# Filevine Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Is Filevine the right Legal Case Management solution for you? Explore 286 verified user reviews from people in industries like yours to make a confident choice.

Source: https://www.capterra.com/p/140815/Filevine/reviews

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Filevine

4.4 (286)

Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/)

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Last updated June 24th, 2026

# Reviews of Filevine

Ease of use

4.4

Customer Service

4.3

## Pros and Cons in Reviews

SZ

Susan Z

Paralegal for Atty David C FarrLaw Practice, 2 - 10 employeesUsed the software for: Less than 6 months.

“He checks on my progress via email and Zoom, and has provided me with multiple learning tools (one-on-one Zoom/Filevine University/YouTube videos to help in making the learning curve easier. “

April 2, 2026

Melanie B

AttorneyLaw Practice, Self-employedUsed the software for: Less than 6 months.

“This was for a new firm too, so it shouldn't have been that complicated since there were no cases to transfer over, but in order to customize the system, there was a lot of back and forth with tech that has been ultimately unhelpful.“

January 16, 2026

SZ

Susan Z

Paralegal for Atty David C FarrLaw Practice, 2 - 10 employeesUsed the software for: Less than 6 months.

“My "personal" representative, \[sensitive content hidden\], helped me to resolve an account billing issue I had in initial start of my contract, and he has gone over and above to insure my easy transition to Filevine. “

April 2, 2026

Christi L

COOLaw Practice, 11 - 50 employeesUsed the software for: More than 2 years.

“At that point, you’re layering yet another expensive system on top of an already costly platform just to access data that should be readily available.“

April 30, 2026

SS

Shenella S

Business Development Team LeaderLegal Services, 11 - 50 employeesUsed the software for: 6-12 months.

“Good and secure software that makes document and client management more efficient.“

February 21, 2026

Christi L

COOLaw Practice, 11 - 50 employeesUsed the software for: More than 2 years.

“For a platform that markets itself as forward-thinking, this lack of native automation is a major miss.“

April 30, 2026

AE

Alex E

Director of Finance and Human ResourcesLegal Services, 11 - 50 employeesUsed the software for: More than 2 years.

“The thing I like most about Filevine is the ability to customize their software to fit your companies needs.“

March 6, 2025

Jetta H

Intake ZarLegal Services, 2 - 10 employeesUsed the software for: 6-12 months.

“There isn’t much I dislike about Filevine; however, I have heard it can be a bit expensive, and it’s important to ensure it’s set up exactly how you want it to be used.“

January 2, 2026

## Showing most helpful reviews

Showing 1-25 of 286 Reviews

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Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

Abigail C.  
Director of Mass Torts  
Law Practice  
Used the software for: 6-12 months

### "Best thing to come out of 2020…"

September 14, 2021

5.0

Overall, I could not be happier with our experience with Filevine. It has exceeded our expectations and truly helped our firm in the last nine months. We were worried about transitioning with our staff, but the process went very smoothly given that we were working remotely at the time. The customer support that we received during our onboarding and integration could not have been better.

Pros

My most loved feature of Filevine is the flexibility to customize it to fit your firm’s needs. It was extremely important to us to pick a case management software that allowed us to customize features based on all Case types that we handle. Filevine was extremely easy to learn and use to fit our firms needs. Additionally, the report writing and Filevine can be used by almost anyone. It is very easy to pull the information that you need in a very short amount of time.

Cons

There are a couple of newer features in Filevine that could improve. For example, the calendar section in Filevine is something that we currently do not use because of confusion on its integration with outlook. Additionally, I wish that Enterprise automation was a little easier to use.

Alternatives considered

[SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[Clio](https://www.capterra.com/p/105428/Clio/)

Reason for choosing Filevine

Filevine seemed to be the most advanced case management system at the time that we were shopping. The vendors were able to answer all of my questions about products, integration, adaptability, and daily use. The customer support was top-notch, and our demo was outstanding. As someone who was very hands-on in managing our last case management software, it was critical for me to get the straightforward answers I needed as we were shopping for a new case management software. Filevine was able to offer me the flexibility and customization that I needed as well as being easy to use for our staff.

Switched from

[Neos](https://www.capterra.com/p/58931/Neos/)

Needles was unable to be customized to fit or growing firms needs. We were not able to create the custom fields that we needed to report on our caseloads. Additionally it was not cloud-based which was some thing that we truly needed given the era that we are in.

Review Source

OB

Olivia B.  
Subrogation Specialist  
Law Practice  
Used the software for: 2+ years

### "Filevine Experience"

January 2, 2025

5.0

Pros

It is easy to navigate and having the ability to customize the platform to our firms needs has been critical.

Cons

The search bar. When searching for projects in the "search bar", it leaves very little room for error. If you misspell a clients name, or leave out the middle initial it will not suggest projects with similar names. I've always found this odd.

Switched from

[Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/)

We needed a product that was more up to date and allowed us to customize and bend to our needs.

Review Source

WE

Wendy E.  
CFO  
Law Practice  
Used the software for: 2+ years

### "Good software but worst customer service ever"

January 13, 2025

1.0

In my view, your company is only as strong as your people. Your product could be the best on the market but if your company is difficult to do business with, people will go elsewhere. At three years into the relationship, I wish we had chosen differently.

Pros

Filevine is actually a good case management system. It's critical that you carefully plan your set-up because it is difficult to make some changes later but a good tool with lots of add-on modules.

Cons

Customer service is as bad as I have ever experienced in any company anywhere. Sending them an email is like shouting to the universe. No one responds. We have had multiple account managers in the 3 years we have been using them and have had the same experience with each one. Billing is horrendous. I am still being billed for modules that I cancelled years ago and have presented proof of the cancellation to them multiple times. They never respond to anything I send - but just keep sending reminder invoices.

Review Source

Response from Filevine

January 21, 2025

Thank you for sharing your feedback. We sincerely apologize for the frustration you’ve experienced with our customer service and billing processes. We strive to provide exceptional support to all our customers, and it’s clear we fell short in your experience. Please know that we’re taking your feedback seriously to improve our processes and ensure a better experience moving forward. To resolve this issue, please reach out to info@filevine.com so I can locate your account and make sure you get a response in a timely manner but the appropriate person. We appreciate your patience and the opportunity to improve. Thank you for giving us the chance to address your concerns.

NM

Nicole M.  
Director of Operations  
Law Practice  
Used the software for: 2+ years

### "Filevine is great"

July 8, 2024

5.0

Pros

Everything is customizable, a lot of reporting features, great integrations, great task flow settings, and now the new Payments feature makes it even better. I like having everything we need in one place.

Cons

Their billing and sales team could use some training.

Switched from

[Clio](https://www.capterra.com/p/105428/Clio/)

I hated everything about Clio. Needed a better system

Review Source

Response from Filevine

July 30, 2024

Thank you so much for taking the time to leave your review, Nicole! Your feedback is greatly appreciated.

SM

Savannah M.  
Office Manager  
Law Practice  
Used the software for: 2+ years

### "Office Manager Review"

September 9, 2021

5.0

I think Filevine is an amazing product and we are all extremely happy. While there are definitely some features that we would like to see added and integrations that would be helpful, we wouldn't think of switching to anything else.

Pros

Filevine is so user friendly! It is easy to teach to new employees and really does a great job at keeping the staff on track! I love the Taskflow and our ability to customize it to fit our systems.

Cons

I am not a big fan of the Organization of documents. Maybe our firm just needs some training on how to make this work for us, but so far it is not helpful.

Switched from

[ProLaw](https://www.capterra.com/p/35611/ProLaw/)

Filevine was easier to use and customizable to what we need at our firm.

Review Source

BK

Belinda K.  
Chief Operations Officer  
Law Practice  
Used the software for: 2+ years

### "Good, but not Great CMS"

November 25, 2024

3.0

Overall our experience at Filevine has been good - but it hasn't been great. We've generally been happy but we've had some concerns with support, customer service, and data storage.

Pros

Filevine is really customizable which is great because we can tailor it to the needs of our firm.

Cons

It is rare that you are able to speak with someone directly at Filevine if you want to implement a new service or need assistance with a feature. They are always referring you to third party vendors. This is an issue because you are paying for customer support as well as the fact that you don't have access to the people actually making the software.

Switched from

[8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/)

Casepeer didn't have as many features as Filevine and we needed more robust software.

Review Source

Response from Filevine

December 3, 2024

Thank you for taking the time to leave your review, Belinda.

DL

David L.  
Managing Attorney  
Legal Services  
Used the software for: 6-12 months

### "Stay away from Filevine"

August 12, 2024

1.0

Horrible. The onboarding is through 3rd party and has significant costs and delays. The service is very poor. The software has many glitches and the wait to get assistance is limited. Additionally, not enough documentation available. The actual product needs a full time tech support or onging subscription to 3rd party. All the features and settings that are done by the user with other software has to be done with a programmer. Software is limited and not worth the costs or the hassle.

Pros

The concept. The idea of a software with a good activity feed and fluid use.

Cons

The actual product, the company behind the product, the sales approach, the support.

Alternatives considered

[Clio](https://www.capterra.com/p/105428/Clio/)

Reason for choosing Filevine

Overal costs and belief that it would be more forward thinking

Switched from

[8am MyCase](https://www.capterra.com/p/115613/MyCase/)

I found that Mycase development was a little stagnated from ownership change.

Review Source

Response from Filevine

August 22, 2024

Hi David, thank you for sharing your feedback. I'm truly sorry to hear that your experience with Filevine and our integration partners has not met your expectations. Your comments about the onboarding process, documentation availability, and tech support are especially valuable, and we'd love to opportunity to connect with you to learn more about your challenges and share areas we can assist. If you'd be willing to connect, I'd recommend either reaching out to support@filevine.com or your Account Manager. You can also access our support documents & Live Help video support here for additional software assistance: https://support.filevine.com/hc/en-us. I sincerely hope this proves valuable and appreciate your time and feedback.

SS

Shenella S.  
Business Development Team Leader  
Legal Services  
Used the software for: 6-12 months

### "Filevine for case management!"

February 21, 2026

5.0

AI is seamlessly integrated to the platform and the software is more aligned with the technology of today.

Pros

Good and secure software that makes document and client management more efficient. Workflow is seamless automated.

Cons

Customer support is slow to respond and the software is quite pricey comparatively. Customization is mediocre.

Review Source

KC

Kendall C.  
Legal Assistant  
Law Practice  
Used the software for: 6-12 months

### "Great Potential"

January 13, 2026

4.0

I really enjoy it for case management and organization of information. However, it can be overwhelming the number of fields it wants you to fill in.

Pros

I really like the newsfeed for each client to keep up with the communications and activity in the cases.

Cons

It almost felt like you needed a computer science degree in order to customize this software. It was not very straight forward.

Review Source

MB

Matt B.  
Owner  
Law Practice  
Used the software for: 1-2 years

### "Avoid like the plague"

September 6, 2025

1.0

Absolutely ghastly experience. Whatever merits the software has are totally overwhelmed by the company’s poor/absentee management and atrocious customer service. Honestly felt like an abusive relationship. Avoid at all costs unless you do only PI, have a massive budget, and intend to make these someone else’s problems

Pros

The suite is relatively feature rich. But the interface is complex so they make you pay an obscene amount for their people to train you on it. Security is good.

Cons

Cost prohibitive. No ability to demo before using. Bad fit for small firms (but they won’t tell you that). Worst customer support I’ve ever encountered. God help you if you have an issue with your subscription. They will “lawyer” you rather than work with you. I had to threaten them with arbitration just to get out of their AI product, which was barely usable and not ready for prime time. Even then, they gave me a credit I can’t use instead of a refund. Buyer beware

Review Source

DN

Daiane N.  
Paralegal  
Legal Services  
Used the software for: 1-2 years

### "FV is a good tool for organizing files and case management"

March 28, 2024

5.0

Pros

It Can be customized as needed, we can organize the files and documents and it's easy to use.

Cons

It does not organize a chronological line of facts, sometimes we have to look for information

Switched from

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)

Company changed the product for all practice areas

Review Source

Response from Filevine

May 31, 2024

Thank you so much for taking the time to leave your review and making the transition from PracticePanther, Daiane!

TK

Tom K.  
Owner  
Legal Services  
Used the software for: 2+ years

### "If you have at least a little tech savvy, Filevine is the best"

February 26, 2021

5.0

I love the product. Period.

Pros

The ready customizability of key features of the platform (database structure, document generation, reporting, deadline and calendar management, and so on) can really, really compound your team's efforts and reduce errors by forcing folks to do things the right way every time.

Cons

There are plenty of features that could use one or two little tweaks that would make things easier or better for my use case, but nothing that makes me grind my teeth on a regular basis. The one thing that I wish was consistently better is user-support related to the API. The general customer support and how-to articles are fantastic. The API documentation is OK, and the team is knowledgeable, but it can be hard to get them because, I assume, they are quite busy.

Alternatives considered

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/)[Lawmatics](https://www.capterra.com/p/177717/Lawmatics/)

Reason for choosing Filevine

I had experience with Salesforce -- to expensive and clunky; too hard to manipulate and customize. MyCase is just not great for litigation. Lawmatics does nothing that you can't do with Zapier, Filevine, and a few other cheap tools. PracticePanther is intriguing, but still a little behind in features, in my view.

Review Source

LP

Levon P.  
Paralegal  
Law Practice  
Used the software for: Less than 6 months

### "Filevine is absolutely essential and I can't imagine not using it"

March 28, 2025

5.0

We use it everyday to do everything related to our job. It's an all in one application that takes care of everything that would otherwise take us forever to do ourselves. The organization Filevine gives us is unmatched and we literally cant work without it.

Pros

The fact that it literally does everything we need.

Cons

Some of the UI elements can be confusing at first use

Review Source

JB

Jake B.  
Attorney  
Law Practice  
Used the software for: 6-12 months

### "Easy to start"

January 15, 2025

4.0

I was extremely impressed with Filevine's ease of use.

Pros

Filevine made it easy to learn how to use it, and gave concise explanations for everything it offers during training.

Cons

The layout seemed aesthetically clunky compared to other softwares.

Review Source

JG

Justin G.  
Paralegal  
Legal Services  
Used the software for: Less than 6 months

### "Paralegal Filevine Review"

November 8, 2024

4.0

It was difficult reviewing the files but it became easier once I became familiar with the files.

Pros

The ease and simplicity of receiving documents from a referral company.

Cons

The difficulty of navigating the documents received from the referral company.

Review Source

Response from Filevine

November 19, 2024

Thank you so much for taking the time to leave your review, Justin!

MM

Meghan M.  
attorney  
Legal Services  
Used the software for: Less than 6 months

### "Review of FileVine from an Attorney's perspective"

September 3, 2021

4.0

Overall, our firm is better off with FileVine, but the transition was slow, very disruptive, and not nearly as easy as promised. That was the biggest problem for us, the amount of work required by a team of people on our end to transfer data from our old system to FileVine, and then dealing with all the things that did not transfer or transfer correctly, and then the amount of time it took to get assistance from FileVine staff to fix the problems

Pros

Task management and being able to have a running to do list with tasks linking directly to a client file that I can then access with a click of a button.

Cons

Not being able to see activity in the activity feed and not being able to have it in chronological order. The system does not work as I expected when it comes to being able to get communications out to a mass of clients at once. Seems there should be a way to generate letters on a mass basis, as well as send emails on a mass basis.

Reason for choosing Filevine

My understanding was that there was no other system that had functionality that compared. I will also say, attorneys who never used our client management system previously are now using filevine because it is so much easier to use and understand.

Review Source

KP

Katrina P.  
Case Manager  
Law Practice  
Used the software for: 6-12 months

### "FV for the WIN!"

April 2, 2024

5.0

Your overall impression of Filevine appears positive and thorough. You value its diverse range of features, such as centralized document management, collaborative case notes, efficient billing and invoicing, well-organized contact database, effective time and expense tracking, streamlined electronic signatures, and strong security and compliance measures. These functionalities collectively enhance workflow efficiency, promote better communication and collaboration, improve financial management, and contribute to heightened client satisfaction. In summary, Filevine emerges as a valuable and comprehensive tool for legal professionals, providing a complete solution for case management and client representation.

Pros

What I appreciate most about Filevine is its efficient document management, which significantly enhances efficiency, collaboration, and compliance within legal operations. It guarantees that documents are orderly, easily accessible, secure, and current, ultimately leading to improved results for clients and increased productivity for legal practitioners.

Cons

There's little to find fault with in Filevine, given its pivotal role in my work as a case manager. It greatly aids me in numerous aspects of my responsibilities.

Review Source

Response from Filevine

May 31, 2024

Thank you so much for leaving such a thoughtful review, Katrina!

kW

katherine W.  
attorney  
Law Practice  
Used the software for: Less than 6 months

### "Caution! Watch for undisclosed glitches, especially with DocsPlus."

September 8, 2022

2.0

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.

Pros

It is extremely customizable. There is a suggestion feature for changes to the software.

Cons

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.

Review Source

IS

Ingrid S.  
Program Director Geriatrics and Long Term Care  
Legal Services  
Used the software for: 2+ years

### "FILEVINE IS AWESOME AND WOULD DEFINITELY RECOMMEND"

April 2, 2024

5.0

I am not computer savvy but find this platform very easy to work with. Again, keeps me organized and on top of job!

Pros

Ease of use- helps keep me organized and to prioritize. Helps others in the company know what is going on with my cases in case coverage is needed and in general with case management.

Cons

Don't really see any- one time FV did an update/change without letting company know. Led to issues with finding data.

Review Source

Response from Filevine

April 3, 2024

Thank you so much for taking the time to leave your review, Ingrid! We're thrilled to read that you've found the platform to be easy to navigate and able to keep you organized and informed on your cases! Appreciate your support.

LL

Lucrecia L.  
Senior Pre-Suit and Litigation Paralegal  
Law Practice  
Used the software for: 6-12 months

### "The Best Legal Software for Law Firms"

March 28, 2024

5.0

Reliable, user-friendly, self-taught, unlimited storage, the administrator can add as many tabs as needed, helps keep track with deadlines.

Pros

I have worked in three different Law Offices, as a result, I have worked with three different software. If I compare Filevine with the other two software, Filevine is the most user-friendly.

Cons

Honestly, so far so good. There are no cons

Review Source

Response from Filevine

April 3, 2024

Thank you so much for taking the time to leave your thoughtful review, Lucrecia. We're thrilled to hear that you've found Filevine to be user-friendly, customizable and reliable compared to previous software providers! We appreciate your feedback and look forward to continuing to support you and your firm!

DS

Daniel S.  
Attorney  
Law Practice  
Used the software for: 2+ years

### "Filevine: The perfect system for hands on users that want flexibility in their system"

November 20, 2023

4.0

Pros

Filevine is designed for hands on users that want flexibility in their system. The shipped product is rough, but fully customizable for your work flows. Plan to invest significant time on the front end determining how you want your system to work

Cons

Initially, the data import from a prior system did not go well. I was an early user and the company had "growing pains." Since then, my system works well.

Alternatives considered

[Smokeball](https://www.capterra.com/p/133656/Smokeball/)[Clio](https://www.capterra.com/p/105428/Clio/)

Review Source

MR

Miranda R.  
Paralegal  
Legal Services  
Used the software for: 1-2 years

### "Filevine Review"

September 17, 2021

5.0

Pros

I love that the entire system is so easily customizable to help better suit the business needs.

Cons

The activity tab, which is utilized for all activities on a case - emails, phone calls, case notes, activity entries, etc. Because so much activity can take place on any given case, things are often buried or difficult to find.

Review Source

KB

Kevin B.  
Owner  
Law Practice  
Used the software for: Less than 6 months

### "Don’t Buy This. No Support."

March 2, 2024

1.0

Horrible. They said they would get some help for me and stick with us. That was more than a week ago. I should have known something when they wanted to sell me a coaching service for $2,500!

Pros

I liked nothing about it. It does not work.

Cons

Zero customer support once they got my money and a signed contract act

Reason for choosing Filevine

I should have chosen any other product. File cards would have worked better.)

Review Source

Response from Filevine

March 5, 2024

Hi Kevin, we're sorry to hear that this has been your experience with Filevine. We remain committed to ensuring that you receive the necessary guidance to make the most out of our platform and would love to get you in touch with your Account Manager or Support Team to help resolve your concerns. We understand the importance of providing accessible support options and have made our team available from 7am-6pm MT via our new Live Help video support initiative. We encourage you to visit https://support.filevine.com/hc/en-us to get connected.

AS

Amy S.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Filevine Cuts My Time in Half"

April 5, 2024

4.0

Pros

Love Filevine. I could not manage my legal docket without it. Customer Support is great - quick and knowledgeable.

Cons

Wish we could link related cases. 3 people in same accident

Review Source

Response from Filevine

April 10, 2024

Thank you for your support and feedback, Amy! We're thrilled to hear that our customer support has been beneficial and Filevine has helped to cut your time in half!

MB

Matthew B.  
Attorney  
Law Practice  
Used the software for: 1-2 years

### "Filevine review"

April 2, 2024

5.0

Pros

Ease of use and lots of options to assist in optimizing your case management system. I love the all in one type nature of Filevine and its continued effort to improve and increase offerings to clientele. Most functions are very intuitive and there is a clear vision to help law firms automate all sorts of tasks that take up time.

Cons

Some of the additional functions are not as developed as I would like. Some issues do not appear until you actually get to use and play around with the new function. Also, some of the automations and small fixes are slow to get implemented.

Review Source

Response from Filevine

April 9, 2024

Hi Matthew, we really appreciate you taking the time to leave your feedback!

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