# Page 3 | Filevine Reviews 2026. Verified Reviews, Pros & Cons | Capterra

> Page 3 - Is Filevine the right Law Practice 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

---

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/)

* * *

Last updated April 8th, 2026

# Page 3 - Reviews of Filevine

## Showing most helpful reviews

Showing 51-75 of 286 Reviews

Sort by:

Most Helpful

Rating

Company Size

Reviewer's Role

Length of Use

Frequency of Use

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 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 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 , 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!

SS

Stephen S.  
Litigator  
Law Practice  
Used the software for: 1-2 years

### "The diamond standard of legal practice management tools"

March 29, 2024

5.0

has made me far more productive and prolific as a practicing attorney and allowed me to focus on what I am most interested in about the law, because the burden of the drudgery is so incredibly reduced.

Pros

I honestly don't have time to list everything I love about . The learning curve was not so much about Filevine as it was about how the firm did business. Filevine is so intuitive and easy to learn. Everything about it makes sense. If there's ever a process we have to tweak or revise or add, it's so easy to do.

Cons

I really can't think of any significant downsides to this system. I'm just grateful to have it. Every day.

Review Source

Response from Filevine

April 3, 2024

Thank you so much for taking the time to leave your thoughtful review, Stephen! We're thrilled to read that you've found Filevine to be the diamond standard and that its made you more productive and prolific in your practice. We really appreciate your feedback and look forward to continuing to support you and your firm moving forward!

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.

JH

Jessica H.  
Settlement Specialist  
Legal Services  
Used the software for: Less than 6 months

### "Overall Thus Far..."

November 17, 2023

5.0

I really enjoyed the training. I'm looking forward to learning more about utilizing FV to its full potential, tips and tricks to help in customizing our firms FV to make it work more conveniently and effectively for our team and our firm.

Pros

FV seems very user friendly and efficient. So many capabilities allowing you to stay w/i FV and ie share folders, send out for electronic signature, PDF edit, combine, etc. All really cool features to be more effective and efficient.

Cons

Surprised that when saving a document into a companion case that is already linked to the primary case that you would have to search each case to also "copy" the document there as well instead of a "copy to all companions" option. Like you can save a "note" across the board to all companions attached.

Switched from

[TrialWorks](https://www.capterra.com/p/2599/TrialWorks/)

Firm's decision to transition and upgrade.

Review Source

KS

Kristina S.  
Legal Assistant  
Law Practice  
Used the software for: 2+ years

### "Good Answer to a Small Practice"

March 17, 2021

5.0

Communication between employees with tasks that can be entered per client helps to keep on top of things. Everything is organized, which we like, so it streamlines the process. Most work involved is simply setting the cases up by entering data but t's all fill in the blanks

Pros

We like that this software is mostly customizable. We are a small firm and do not need all the bells and whistles that large firms might utilize so it is nice to design the format for how we do business. Mostly, we like that, since it is in the cloud, we can work with it no matter where we are which was a huge help in 2020 while working at home.

Cons

Improvements are being made all the time and if there is an area that needs improvement, we can enter it at the website and it will be reviewed and changed if enough people agree with our assessment. So there's not a lot to dislike as most are small things that don't affect the overall production. Maybe that the yield section determining settlement could include liens.

Reason for choosing Filevine

This was not my decision to make so I cannot answer this. I was consulted at the demo and it looked great to me. Since I am the one who sets cases up, customizes the pages, etc., my opinion was a huge factor in the purchase but I was not consulted on any other products reviewed.

Review Source

DM

David M.  
Managing Partner  
Legal Services  
Used the software for: 1-2 years

### "Goodbye server!"

February 25, 2021

5.0

has allowed us to be much more nimble in working remotely for all employees, replaced our server, provided increased and accurate communication in our firm on cases, allows us to share parts of the file with clients, allows client communication with text messages, and permits easy customizing to further suit our practice area which is ERISA and disability benefits. In a nutshell, it has been wonderful.

Pros

came along at the right time as we had to attorneys who were working remotely. We had consistent difficulties with our server and of course that made them entirely unproductive. Filevine worked wonderfully in replacing our server and eliminating those growing costs. It is secure user-friendly and honestly the more you use it the more power you see it has. We are now greatly expanding our form letter database although we have been using a number of letters with it for over a year now.

Cons

We previously utilized Needles and the reports with Needles were very helpful especially when two or more attorneys worked on the same case. We were able to separate out the attorney time using the Needles reports. Our attorneys are paid based on their productivity and such reports were very beneficial. does not have those reports but that really is the only negative that we have seen so far.

Alternatives considered

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[Clio](https://www.capterra.com/p/105428/Clio/)

Reason for choosing Filevine

Customization for our practice, task driven functions to reduce attorney time directing many tasks, and demonstrated reliability.

Switched from

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

Server issues, lack of a good and reliable web based option for Needles. .

Review Source

BS

Bridgett S.  
Paralegal  
Legal Services  
Used the software for: 2+ years

### "Would highly recommend"

March 28, 2024

5.0

Great experience with . Easy to use and keeps the cases on track

Pros

keeps our personal injuries cases on track with ease to communicate with the clients

Cons

Running reports is quite the learning curve

Reason for choosing Filevine

Unknown as I was not working here when it was implemented.

Review Source

Response from Filevine

April 3, 2024

Thank you so much for taking the time to leave your thoughtful review, Bridgett! We're so glad to read that you've found our platform to be easy to use and beneficial for your case management and client communication. We appreciate the feedback and are grateful for the opportunity to support you and your firm!

DM

Dan M.  
IT Director  
Legal Services  
Used the software for: 1-2 years

### "New Customers still setting up"

March 28, 2024

4.0

a growing company for sure and we want to keep working with them and our rep to make this product work for all areas of our firm (the base product is very PI focused)

Pros

great rep, \[sensitive content hidden\] has been crucial to our success with this software and a major part of getting us up and running and continuing on our path

Cons

training and implementation has taken quite a long time and we are still working on getting everything setup, this software will give back as much as your firm/lawyers/clerks/staff put into it. departments that put in the effort will get a lot of reward from it.

Alternatives considered

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

Reason for choosing Filevine

integration with the accounting system, all in one document management and case management for a firm of our size

Switched from

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

ProLaw's remote capabilities were very lacking, the web interface looked completely different than desktop app Document management was cumbersome at best.

Review Source

Response from Filevine

April 4, 2024

Thank you so much for taking the time to leave your thoughtful and informative review, Dan. We're so grateful for you choosing Filevine and look forward to supporting you and your firm.

LW

Laya W.  
Associate  
Legal Services  
Used the software for: 2+ years

### "Used at two different PI firms since 2019"

March 28, 2024

5.0

Excellent, it it a very easy to use and user friendly system.

Pros

Very easy and intuitive. Also accessible from anywhere, which was a huge advantage when we shutdown the office in 2020.

Cons

The activity feed includes all of every email chain, can get hard to read and to find what you want

Review Source

Response from Filevine

April 3, 2024

Thank you so much for taking the time to leave your thoughtful review, Laya! We're so glad to read that you've found our platform to be easy to navigate and intuitive. We appreciate the feedback and are grateful for the opportunity to support you and your firm!

KP

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

### "Best Legal Software... Period!"

April 22, 2021

5.0

File Vine has helped push our law firm to one of the Best Law Firms in our area! But, shh... don't tell anyone how small we are. File Vine is a very top notch friendly group of professionals who go above and beyond and very happy to help their clients succeed. Very hands on with training, onboarding and 24/7 support. If you forget what you learned, their help section guidelines and online support is superb. Their dashboard is very user friendly and flows. Love the streamlining of work , task flows and deadline chains. One click generated documents, texting, faxing and email features all within the client's case file. The Outlook email feature is a game changer in time management and organization. Last but not least, the substantial document storage and cloud security is as tight as Fort Knox!

Pros

Access our case files from anywhere, phone, tablet, and computer at home! Ability to text back and forth to our clients within their case file. One click generated Welcome letters, contracts, Medical records requests, Demand letters, and many more to reduce the repetitive tasks and time. Outlook calendar and Outlook emails dumped into our clients case files. The generated documents, sent to clients, signed and dumped in case files. Task flows and deadline chains with instant notifications to those who need to know. There are so many more features I like, I can go on and on.

Cons

File Vine listens to their customers and constantly improving and adding new features so there is not a lot that I don't like about them. They can integrate for you or you can do it yourself. Pretty easy, a little time consuming but it helps you to update and weed out your junk before transferring over to FV.

Reason for choosing Filevine

Software features, performance, support, cost.

Switched from

[Practice Master Pro](https://www.capterra.com/p/126417/Practice-Master-Pro/)

More features we needed to streamline our business and easiest user friendly software.

Review Source

ER

Efrain R.  
Legal Assistant/Investigator  
Law Practice  
Used the software for: 1-2 years

### "A good all around product but needs some more work."

September 3, 2021

4.0

Overall it's better than most software I've tested/demo, but pricing is a bit out of tune with smaller firms.

Pros

The customization and ability to control many aspects of the projects from top to bottom.

Cons

There are many hurdles to get from point A to B when the idea isn't implemented into the software. Also, the way you make everything a la cart for services.

Alternatives considered

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[Smokeball](https://www.capterra.com/p/133656/Smokeball/)

Reason for choosing Filevine

It was because of the ability to customize the software, and everything was included. But since that is changing, we are considering leaving now.

Review Source

SV

Stacie V.  
Paralegal  
Legal Services  
Used the software for: 2+ years

### "Perfect for our small firm!"

November 30, 2023

5.0

Fantastic program! Everyone at the firm agrees.

Pros

I was introduced to by a colleague several years ago. I immediately was interested. After getting the information and meeting with my boss. We began the process of converting everything into our FV portal. It has been a god-send on staying up to date, getting documents from clients and having everything all in one place. We love it!

Cons

Would love to send mass texts to all clients.

Alternatives considered

[Vinesign](https://www.capterra.com/p/219916/Vinesign/)

Review Source

TC

Tiina C.  
Legal Assistant  
Law Practice  
Used the software for: 1-2 years

### "Love Filevine!"

March 28, 2024

5.0

Pros

The ease of use, the ability to text clients and receive responses, the document sharing ability. Being able to put emails in the project with the project email address. Being able to use the product anywhere I have an internet connection and it being fully functional.

Cons

Doc merge is not very intuitive. When things stop working, it takes a while sometimes for it to be fixed. Still waiting for the ability to save received emails to the project by searching.

Switched from

[Prevail Case Management System](https://www.capterra.com/p/2606/Prevail-Case-Management-System/)

Prevail was antiquated, it could not be used on a cell phone.

Review Source

Response from Filevine

April 3, 2024

Thank you so much for taking the time to leave your thoughtful review, Tiina! We're thrilled to hear that you've found the platform to be easy to use, accessible, and beneficial for your client communication and document sharing needs. We appreciate your feedback and look forward to continuing to support you and your firm!

PM

Paul M.  
Paralegal  
Law Practice  
Used the software for: 1-2 years

### "Paralegal highly recommends Filevine "

December 5, 2023

5.0

I have used for more than a year now. It's the best case management software I have ever used. It's user-friendly. Managing cases and the dozens of documents, emails, records, etc., is so much easier with Filevine. The software is very efficient and easy to navigate.

Pros

is perfect for personal injury firms. Each client has their own file. The folders and subfolders make document management easy. It works well with Vinesign, the program's e-signature software.

Cons

I really have no complaints. I wish we could add a DOB field for defendants, not just our clients.

Review Source

ES

Evelin S.  
Case Manager Paralegal  
Law Practice  
Used the software for: Less than 6 months

### "From TimeMatters to FileVine - WOW "

March 28, 2024

4.0

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.

Pros

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

Cons

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

Switched from

[Time Matters](https://www.capterra.com/p/228265/Time-Matters/)

Company Decision - I believe they wanted something more modern.

Review Source

Response from Filevine

April 8, 2024

Evelin, thank you for taking the time to leave your feedback!

NS

Nicole S.  
Case Manager  
Legal Services  
Used the software for: 1-2 years

### "This software checks all the important boxes for case management and document management!"

September 9, 2021

4.0

Our business runs more efficiently with the use of this software. While the cost is higher than some alternatives, we couldn't find anything else like it on the market.

Pros

This is an intuitive software that allows for great customization. It's as good as your team makes it with ongoing upgrades released regularly.

Cons

PDF editing could be better with improved features and more intuitive menu. The calendar syncing to Outlook still needs improving.

Reason for choosing Filevine

It's modern feel and customization capabilities with built-in abilities for live document editing, e-fax and document share were on the top of the list of reasons why this one beat out the competitors.

Review Source

DR

DAWN R.  
Senior Litigation Paralegal  
Law Practice  
Used the software for: Less than 6 months

### "FileVine Rocks!"

February 19, 2020

5.0

has finally brought our firm into the 21st Century!! We are now able to streamline our intake/sign-up process; easily manage/maintain our documents bringing us closer to our goal of being a paperless office; more efficiently communicate with our clients; and keep our paralegals on track with managing case loads. The sales team and support staff were absolutely amazing! \[SENSITIVE CONTENT HIDDEN\] and the rest of the FileVine team went above and beyond to accommodate our firm, including, providing 3 separate demos to make sure EVERYONE involved in the decision making understood what was going on. LOVE. FILEVINE.

Pros

Extremely user friendly. Input and updates to case info super quick and easy. The most efficient CM software I've used in the 25 years of being a paralegal. LOVE the customization

Cons

Honestly haven't found anything I don't like yet. Only thing I would like to see...only to accommodate some of our old-school staff, is some type of integration or syncing with QuickBooks. I believe it is available but is time consuming (on the programming end) and expensive?

Alternatives considered

[PracticePanther Legal Software](https://www.capterra.com/p/140231/PracticePanther-Legal-Software/)[CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/)[Clio](https://www.capterra.com/p/105428/Clio/)[CloudLex](https://www.capterra.com/p/165422/CloudLex/)

Reason for choosing Filevine

gave us more bang for our buck! We really needed something that could be used by every member of our firm regardless of level of tech savviness. We needed something that could be customized to accommodate not only our practice area but also our unique workflow; and customization needed to be simple - very little down-time, customer support calls, etc. And to be completely honest.....the staff at FileVine tipped the scale and made our decision super easy!!

Switched from

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

Needed a more efficient way of managing our cases and documents. Needed a way to get the entire firm on the same page so to speak.

Review Source

SJ

Sumit J.  
Legal assistant  
Legal Services  
Used the software for: 2+ years

### "The best case management software available. "

March 28, 2024

5.0

I am happy to use and work on this platform. The best part is the report section. Earlier, we used to do everything in Excel or Google spreadsheet and those were manual entries. But now we have all the data in hand. Thanks to the REPORT generation feature in FV.

Pros

FV is user friendly unlike other CMS's.

Cons

FV pdf editor lacks features which is available in adobe pdf.

Review Source

Response from Filevine

May 31, 2024

Thank you for leaving your kind review, Sumit. We appreciate you making the transition to Filevine from AbacusLaw and look forward to continuing to work with you!

TM

Thomas M.  
IT Director  
Law Practice  
Used the software for: 2+ years

### "Filevine Review"

May 14, 2021

4.0

Overall has been great. Implementation was a beast but after you get through that process its smooth sailing and only minor tweeks are needed to maintain the product. Since it's cloud based it has been a life saver as far as remote workers. As long as the user has an internet connection they can access all of the law firms cases and Filevine manages all updates and security.

Pros

What I like most about is its high level of customization. We migrated to Filevine from Lexis Nexis Time Matters and we were able to map every field in Filevine to an existing field in Filevine. We did not lose ANY functionality of data availability when we migrated, which was our primary concern when we first purchased the product.

Cons

What I liked least about the software was the implementation of the product. This may sound like a contradiction since I said what I liked most about the software was its customization abilities, but setting up the product required one of our employees work full time on the setup for over 3 months. The implementation team was great but the setup required so many customizations that it required multiple months of product customizations, then testing, then remediation and then the process started all over again for another case type. Disclaimer : We set up a LOT of case types in Filevine.

Review Source

TM

Timothy M.  
Office Services Specialist  
Legal Services  
Used the software for: 1-2 years

### "Cutting edge document management software"

April 9, 2021

4.0

It's been much easier to save docs, store docs, and also retrieve files thru the search engine. The activity feed is a must have feature and is simple to add. I also love the ability to hashtag certain docs with passwords such as for medical records and the various views you can see docs in (one page, side by side, etc.) Our overall experience has been excellent, looking forward to continuing improvements and continuing to master the software.

Pros

The product was easy to use and was installed and integrated with the assistance of our IT professional. The features I find most impactful are the search capabilities between individual client folders, the ability to see multiples calendars at once without overlapping. I also love the activity feed to post and get up to date on the latest events in every case without having to search endless folders and screens. I could go on and on but it's also very simple to upload docs as it's a simple drag and drop from anywhere on your PC directly into the specific client folder you need.

Cons

The one thing I continually don't like is when I open a client folder, I'm unable to sort the documents in date order. At times, I need to go back to a certain date and the docs don't sort in that fashion or stay in any sort of order. I like how the docs tend to group by how you name them, but would love to see a date sort added.

Review Source

DC

Deborah C.  
Litigation Paralegal  
Law Practice  
Used the software for: 2+ years

### "Great Software for Case Management"

September 9, 2021

5.0

Overall, I think is a great program. I love handling files digitally. I have worked with other programs and this is by far my favorite. I think since we started using Filevine that our cases are moving more smoothly.

Pros

There are several features I like about . First, I really like the daily feed which tells me what is due, who is working on the tasks, and if the tasks is accomplished. Secondly, I like the ability to pull up a case and see exactly what is going on. The activity feed is awesome. I like being able to get a complete view of the medical expenses and providers.

Cons

I wish the system captured injuries differently. I would like to see a tab just for injuries which would allow for notes from dr's records, client communication, etc. Also I would like to see a "planning" tab which would allow the attorney and paralegal to indicate plans for handling the case and the client.

Review Source

RP

Randy P.  
Case Manager/Integrator  
Legal Services  
Used the software for: 1-2 years

### "Great Product that Continues to Give"

March 18, 2021

5.0

My overall experience is great. I do wish that there was more available support.

Pros

I handled the development for our PI department and I found the support page and the training sessions that you can sign up for were very specific in what they were teaching and were very helpful. When it came to launching and training my staff, I found it a lot easier than expected.

Cons

I don't like that we are not told when there is a bug that your team is working out. For example, fax and email attachments were not going into our folders from the feed. When we reached out to report the issue, they were already aware of it and working on it. Meanwhile, we had no idea how long it had been an issue so we had to go back thru the activity feed of all our projects to make sure everything was moved over to the folders bc we were following up on items that were already received but we didn't realize. Had we known as soon as your team did, we could handled it differently and paid more attention. It would be nice to announce when a bug or issue is found so we can let our team know and adjust accordingly. We also spend a lot of time researching issues before calling support to make sure it is not something in house just to find out it is not. A lot of wasted time spent.

Review Source

RL

Ramon L.  
Office manager  
Legal Services  
Used the software for: 2+ years

### "File one for a Law Firm"

February 10, 2023

5.0

Overall has been amazing in being able to manage our clients cases. The fact other software integrates into filevine it makes it a one stop shop for our employees.

Pros

Case management is smooth with Fevine, being able to make do whatever we want makes projects and case management easy

Cons

Sometimes the system lags when does updates and we don’t get an alert.

Review Source

EM

Elijah M.  
Legal Assistance  
Law Practice  
Used the software for: 6-12 months

### "FileVine Great for all Users "

March 28, 2024

5.0

Overall, it's been a great site for a newcomer like me, and making everything easy and organized for all legal documentation.

Pros

I appreciate the convenience of using . As a newcomer to this platform nine months ago, I anticipated it to be complex, but it turned out to be quite straightforward. I particularly like the feature that allows me to modify documents with ease and how simple it is to add new files or restrict access to certain information.

Cons

So far I haven't come across any negative points yet on Filvine.

Review Source

Response from Filevine

April 3, 2024

Thank you so much for taking the time to leave your thoughtful review, Elijah! We're thrilled to hear that you appreciate the convenience and ease of use of Filevine, especially for your document organization, management, and editing needs. We appreciate your feedback and look forward to continuing to support you and your firm!

AT

Anthony T.  
Paralegal  
Law Practice  
Used the software for: 2+ years

### "Anthony Tise Review of Filevine"

April 15, 2024

5.0

Pros

Texting, faxing, notating and automatic tasks.

Cons

not being able to copy tab information from related projects (ex. insurance tab, case summary)

Review Source

Response from Filevine

April 17, 2024

Thank you for taking the time to leave your feedback, Anthony!

## Send me user reviews about this product

### Fill out the form and we'll send a list of the top-rated software based on real user reviews directly to your inbox.

Talk to a Capterra advisor for free and get results within 15 minutes.