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.

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.

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.

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.

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

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.

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.

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.

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

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.

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.

I love the product. Period.

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.

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.

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.

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.

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

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?

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).

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).

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.

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.

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.

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

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.

Too soon to tell. So far, frustrated.

Medical / treatment tabs help keep track of medical specials.

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