps me find any contact, clients, and helps me access information as quickly and easy as I would on social media. Filevine is all about streamlining the case management process to get things done!

Review Source: Capterra
 

Chris from Price Beckstrom, PLLC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Great file management for PI attorneys

Ease-of-use

Functionality

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Value for Money

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As an owner of a new firm, file vine has been a life saver. It's the best electronic file management system I've ever used. You can upload files through email, text, and fax, which is a great feature. It's also a great way to manage office staff by creating tasks for them easily and quickly. Can't recommend this highly enough.

Pros

Ease of use, electronic file management, great features.

Cons

Sometimes glitchy with updates, but you can let your rep know and they'll get worked out fairly quickly.

Review Source: Capterra
 

Edwin from Omega Law Group, PC
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Best Case Management Software for Law Firms

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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I've been using FileVine for over a year and I couldn't be happier. I've used a bunch of other software, including Abacus and Clio, and they don't come close to FileVine. The best part about FileVine is how customizable it is. The staff is also super friendly and responsive. Highly recommend trying it out.

Pros

Customizable. Web-based. Friendly and responsive staff.

Cons

Because they are so customizable, once in a while you'll have a bug that needs to be fixed, but it's never been anything big. Minor issues like duplicate contacts, but they are quick to fix.

Advice to Others

Try it out. You won't regret it.

Review Source: Capterra
 

Dany from SLF
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Love FileVine

Ease-of-use

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Value for Money

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We just recently began implementing File Vine into our firm and I have to say it's amazing! It is extremely easy to use and I love the updated features that are available. File Vine is beginning to make things a lot easier around here!

Pros

How easy it is to use.

Cons

I'm not enjoying the calendaring system.

Advice to Others

File Vine has tons of great features! I love that I can text and email right from a clients file. It's amazing!

Review Source: Capterra
 

Stacey from Van Law Firm.
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

Filevine is GREAT.

Ease-of-use

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The law firm I work for signed up for Filevine about 6 months ago. One thing I love about Filevine is that there are constant efforts to improve the software. Each firm can customize their case set up to their specific needs. It helps with client contact the texting feature is so easy to use and our clients love it! We can track all aspects of a case and have the information readily available. Customer service is also amazing! Whenever we want to make adjustments or submit a new doc gen it is done within 24 hours. Filevine has really changed the way we manage our cases for the better.

Pros

Easy to use. Client friendly. Information is readily available.

Cons

Multiple tasks. I feel overwhelmed sometimes looking at the tasks that need to be completed. Even though they are usually duplicates.

Advice to Others

None.

Review Source: Capterra
 

Jennifer from Gazda & Tadayon
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

File Vine is GREAT!!!

Ease-of-use

Functionality

Product Quality

Customer Support

Value for Money

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File vine is such a great system ! Love that it's so simple to use, anyone can use it was ease.
I love that they are so fast and efficient with any customization that are requested .
The Projects are made for easy data input and even easier with their project search bar, you can not only search for a project but within a project.
Doc generation and Doc storage is also great to have!!! Over all this is just a great software, would definitely recommend to other businesses.


P.s. Thank you To the support staff for always helping us out.

Pros

Efficiency
Organization

Cons

We did not discover it soon enough.

Advice to Others

Nothing, this software is Great.

Review Source: Capterra
 

Allen from Fonteneau & Arnold, LLC
Number of employees: 1 employee Employees number: 1 employee

March 2017

March 2017

Great Product and Great Support

Ease-of-use

Functionality

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I have been most pleased with the response time when I want changes made to my Filevine platform. My partner and I run a niche practice focusing on Federal claim. We have requested numerous changes to the general Filevine platform and I have been beyond impressed with how the staff listens and tailors the product to our needs.

Pros

Customer Service

Advice to Others

I think it is important to talk with the staff and think about what you want that suits your practice needs.

Review Source: Capterra
 

Lauren from Lawyers Marketing Associates, Inc.
Number of employees: 2-10 employees Employees number: 2-10 employees

March 2017

March 2017

FileVine Quality Review

Ease-of-use

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Overall great experience. May need to work on educating account managers a little better on dealing with personal injury law firms.

Review Source: Capterra
 

Almyr from Johnston Law Group

March 2017

March 2017

User friendly

Ease-of-use

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Filevine has a very attractive layout and it's really easy to use. I would absolutely recommend it.

Review Source: Capterra