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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.
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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.
The ability to have somebody there to help me along the way and so easy to reach is the best feature. Clients are happy and the staff is very happy.
When something is missed in the profile, you can't fix it on the form but have to find it in the profile to enter in the information which can take time.
I enjoy the ease of use and have had the pleasure of talking with customer service when I have questions as they are very responsive (a chat feature might be handy).
Also, some questions are phrased in a confusing way. They're working on both these things however.
I like that the information integrates with Clio and saves us time entering information. The website is user friendly and the customer service is fantastic.
There is no need to retype the same facts over and over again into different forms for the same client. I also know that I'm using the most recent form that USCIS requires.
Clients (and my staff) love how "user friendly" this software is. Definitely a great value for the money.
I don't always know how to navigate back to other forms. I am not sure whether I am using the form editing software properly.
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.
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Filevine
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