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.

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.

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.

I am excited to use Filevine. Happy to have made the upgrade from outdated technology.

Flows more easily. Nothing is too hard to find.

With daily use, Filevine is easy to use, NO cons.

One of primary reasons we chose this program over others was because the add-ons Docs Plus and Vine Sign would replace Adobe. It was a little more expensive to do this, but the convenience of doing everything within one program and having it automatically save to the client's file seemed to be worth the added expense. However, it has not worked that way and now we are paying for both. Most notably, DocsPlus does not correctly convert Word documents to pdf, the editing feature is lousy, and it bates stamped our documents correctly on some pages, but upside down an in the wrong place on others. I have asked for a refund for this portion of the program because it is useless, but FileVine claims that it is somehow my fault that these features do not work. They have yet to show me what I am supposedly doing wrong. In the last meeting with the account manager, we had to tell him how to open a locked document and which icon to click on for editing. I have demanded arbitration over this issue, but they still have not responded. VineSign is useable, but it does not date/time stamp the signature-it only puts a header on the first page of the document. As a result of these deficiencies, we have to convert and manipulate pdf documents using Adobe, save them into our client files on our server, then move them into FileVine. This has created considerably more work.

It is extremely customizable. There is a suggestion feature for changes to the software.

There are many glitches that were not evident until we started using the program. There is no way to try out the program before purchasing it-you have to rely on the representations made by the sales staff. The only trial offered is for the sales rep to guide you through some of the features for 45 minutes or so. The add-ons for DocsPlus and VineSign are much lower quality than using Adobe. The "deadline chains" cannot be modified in the client's file and you have to turn off automatic calendaring for many events because you cannot add a time for the event. The calendar syncs with Google, but we do not get the calendar notifications that we get if the event is calendared on Google itself. But if you do that, it does not show up in the client's file. There is no way to set up automatic reminders that take include both calendar days and court days-it counts only one or the other. We often have deadlines that are based on calendar days, but are extended by a certain number of court days due to the manner of service of the initiating document. There is no way to assign work that is not associated with a specific project. There is no way to have interoffice communications about phone calls, messages, etc. unless it is set up as a "task" and associated with a specific project. So phone messages that are not specifically related to a particular existing client still have to be handled manually.

It's amazing how you guys integrate every aspect of the persona injury practice and you can customize the experience for every customer.

The preview for the documents is not the best one, it takes time while it opens in a new tap

We came to Filevine from a different case management software system. We loved the look of our prior system, but it was not good for much other than document generation and assigning contacts to the file. We looked at a bunch of other options and even tried one before we went with Filevine. We have been using it since and I wouldn't recommend anything else. There is so much to like about Filevine: - You can text your clients and they can text you right into their case in Filevine. - You can filter the main page so you can see all the texts or all the tasks, etc. - You can share links or .pdfs so easily - We haven't had 1 hiccup in cloud storage or security - The best part is the customization because you can have your Filevine look and act however you want it. - Every Filevine case has a distinct email so that we can either email directly or forward everything we need right to the file. I could go on and on. The point is, choose Filevine and never look back. You won't regret it!

The only con so far is directly connected to a pro. Filevine is customizable so the pro is that you can build it to match up with your office. The con that is connected with that is that it takes time to set it up.

I was intrigued to try this program. I did a demo and had numerous sales calls. It was an aggressive sales pitch. I finally said I'm intrigued to try it out which required me to pay over $2,000 I figured if it worked then it would be worth it. Well after a few days of use, it was clear it did not do what I expected and I did not like using it at all. It was my mistake and thank goodness I made them include a clause about not autorenewing my subscription. I recommend against using FileVine. Software should always provide a trial period, even a week. Where such a software does not let you play around with it outside of watching a demo, it should be a redflag. FileVine may be a good solution for some people but I don't recommend using it because they don't allow that before trying it. And it is not as full-featured as advertised and each little thing is another add-on fee.

In theory it offers customization. I don't doubt that it does. It has some limited document management abilities.

They charge you for "implementation" more than the cost of the licenses. I'm not a programmer or computer science graduate but consider myself competent with programs like this. My philosophy is that if I must be "trained" to use it, then it's not an intuitive program. When I had an issue, the customer service person - who seemed helpful - told me the only way to troubleshoot my issue - the documents were not searchable even though I had paid extra for OCR (notwithstanding word documents are by definition searchable) - was for me to add him as an administrator for my account and that he would look at it. I was stunned. I've used dozens of programs and received support from them when needed. Standard method is through remote access tool. Who would ever think to add their support rep's email as an admin on my account? This is indicative of my issues with the program.

Ease of use and lots of options to assist in optimizing your case management system. I love the all in one type nature of Filevine and its continued effort to improve and increase offerings to clientele. Most functions are very intuitive and there is a clear vision to help law firms automate all sorts of tasks that take up time.

Some of the additional functions are not as developed as I would like. Some issues do not appear until you actually get to use and play around with the new function. Also, some of the automations and small fixes are slow to get implemented.

I am happy to use and work on this platform. The best part is the report section. Earlier, we used to do everything in Excel or Google spreadsheet and those were manual entries. But now we have all the data in hand. Thanks to the REPORT generation feature in FV.

FV is user friendly unlike other CMS's.

FV pdf editor lacks features which is available in adobe pdf.

Flexibility and user friendliness are my favorite features.

Nothing. We have had no issues with this product.

Filevine has made me far more productive and prolific as a practicing attorney and allowed me to focus on what I am most interested in about the law, because the burden of the drudgery is so incredibly reduced.

I honestly don't have time to list everything I love about FileVine. The learning curve was not so much about Filevine as it was about how the firm did business. Filevine is so intuitive and easy to learn. Everything about it makes sense. If there's ever a process we have to tweak or revise or add, it's so easy to do.

I really can't think of any significant downsides to this system. I'm just grateful to have it. Every day.

Filevine has allowed us to be much more nimble in working remotely for all employees, replaced our server, provided increased and accurate communication in our firm on cases, allows us to share parts of the file with clients, allows client communication with text messages, and permits easy customizing to further suit our practice area which is ERISA and disability benefits. In a nutshell, it has been wonderful.

Filevine came along at the right time as we had to attorneys who were working remotely. We had consistent difficulties with our server and of course that made them entirely unproductive. Filevine worked wonderfully in replacing our server and eliminating those growing costs. It is secure user-friendly and honestly the more you use it the more power you see it has. We are now greatly expanding our form letter database although we have been using a number of letters with it for over a year now.

We previously utilized Needles and the reports with Needles were very helpful especially when two or more attorneys worked on the same case. We were able to separate out the attorney time using the Needles reports. Our attorneys are paid based on their productivity and such reports were very beneficial. Filevine does not have those reports but that really is the only negative that we have seen so far.

Doc+ is still not as functional and userfriendly. The view of documents and folders. It would be very beneficial to have an option to view all of the documents in the folders and subfolders at one time rather than having to click into each subfolder to see what is in it. This process takes up valuable time.

This software has made it easy for our team members to track daily tasks and team members activities. This software has also helped us to stream line communication on our files which ultimately saves time for the team and the client

I believe Doc plus isn't as functional and easy as it could be. I believe it would be very beneficial to be able to see all the items in docs folders in one view rather than having to click in each individual subfolder

I am very happy with Filevine. The support staff is one of the best of any company I have ever used. Not only are they tremendously patient, but they are very knowledgeable and happy to help you with any problem that you or your staff are having. They listen to their clients and try to improve the features that the clients are requesting most. If you are considering the change to Filevine, I recommend that you do it - you won't regret it.

Filevine is very easy and is an ideal program for personal injury, especially mass torts. It allows for full customization and you can make different projects for each litigation. It allows you to text directly with the clients, both for their convenience and yours. The information can be placed in multiple sections and it makes it very easy to put pertinent information for your attorneys to use for the cases. You can keep track of all types of information with reports, from which intake sources are working best to what type of cases are currently in your inventory. In addition, I have never had a software that is constantly innovating & improving the way that this does.

I did not have to integrate from another software, but there are hiccups and delays when that becomes necessary. However, that is true any time you switch from one to the other. The new Docs Plus is very useful, although you will still need to keep at least one account for Adobe Acrobat, as all the features are not there. I wish there was a way to delete comments or tasks (for the administrator), as sometimes these are made but there is no way to clean it up.

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.

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

The details I would change are very minor.

Amazing business led by innovators in the legal case management space. Always willing to listen to your thoughts and create solutions for your business needs.

The software is limitless. We are able to integrate with multiple platforms without any issues.

Only draw back so far is implementation. With any technology you are going to have a slow down in production to start but we have seen significant benefits once the staff have all been trained.

I lover it!

I love how friendly usage this program is! Very up to date, very new and fresh! I will recommend it to anyone with my eyes closed.

I wish we were able to view CDs like MRIs, X-rays and etc.

The system has been very beneficial for our purposes. We have not fully implemented and utilized the billing and settlement features.

The Filevine Software was integrated into our law practice with all the modifications we needed. It provides features that allow us to maintain all our client information in one system with designated users. This software even allows us to fax, text and receive messages from clients, providers and others through our mailroom feature. It is truly an innovative expandable package with good technical support for any purpose.

Integration into our business was an extended process requiring our personal involvement. The least likeable feature thus far is the import of external files from outside the system.

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

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

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.

FileVine has been a vital addition to our company and we love it!

The ease of use is by far the nicest aspect of the software. I also like how frequently the product is improved and new features are added.

As a law firm, the billing, timekeeping, and invoicing could use more flexibility like the rest of the software; i.e. being able to export as an excel spreadsheet or word document; allow for more malleability with tracking dollars and hours and utilizing those factors in reporting; being able to view by hours or by dollars. Etc.

The benefits are that everything is within our reach in the project. I appreciate the many tabs that can be created for what ever we need. The avenues are endless with Filevine.

Filevine is so simple to use and we appreciate the ability to create projects for anything the firm needs. I particularly like the report builder.

Sometimes there are glitches but for the most part it is a quality dependable product. Support is always ready and able to resolve any issue we may encounter.

The Filelvine training and transition is extremely well organized. The customer support is exceptional. They are proactive and knowledgeable and pleasant. The resources are endless and on point and readily available and they understand how to communicate and train busy lawyers and staff. Basically Filevine is the New England Patriots in their prime and TrialWorks is the Cleveland Browns at their worse.

Its is extremely well organized with advanced capabilities that exceed TrialWorks by a great margin. The customer support is night and day. TrialWork was a cluster fudge. Filevine is like the extremely well run and proactive and knowledgeable and pleasant. Basically Filevine is the New England Patriots in their prime and TrialWorks is the Cleveland Browns at their worse.

Nothing so far. The customer service is excellent - and nothing we have encountered so far is anything less.

We had a pretty robust program in place before it had some deficiencies and needed to be updated. FileVine allows us to text our clients from the program which has been a great feature to have. We are also taking advantage of the faxes through FileVine and those go straight in/out of the program or even the matter. That allows for much quicker sending, saving and "filing" of the fax.

There are so many great features in FileVine. The program is customizable to suit your needs. They are constantly updating the program and adding new features or adding enhancements to make the existing features work better. Customer support is easy to reach and quick to respond. We really like the fact that we can text our clients from inside the program and it's saved to their matter. This allows us more flexibility to communicate with our clients in a manner that they choose. It has also been good for sending out quick reminders about appointments. FileVine listens to their customers, evaluates the feedback and determines if they can make updates to make the user's life is easier. We've suggested several things that we've seen come to life inside the program, making it better each time!

It's not really a negative, but just be prepared that implementation does take a little bit of time so you should be patient. Part of that is based on the user's timeline and when they have the shell set up as they want it. Then any existing data has to be imported into a test area, reviewed and then imported in the live program. So the process will move quicker or slower depending on how much time you dedicate to it and how much data you are pulling over (and maybe in what format it comes in). Aside from that, there are features that I feel should be in place and I've submitted several and seen them come to life. The one area I wish we could streamline is Deadline Chains. Some of what we use that for is an actual event / appointment and then tracking all the items that need to take place prior to that appointment. While the deadline chain will put the event on the calendar, it puts it on as an all day event. (You can hide it from the calendar if you wish.) So I have to go back and enter a calendar event with the actual time. Then any time that event is postponed I have to change the data in two places. It would be nice if I could stop the duplicate entry.

Filevine is designed for hands on users that want flexibility in their system. The shipped product is rough, but fully customizable for your work flows. Plan to invest significant time on the front end determining how you want your system to work

Initially, the data import from a prior system did not go well. I was an early user and the company had "growing pains." Since then, my system works well.

Filevine combines all of the task management and creation, file note taking, document storage and management into one easily accessible program. The fact that you can access this from any phone or computer is amazing. Keeping track of your clients and your tasks is so much easier and at your fingertips with Filevine.

The calendar feature could be broadened and made easier. It feels like an afterthought and we don't really even use it. The deadline chain is clunky and not very versatile. We use it but it could use some updates and improving.