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.



48 Reviews of Filevine

Overall rating

4.5 / 5 stars

Showing 1 - 20 of 48 reviews

November 2018

Anonymous

Verified Reviewer

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2018

Excellent Program!

I truly enjoy this program. It took our firm from the archaic ages & propelled us into the future. It is easy to use, organized & improving & updating features consistently. It can be tailored to fit you specific needs which is a huge benefit.

Pros

I love that the program is web based. I can work on the go which is very important in my position.

Cons

Running reports can be a bit frustrating at times.

November 2018

Thania from Council on American-Islamic Relations Florida

Company Size: 11-50 employees

Review Source


Ease-of-use

4 of 5

Value for money

4 of 5

Customer support

5 of 5

Functionality

5 of 5

November 2018

Extremely Customizable

Absolutely love this product - it is worth the time and investment!

Pros

We love how easy to use and intuitive Filevine is for our team. The software is also fairly easy to customize for your practice's needs.

Cons

It takes substantial dedicated time to customize the program to meet your exact needs. It would be better if there were more templates you can plug in yourself and edit rather than calling your assigned technician. That being said their support team has been amazing and extremely knowledgeable about the product to help you quickly resolve any issues you run across.

June 2018

Michael from Roach Law Firm

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2018

comprehensible, friendly, and game-changing.

Transparency between staff and the man in charge. Easy report system that can be used for almost anything. Just makes life at work easier.

Pros

It's level of customizability alone, in my opinion, makes it a top-notch product. You build it around your needs which adds a level of ownership to it for everyone involved in the integration process. Adds a transparent and honest form of communication between the lawyer and paralegals.
Lastly, their training staff was amazing! Staff who was in charge of training me and our staff. They were super friendly and easy to understand. Always reinforced what I didn't understand at first and always had really brilliant ideas and tips on how I could really maximize the software uses for my firm specific needs. 11/10

Cons

I was told "this is something that they're working on" which I believe but our office uses 2013 outlook which unfortunately doesn't sync with Filevine at this point in time but that's by no means a deal breaker.

May 2018

Anonymous

Verified Reviewer

Company Size: 1 employee

Review Source: GetApp


Ease-of-use

5 of 5

Functionality

5 of 5

May 2018

Helped with a case that I was a part of

Pros

I liked how easy Filevine made it to organize and access the case information and communicate with the lawyer handling the case that I was a part of.

Cons

I think the layout could have been more visually pleasing in an aesthetic sense, but that is only if I am really looking for something to criticize.

April 2018

Chris from GNGF

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

4 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2018

Made for the personal injury law firm - unlike any other case management system!

Pros

These guys get it. This is a 100% web-based software that is perfect for PI attorneys. There are so many options out there for case management, but FileVine takes it to the next level. So many features currently and updates are always coming through for new things.

PS - the T-Shirts are nice too, very soft!

Cons

I wish there was something similar for attorneys that practice other areas of law. Hopefully, this is in the works.

February 2018

Daniel from Hughes Socol Piers Resnick & Dym Ltd.

Company Size: 51-200 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

3 of 5

Functionality

5 of 5

February 2018

Was exactly the fit we were looking for and seems to constantly be adding new features.

Pros

The best thing about this product is the fact that it's fully web-based. Gone are the days of needing a beefy back end and/or an SQL server to host the databases. Now all of your data is secure and in the cloud for easy access for attorneys and their staffs.

Cons

The biggest con with this software was the setup. They sold us on a seamless integration, which is never the truth, with a dedicated handler. To put it plainly, our installation was not pretty. Lots of delays and having to really push to have certain items exported from our former client management system and entered into the proper fields within theirs. Was it worth the headache of making the move, absolutely, however it could have been handled much better in my opinion.

January 2018

Amanda from Law Office Of John B. Jackson

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Wonderful and Successful Work Tool!

Too many to list!

Pros

The system is so easy to navigate! The customer service available when needed as well as the easy use of the system is a must have for our firm!

January 2018

Veronica from Banafshe Law Firm

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

January 2018

Amazing case management software program.

Case Management organization and shared case information. The link between clients, we now know what clients are associated with a case and we can switch from client to client in a click of a button.

Pros

I was hired as the office manager for a small law firm. As of today, we are still in the beginning process as we have only had this program for about three months. There is so much to say about Filevine, it is an amazing case management software program. I especially loved that we were able to set up a template for our firms needs and desires. Everyone here has adapted very well as it is very easy to navigate and learn. If you need help organizing your case files this is the program. Reports are great as you customize the reports you want as you need them. Most importantly, always great and customer service support.

Cons

The biggest issue we have is that when we are in the case information section you must hit the save button or you can potentially lose everything you entered, it does not do an auto save, not even when you up-load documents.

November 2017

Ryan from McKeen Law Firm, LLC

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

4 of 5

November 2017

Filevine is the backbone of our practice.

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.

July 2017

Michal from Travis Law Office

Company Size: 2-10 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

4 of 5

Functionality

5 of 5

July 2017

Excellent features and flexibility for personal injury firms

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).

July 2017

Cassie from Kidwell & Gallagher, LTD.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

July 2017

Great!

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.

June 2017

Millie from Law Office of Mark A. Cornelius, PA

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

June 2017

Great case management system!

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.

May 2017

Robin from Omega Law Group, PC

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

Best software I have used.

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.

May 2017

Alex from Gazda & Tadayon

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

FILING IS SIMPLE

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.

May 2017

MARLA from Gazda & Tadayon

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

GREAT ! WONDERFUL!

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.

May 2017

Kaye from Gazda & Tadayon

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

scheduling is amazing

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.

May 2017

Ana from Gazda & Tadayon

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

May 2017

This program is amazing!

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.

April 2017

Samantha from Bart Bernard Personal Injury Law Firm

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2017

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

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.

April 2017

Christie from Bart Bernard Law Firm

Company Size: 11-50 employees

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

April 2017

Very user-friendly with great tech support

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.

March 2017

Claudia from Karns and Karns, LLP.

Review Source: Capterra


Ease-of-use

5 of 5

Value for money

5 of 5

Customer support

5 of 5

Functionality

5 of 5

March 2017

Working smarter not harder

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!