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.

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

I have a love-hate relationship with FileVine. If I did it again, I would not have made the leap to FileVine for various reasons. However, it's a great piece of software for the right firm --such as a mid to large size PI firm with a dedicated IT team. Essentially you are given a blank canvas with lots of options. It's not so good if you don't have the resources or IT team to build FileVine out for you, or if you want automation built in, or all in one system. Ultimately, the reason I am writing this review is the god-awful mess that is FileVine's customer service department. I have to admit am rather upset that FileVine is forcing me to pay for users that we don't have (FV makes you pay once a year and at some point we had some interns who briefly used the software). Other software you pay only for what you use in an automated monthly fashion. FV's renewal process is straight out of 1994. FileVine seems like the admin department has a lot of growing pains--really messy. But this is just another step in a long history of FileVine's poor customer support (such as taking almost a year to respond to repeated emails about setting up a fax integration.) I thought after treating me so poorly in the past that they would do the right thing in this instance, but FileVine decided they want to make us pay for user accounts that we don't use. It doesn't seem right to me, but it's their company. Ce'st la vie.

A ton of feature and you can make anything you want out of it. The UI is great and customization is the key to FV's attractiveness. You can built almost anything you want. You have to invest a lot of time into building it out.

There are no built-in automations such as in Lawmatics. The doc mgmt and calendar are worthless so we use Google Drive and G-Calendar instead. They haven't really done much to improve Filevine in the past two years whereas other software has been developed much more. They charge you extra for every little add on-- you get nickel and dimed to death. It's like when you go to a restaurant and spend $15 for a burrito. Dont charge me 75 cents for sour cream.

It has definitely taken us from the 1980's to 2024. Huge change & upgrade for the firm - still have a few kinks to work out.

Ease of use for all levels of knowledge / administrative duty.

We had a very hard time using the Mail Mege / Doc Generator in the beginning.

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.