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 Happy to have made the upgrade from outdated technology.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