Who Uses This Software?

Filevine is perfect for teams of 4 or more who need to collaborate, organize, and bring on new clients without increasing overhead. Firm sizes range from 1 to 900 users.


Average Ratings

35 Reviews
  • 4.5 / 5
    Overall
  • 5 / 5
    Ease of Use
  • 5 / 5
    Customer Service

Product Details

  • Free Demo
  • Deployment
    Cloud, SaaS, Web
  • Training
    Documentation
    Webinars
    Live Online
    In Person
  • Support
    Online
    24/7 (Live Rep)

Vendor Details

  • Filevine
  • www.filevine.com
  • Founded 2014
  • United States

About This Software

Law practice management, case management and project management designed specifically for plaintiff's attorneys. Keep all your notes, activity, files and feedback in one place. Keep your team in sync and your cases on track. With groundbreaking features such as text message integration, built-in settlement calculators, case scheduling calendars, and fully customizable case files, Filevine is light years ahead of the competition.


Features Checklist

  • Billing & Invoicing
  • Calendar Management
  • Case & Client History
  • Case Management
  • Client Management
  • Client Portal
  • Conflict Management
  • Contact Management
  • Contract Management
  • Document Management
  • Email Management
  • Financial Management
  • HR Management
  • Library Management
  • Records Management
  • Task Management
  • Time Tracking
  • Trust Accounting

Product Reviews

Best software I have used.

May 18, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: Filevine is very user friendly. My staff loves it. We couldn't be happier. We have used other software in the past and this is the best out there.

FILING IS SIMPLE

May 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: My favorite tab to use is the intake tab as the file clerk my main job is to input as many information on a client as possible. File vine makes it simple to put everything in a place where not only I can see it but everyone else can see it in as easy as a couple of clicks.

GREAT ! WONDERFUL!

May 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: LOVE THE TIMELINES, LOVE THE DEADLINE CHAINS, LOVE THE ALL THE WONDERFUL TAB OPTIONS WE HAVE AND THE ABILITY TO CUSTOMIZE THEM!

Cons: HATE THAT WE HAVE TO WAIT ON A REP TO CUSTOMIZE IT FOR US BUT IT IS UNDERSTANDABLE WHY THAT IS THE WAY THAT IT IS.

scheduling is amazing

May 11, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: the calendar is so simple to use, it is incredible to see how easy it is to see appointments as well as to edit and or delete appointments.
I also love the reminders because they are very helpful

Cons: i wish we could write letters off of the calendar to clients, this would make filevine perfect in every way.

This program is amazing!

May 08, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Pros: I love their document generation it makes it so easy to send letters out to our clients with the simple templates that we have created.

This saves our firm so much time!

Cons: Calender doesn't have a self generated letter system, this would simplify our system by sending out self generated letters to our clients.

Filevine is an excellent case management system and I highly recommend it to any law firm.

Apr 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: What I like most about Filevine is its ease of use and functionality. I also like the fact that I can run various kinds of reports and it creates an Excel spreadsheet to work with once my report is ran. Great customer service as well!

Cons: I would like Filevine to have a generic contact list to be able to see all of my contacts at one time for all projects and not just per project.

Overall: Easily managing of a multitude of files on a daily basis.

Very user-friendly with great tech support

Apr 28, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Easy to learn, can be tailored to suit your needs, and is a one-stop shop for all of the information and pertinent documents for your files. You control what's inputted and it can be as much or as little as you want/need. Support is quick to respond and very helpful. All issues that I have experienced have been quickly resolved.

Cons: The software is still evolving so there are minor issues that pop up - not bugs, just things that could be improved. That said, every issue I've noticed and called to support's attention has been resolved by the team promptly.

Overall: The convenience of being able to access case information on the go - all of it - notes, documents, contact information, etc. It's easy to maneuver as well so you get your info quickly.

Working smarter not harder

Mar 20, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: One thing I immediately loved above Filevine was the ability to separate "feed" from "tasks". This helps me prioritize and gives me a bird's-eye view of what my day should look like. Navigating Filevine was so easy! The search button helps me find any contact, clients, and helps me access information as quickly and easy as I would on social media. Filevine is all about streamlining the case management process to get things done!

Great file management for PI attorneys

Mar 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Ease of use, electronic file management, great features.

Cons: Sometimes glitchy with updates, but you can let your rep know and they'll get worked out fairly quickly.

Overall: As an owner of a new firm, file vine has been a life saver. It's the best electronic file management system I've ever used. You can upload files through email, text, and fax, which is a great feature. It's also a great way to manage office staff by creating tasks for them easily and quickly. Can't recommend this highly enough.

Best Case Management Software for Law Firms

Mar 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
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Pros: Customizable. Web-based. Friendly and responsive staff.

Cons: Because they are so customizable, once in a while you'll have a bug that needs to be fixed, but it's never been anything big. Minor issues like duplicate contacts, but they are quick to fix.

Overall: I've been using FileVine for over a year and I couldn't be happier. I've used a bunch of other software, including Abacus and Clio, and they don't come close to FileVine. The best part about FileVine is how customizable it is. The staff is also super friendly and responsive. Highly recommend trying it out.

Recommendations to other buyers: Try it out. You won't regret it.

Love FileVine

Mar 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
Likely

Pros: How easy it is to use.

Cons: I'm not enjoying the calendaring system.

Overall: We just recently began implementing File Vine into our firm and I have to say it's amazing! It is extremely easy to use and I love the updated features that are available. File Vine is beginning to make things a lot easier around here!

Recommendations to other buyers: File Vine has tons of great features! I love that I can text and email right from a clients file. It's amazing!

Filevine is GREAT.

Mar 14, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: Easy to use. Client friendly. Information is readily available.

Cons: Multiple tasks. I feel overwhelmed sometimes looking at the tasks that need to be completed. Even though they are usually duplicates.

Overall: The law firm I work for signed up for Filevine about 6 months ago. One thing I love about Filevine is that there are constant efforts to improve the software. Each firm can customize their case set up to their specific needs. It helps with client contact the texting feature is so easy to use and our clients love it! We can track all aspects of a case and have the information readily available. Customer service is also amazing! Whenever we want to make adjustments or submit a new doc gen it is done within 24 hours. Filevine has really changed the way we manage our cases for the better.

Recommendations to other buyers: None.

File Vine is GREAT!!!

Mar 13, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: Efficiency
Organization

Cons: We did not discover it soon enough.

Overall: File vine is such a great system ! Love that it's so simple to use, anyone can use it was ease.
I love that they are so fast and efficient with any customization that are requested .
The Projects are made for easy data input and even easier with their project search bar, you can not only search for a project but within a project.
Doc generation and Doc storage is also great to have!!! Over all this is just a great software, would definitely recommend to other businesses.

P.s. Thank you To the support staff for always helping us out.

Recommendations to other buyers: Nothing, this software is Great.

Great Product and Great Support

Mar 11, 2017
5/5
Overall
5 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money
Likelihood to Recommend: Not
Likely
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Pros: Customer Service

Overall: I have been most pleased with the response time when I want changes made to my Filevine platform. My partner and I run a niche practice focusing on Federal claim. We have requested numerous changes to the general Filevine platform and I have been beyond impressed with how the staff listens and tailors the product to our needs.

Recommendations to other buyers: I think it is important to talk with the staff and think about what you want that suits your practice needs.

FileVine Quality Review

Mar 11, 2017
4/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
4 / 5
Customer Support
Likelihood to Recommend: Not
Likely
Extremely
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Comments: Overall great experience. May need to work on educating account managers a little better on dealing with personal injury law firms.

User friendly

Mar 10, 2017
4/5
Overall
5 / 5
Ease of Use
3 / 5
Features & Functionality
5 / 5
Customer Support
3 / 5
Value for Money

Comments: Filevine has a very attractive layout and it's really easy to use. I would absolutely recommend it.

Kira Fonteneau

Mar 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: They have been amazing to work with. They are very responsive and the system is extremely customizable. Since we have been using the system there have been significant upgrades that continuously improved the user experience. They have also solicited our feedback and made changes based on our requests.

Intuitive Program!

Mar 10, 2017
5/5
Overall
5 / 5
Ease of Use
5 / 5
Features & Functionality
5 / 5
Customer Support
4 / 5
Value for Money
Likelihood to Recommend: Not
Likely
Extremely
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Pros: Yield calculator! Deadlines, ease of use

Cons: Maybe that you can't delete entries....but I understand why you can't. :)

Overall: I'm a new paralegal with no previous experience and I love Filevine as a case management system! Crossing over to this field, I was apprehensive to learn a new system but Filevine is so intuitive and clear to use...I haven't had any problems. I like how it's organized, the reminders, deadlines and the yield calculator is my favorite! I think it's a great system.

Recommendations to other buyers: I think it's great!

User Friendly

Mar 10, 2017
5/5
Overall
4 / 5
Ease of Use
4 / 5
Features & Functionality
5 / 5
Customer Support
5 / 5
Value for Money

Comments: Fantastic program. Very user friendly. Program continues to improve with every update. Great for Plaintiff attorneys. My employees really like it and are utilizing all the features the program has to offer, especially the texting feature.

super helpful

May 23, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love Filevine. Two things separate it for me. First, it is actually helpful for plaintiff attorneys; everything else out there is really for defense attorneys only. Second, they are willing to adjust to make your individual experience better. The product gets better almost daily.

Great case management software.

May 17, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: This software is intuitive and easy to use. The customer service is great and all team member are very responsive and eager to help.

Love Filevine!

May 16, 2016
4/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: It's almost perfect, and the Filevine reps keeps improving this software all the time. They listen to us when we make recommendations or ask for a certain type of improvement. This software assists with helping everyone in the office know what is going on with any case at any time.

It is great at its strong points. It's number of strong points are increasing.

Jan 30, 2016
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The PI department in my firm (my department) has used Filevine for about two years now. I think we were one of its first users. My firm also uses Clio. Clio has some real strengths in trust accounting and thinks like that. But Clio doesn't hold a candle to Filevine when it comes to communication.

Filevine absolutely shines in the area of communication. That is an area where Clio and other practice managers fail. The Filevine Feed give unparalleled team cooperation and collaboration opportunities. Clio notes and tasks are combersome and my firm kind of ignores that feature. Filevine notes and tasks are the central feature of Filevine (imo) and it shows that the development team built it with team communication as the central goal.

It is the only software that my office has ever used where I have been able to convince my staff to consistently take notes on what is happening in the case. I can think of at least four times in the last year where there was a dispute with the court, and insurance company, or a client about what we said or did. We pulled up Filevine, showed them our time-stamped notes and won the day.

I also love, love, love the text-to-file feature. We can assign a private texting number to each client. The clients text directly into their case feed where I team can respond in text back. Clients can text pictures to that number, and Filevine will save them to the documents folder. If i am on the go, and I need to get a copy of a client's documents, I will often just take a picture of them and text them to the client's Filevine number. The texting feature means that texts aren't fragmented between different telephones. It means I can monitor communication between my team and my client. It means that we can reduce time-wasting phone calls by answering concise texts when we are ready. Clients really seem to love it.

In all fairness, Filevine is still rough in a couple of areas. I have spoken with the developers, and I know that they are working around the clock to bring new functionality and to make existing functionality more elegant. I personally don't mind software that still has room to grow as long as it has a team that is excited about making it grow. I think Clio has that kind of a team too. I know that Filevine does.

Anyway, it is worth taking a look at it. I know the Filevine team also spends a lot of time onboarding you with customization for your own firm. It is kind of cool.

It is very organized and makes it easy to filter out different cases.

Dec 03, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: The only thing I would change is it would be nice for all of us in the firm to have access to all types of cases in the software, not just specific cases we are working on. It is great that I can search a contact name and it will still come up even though it is not the same as the client, this is in case I don't know the clients name at the moment. The software is very easy to read and understand navigating through it.

Had to get use to it but, overall not bad

Dec 03, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Pros: I like the address part

Cons: the Docs need to be separted by file, such as;
Client Correspondence, Facility Correspondence, Auths & Medical Records etc.

Easy to Navigate

Dec 03, 2015
4/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support

Comments: The program allows for staff to pick up navigation very easily. Low amount of training required to learn the software at a basic level.

Easy to Navigate

Dec 03, 2015
4/5
Overall
5 / 5
Ease of Use
3 / 5
Customer Support

Comments: The program allows for staff to pick up navigation very easily. Low amount of training required to learn the software at a basic level.

Great Organizational Tool!

Dec 03, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: Filevine really helps in keeping all of my tasks organized and on track. Since I started using Filevine I have not forgot to do something or send something out because its all in one easy place and shows exactly what I am suppose to do within the Tasks section.

Filevine review

Dec 03, 2015
2/5
Overall
3 / 5
Ease of Use
2 / 5
Customer Support

Comments: While i do enjoy the ease of access to our files from any place in or out of office...there are some drawbacks to the setup of filevine. Ease of access is definitely there, however the fact that there is no ability to remove files once uploaded creates a problem. The interface changes monthly, with few functional updates. The inability to have more than one administrator to our projects also creates a problem, as we collaborate often between teams and need more than one person to have administrative abilities. The bottom line, i could care less how pretty it looks... i am more concerned with the functionality of a database and how well it supports team cohesion.

Great, responsive support with simple to use task flow

Dec 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: We looked into a number of databases prior to deciding Filevine was the one. The key factor that attracted us to Filevine was that it was affordable and they did not charge an outrageous sum to set the company up in the system. Competitors were charging several thousand and the guys at Filevine made sure we could be up and operation without the headache or cost that attached to other programs. The interface is easy to use and the newly created custom report feature adds more bang for the buck. For a small firm, this is the database to have. For the larger firms, this program works beautifully and comes at a better price point. We have several thousand clients in the database and it functions wonderfully.

User Friendly

Dec 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: As a legal secretary Filevine makes my life so easy!!

Great for PI work!!!

Dec 02, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I love File Vine because I can customized my own templates and therefore tailored the program to my way of working.

Perfect for teamwork.

Jan 27, 2015
5/5
Overall
5 / 5
Ease of Use
5 / 5
Customer Support

Comments: I tried Filevine in the early beta. I didn't really "get" it until I added a few people and started collaborating. Once we started working together on a project it all clicked and I was hooked. I can't explain it, it was just much more intuitive than trying to use things like basecamp and asana and trello for coordinating team efforts.

The other thing I love about it is the newest feature: custom tasks. Basically you can set it up so that every time you create a new case it automatically creates a certain set of tasks for you. Then, when you move through phases (intake to working, for example) you can have a whole new set of predefined tasks.

I'm looking forward to see what the next features are going to be.