Filevine

Pros

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

Cons

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

Alternatives Considered

Reasons for Choosing Filevine

Switched From

Reasons for Switching to Filevine

Pros

Our company has used Filevine for four years now and during that time we've seen a huge growth within the software. It began as a system we begrudgingly used, to one that we have heavily customized to fit our needs and have recommended to others. The thing I like most about Filevine is the ability to customize their software to fit your companies needs. The storing of client files is not going to be the same firm to firm so having the ability to customize the software to fit our needs is a huge asset.

Cons

We have found that Filevine can be slow or kick users out more often than other websites. In addition, the search feature, while wide, is also inefficient and doesn't show you the most logical result at the top, so you sometimes have to go digging for something you need.

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Pros

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

Cons

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

Alternatives Considered

Reasons for Choosing Filevine

Switched From

Reasons for Switching to Filevine

Pros

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

Cons

Their billing and sales team could use some training.

Pros

The way it allows to you to work efficiently and organized

Cons

I dont have anything right now, the app is awesome

Pros

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

Cons

The layout seemed aesthetically clunky compared to other softwares.

Pros

Filevine is fast simple and easy. I use it everyday.

Cons

It's not built into Briefcase, so I have to sign in separate.

Pros

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

Cons

Honestly, so far so good. There are no cons

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

Pros

I appreciate the convenience of using Filevine. 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.

Pros

Flexibility and user friendliness are my favorite features.

Cons

Nothing. We have had no issues with this product.

Pros

Filevine is easy to use and is very functional.

Cons

Learning functions such as invoice and billing.

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.

Pros

The ability to customize it specific to the type of law and the firm's unique procedures.

Cons

Certain essential features are missing or under-developed.

Pros

Filevine 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.

Pros

How versatile it is. How you can save files directly from your email

Cons

I honestly can't think of anything I just did not like.

Pros

We love filevine because it helps bring our team together.

Cons

N/A Filevine is the perfect software for any law firm.

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

Pros

I love how easy it is to use. Very user intuitive and keeps the work flowing effortlessly.

Cons

The reporting system takes some time to get used to and comfortable creating your own reports.

Pros

The fact that I can do all aspects of case management from one platform

Cons

calendar function is unreliable. It doesn't integrate well with outlook.

Pros

I love Filevine! It helps with cases so much. I love the tasks especially.

Cons

Nothing :) I absolutely love filevine. It makes my life so simple.

Pros

Ease of use, customization of filevine and its functions

Cons

sometimes it has a tendency to glitch, but not often enough to affect functionality

Pros

We came to Filevine from a different case management software system. We loved the look of our prior system, but it was not good for much other than document generation and assigning contacts to the file. We looked at a bunch of other options and even tried one before we went with Filevine. We have been using it since and I wouldn't recommend anything else.

There is so much to like about Filevine:
- You can text your clients and they can text you right into their case in Filevine.
- You can filter the main page so you can see all the texts or all the tasks, etc.
- You can share links or .pdfs so easily
- We haven't had 1 hiccup in cloud storage or security
- The best part is the customization because you can have your Filevine look and act however you want it.
- Every Filevine case has a distinct email so that we can either email directly or forward everything we need right to the file.

I could go on and on. The point is, choose Filevine and never look back. You won't regret it!

Cons

The only con so far is directly connected to a pro. Filevine is customizable so the pro is that you can build it to match up with your office. The con that is connected with that is that it takes time to set it up.

Pros

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

Cons

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

Pros

I honestly don't have time to list everything I love about FileVine. 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.

Pros

case management side. This tool allows us to reconstruct our files from beginning to end sucessfully

Cons

nothing about the tool itself. It is very relevant that staff fill out all information per file

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.

Pros

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

Cons

Running reports is quite the learning curve

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

Reasons for Choosing Filevine

Switched From

Reasons for Switching to Filevine

Pros

The simplicity of being able to pin important notes and add to that note in the file.

Cons

Certain information would not copy over to companion files

Pros

FV is user friendly unlike other CMS's.

Cons

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

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.

Pros

Ease of use and navigation. Keeps the flow going smoothly and effectively.

Cons

So far, I have found nothing that I dislike.

Pros

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

Cons

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

Pros

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

Cons

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

Pros

How easy it makes managing a case and organizing a file

Cons

I don't have anything bad to say about filevine

Pros

Texting, faxing, notating and automatic tasks.

Cons

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

Pros

It is easy to navigate and learn how to use

Cons

Not applicable, it is very user friendly

Pros

Filevine 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.

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 Filevine has been awesome!

Cons

Nothing it was an easy program to use. I like the fact I can set tasks as diary follow up.

Pros

Filevine 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.

Pros

I liked nothing about it. It does not work.

Cons

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

Pros

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

Cons

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

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.

Pros

I was introduced to Filevine 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

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.

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 Filevine.