Takes Your Solo Practice to the Next Level

With Filevine's help, I've been able to increase three-fold the number of active cases I feel comfortable handling. It's a great product, with a great support team. I would highly recommend it to everyone, especially if you already have a billing program you like and don't want to change.

Pros

This software adapts to the way you practice law. You don't organize your cases the way a vendor tells you to, you do it your way. You use your own, trusted, time-tested checklists and processes. But Filevine takes what you have built over your career to the next level by allowing you to streamline intake, and standard tasks you do in every case. The best way I can put is I don't need to cut-and-pate any more. I just click a button and I'm ready to serve standard sets of discovery. I don't need guess whether we ordered a court reporter for a deposition. There's a "Yes" or "No" button that says we did or didn't. I don't even need to manually check when we last did something on a case--I just click a button and a report tells me when the last activity occurred.

Cons

The set-up time is significant, especially if you are particular about the way things need to look and feel. But that's to be expected for something you can customize from the ground up. Outlook integration could be better, but it has improved since I've come on board. All signs indicate it's going to continue to get better.

FileVine Rocks!

FileVine has finally brought our firm into the 21st Century!! We are now able to streamline our intake/sign-up process; easily manage/maintain our documents bringing us closer to our goal of being a paperless office; more efficiently communicate with our clients; and keep our paralegals on track with managing case loads. The sales team and support staff were absolutely amazing! [SENSITIVE CONTENT HIDDEN] and the rest of the FileVine team went above and beyond to accommodate our firm, including, providing 3 separate demos to make sure EVERYONE involved in the decision making understood what was going on. LOVE. FILEVINE.

Pros

Extremely user friendly. Input and updates to case info super quick and easy. The most efficient CM software I've used in the 25 years of being a paralegal. LOVE the customization

Cons

Honestly haven't found anything I don't like yet. Only thing I would like to see...only to accommodate some of our old-school staff, is some type of integration or syncing with QuickBooks. I believe it is available but is time consuming (on the programming end) and expensive?

Great app but terrible customer service

Optimistic but very frustrated by terrible customer service and lack of implementation services.

Pros

A ton of feature and you can make anything you want out of it. You have to invest a lot of time into building it out. But FileVine is very innovative.

Cons

The customer service is some of the worst customer service I have ever received in my life. You are better off getting support from Google than from FileVine. I've been emailing them for seven months on one simple issue and six months on another and they won't even respond to my emails. You are on your own.

Run - Do Not Walk - From Filevine

Using Filevine was a waste of a year that I wish I could have back. A complete disaster. Make sure you have a backup of all documents you give them or upload into Filevine. My experience with Filevine is that they check ethics at the door and will say and do anything for a sale. They only hold the keys to all of your practice's information and documents, so best of luck with that.

Pros

Literally nothing. At the end of the day, Filevine was the most expensive version of Dropbox or Box - not a practice management solution - possible, so, if that is of any interest, read on.

Cons

Filevine indicated to me that they were very experienced at migrating data over from the practice management software I had been using. A YEAR AFTER retaining Filevine, it was still NOT done and was a complete disaster. If you ever want to see your documents again, run - do not walk - from Filevine. A YEAR after retaining Filevine, they still had not done any of the customization that they promised, which was a large part of the inducement to retain them. Unless you are a programmer or merely want the most expensive version of Dropbox or Box possible, run - do not walk - from Filevine. I am NOT kidding or exaggerating about this last one: I signed up for a year's worth of service and cancelled after the year was up, for the above reasons. They then tried to tell me that I was actually in a 3 year contract! The agent who signed me up apparently CHANGED my agreement when he sent it to me via Docusign, so that he could make a sale. Run - do not walk - from Filevine. Even despite all that is underway with the coronavirus pandemic, Filevine has the time to constantly badger me to pay for 3 years of service, despite knowing of their intentional misrepresentation and fraud, and despite their knowing that I do not use Filevine at all, given the above. They even sent someone (a collector) not to my office, but to my home! Who does that? I have used Clio and Smokeball and have never had these kind of issues. Run - do not walk - from Filevine.

Customizable & Headache Free

I discovered Filevine after using two other case management programs. The first one I tried was fine, but it was too generic for my law practice. The second one I tried was more tailored to my area of law, but it was a headache to learn and lacked any ability to customize the program to work the way I like to work. Enter Filevine. Filevine lets users tailor the program to have features that users want instead of delivering static features that force users to adjuster their workflows to suit the software. The program is easy to use, has a pleasing interface, and the onboarding experience is awesome. I was guided step-by-step through the program so that when I was set loose with the program, I could hit the ground running.

Pros

The ability to customize the program so that it works the way you work.

Cons

The details I would change are very minor.

SO MUCH BETTER THAN MOST

ALTHOUGH THEY ARE VERY NICE, THEY DO NOT NEARLY HAVE ENOUGH STAFF. THEY ESPECIALLY DO NOT HAVE ENOUGH KNOWLEDGEABLE STAFF. IMPLEMENTATION WAS A STRUGGLE AND I HESITATE TO ASK FOR ANYTHING BECAUSE NOTHING HAPPENS. HOWEVER THE PROGRAM ITSELF HAS BEEN GREAT NOW THAT IT IS IMPLEMENTED (IT TOOK OVER 9 MONTHS FOR US TO GET UP AND RUNNING AND COST A LOT IN ADDITIONAL SOFTWARE AND OVERTIME FOR OUR STAFF).

Pros

CUSTOMIZATION (A BIG ONE), REPORTING, EASE OF TRAINING/LEARNING FOR STAFF, KIND CUSTOMER SERVICE, SYNCING WITH OUTLOOK, DOCUMENT DRAFTING AND ORGANIZATION, STAFF PRODUCTIVITY MONITORING, DOCUMENT MERGING AND EASE OF CREATION OF TEMPLATES (ALTHOUGH MAKE SURE YOU UNDERSTAND IT FULLY BEFORE YOU BEGIN OR YOU WILL HAVE TO CREATE THEM OVER AND OVER).

Cons

CERTAIN THINGS DON'T MAKE SENSE AND CAN'T BE CHANGED. EX. NO SPOT FOR SUBRO LIENS IN THE DRAFT CLOSING TAB, SORTING OF REMINDERS IS OLDEST TO NEWEST AND YOU CANNOT FILTER FOR OPEN REMINDERS (SO YOU HAVE TO SCROLL FOREVER ON AN OLDER CASE TO GET TO THE OPEN REMINDERS), CAN ONLY ASSIGN ONE COST/TRUST ACCOUNT PER ORGANIZATION FOR SYNCING WITH QB (EVEN THOUGH IRS REQUIRES A SEPARATE ACCOUNT PER CLIENT FOR COSTS AND THE BAR REQUIRES A SEPARATE ACCOUNT PER CLIENT FOR TRUST). DO NOT SWITCH TO QB ONLINE SOLELY TO SYNC WITH FV. NOT WORTH IT AND YOU CANNOT SWITCH BACK. CHOOSE YOUR INTERNAL IMPLEMENTATION PERSON CAREFULLY. NEEDS TO BE SOMEONE THAT IS TECH SAVVY, FAMILIAR WITH YOUR PRACTICE AND HAS THE TIME TO DEDICATE 3 MONTHS MINIMUM TO ONLY THAT. GET THAT PERSON A TEMP ASSISTANT FOR 3 MONTHS. THEY'LL NEED IT. BECAUSE OF THE CUSTOMIZATION, THEY REALLY DO NOT LEAD YOU THROUGH IMPLEMENTATION. YOU DRIVE THAT TRAIN AND YOU ARE THE PROJECT MANAGER. DO NOT RELY ON THEM TO GUIDE YOU.

review

I like it. But it isn't a perfect 10 product.

Pros

that the system does update, that the company does work on it.

Cons

its isn't as user friendly as it could be with changing things about the practice areas. it does take a significant amount of work to dig into the weeds to figure out how to auto-generate documents.

FV Fan

Great! On several occasions, I wanted or needed FV software to do certain things. So far, if the feature wasn't available, the FV team either created it or created something equivalent to meet our firm needs.

Pros

I love that each project has a dedicated email address and phone #, so communications go directly into the file and allowing text communications with individuals without giving out a personal phone #. I equally love that the FV team is always accessible and they are continually updating and creating new features.

Cons

The conversion from our old software to FV. That being said, our conversion troubles were not all FV issues. Having a person that knows the ins and outs of the old software and what features your firm used will help the FV team dramatically when it comes time to transferring data to appropriate fields.

Overall, Great software!

I love it! It makes it so easy to stay organized and so easy to catch up when you've been away from the office a day or two weeks! I am able to keep up with my work and calling clients. It's just a great software overall. Would not switch from this!

Pros

I love that you can assign and change deadlines for tasks. I love that it's setup like a facebook profile page for each client. I love that it's easy to use! The best part is being able to make reports on your data.

Cons

I can't think of anything negative about this software. every function has it's purpose and each purpose is very valuable to the case.

Excellent Training and Implementation of updates

Excellent Document Management program.

Pros

Trainers [SENSITIVE CONTENT HIDDEN] are extremely knowledgeable of Filevine and have a very good idea of the needs of a personal injury firm. They have been very helpful and have made our process easy and friendly.

Cons

So far, I don't have anything negative to say other than I find the Quickbooks integration expensive.

It is great at its strong points. It's number of strong points are increasing.

The PI department in my firm (my department) has used Filevine for about two years now. I think we were one of its first users. My firm also uses Clio. Clio has some real strengths in trust accounting and thinks like that. But Clio doesn't hold a candle to Filevine when it comes to communication. Filevine absolutely shines in the area of communication. That is an area where Clio and other practice managers fail. The Filevine Feed give unparalleled team cooperation and collaboration opportunities. Clio notes and tasks are combersome and my firm kind of ignores that feature. Filevine notes and tasks are the central feature of Filevine (imo) and it shows that the development team built it with team communication as the central goal. It is the only software that my office has ever used where I have been able to convince my staff to consistently take notes on what is happening in the case. I can think of at least four times in the last year where there was a dispute with the court, and insurance company, or a client about what we said or did. We pulled up Filevine, showed them our time-stamped notes and won the day. I also love, love, love the text-to-file feature. We can assign a private texting number to each client. The clients text directly into their case feed where I team can respond in text back. Clients can text pictures to that number, and Filevine will save them to the documents folder. If i am on the go, and I need to get a copy of a client's documents, I will often just take a picture of them and text them to the client's Filevine number. The texting feature means that texts aren't fragmented between different telephones. It means I can monitor communication between my team and my client. It means that we can reduce time-wasting phone calls by answering concise texts when we are ready. Clients really seem to love it. In all fairness, Filevine is still rough in a couple of areas. I have spoken with the developers, and I know that they are working around the clock to bring new functionality and to make existing functionality more elegant. I personally don't mind software that still has room to grow as long as it has a team that is excited about making it grow. I think Clio has that kind of a team too. I know that Filevine does. Anyway, it is worth taking a look at it. I know the Filevine team also spends a lot of time onboarding you with customization for your own firm. It is kind of cool.

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.

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.

BUYER BEWARE - FALSE, MISLEADING STATEMENTS TO GET CUSTOMER TO PAY & SIGN FOR 3 YEARS

We had a terrible experience with Filevine. The representatives are outright dishonest and lying to the customer just to make the sale. After countless hours of training we were told their forms software was a link to a California Judicial Council forms website. We were going to use the software for forms and billing. We tried to terminate the contract during the training phase within the first few months because the software is significantly deficient and Filevine had outright misrepresented its capabilities. They refused to terminate the contract initially and then agreed to terminate contract but kept our money.

Pros

Billing software was easy to use. Customer service was good until a conflict arose due to Filevine's major misrepresentations to get us to sign contract based on false statements. Their demeanor changed once contract termination was requested based upon their fraudulent conduct.

Cons

Does not have promised forms software which was one of the primary reasons we signed the contract.

Horrible Waste of Money

See above. The entire experience was awful.

Pros

The option to turn on a texting feature for a matter was nice. Of course, the text would end up in a spot of the file that was unhelpful.

Cons

My experience with Filevine has been atrocious. It started with what can only be described as deliberate misrepresentations during the sales process. They do a demo of a product and then you get your product and it's nothing like what they promised. Here's a glaring example: I go into the system to start keeping time and send out invoices and I can't get into the billing section. When I report the problem, I'm told that billing isn't available because it's in beta mode. So...I can't use the system for one of the key functions. They say that it integrates with email, but that just means you have to cc the file on everything and then you can't even move the documents around in the system. You have download and upload documents if you want them in different sections of the client matter. I was told it integrates easily with Lawpay. Nope. 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. Well, my team did the full day of training and the "trainer" could barely answer any questions and admitted he wasn't even a trainer. So in addition to wasting all the money we spent on training, we wasted a full day of work. They are unresponsive to these concerns, with their standard response being that we should just do more training. The system is clumsy and the customer service is awful. I would warn any and every firm against using Filevine an

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.

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.

Best Case Management Software for Law Firms

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.

Filevine is GREAT.

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.

Customizing with ease!

What a breath of fresh air this program is! It's like using a social media app! It's easy to navigate, accessible from anywhere & constantly improving.

Pros

I couldn't be happier with how easy it is to customize the program. In our firm, things change quickly and it is amazing to be able to change the program on our own without having to wait for customer support to get to us.

Cons

Updating can sometimes slow the system down. Other than that, I do not have anything negative to say.

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.

Filevine Keeps Our Office On Task!

Everything has been wonderful so far.

Pros

I love how easy this software is to use.

Cons

There is nothing I don't like about Filevine!

The Best

I love this new system we started using. It's much more professional when it's regarding our clients. I love that I can actually now send text messages to our clients. That is something we can't do with our land lines. Thank you filevine for coming available!

Pros

The best part of filevine is that we can update our clients on what is going on with their cases. We can also update our own staff when they are out and needs to know what is going on with each case.

Cons

I honestly don't have anything bad to say about filevine. Since I'm still learning how to use other features we have available

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).

Great Program

Great Experience. Ease in moving over our data despite that it had to be manual due to issues with our last system; not an issue with Filevine. Customer Service and available learning tools are exceptional and that is what makes this system rise above others.

Pros

Customization Options are great, but the Customer Survey is the best I have ever dealt with in my long career with a variety of systems.

Cons

Needs some additional work on Calendars so that firms have a one stop shop for appointments rather than having to look at Filevine and Office 360 or some other program calendar.

File Vine is GREAT!!!

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.

Great product

Pros

I enjoy the ability to text with clients and keep my case status and updates organized.

Cons

No app for ease of use on the go. It'd be helpful.

Highly recommend the product and it continues to improve.

Overall the product works great and has a ton of functionality that integrates extremely well with the personal injury practice that uses it. The text messaging function within the application has also been a huge game changer for the practice.

Pros

What I liked most about this software was that it allows for a fully web-based environment for the users that we don't need to support and back up.

Cons

What I like least about this product is that it still does not offer a proprietary application that can be used on mobile devices.

Great file management for PI attorneys

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.

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!

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.

Review of Filefine March 2020

Pros

I love the report features and the reminders.

Cons

I dislike how you are not able to print the entire activity page. That is very discouraging.

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.

Must Need

Pros

Organized, smooth, allows me to maximize on my goals.

Cons

Cannot think of any at this moment. Need more time to think.

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.

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.

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.

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.

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.

Product Does Not Deliver Promised Features

Filevine bills itself as an upstart, client-oriented company. Whether it is growing pains, or it is just making promises it cannot deliver, I do not appreciate being sold a product that does not work as promised. Had I known that Filevine was never going to be able to sync with Dropbox, I would not have bought it.

Pros

The system of tracking deadlines and calendaring events may be useful for folks who are disorganized without it.

Cons

Filevine was sold to me as a product that would "sync" with Dropbox, but it does not, in fact "sync" in real-time with Dropbox. Because my filing system uses Dropbox and I was unwilling to stop using Dropbox, I insisted that any management software be compatible with Dropbox. I was promised that Filevine would sync with my Dropbox files, but it does not.

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.

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.

Great Product and Great Support

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

Great, responsive support with simple to use task flow

We looked into a number of databases prior to deciding Filevine was the one. The key factor that attracted us to Filevine was that it was affordable and they did not charge an outrageous sum to set the company up in the system. Competitors were charging several thousand and the guys at Filevine made sure we could be up and operation without the headache or cost that attached to other programs. The interface is easy to use and the newly created custom report feature adds more bang for the buck. For a small firm, this is the database to have. For the larger firms, this program works beautifully and comes at a better price point. We have several thousand clients in the database and it functions wonderfully.

Perfect for teamwork.

I tried Filevine in the early beta. I didn't really "get" it until I added a few people and started collaborating. Once we started working together on a project it all clicked and I was hooked. I can't explain it, it was just much more intuitive than trying to use things like basecamp and asana and trello for coordinating team efforts. The other thing I love about it is the newest feature: custom tasks. Basically you can set it up so that every time you create a new case it automatically creates a certain set of tasks for you. Then, when you move through phases (intake to working, for example) you can have a whole new set of predefined tasks. I'm looking forward to see what the next features are going to be.

Love FileVine

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.

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.

I would not recommend

I’m sorry I went with them.

Pros

There is no pro. I m so sorry that I went with filevine.

Cons

Customer service. They assigned someone to train me who want helped to day the least. I requested a refund and after asking it for months and never using the product, they will not refund me. When I first was thinking about signing up, they were so responsive, but after having problems, no one will response to me or give me a refund even though I never used the product.

Garbage

Garbage

Pros

Nothing nothing nothing. You have a system that doesn't work for Social security attorneys.I really wish you would have told me that when you signed us up. I spent a whole lot of money to help people who don't have any money and you didn't do it for them or for me.

Cons

No support. No support no support.I tried to help Social security claimants who have no money and you sold me a product that doesn't help me do that for them. Sorry you failed.

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!