# Page 4 | Filevine Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 4 - Is Filevine the right Legal Calendar 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 4 - Reviews of Filevine ## Showing most helpful reviews Showing 76-100 of 286 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LR Lee R. Attorney Law Practice Used the software for: Less than 6 months ### "Big Fan of Filevine" March 29, 2024 5.0 Pros The case-specific email tracking link is a lifesaver. Cons The report building is challenging and has prevented me from using it to its fullest potential. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Clio](https://www.capterra.com/p/105428/Clio/) Switched from [CARET Legal](https://www.capterra.com/p/144573/CARET-Legal/) was a more cutting edge product and the case-specific email tracking link was a huge selling point. Review Source Response from Filevine April 3, 2024 Thank you so much for taking the time to leave your thoughtful review, Lee. We're thrilled that you chose Filevine and find its features to be cutting-edge. We appreciate your feedback and look forward to continuing to grow alongside you and your firm. BH Ben H. Attorney Law Practice Used the software for: 2+ years ### "I love Filevine!" December 14, 2023 5.0 My overall experience with the system is fantastic and it's helped our firm become light years more efficient than my previous firm. Pros I love the organization of case notes, text to client, emails to and from the file, organization of meds, doc gen of pleadings and discovery, and much more. Cons It takes some time to customize it to your specific firm needs. Reason for choosing Filevine I liked the added features and the look of the interface. Review Source LC Laura C. Shareholder Law Practice Used the software for: Less than 6 months ### "Practicing Law for 24 Years, but 1st Time with Filevine, & I Love It!" March 28, 2024 5.0 I love . As the title of my review says, I have been practicing law for 24 year and have used MANY types of document and case management software. Filevine is by far the easiest and most user friendly. Pros Extremely user friendly, easy to navigate, easy to search Cons Just the fact that I do not believe I have been taught all that I can do with it. I had trouble figuring out how to save and replace documents, but I now know. Switched from [Salesforce Sales Cloud](https://www.capterra.com/p/61368/Salesforce/) I changed law firms, and my new firm uses it. Review Source Response from Filevine April 3, 2024 Thank you so much for taking the time to leave your thoughtful review, Laura! We are thrilled to hear that you love Filevine and find it to be user-friendly compared to the other case and document management software you've used. Thank you so much again. KM Kristine M. Paralegal Legal Services Used the software for: 6-12 months ### "Helpful in my daily tasks" March 28, 2024 5.0 Pros It is easy to access, very organized and super beneficial to me in completing my daily tasks. Cons Sometimes it can be confusing to access certain things in the program Review Source Response from Filevine April 3, 2024 Thank you so much for taking the time to leave your review, Kristine! We're thrilled to read that you've found it to be user-friendly and beneficial for your task management and organization. We look forward to continuing to support you and your firm! MT Michael T. Partner Legal Services Used the software for: Less than 6 months ### "Horrible Waste of Money" February 14, 2020 1.0 See above. The entire experience was awful. Pros The option to turn on a texting feature for a matter was nice. Of course, the text would end up in a spot of the file that was unhelpful. Cons My experience with has been atrocious. It started with what can only be described as deliberate misrepresentations during the sales process. They do a demo of a product and then you get your product and it's nothing like what they promised. Here's a glaring example: I go into the system to start keeping time and send out invoices and I can't get into the billing section. When I report the problem, I'm told that billing isn't available because it's in beta mode. So...I can't use the system for one of the key functions. They say that it integrates with email, but that just means you have to cc the file on everything and then you can't even move the documents around in the system. You have download and upload documents if you want them in different sections of the client matter. I was told it integrates easily with Lawpay. Nope. You have to pay a third-party vendor to get it to integrate. Perhaps worst of all, they get you to spend a lot of money on a "training" that they claim sets them apart from all other companies. Well, my team did the full day of training and the "trainer" could barely answer any questions and admitted he wasn't even a trainer. So in addition to wasting all the money we spent on training, we wasted a full day of work. They are unresponsive to these concerns, with their standard response being that we should just do more training. The system is clumsy and the customer service is awful. I would warn any and every firm against using Filevine an Review Source Response from Filevine February 19, 2020 Hi Michael, Filevine is invested in long term partnerships. Communication is important and it appears that the understanding between the parties was not clear. We do want to take the opportunity to address your concerns. I am aware of the Training you are referring to and it is not the full training our clients receive, rest assured we are happy to ensure that happens at your convenience. As for the functionality of our billing, and email features, we have some exciting releases in the near future and are continuing to release advancements. We would encourage a conversation and the opportunity to make things right. Thank you for your feedback, it helps us improve our communications and the future experience of our clients. EY Eric Y. Attorney Law Practice Used the software for: 6-12 months ### "Customizable & Headache Free" March 12, 2020 5.0 I discovered after using two other case management programs. The first one I tried was fine, but it was too generic for my law practice. The second one I tried was more tailored to my area of law, but it was a headache to learn and lacked any ability to customize the program to work the way I like to work. Enter Filevine. Filevine lets users tailor the program to have features that users want instead of delivering static features that force users to adjuster their workflows to suit the software. The program is easy to use, has a pleasing interface, and the onboarding experience is awesome. I was guided step-by-step through the program so that when I was set loose with the program, I could hit the ground running. Pros The ability to customize the program so that it works the way you work. Cons The details I would change are very minor. Alternatives considered [Smokeball](https://www.capterra.com/p/133656/Smokeball/) Reason for choosing Filevine I liked the look and feel of over Smokeball, and the customization capability that Filevine offered is what I was really looking for. I wanted a program that allowed me set up my intake process the way I like it to be, my folder hierarchy the way I like it to be, my deadlines how I want them, etc., etc. Only Filevine offered that. Review Source Response from Filevine March 13, 2020 Thanks for the review Eric! Filevine is all about giving you the ability to run your practice the way that you've envisioned. Happy to hear that you're loving it! DS Daniel S. Records Supervisor Law Practice Used the software for: 1-2 years ### "Filevine has optimal case management and document storage" April 2, 2024 5.0 is fast and reliable, and flexible enough to organize non-case projects and committee processes. Pros is easy to use, continually adds any tools needed, and I've never encountered any problems retrieving case documents or managing case organization. Cons I didn't encounter anything that caused any problems, so no complaints. Switched from [iManage Records Manager](https://www.capterra.com/p/187110/iManage-Records-Manager/) iManage was cumbersome and too expensive for what it provided. Review Source Response from Filevine April 3, 2024 Thank you so much for taking the time to leave your thoughtful review, Daniel! We're so glad that you have found Filevine to be easy to use, reliable and flexible, especially compared to previous software. We appreciate the feedback and look forward to continuing to support you and your firm moving forward! NB Nohl B. Attorney / Shareholder Law Practice Used the software for: 1-2 years ### "Takes Your Solo Practice to the Next Level" March 2, 2019 5.0 With 's help, I've been able to increase three-fold the number of active cases I feel comfortable handling. It's a great product, with a great support team. I would highly recommend it to everyone, especially if you already have a billing program you like and don't want to change. Pros This software adapts to the way you practice law. You don't organize your cases the way a vendor tells you to, you do it your way. You use your own, trusted, time-tested checklists and processes. But takes what you have built over your career to the next level by allowing you to streamline intake, and standard tasks you do in every case. The best way I can put is I don't need to cut-and-pate any more. I just click a button and I'm ready to serve standard sets of discovery. I don't need guess whether we ordered a court reporter for a deposition. There's a "Yes" or "No" button that says we did or didn't. I don't even need to manually check when we last did something on a case--I just click a button and a report tells me when the last activity occurred. Cons The set-up time is significant, especially if you are particular about the way things need to look and feel. But that's to be expected for something you can customize from the ground up. Outlook integration could be better, but it has improved since I've come on board. All signs indicate it's going to continue to get better. Review Source RS Ryan S. Owner Legal Services Used the software for: 2+ years ### "Filevine Review" September 17, 2021 5.0 Great. We have greatly increased efficiency and client communication. It is helping us grow and we have seen a definite increase in revenue. Pros I like the flexibility and customizability of . We have developed tabs and taskflows for several different practice areas that each require unique processes. Filevine is easily customizable and it is intuitive to develop on your own once you get a feel for the basic functions. I also like the texting feature. It enhances our client communication. Cons I wish it had mirror fields so that we could enter the information in one static tab and have the other tabs refer back to that information without having to reenter it multiple times. Reason for choosing Filevine It worked better for a PI practice. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) Better functionality and more readily customizable. Review Source DD Douglas D. Attorney Legal Services Used the software for: 1-2 years ### "life saver" March 28, 2024 5.0 I have really enjoyed using . We previously used Clio and Netdocs. Filevine runs circles around them. Pros greatly improves my teams productivity and ability to serve our clients. Cons A product is only as good as you are willing to learn and utilize it as a team. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) Looking for more efficiency that was needed to serve our clients. Review Source Response from Filevine April 3, 2024 Thank you so much for taking the time to leave your review, Douglas. We're so glad to read that you've enjoyed Filevine and found it to enhance your team's productivity and client support! We look forward to continuing to support you and your firm! PL Patrica L. Negotiator Legal Services Used the software for: 2+ years ### "Functual and ease " April 5, 2024 5.0 I would highly recommend the product in the industry. Pros What I like most about file vine is the ease of being able to stay on tasks with reminders and very well designed to assist with organization of your cases. Cons There are days that it runs a bit slow. Review Source Response from Filevine April 10, 2024 Thank you so much for the recommendation, Patrica! LB Laura B. Legal assistant Legal Services Used the software for: 2+ years ### "Love Filevine" April 2, 2024 5.0 Pros Flexibility and user friendliness are my favorite features. Cons Nothing. We have had no issues with this product. Review Source Response from Filevine April 3, 2024 Thank you so much for your review, Laura! We're so glad to hear that you're enjoying Filevine and find the platform to be flexible and user-friendly. We look forward to continuing to support you! AV Aneta V. Law Clerk Legal Services Used the software for: 2+ years ### "Continued Happy Customer" March 19, 2026 5.0 Overall, I am a very happy user, it's always my go to! It stores all of the important dates, documents etc. Pros It has a new wonderful feature of LOIS and it's been phenomenal. It has saved me tremendous amout of time. Cons Currently, I can't say there isn't anything I don't like. I do wish that the activity feed could be a little upgraded. Review Source CL Christine L. Case Negotiator Legal Services Used the software for: 2+ years ### "Legal Use of Filevine " March 28, 2024 5.0 It has been excellent. Easy to use and get used to. Pros The ease of use of the program is so easy to lean and get used to. I came from the claims world where I have used several different case documentation programs and has been awesome! Cons Nothing it was an easy program to use. I like the fact I can set tasks as diary follow up. Review Source Response from Filevine April 3, 2024 Thank you so much for taking the time to leave your thoughtful review, Christine! We're so glad to read that you've found our platform to be easy to use and lean on compared to past software. We appreciate the feedback and are grateful for the opportunity to support you and your firm! KI Kimberly I. Litigation Paralegal/office mgr Legal Services Used the software for: 2+ years ### "Love Using Filevine" April 1, 2021 5.0 Overall experience with has been amazing! Everyone in the office seems to love it and it works very smoothly with what we use it for! Pros The integration of this product was a bit agitating because it was hard to implement Time Matters documentation into . Once it was finally complete, however, it has worked like a charm. The Filevine team were also very understanding to our specific dilemma and did what they could to pull all the data we needed from Time Matters. Cons I wish it were easier to do the templates. I just don't have the time to enter all the codes needed and honestly don't fully understand how to do it, so it's a bit difficult. Alternatives considered [TrialWorks](https://www.capterra.com/p/2599/TrialWorks/) Reason for choosing Filevine Trialworks seemed too much like Time Matters and we wanted away from that. Review Source Ryan M. Founder / Attorney Law Practice Used the software for: 6-12 months ### "Filevine is the backbone of our practice. " November 14, 2017 5.0 I get the ability to move my cases quickly and in a way that produces repeatable results. There is a huge increase in our efficiency and organization. Pros 's feed is deceptively simple. It looks a ton like Facebook. But that's part of the genius. We had trouble getting our team to use other case management software. They would take notes in various programs. But they have all taken to Filevine. The ability to send texts to clients from the feed is game changing for us. We love the document automation and workflows. We recently connected Filevine with Domo to give us best in class automated visual reports for our KPIs. We enjoy the ability to share tabs with our clients, experts, and referring counsel. Filevine allows us to scale our processes. We are very satisfied. Customer support is first rate. I used Clio for almost 6 years. Cons Sometimes data has to be entered multiple times in various fields - like birthdates. This is a small annoyance. I do wish that had an intake tab that functioned like Lexicata to allow our clients to enter in some of their information without us. Review Source GW Ginny W. Attorney Legal Services Used the software for: Less than 6 months ### "BUYER BEWARE - FALSE, MISLEADING STATEMENTS TO GET CUSTOMER TO PAY & SIGN FOR 3 YEARS" February 26, 2020 1.0 We had a terrible experience with . The representatives are outright dishonest and lying to the customer just to make the sale. After countless hours of training we were told their forms software was a link to a California Judicial Council forms website. We were going to use the software for forms and billing. We tried to terminate the contract during the training phase within the first few months because the software is significantly deficient and Filevine had outright misrepresented its capabilities. They refused to terminate the contract initially and then agreed to terminate contract but kept our money. Pros Billing software was easy to use. Customer service was good until a conflict arose due to 's major misrepresentations to get us to sign contract based on false statements. Their demeanor changed once contract termination was requested based upon their fraudulent conduct. Cons Does not have promised forms software which was one of the primary reasons we signed the contract. Alternatives considered [MerusCase](https://www.capterra.com/p/139979/MerusCase/) Reason for choosing Filevine We did not choose after paying $2,600. Filevine refuses to refund the money and pointed our firm to its arbitration clause which was incorporated by reference into the sales contract and actually sits on their website. They have an arbitration clause that forces the buyer into arbitration under Utah Laws in Utah. We were duped by Filevine. Filevine is a dishonest company trying to sign the buyer by any means necessary. Review Source Response from Filevine March 3, 2020 We are sorry to hear that your experience with Filevine did not meet your expectations. We do our best to inform our clients and provide them with information to make the best decision for their firm in their purchase. We do wish to reach an amicable solution and continue to stand ready to work through this. KB Krista B. Intake Manager Law Practice Used the software for: 2+ years ### "Filevine - The perfect "virtual" Case File " September 7, 2022 5.0 Very satisfied. Pros So easy to navigate throughout. VERY customizable per legal field. Integrates wonderfully between other legal platforms. Cons Updates are often hard to adjust to after we conform our process and procedures around the features of . Reason for choosing Filevine Cost effective. Integration & training set up offered. Review Source TR Tyler R. Records Clerk Legal Services Used the software for: 6-12 months ### "Overall Positive Impressions, with Room for Improvement" April 2, 2024 4.0 Overall, my experience with has been very positive. There are some things that I think can be improved, but overall it's a very good program. Pros Secure cloud-based storage of sensitive documents, ability to customize layout and settings, drag-and-drop document upload, the ability to fax documents directly from the page (rather than relying on having to print and manually fax them), and the ability to auto-generate form documents (records request letters, etc.). Cons I wish documents, once saved to file, could be re-ordered manually, rather than just relying on their order of upload as the only way of sorting them within an area of . Review Source Response from Filevine April 11, 2024 Thank you for your review and feedback, Tyler. We're looking forward to continuing to grow alongside you. JD Jacqueline D. Office Manager Law Practice Used the software for: 2+ years ### "Very Good File Management System for Law Firms" April 2, 2024 5.0 Pros is easy to use and is very functional. Cons Learning functions such as invoice and billing. Review Source Response from Filevine May 31, 2024 Thank you so much for taking the time to leave your review, Jacqueline! AO Alison O. Law Clerk Law Practice Used the software for: 1-2 years ### "Time Saver" March 18, 2021 5.0 Doc+ is still not as functional and userfriendly. The view of documents and folders. It would be very beneficial to have an option to view all of the documents in the folders and subfolders at one time rather than having to click into each subfolder to see what is in it. This process takes up valuable time. Pros This software has made it easy for our team members to track daily tasks and team members activities. This software has also helped us to stream line communication on our files which ultimately saves time for the team and the client Cons I believe Doc plus isn't as functional and easy as it could be. I believe it would be very beneficial to be able to see all the items in docs folders in one view rather than having to click in each individual subfolder Alternatives considered [Primafact](https://www.capterra.com/p/171873/Primafact/) Switched from [Primafact](https://www.capterra.com/p/171873/Primafact/) To streamline programs. However, Primafact, I believe does have a better service for showcasing documents and making edits within the documents. Review Source JC Jesus C. Case Manager Law Practice Used the software for: 2+ years ### "Best case management software! " April 5, 2024 5.0 Pros How easy it makes managing a case and organizing a file Cons I don't have anything bad to say about Review Source Response from Filevine April 10, 2024 Jesus, thank you for your kind review! ME Michael E. Lawyer Law Practice Used the software for: 1-2 years ### "Solo Practioner" April 1, 2024 5.0 Other than a glitch with keeping texting to the case file working for a few months, it has been very easy to use and helpful for my practice. Pros is very good at managing documents and case flow. Also, being cloud based, it is accessible on my phone when needed. Cons It requires an license fee for more than the number of users I currently have. Reason for choosing Filevine I had previous experience with needles and it had too many outages for my comfort level. Review Source Response from Filevine April 4, 2024 Michael, thank you so much for leaving this feedback. We look forward to continuing to grow alongside you. TO Toni O. Accounting Legal Services Used the software for: 2+ years ### "Amazing product keeping us on track!" April 2, 2024 5.0 Pros I like the customization to our needs, along with the features of setting reminders Cons I really didn't have any issues, however, some coworkers I work with do not like change, so the constant changing of certain features threw them off. Review Source Response from Filevine May 31, 2024 Thank you for leaving your review, Toni! So glad to hear that the product is keeping you on track of your case deadlines and tasks! PB Patrick B. Attorney Legal Services Used the software for: 1-2 years ### "Essential for Our Practice" September 8, 2021 5.0 Pros combines all of the task management and creation, file note taking, document storage and management into one easily accessible program. The fact that you can access this from any phone or computer is amazing. Keeping track of your clients and your tasks is so much easier and at your fingertips with Filevine. Cons The calendar feature could be broadened and made easier. It feels like an afterthought and we don't really even use it. The deadline chain is clunky and not very versatile. We use it but it could use some updates and improving. Review Source ## 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.