All Filevine Reviews

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User Profile

Daniel

Verified reviewer

Legal Services, 51-200 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

3

FUNCTIONALITY

5

Reviewed 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.

Eric

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Game Changing Software

I used TrialWorks for over 11 years with my prior firm and started my new practice with it. Within a couple months I demoed multiple other case management software's for my personal injury practice. Filevine was by far the most superior out of all of the choices. I am very pleased with the Filevine.

PROS

The software allows you to have a birds eye view of everything going on in the cases in my office. It also allows me to run excellent reports and manage teams efficiently and effectively.

CONS

The email integration is not the most ideal, but it has gotten better. Sometimes the document generation is slow.

Reason for choosing Filevine

Filevine felt the most logical and intuitive and had everything that I needed to run a personal injury practice.

Reasons for switching to Filevine

I wanted a more modern cloud-based software that allowed me to manage a high volume of cases and run reports to make sure the cases were being handled and resolved efficiently and effectively.

Richard

Law Practice, 2-10 employees

Used less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

1

EASE OF USE

1

VALUE FOR MONEY

1

CUSTOMER SUPPORT

1

FUNCTIONALITY

1

Reviewed April 2020

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.

Reasons for switching to Filevine

The representations made by Filevine

Vendor Response

Hi Richard, in looking at your experience, we'd love to address a few items. We reached out many times and were unsuccessful in reaching you, and even flew our Director of Implementation to San Diego to help you design your template to fit your needs. The visit was pre-planned and confirmed with you, but we are sorry if it still seemed a surprise. These efforts, along with many trainings and hours of consultation given, were all intended to help you create a workflow that you would be satisfied with. We still wish to uphold our offer to help and can do so at any time. As mentioned, your migration was indeed from a system we've handled many times successfully. Unfortunately, they were unwilling to release the data you were looking for. We're sorry this affected your experience so deeply. Regardless of the source of confusion, we're sorry to hear there was so much dissatisfaction around your experience. We still have open doors ready to assist you.

Replied April 2020

Kristina

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed March 2021

Good Answer to a Small Practice

Communication between employees with tasks that can be entered per client helps to keep on top of things. Everything is organized, which we like, so it streamlines the process. Most work involved is simply setting the cases up by entering data but t's all fill in the blanks

PROS

We like that this software is mostly customizable. We are a small firm and do not need all the bells and whistles that large firms might utilize so it is nice to design the format for how we do business. Mostly, we like that, since it is in the cloud, we can work with it no matter where we are which was a huge help in 2020 while working at home.

CONS

Improvements are being made all the time and if there is an area that needs improvement, we can enter it at the website and it will be reviewed and changed if enough people agree with our assessment. So there's not a lot to dislike as most are small things that don't affect the overall production. Maybe that the yield section determining settlement could include liens.

Reason for choosing Filevine

This was not my decision to make so I cannot answer this. I was consulted at the demo and it looked great to me. Since I am the one who sets cases up, customizes the pages, etc., my opinion was a huge factor in the purchase but I was not consulted on any other products reviewed.

Reasons for switching to Filevine

Time Matters was outdated and required a separate server. With Filevine, everything is in the cloud so we can work in it no matter where we are.

Tom

Legal Services, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2021

If you have at least a little tech savvy, Filevine is the best

I love the product. Period.

PROS

The ready customizability of key features of the platform (database structure, document generation, reporting, deadline and calendar management, and so on) can really, really compound your team's efforts and reduce errors by forcing folks to do things the right way every time.

CONS

There are plenty of features that could use one or two little tweaks that would make things easier or better for my use case, but nothing that makes me grind my teeth on a regular basis. The one thing that I wish was consistently better is user-support related to the API. The general customer support and how-to articles are fantastic. The API documentation is OK, and the team is knowledgeable, but it can be hard to get them because, I assume, they are quite busy.

Reason for choosing Filevine

I had experience with Salesforce -- to expensive and clunky; too hard to manipulate and customize. MyCase is just not great for litigation. Lawmatics does nothing that you can't do with Zapier, Filevine, and a few other cheap tools. PracticePanther is intriguing, but still a little behind in features, in my view.

David

Legal Services, 2-10 employees

Used daily for less than 2 years

Review Source: Capterra
This reviewer was invited by the software vendor to submit an honest review.

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed February 2021

Goodbye server!

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.

PROS

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.

CONS

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.

Reason for choosing Filevine

Customization for our practice, task driven functions to reduce attorney time directing many tasks, and demonstrated reliability.

Reasons for switching to Filevine

Server issues, lack of a good and reliable web based option for Needles. .

DAWN

Law Practice, 11-50 employees

Used daily for less than 6 months

Review Source
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

3

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed February 2020

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?

Reason for choosing Filevine

FileVine gave us more bang for our buck! We really needed something that could be used by every member of our firm regardless of level of tech savviness. We needed something that could be customized to accommodate not only our practice area but also our unique workflow; and customization needed to be simple - very little down-time, customer support calls, etc. And to be completely honest.....the staff at FileVine tipped the scale and made our decision super easy!!

Reasons for switching to Filevine

Needed a more efficient way of managing our cases and documents. Needed a way to get the entire firm on the same page so to speak.

EOWYN

Law Practice, 11-50 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

4

EASE OF USE

5

VALUE FOR MONEY

4

CUSTOMER SUPPORT

4

FUNCTIONALITY

4

Reviewed November 2019

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.

Reason for choosing Filevine

I WAS OVERRULED. THE CUSTOMIZATION AND TRENDY FORMAT WAS WHAT PUSHED THE PARTNERS TO CHOSE FILEVINE. CASE MASTER IS MUCH BETTER AT THE ACCOUNTING, SYNCING WITH QB, OVERALL ORGANIZATION, CUSTOMER SERVICE, IMPLEMENTATION, PLEADING MERGES (CASESTYLE IS VERY DIFFICULT TO FORMAT IN FILEVINE), AND THE ACTIVITY NOTES ARE MORE AUTOMATED (NOTES GET AUTO ENTERED WHEN DATA CHANGES OR DOCS ARE MERGED IN CASE MASTER PRO). IF THESE TWO COMPANIES MERGED, THEY MIGHT BE THE PERFECT LEGAL CASEFILE MANAGEMENT.

Reasons for switching to Filevine

CUSTOMIZATION, REPORTING AND EASE OF USE.

Vendor Response

Hi Eowyn, thanks for taking the time to leave a review. We're sorry that implementation was a difficult process for your firm. We hope to continue making improvements to our implementation process so that things are smoother in the future, but we're glad to see that you're getting value now that everything is set up. We read through the issues you reported and spoke with our team. Your Customer Success Manager and our Head of Support said they had a few ideas in mind to could help. Our Director of Solutions Engineering also mentioned they'd be happy to take a look to find ways we can improve the setup or workflow. Let us know if you're interested in hopping on a call. Thanks again for being an awesome customer. We hope that we can continue to make Filevine even better for your team.

Replied November 2019

Eric

Law Practice, 2-10 employees

Used daily for less than 12 months

Review Source: Capterra

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2020

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.

Reason for choosing Filevine

I liked the look and feel of Filevine over Smokeball, and the customization capability that Filevine offered is what I was really looking for. I wanted a program that allowed me set up my intake process the way I like it to be, my folder hierarchy the way I like it to be, my deadlines how I want them, etc., etc. Only Filevine offered that.

Reasons for switching to Filevine

Practice Panther was a good product but too generic. Case Peer was extremely difficult to use.

Vendor Response

Thanks for the review Eric! Filevine is all about giving you the ability to run your practice the way that you've envisioned. Happy to hear that you're loving it!

Replied March 2020

Joshua

Law Practice, 51-200 employees

Used daily for less than 12 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed April 2021

Next Level Case Management System

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.

PROS

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

CONS

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.

Reason for choosing Filevine

The user interface of filevine and ability to always be able to integrate with other technologies via API.

Reasons for switching to Filevine

Our firm knew the future of the legal industry was going to be led by technology and decided to take the step early.

Drenna

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed March 2021

Excellent Product That Can Take you Anywhere you Need to Go

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.

PROS

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.

CONS

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.

Reasons for switching to Filevine

Firm decision. We needed something that could go beyond what we had been using @ the time. So glad we switched.

Robert

Law Practice, 11-50 employees

Used weekly for less than 6 months

Review Source: Capterra
This reviewer was invited by us to submit an honest review and offered a nominal incentive as a thank you.

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY

5

Reviewed September 2020

Excellent So Far

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.

PROS

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.

CONS

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

Reason for choosing Filevine

Filevine is 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.

Reasons for switching to Filevine

Because Trialworks had terrible customer service and an inferior product and they over blow it.

Brian

Law Practice, 11-50 employees

Used daily for less than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

4

VALUE FOR MONEY

4

CUSTOMER SUPPORT

5

FUNCTIONALITY

4

Reviewed September 2021

Filevine Review

PROS

Task management, customized reports, contacts much improved with latest updates.

CONS

Feed too cumbersome, Task reminders only show original task in email, not any updates. Also, cannot see who posted the note unless you open it. Activities are not listed in chronological order.

Reasons for switching to Filevine

Cloud based solution, ease of use, features.,

Vonda

Law Practice, 2-10 employees

Used daily for less than 6 months

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

3

EASE OF USE

3

CUSTOMER SUPPORT

2

FUNCTIONALITY

3

Reviewed September 2021

Filevine

Too soon to tell. So far, frustrated.

PROS

Medical / treatment tabs help keep track of medical specials.

CONS

It's so different from Client Profiles and there are a lot of features missing that we were used to using.

Reasons for switching to Filevine

The attorney made the decision because he thought it was more Personal Injury friendly to use.

Vendor Response

Hi Vonda, I'm sorry to learn about your frustration in switching over to Filevine. At Filevine, we strive to create products that simplify legal work, but sometimes we learn we are falling short. We appreciate your honest review and would like to work with you to make sure you're getting the most out of your Filevine system. Can you please send us an email with a little more information so we are better able to assist?

Replied September 2021

Gail

Law Practice, 2-10 employees

Used daily for more than 2 years

Review Source: Capterra
This review was submitted organically. No incentive was offered

OVERALL RATING:

5

EASE OF USE

5

VALUE FOR MONEY

5

CUSTOMER SUPPORT

5

FUNCTIONALITY