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Filevine is perfect for legal teams who want to streamline team processes and bring on new clients without increasing overhead. Firm sizes range from 1 to 5,000 users.
Captorra started focusing on personal injury and mass tort firms, but now offers a solution for bankruptcy, immigration and criminal defense as well.
The best feature has been the reporting function. There are a lot of good things about Filevine and I am glad we selected it.
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).
Overall, it's been a great site for a newcomer like me, and making everything easy and organized for all legal documentation.
The layout was not streamlined, it could be difficult to go where you wanted to. There was a struggle in organization, costs were high, and it was difficult to have multiple users working.
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.
We used to be able to drag the photos from the page they were opened on. Now, we have to hit download and when another screen appears, we can drag the photo from there.
Filevine was by far the most superior out of all of the choices. I am very pleased with the Filevine.
Look also at how many users have to hire independent implementation consultants to make anything happen. The implementation timeline and costs are therefore very dishonest.
Selecting Captorra software provided an outstanding and seamless solution for our call center customer service team to provide exceptional service to our clients.
It does not actually integrate with Needles Case Management. They take the data entered into Captorra and dump it into a single field in Needles.
Entries are date and time stamped, with a very robust AUDIT function on each documented lead or intake. Automation - Certain functions that allow for automation are fantastic.
The fact that its just a data dump, and not even field to field.
It has greatly increased our ability to track marketing and we can better focus in the areas where our marketing is weak. The system is extremely user friendly and easy to learn.
They don't even give you all the access you need to do your job until you request it. There's no way to tell if you're using all the features you're paying for.
Information is the new Gold, and this software will give you your moneys' worth. Want to know who your superstars in your organization are with Clients.
Supposedly integrates with our CM system (Needles), but it's just a data dump. Much time is spent copying and pasting the data into the correct fields each time an intake is converted to a case.
Jacqueline: Hi, I am Jackie. I'm the office manager here at Legal Focus. We're a law firm here in Windsor, Ontario. We use Filevine and I give it a five-star review. We just used the paper methods, so we had a ton of filing cabinets and lots of boxes stored of paper, and there was no electronic storage of any of our client files. We switched over to Filevine as COVID was hitting and forcing us to work remotely, and it wasn't feasible to transfer all the paper files to the home offices. And so we looked for a file management program that would be able to be easy to use and designed for the legal industry. The upfront setup is a bit tedious because you have to scan in all of your paper files and create your projects, but once the system is set up to add a new file, it's quite simple. Filevine has a lot of capabilities, including digital signing through Vinesign and also integration with financial software, and also has a built-in billing program. So I'm suggesting that anyone thinking of using Filevine, examine their entire firm's requisites for operating, not just for file storage, but to be able to use all of the other components to make it a fulsome experience.
Filevine
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