# Filevine Software 2026: Features, Integrations, Pros & Cons | Capterra > Capterra's in-depth exploration of Filevine Software's capabilities reveals its suitability for various software needs and provides a comprehensive overview of Filevine Software pricing, features, integrations, and potential alternatives. Source: https://www.capterra.com/p/140815/Pipedrive --- # Filevine Software Review 2026: Features, Integrations, Pros & Cons Last updated on August 20, 2025 Written byEduardo Garcia Eduardo Garcia Eduardo Garcia is a content analyst at Capterra, covering research on new technologies and specializing in retail and healthcare. His research has appeared in The Times, Wired UK, Tech Radar, Customer Experience Magazine, the NHS and Computer... [See bio & all articles](https://www.capterra.com/resources/author/eduardo-garcia/) Edited byLindsay Page Lindsay Page Editor Lindsay Page has been an editor at Capterra for three years. She specializes in editing data-driven research and tech trends reports for small and midsize businesses. She has more than a decade of experience writing and editing for a variety o... [See bio & all articles](https://www.capterra.com/resources/author/lindsay-page/) Editor Written by [Eduardo Garcia](https://www.capterra.com/resources/author/eduardo-garcia/) Eduardo Garcia is a content analyst at Capterra, covering research on new technologies and specializing in retail and healthcare. His research has appeared in The Times, Wired UK, Tech Radar, Customer Experience Magazine, the NHS and Computer Weekly. Edited by [Lindsay Page](https://www.capterra.com/resources/author/lindsay-page/) Editor Lindsay Page has been an editor at Capterra for three years. She specializes in editing data-driven research and tech trends reports for small and midsize businesses. She has more than a decade of experience writing and editing for a variety of industries, with expertise in cybersecurity, corporate and securities regulation, and finance. She has been a writer, editor, senior editor, and associate director. [Key takeaways](#key-takeaways)[Our verdict](#our-verdict)[Alternatives](#alternatives)[Users](#users)[Interface](#interface)[Features](#features)[Pricing](#pricing)[Integrations](#integrations)[Support](#support)[Reviews](#reviews) Filevine Filevine Overview: ### Key takeaways Insights from verified Capterra reviews Filevine is a law practice management tool used mainly by small legal firms for daily case handling. It stands out for customizable workflows and centralized case documentation that help legal teams stay organized. Users appreciate its client texting and note-sharing features, though billing limitations and lack of QuickBooks integration are common complaints. ### Our verdict Filevine offers strong customization and daily usability for legal teams, but buyers should expect a learning curve and setup time to unlock its full potential. While its document and case management tools are praised, users consistently flag billing limitations and slow customer support as trade-offs. Firms seeking deep integration or accounting features may need external tools. Overall rating Based on 285 user reviews Reviews sentiment Positive 87% Neutral 3% Negative 9% Starting price Free trial available Capterra Shortlist charts the highest-rated and most popular products... Our "Best of" badge program showcases products with the highest ratings... Our "Best of" badge program showcases products with the highest ratings... ## Filevine alternatives Filevine may not suit teams that require faster onboarding, deeper accounting integrations, or more intuitive task workflows. Buyers seeking simpler interfaces or broader third-party compatibility might want to explore other law practice management options. Highest Rated [4.8 (76)](https://www.capterra.com/p/165422/CloudLex/reviews/) Starting price Contact vendor for pricing Pricing Options Free Trial Free Version User Rating 96% of reviewers rated it above 4 stars [4.6 (783)](https://www.capterra.com/p/115613/MyCase/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 92% of reviewers rated it above 4 stars [4.4 (200)](https://www.capterra.com/p/58931/Neos/reviews/) Starting price $109.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 86% of reviewers rated it above 4 stars [4.7 (1,691)](https://www.capterra.com/p/105428/Clio/reviews/) Starting price $49.00 Per User, Per Month Pricing Options Free Trial Free Version User Rating 94% of reviewers rated it above 4 stars [View all alternatives](https://www.capterra.com/p/140815/Filevine/alternatives/) ## Who uses Filevine? Based on Capterra reviews from the past 4 years Talk to a software expert to get a free software list tailored to your business needs ## Filevine's interface Users describe Filevine’s interface as functional but occasionally cluttered, with a layout that supports centralized case tracking. While navigation is generally straightforward, some users mention friction with task feeds and document previews that limit multitasking. 2+ Eduardo Garcia You’ll find Filevine’s interface practical for managing case data, but expect occasional slowdowns when navigating task lists or previewing documents. Reviewers often mention needing to open multiple tabs to cross-reference files, which can disrupt workflow during busy case reviews. Ease of Use 4.4 (284) 4.4 Based on 284 reviews ## Key features View by: These features have been rated as most important by users based on their reviews. View by: Get Advice We can help you find the software with the features you need. Eduardo Garcia Filevine’s top-rated features work to simplify legal workflows, giving teams centralized control over case data, client communications, and task coordination. These tools reduce friction in daily operations and support collaborative, organized case handling. Features 4.4 (271) 4.4 Based on 271 reviews The Filevine features below were rated the highest by our reviewers. Our commentary is based on reviewer sentiment and collective feedback from reviews published in all reviews. Case management 4.2 (55) 55 reviewers rated this feature Centralizes case-related data—documents, communications, tasks, and deadlines—into one workspace to streamline workflows. Enables multiple team members to access and update cases simultaneously, with helpful integrations and a searchable layout. Client management 4.1 (68) 68 reviewers rated this feature Tracks client communications across email and phone, linking them to specific projects. Offers integrated texting and email tools, flexible workflows, and clear organization of client files, though some users request a dedicated correspondence tab. Case notes 4.1 (64) 64 reviewers rated this feature Supports team collaboration by enabling searchable, filterable notes with hashtags and tabs. Notes can be copied between related projects and include organized email and text communications, though some users find the activity feed cluttered. Document management 3.9 (81) 81 reviewers rated this feature Provides a centralized hub for uploading, labeling, and retrieving case files. Includes template integration and cross-project copying, but lacks local sync and flexible preview options, which some users find limiting. Task management 3.9 (51) 51 reviewers rated this feature Helps teams assign, delegate, and track tasks with calendar integration and sorting by due date. Reviewers note the absence of bulk editing and prioritization features, which can hinder task review efficiency. Reminders 3.6 (22) 22 reviewers rated this feature Supports deadline tracking and follow-ups, though reviewers mention limited customization and occasional confusion with auto-tasks. DemandsAI 0 reviewers rated this feature Draft demand letters using case data with AI assistance. This feature automates content generation based on structured inputs, helping legal teams save time and maintain consistency across documents. AI data mapping 0 reviewers rated this feature Automatically extracts and maps data from uploaded documents into structured fields. This reduces manual entry and ensures that critical case information is captured accurately and efficiently. ValidationAI 0 reviewers rated this feature Automates case validation by checking phase transitions and ensuring required fields are completed. This helps teams maintain compliance and avoid errors during case progression. Depo Copilot 0 reviewers rated this feature Provides real-time transcription and strategic support during depositions. Legal professionals can capture testimony, flag key moments, and streamline post-deposition analysis. Depo Copilot 0 reviewers rated this feature Supports real-time deposition strategy with AI-generated follow-up questions, inconsistency detection, and transcript tagging. This tool helps legal teams stay focused and extract key insights during depositions. (Released May 2025) AI legal assistant 0 reviewers rated this feature Provides analysis prompts that surface critical case insights, such as identifying missing documents or suggesting next steps. It enables faster decision-making and reduces manual review time. (Released 2025) Project Hub (beta) 0 reviewers rated this feature Offers a redesigned workspace with customizable layouts, improved navigation, and centralized access to case data. This update enhances visibility and control across active projects. (Released May 2025) Medical chronologies 0 reviewers rated this feature Automates the creation of medical timelines by extracting and organizing treatment records, helping legal teams build stronger narratives for injury-related cases. (Released 2025) Client portal (LEX beta) 0 reviewers rated this feature Allows clients to view case details, upload documents, and communicate securely with legal teams, improving transparency and reducing back-and-forth. (Released 2025) Protected folders 0 reviewers rated this feature Enables folder-level access control, allowing teams to restrict visibility based on user roles, which supports confidentiality and internal compliance. (Released 2025) All key features (129) Send and receive text messages to communicate with clients or prospects in real-time 0% of 0 reviewers... Define levels of authorization for access to specific files or systems 14.29% of 7 reviewers that rated this feature as important or highly important Integrate with a third-party accounting system 0% of 0 reviewers... Dashboard to view the status of ongoing processes, identify current incidents and track past activities 100.00% of 1 reviewers that rated this feature as important or highly important Track and document all activities across devices, networks, and other systems 0.00% of 1 reviewers that rated this feature as important or highly important Automatically extracts and maps data from uploaded documents into structured fields. This reduces manual entry and ensures that critical case information is captured accurately and efficiently. 0 reviewers rated this feature Provides analysis prompts that surface critical case insights, such as identifying missing documents or suggesting next steps. It enables faster decision-making and reduces manual review time. (Released 2025) 0 reviewers rated this feature Uses AI to condense large amounts of text, audio, or video data into a coherent form 0% of 0 reviewers... Software program that continuously adjusts its behavior based on observed data 0% of 0 reviewers... Alerts or notifications of various types such as pop-up messages, sounds, banners, or badges 16.67% of 6 reviewers that rated this feature as important or highly important Application programming interface that allows for integration with other systems/databases 0% of 0 reviewers... Manage various aspects of appointments including booking, rescheduling, canceling 0% of 0 reviewers... Moving and separately storing data that is not actively used or continuous storage of data for compliance purposes 50.00% of 2 reviewers that rated this feature as important or highly important A record of all activities within the system, including user access, changes made, etc. 0% of 0 reviewers... Data is backed up automatically to prevent data loss 100.00% of 1 reviewers that rated this feature as important or highly important Setup and send recurring or automated bills 0% of 0 reviewers... Management of a legal case related to insolvency of a business or individual 0% of 0 reviewers... Track billable hours and/or non-billable expenses for work performed 0% of 0 reviewers... Track the list of items required to be billed/invoiced to clients 0.00% of 1 reviewers that rated this feature as important or highly important Create, manage, and send invoices or bills to customers 70.00% of 40 reviewers that rated this feature as important or highly important Setting up the amount/charge for per hour of work by a company or professional 0% of 0 reviewers... Track and manage schedules and meetings via an integrated calendar 30.00% of 10 reviewers that rated this feature as important or highly important Synchronize with other calendars to view mutual availability and schedules 0% of 0 reviewers... With this capability, you manage all case data, tasks, and deadlines in one place. Reviewers appreciate the intuitive design, easy organization, and integration with other software. Some users mention automated tasks are helpful but wish for more advanced copying options. 83.93% of 56 reviewers that rated this feature as important or highly important Centralizes case-related data—documents, communications, tasks, and deadlines—into one workspace to streamline workflows. Enables multiple team members to access and update cases simultaneously, with helpful integrations and a searchable layout. 55 reviewers rated this feature It gives you a streamlined way to record, track, and share case updates. Reviewers indicate notes are easy to add, search, and tag, helping teams stay informed. Some users wish notes were separated from other activities for easier access. 87.69% of 65 reviewers that rated this feature as important or highly important Supports team collaboration by enabling searchable, filterable notes with hashtags and tabs. Notes can be copied between related projects and include organized email and text communications, though some users find the activity feed cluttered. 64 reviewers rated this feature Electronic storage of stakeholder contact information 0% of 0 reviewers... Manage contact details and communication with clients 81.43% of 70 reviewers that rated this feature as important or highly important Tracks client communications across email and phone, linking them to specific projects. Offers integrated texting and email tools, flexible workflows, and clear organization of client files, though some users request a dedicated correspondence tab. 68 reviewers rated this feature Private online space that lets businesses securely share documents and provide information access to clients 66.67% of 6 reviewers that rated this feature as important or highly important Allows clients to view case details, upload documents, and communicate securely with legal teams, improving transparency and reducing back-and-forth. (Released 2025) 0 reviewers rated this feature Provides a channel for team members to share media files, communicate, and work together 0.00% of 2 reviewers that rated this feature as important or highly important Manage and track all internal and external communication conducted via calls, email, text, or chat 91.67% of 12 reviewers that rated this feature as important or highly important Track and manage adherence to policies for any service, product, process, or supplier 0.00% of 1 reviewers that rated this feature as important or highly important Configure existing workflows to meet your organization's needs 0% of 0 reviewers... Search and check for conflicts of interest or statutes of limitations 90.00% of 10 reviewers that rated this feature as important or highly important Detects conflicts in the latest version when multiple users are editing a file at the same time 0% of 0 reviewers... Centralized database of stakeholders and their contact information such as names, address, phone number etc. 200.00% of 1 reviewers that rated this feature as important or highly important Manage, organize, and store contact information 50.00% of 2 reviewers that rated this feature as important or highly important Track, store, and access client contracts or licenses 50.00% of 2 reviewers that rated this feature as important or highly important Scheduling based on federal, state, or local court rules and deadlines 0% of 0 reviewers... Accept and process credit card transactions 0% of 0 reviewers... Built-in customer relationship management (CRM) capabilities or integration with a third-party CRM system 50.00% of 6 reviewers that rated this feature as important or highly important A collection of customer information such as contact details, demographics, previous interactions, etc. 0% of 0 reviewers... Customize data fields to support various needs and use cases 0% of 0 reviewers... Customize contracts and forms to collect specific information 0% of 0 reviewers... Alter the layout and content of reports 33.33% of 3 reviewers that rated this feature as important or highly important Pre-designed layouts that can be customized to match preferences and requirements 0% of 0 reviewers... Import and export data to and from software applications 40.00% of 5 reviewers that rated this feature as important or highly important Ability to handle large datasets 0% of 0 reviewers... Graphical representation of data 0% of 0 reviewers... Specify or track the date/time a project, task, etc., is due for completion 68.18% of 22 reviewers that rated this feature as important or highly important Draft demand letters using case data with AI assistance. This feature automates content generation based on structured inputs, helping legal teams save time and maintain consistency across documents. 0 reviewers rated this feature Provides real-time transcription and strategic support during depositions. Legal professionals can capture testimony, flag key moments, and streamline post-deposition analysis. 0 reviewers rated this feature Manage and maintain a detailed record of information and updates associated with each court case 33.33% of 3 reviewers that rated this feature as important or highly important Automated or logic-based workflows that assist in the creation of electronic documents 0.00% of 1 reviewers that rated this feature as important or highly important Scan, move or upload electronic files within the software's repository 0.00% of 2 reviewers that rated this feature as important or highly important Switch documents into read-only mode to prevent concurrent editing by multiple users 100.00% of 3 reviewers that rated this feature as important or highly important Assign categories, labels, tags, or attributes to documents for organization, search and storage 66.67% of 3 reviewers that rated this feature as important or highly important Custom forms to streamline repetitious aspects of a document 50.00% of 8 reviewers that rated this feature as important or highly important Filevine offers a centralized hub for storing, organizing, and sharing documents. Users think it is easy to upload, search, and manage files, but some report limitations with local saving and previewing documents while referencing other case sections. 76.47% of 85 reviewers that rated this feature as important or highly important Provides a centralized hub for uploading, labeling, and retrieving case files. Includes template integration and cross-project copying, but lacks local sync and flexible preview options, which some users find limiting. 81 reviewers rated this feature Review and analyze existing information across documents 0% of 0 reviewers... Store and organize documents in a centralized system 71.43% of 7 reviewers that rated this feature as important or highly important Customizable sample documents that contain placeholder text or a standard layout that can be repeated for each new file 80.00% of 5 reviewers that rated this feature as important or highly important Electronically collect payments for goods or services 0% of 0 reviewers... Digitally sign online documents 66.67% of 12 reviewers that rated this feature as important or highly important Manage, store and organize emails within the system or via third-party apps 83.33% of 6 reviewers that rated this feature as important or highly important Track delivered, received, and opened emails 57.14% of 7 reviewers that rated this feature as important or highly important Track employee schedules, availability, and performance across projects and tasks 0% of 0 reviewers... Monitor and record expenses such as purchases or charges incurred 75.00% of 12 reviewers that rated this feature as important or highly important Create, save, and store files 0% of 0 reviewers... Public or private sharing of digital files such as documents, audio/video, images, and more 0% of 0 reviewers... For legal practices focusing on issues involving family relationships, such as divorce, child custody, adoption, divorce, and more. 0% of 0 reviewers... Software is specifically designed to address the needs of professionals in the law industry 0% of 0 reviewers... Specifically designed to address the needs of law firms and legal departments 62.50% of 8 reviewers that rated this feature as important or highly important Store, manage and track all forms in a centralized location 200.00% of 1 reviewers that rated this feature as important or highly important Search for specific words or phrases within a document or database 50.00% of 4 reviewers that rated this feature as important or highly important Compliant with HIPAA, which sets standards for sensitive patient data protection 0% of 0 reviewers... Manage and track all disruptions and incidents 0% of 0 reviewers... Track and manage inspections for worksites, vehicles, and/or equipment to remain compliant with industry standards 0% of 0 reviewers... Activities related to the initial admission of a charge into the organization's care 0% of 0 reviewers... Captures invoice data and maintains comprehensive records for auditing and reporting purposes 50.00% of 4 reviewers that rated this feature as important or highly important Creation, processing, verification, and execution of invoices till the payment is made 0% of 0 reviewers... Systematic approach to handling legal cases, matters, or projects within a law firm or legal department 65.00% of 20 reviewers that rated this feature as important or highly important Manage and track all matters, contracts, and documents across the day-to-day legal lifecycle. 0% of 0 reviewers... Automates the creation of medical timelines by extracting and organizing treatment records, helping legal teams build stronger narratives for injury-related cases. (Released 2025) 0 reviewers rated this feature Access software remotely via mobile devices 0% of 0 reviewers... Access the system via a mobile application 0% of 0 reviewers... Manage and support multiple locations 0% of 0 reviewers... Accept and process online payment transactions 100.00% of 1 reviewers that rated this feature as important or highly important Ability to recognize printed or written text within digital images or scanned documents 0% of 0 reviewers... Accept, record, and reconcile financial transactions 0% of 0 reviewers... Streamlining repetitive tasks and activities through automated and predefined workflows 0% of 0 reviewers... Offers a redesigned workspace with customizable layouts, improved navigation, and centralized access to case data. This update enhances visibility and control across active projects. (Released May 2025) 0 reviewers rated this feature Measure time to completion or hours worked for projects 0% of 0 reviewers... Enables folder-level access control, allowing teams to restrict visibility based on user roles, which supports confidentiality and internal compliance. (Released 2025) 0 reviewers rated this feature Integrates with QuickBooks 0% of 0 reviewers... Ability to record, store, update, and retrieve information 0% of 0 reviewers... Timed notification for any upcoming task, deadline, appointment, or activity 100.00% of 22 reviewers that rated this feature as important or highly important Supports deadline tracking and follow-ups, though reviewers mention limited customization and occasional confusion with auto-tasks. 22 reviewers rated this feature Collection, analysis, and representation of numerical data and generation of reports to understand various patterns 71.43% of 7 reviewers that rated this feature as important or highly important View and track pertinent metrics to find patterns and gain insights from data 0% of 0 reviewers... Initiate collection and analysis of known risks 0% of 0 reviewers... Process of identifying, evaluating, mitigating, addressing and reporting on potential risks or uncertainties 0% of 0 reviewers... Search and filter data across systems to locate required information by entering keywords or certain criteria 0% of 0 reviewers... Securely stores data to prevent data loss or breaches 83.33% of 6 reviewers that rated this feature as important or highly important Online portal through which end users can access the system, manage tasks, or obtain information 0% of 0 reviewers... Allow users to access multiple services after entering their login credentials once 0% of 0 reviewers... Send messages via SMS 0% of 0 reviewers... Track the amount of money spent on a certain product or with a certain supplier 0% of 0 reviewers... Security protocol that ensures secure, encrypted communication over the internet, safeguarding sensitive data from unauthorized access 83.33% of 6 reviewers that rated this feature as important or highly important Track staff hours through a calendar view 0% of 0 reviewers... Track the status over time for a request, process, asset, or transaction 0% of 0 reviewers... Collect and record basic information related to suspects 0% of 0 reviewers... Create, manage and track all task activities and progression 69.23% of 52 reviewers that rated this feature as important or highly important Helps teams assign, delegate, and track tasks with calendar integration and sorting by due date. Reviewers note the absence of bulk editing and prioritization features, which can hinder task review efficiency. 51 reviewers rated this feature Track the status and progress of tasks 50.00% of 2 reviewers that rated this feature as important or highly important Track and manage the scheduling of tasks 0% of 0 reviewers... Addition of necessary external data, applications, tools, or features 0% of 0 reviewers... Set up connections to third-party platforms to improve business processes 0% of 0 reviewers... Log and record hours worked and costs spent to assist in billing and invoicing 133.33% of 3 reviewers that rated this feature as important or highly important Measure and track time including hours worked and paid time off (PTO) 48.28% of 29 reviewers that rated this feature as important or highly important Manage bookkeeping for client trust accounts 0.00% of 6 reviewers that rated this feature as important or highly important Extra layer of security that requires not only a password and username but also something specific to that user 0% of 0 reviewers... Automates case validation by checking phase transitions and ensuring required fields are completed. This helps teams maintain compliance and avoid errors during case progression. 0 reviewers rated this feature Track revisions and updates made to files and navigate between different versions 33.33% of 3 reviewers that rated this feature as important or highly important Create, design and manage workflows for repetitive tasks 50.00% of 6 reviewers that rated this feature as important or highly important Get Advice We can help you find the software with the features you need. Eduardo Garcia Filevine’s top-rated features work to simplify legal workflows, giving teams centralized control over case data, client communications, and task coordination. These tools reduce friction in daily operations and support collaborative, organized case handling. Features 4.4 (271) 4.4 Based on 271 reviews ## Pricing Filevine does not publicly list pricing on its website. Buyers must contact the vendor directly for a quote. Based on buyer insights, the average SMB budget for legal management software is around $93 per user, per month, which helps frame expectations. ### Starting price Free trial available [View all Pricing Plans](https://www.capterra.com/p/140815/Filevine/pricing/) Eduardo Garcia Senior Content Analyst Your team should expect pricing to scale with user count and feature access, so confirm whether Filevine’s quote aligns with your workflow needs and budget flexibility over time. Value for money 4.2 (215) 4.2 Based on 215 reviews ## Integrations Filevine integrates with Microsoft Outlook and Office 365 to support email, calendar, and document workflows. These integrations span communication, scheduling, and file management, and include a mix of native and third-party connections. Popular integrations [ Google Drive](https://www.capterra.com/p/161425/Drive/)[ Slack](https://www.capterra.com/p/135003/Slack/)[ Dropbox Business](https://www.capterra.com/p/143068/Dropbox-Business/)[ Microsoft 365](https://www.capterra.com/p/227157/Microsoft-365/)[ Gmail](https://www.capterra.com/p/202338/Gmail/)[ OneDrive](https://www.capterra.com/p/161304/OneDrive/)[ Microsoft Teams](https://www.capterra.com/p/168668/Microsoft-Teams/)[ Box](https://www.capterra.com/p/148766/Box/) Eduardo Garcia Senior Content Analyst Connecting Filevine with tools such as Outlook and Office 365 helps your legal team centralize email threads, sync calendars, and edit documents in place—reducing manual entry and improving visibility across client communications and deadlines. Connect with a Capterra advisor for a free 15-minute consultation Get a personalized software list aligned to your business needs with guidance from our expert advisors. Our team has helped 1 million+ businesses like yours find options that fit their needs. ## Support, customer service and training options Customer Service 4.3 (257) Support - Email/Help Desk - FAQs/Forum - Knowledge Base - Phone Support - 24/7 (Live rep) - Chat Training - In Person - Live Online - Webinars - Documentation - Videos Deployment - Web - Android - iPhone/iPad Typical users - Freelancers - Small businesses - Mid size businesses - Enterprises Customer Service 4.3 (257) 4.3 Based on 257 reviews ## User reviews Overall rating 4.4 Based on 285 reviews Filter by rating 5(211) 4(38) 3(9) 2(7) 1(20) Mentioned topic Sorted by most recent AV Aneta V. Law Clerk Legal Services ### "Continued Happy Customer" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 4.0 4.0 Likelihood to Recommend 10/10 March 19, 2026 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. SS Shenella S. Business Development Team Leader Legal Services ### "Filevine for case management!" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 4.0 4.0 Customer Service 3.0 3.0 Likelihood to Recommend 7/10 February 21, 2026 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. AU Anonymous User Attorney Law Practice ### "FileVine is far too expensive for the product you're getting. " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 1.0 1.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 January 16, 2026 I do NOT recommend using FileVine at all. The have terrible customer service, are slow to fix your problems. You would need your own tech team on staff in order to get it all set up unless you want to spend countless hours of your own time getting it set up. Pros I'm sure it has all the features they say they have, but I have not been able to utilize any of them. For me, it has been an overly expensive document server. Cons FileVine is extremely overpriced for a system that is of average quality. They're good at selling the product, but as soon as they got my money, I had to nag them repeatedly to put the site together and spend countless hours just to get it going. 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. They have a strict "no refunds" policy if you choose to end early, so I pretty much wasted $2,000 on a nothing system that didn't even provide the services I actually wanted without the extra cost. I Alternatives considered [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/) [Clio](https://www.capterra.com/p/105428/Clio/) Reasons for choosing Filevine They sold it well and another person recommended it. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. KC Kendall C. Legal Assistant Law Practice ### "Great Potential" 4.0 Overall Rating 4.0 4.0 Ease of Use 4.0 4.0 Features 5.0 5.0 Customer Service 3.0 3.0 Likelihood to Recommend 8/10 January 13, 2026 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 Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. Jetta H. Intake Zar Legal Services ### "Intake Zar" 5.0 Overall Rating 5.0 5.0 Ease of Use 5.0 5.0 Features 5.0 5.0 Customer Service 5.0 5.0 Likelihood to Recommend 8/10 January 2, 2026 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. Pros Filevine is the best legal management system I have used during my time in the legal field. It is extremely user-friendly and easy to navigate. Cons There isn’t much I dislike about Filevine; however, I have heard that it can be somewhat expensive, and it’s important to ensure it is set up exactly how you want it to be used. Review source Incentivized review: software users are invited to submit an honest review and offered a nominal incentive for their time and effort. All incentivized reviews are subject to our verification process prior to publication. LR Leslie R. Director Law Practice ### "Unreliable Service and Unmet Promises" 2.0 Overall Rating 2.0 2.0 Ease of Use 3.0 3.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 September 19, 2025 To make matters worse, the legal team never reached out at all, leaving us without accountability or resolution. Pros The Sales Team. Kudos! Their remarkable skills to sell a product are unbeatable. Keep their commissions coming. Cons Our experience with this system has been extremely disappointing. We paid for a product that was unworkable and never completed, and despite repeated attempts, the support provided was neither timely nor effective. The fixes that were offered came far too late, communication was inconsistent, and the third-party vendor assigned to us admitted fault, lacked expertise, and even brought in a fourth party. Calls and responses were often delayed or indefinitely postponed, which added to the frustration. The features were never delivered or late, leaving us without accountability or resolution. This situation borders on fraudulent, and the lack of professionalism and responsibility is deeply concerning. I cannot recommend this platform based on our experience. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) The previous and current system, does not offer automation and customization to the level Filevine promised. we went live and Filevine was not completed, it was absolute chaos. Alternatives considered [Resolver](https://www.capterra.com/p/147599/Resolver/) [Trello](https://www.capterra.com/p/211559/Trello/) [Neos](https://www.capterra.com/p/58931/Neos/) [Law Ruler Software](https://www.capterra.com/p/143446/Law-Ruler-Software/) Reasons for choosing Filevine Automation, in-house billing, texting and fax capabilities. We saw an all in one system that made us fall in love. Empty promises of course. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. MB Matt B. Owner Law Practice ### "Avoid like the plague" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 September 6, 2025 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 Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. Miguel S. President Legal Services ### "Possibilities are good, experience was not" 1.0 Overall Rating 1.0 1.0 Ease of Use 2.0 2.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 August 13, 2025 I did not have a good experience as we are not a lawfirm and they do not have any templates that could have been shared or setup for investigations. They place you into a contract for a year so if you are not able to set it up or spend a couple thousand bucks to have them do it for you be careful with this option. Pros Possibilities of what it could do if it was geared or had templates for investigators. This is for lawyers and will take some time and effort to get it working for investigators Cons NOT FOR INVESTIGATORS. They do not have any templates and do not help with setting up the system to work for you. They upsell to their sister company to set it up. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. CW Corey W. Managing Partner Legal Services ### "FileVine Sucks" 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 2.0 2.0 Customer Service 2.0 2.0 Likelihood to Recommend 0/10 July 22, 2025 Overall, I would never recommend this as a case management system. I should have went with Clio or just left the current systems in place until I retired. Pros It does allow you to fax and text from within the system. If you spend a ton of time and effort building your templates it does pretty much walk a person through what needs to be done, requested, etc. in a case. Cons I found it to be very difficult to learn and unless you have an in house amazing tech person like we do, I would not even consider it. For example, it calls cases "projects" the calendar is so bad that you must use outlook and sync with it, but anything entered in Outlook will not show-up in FV (Filevine). You have to apply a special code for emails and for Outlook Calendar entries or they will not show-up at all in the FV system. The document assembly is very time consuming and you cannot File Save As. There is so much more I wish I knew before I spent a ton of time and money. While we are moving forward after spending $60,000 for the program, implementation and training I wish that I had never heard of FV. I am still going to use my old Word document case management until I retire and our newer attorneys can use FV. Switched from [Time Matters](https://www.capterra.com/p/228265/Time-Matters/) Because younger attorneys wanted to be able to text from it and see there calendar in Outlook. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reasons for choosing Filevine FileVine has great sales people that promise everything will work, but it does not work as described. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. DC Drew C. IT support Law Practice ### "BE AWARE: Technical experience needed to use this product " 1.0 Overall Rating 1.0 1.0 Ease of Use 1.0 1.0 Features 5.0 5.0 Customer Service 1.0 1.0 Likelihood to Recommend 0/10 June 2, 2025 Timeline Summary •October 2023: Contracts were signed for Filevine software and Vinetegrate’s implementation, including data and document migration from the prior system. Vinetegrate set a Go Live date for February 2024 and required upfront payments and data backups. •November–December 2023: The company was required to deliver data backups to Vinetegrate. Early communication revealed challenges in linking and extracting documents from the legacy system. Vinetegrate issued technical upload instructions, and a contractor managed uploads. •January 2024: Ongoing technical issues with file uploads emerged, especially with folder structures. After uploads, Vinetegrate requested CSV exports instead of the previously provided FileMaker files, requiring duplicate work and causing frustration and extra cost. •February 2024: The scheduled Go Live milestone was reached, but documentation does not confirm if it occurred on time. •2024–2025: Communication gaps continued regarding data migration, technical support, and additional changes (such as required API updates) further complicated the process. Key Issues •Vinetegrate failed to communicate critical requirements upfront (e.g., need for CSV files), resulting in avoidable rework and costs. •The company was held responsible for technical tasks that were expected to be vendor-managed. •The schedule was strict for the company, but vendor requirements shifted after work began, leading to delays. •The vendor’s dispute process was one-sided, with broad leeway to assess “cooperation,” adding risk and inconvenience for the company. Pros The sales process. Over-promise, under deliver on the actual product. If you are an enterprise level law firm, maybe this product is right for you, since you need to have the technical knowledge, in-house to be able to utilize the features to the fullest. Cons They charged $60k upfront for services and add-ons that were not only never used, but never setup or even deployed to a production environment. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/) [Clio](https://www.capterra.com/p/105428/Clio/) [Lexis](https://www.capterra.com/p/196819/Lexis-Advance/) Reasons for choosing Filevine The former manager did and got sold without being aware of having to do all the technical work ourselves even though they paid for premium setup. Review source Non-incentivized review: any software user can leave a review for any product listed on our site. All submitted reviews are subject to our verification process prior to publication. [View all Reviews](https://www.capterra.com/p/140815/Filevine/reviews/) ## FAQs Yes. Filevine meets HIPAA requirements through independent audits and SOC 2 Type II certification. It includes safeguards for administrative, physical, and technical controls, making it suitable for handling sensitive health-related legal data. No. Filevine does not offer a standalone mobile app, but it is mobile-friendly. Users can access the full platform via mobile browsers and create home screen shortcuts for quick access. Filevine pricing is customized based on user count, selected features, and add-ons. There is no public pricing listed; buyers must contact the vendor for a tailored quote. Yes. Filevine supports a mix of native and third-party integrations across billing, calendaring, document management, and client communication. These include tools for email, e-signatures, and medical record retrieval. Yes. Filevine offers a free trial for small firms, which includes basic case management, time tracking, and billing features. Users can explore core functionality before committing. Yes. Filevine includes a client portal that allows clients to view case details, upload documents, and communicate securely with legal teams. This feature is available in most plans. Filevine provides live Zoom support, an online Help Center, Filevine University courses, and certified partner onboarding. Support is available Monday to Friday during business hours. ### Have more questions? Connect with one of our advisors for a free consultation and save time in your software search. ## Sources - **Capterra reviews data:** Capterra reviews are collected from verified users for individual software products. [Learn more about how we source our data](https://www.capterra.com/resources/proprietary-data-research/). - **Capterra Shortlist:** Capterra Shortlist identifies the top products in our software categories based on a proprietary blend of user ratings and popularity. [Read the complete methodology here](https://www.capterra.com/resources/proprietary-data-research/#capterra-shortlist-methodology). - This product information came from Filevine’s own online content in August 2025, including the product's website and its social media channels. ## Related reading ### [Legal Case Management Software Price Comparison Guide: A Capterra Value Report](https://www.capterra.com/resources/legal-case-management-software-pricing-report/) Published June 26, 2025 by [Akriti Sharma](https://www.capterra.com/resources/author/akriti-sharma/) and [Parul Sharma](https://www.capterra.com/resources/author/parul-sharma/) Popular comparisons [LEAP vs Filevine](https://www.capterra.com/compare/140815-147413/Filevine-vs-LEAP)[8am MyCase vs Filevine](https://www.capterra.com/compare/115613-140815/MyCase-vs-Filevine)[Neos vs Filevine](https://www.capterra.com/compare/58931-140815/Neos-vs-Filevine)[Clio vs Filevine](https://www.capterra.com/compare/105428-140815/Clio-vs-Filevine)[8am CasePeer vs Filevine](https://www.capterra.com/compare/140815-156217/Filevine-vs-CASEpeer)[Litify vs Filevine](https://www.capterra.com/compare/140815-160393/Filevine-vs-Litify)[Smokeball vs Filevine](https://www.capterra.com/compare/133656-140815/Smokeball-vs-Filevine)[SmartAdvocate vs Filevine](https://www.capterra.com/compare/131579-140815/SmartAdvocate-vs-Filevine) [Amberlo vs Filevine](https://www.capterra.com/compare/140815-162674/Filevine-vs-amberlo)[CloudLex vs Filevine](https://www.capterra.com/compare/140815-165422/Filevine-vs-CloudLex)[PracticePanther Legal Software vs Filevine](https://www.capterra.com/compare/140231-140815/PracticePanther-Legal-Software-vs-Filevine)[CARET Legal vs Filevine](https://www.capterra.com/compare/140815-144573/Filevine-vs-CARET-Legal)[AbacusLaw vs Filevine](https://www.capterra.com/compare/18374-140815/AbacusLaw-vs-Filevine)[Amicus Attorney vs Filevine](https://www.capterra.com/compare/80199-140815/Amicus-Attorney-vs-Filevine)[Docketwise vs Filevine](https://www.capterra.com/compare/140815-172490/Filevine-vs-Docketwise)  Independent research methodology Capterra's researchers use a mix of verified reviews, independent research and objective methodologies to bring you selection and ranking information you can trust. While we may earn a referral fee when you visit a provider through our links or speak to an advisor, this has no influence on our research or methodology. [Learn more](https://www.capterra.com/resources/proprietary-data-research/) How Capterra verifies reviews Capterra carefully verified over 2.5 million+ reviews to bring you authentic software experiences from real users. Our human moderators verify that reviewers are real people and that reviews are authentic. They use leading tech to analyze text quality and to detect plagiarism and generative AI. [Learn more](https://www.capterra.com/resources/how-we-verify-reviews/) How Capterra ensures transparency Capterra lists all providers across its website—not just those that pay us—so that users can make informed purchase decisions. Capterra is free for users. Software providers pay us for sponsored profiles to receive web traffic and sales opportunities. Sponsored profiles include a link-out icon that takes users to the provider's website. [Learn more](https://www.capterra.com/resources/how-we-ensure-transparency/)