About Filevine

Filevine: the one employee that never takes a vacation. Don't waste your valuable time on a free trial – Filevine is configurable to how you do business and adapts to how your team evolves.

Exceptional collaboration tools enable your team to focus on what's important with automatic task assignments, reporting, and text & email within Filevine. Store documents securely in the cloud and easily find them with advanced filtering. SOC 2 Type II and HIPPA compliance ensure that your data is protected with the best security.

Key features include task and deadline management, record management, advanced reporting, and exceptional communication tools. Record conversations, tasks, notes, and comments in one productivity stack. Project management capabilities like assigning tasks and managing communication with employees, medical providers, experts, witnesses, and clients. Users can also send case updates to their customers via text within Filevine.

Pricing is per user per month.


Key benefits of Filevine

• Systemize business workflows by defining roles and operations for each stakeholder within a firm.
• Use Filevine for what your business needs most, whether for task management, document management, or a communication management system.
• Multiple users can collaborate on a case to minimize the case study time and ensure that everyone on your team is onboard as early as possible.
• Log every interaction with clients and record all documents, meeting notes, payment history, bills, and expenses in a centralized repository.
• Prevent loss or theft of critical business data with data traffic encryption, server-side verification, redundant data backup and secure credit card data storage.


Images

Filevine Software - Easily generate and edit documents with accurate case information.
Filevine Software - Keep track of all activity pertaining to a case or matter, including documents, tasks, and notes.
Filevine Software - Empower your team to bill more time and more accurately with billing & timekeeping features.
Filevine Software - Extract and summarize key information from your documents in minutes with AIFields.
Filevine Software - Generate high-quality demand letters prepared by AI and tailored by legal experts.
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Filevine video
Filevine Software - Easily generate and edit documents with accurate case information.
Filevine Software - Keep track of all activity pertaining to a case or matter, including documents, tasks, and notes.
Filevine Software - Empower your team to bill more time and more accurately with billing & timekeeping features.
Filevine Software - Extract and summarize key information from your documents in minutes with AIFields.
Filevine Software - Generate high-quality demand letters prepared by AI and tailored by legal experts.

Not sure about Filevine? Compare with a popular alternative

Filevine

4,6 (254)
VS.

Starting Price

US$0,00
year
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month

Pricing Options

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Features

89
105

Integrations

16
27

Ease of Use

4,5 (254)
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Value for Money

4,4 (254)
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Customer Service

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Reviews

Overall rating

4,6 /5
(254)
Value for Money
4,4/5
Features
4,5/5
Ease of Use
4,5/5
Customer Support
4,4/5

Already have Filevine?

Software buyers need your help! Product reviews help the rest of us make great decisions.

Showing 5 reviews of 254
Daniel
Daniel
Overall rating
  • Industry: Legal Services
  • Company size: 51–200 Employees
  • Used Daily for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support

Was exactly the fit we were looking for and seems to constantly be adding new features.

Reviewed on 2018/02/16

Pros

The best thing about this product is the fact that it's fully web-based. Gone are the days of needing a beefy back end and/or an SQL server to host the databases. Now all of your data is secure and in the cloud for easy access for attorneys and their staffs.

Cons

The biggest con with this software was the setup. They sold us on a seamless integration, which is never the truth, with a dedicated handler. To put it plainly, our installation was not pretty. Lots of delays and having to really push to have certain items exported from our former client management system and entered into the proper fields within theirs. Was it worth the headache of making the move, absolutely, however it could have been handled much better in my opinion.

Ingrid
Overall rating
  • Industry: Legal Services
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

FILEVINE IS AWESOME AND WOULD DEFINITELY RECOMMEND

Reviewed on 2024/04/02

I am not computer savvy but find this platform very easy to work with. Again, keeps me organized...

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.

Response from Filevine

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.

katherine
Overall rating
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 1-5 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 3.0 /10

Caution! Watch for undisclosed glitches, especially with DocsPlus.

Reviewed on 2022/09/08

One of primary reasons we chose this program over others was because the add-ons Docs Plus and Vine...

One of primary reasons we chose this program over others was because the add-ons Docs Plus and Vine Sign would replace Adobe. It was a little more expensive to do this, but the convenience of doing everything within one program and having it automatically save to the client's file seemed to be worth the added expense. However, it has not worked that way and now we are paying for both.

Most notably, DocsPlus does not correctly convert Word documents to pdf, the editing feature is lousy, and it bates stamped our documents correctly on some pages, but upside down an in the wrong place on others. I have asked for a refund for this portion of the program because it is useless, but FileVine claims that it is somehow my fault that these features do not work. They have yet to show me what I am supposedly doing wrong. In the last meeting with the account manager, we had to tell him how to open a locked document and which icon to click on for editing. I have demanded arbitration over this issue, but they still have not responded. VineSign is useable, but it does not date/time stamp the signature-it only puts a header on the first page of the document.

As a result of these deficiencies, we have to convert and manipulate pdf documents using Adobe, save them into our client files on our server, then move them into FileVine. This has created considerably more work.

Pros

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

Cons

There are many glitches that were not evident until we started using the program. There is no way to try out the program before purchasing it-you have to rely on the representations made by the sales staff. The only trial offered is for the sales rep to guide you through some of the features for 45 minutes or so.

The add-ons for DocsPlus and VineSign are much lower quality than using Adobe. The "deadline chains" cannot be modified in the client's file and you have to turn off automatic calendaring for many events because you cannot add a time for the event. The calendar syncs with Google, but we do not get the calendar notifications that we get if the event is calendared on Google itself. But if you do that, it does not show up in the client's file.

There is no way to set up automatic reminders that take include both calendar days and court days-it counts only one or the other. We often have deadlines that are based on calendar days, but are extended by a certain number of court days due to the manner of service of the initiating document.

There is no way to assign work that is not associated with a specific project. There is no way to have interoffice communications about phone calls, messages, etc. unless it is set up as a "task" and associated with a specific project. So phone messages that are not specifically related to a particular existing client still have to be handled manually.

Laya
Overall rating
  • Industry: Legal Services
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

  • Ease of Use
  • Customer Support
  • Likelihood to recommend 8.0 /10

Used at two different PI firms since 2019

Reviewed on 2024/03/28

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

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

Response from Filevine

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!

Nick
Overall rating
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 10.0 /10

Great product!

Reviewed on 2024/04/02

Very good! The integration was fairly seamless.

Very good! The integration was fairly seamless.

Pros

I really am impressed by its integration with other programs, such as Outlook!

Cons

The amount of features on the left-hand side can be somewhat overwhelming.

Response from Filevine

Thank you so much for taking the time to leave your thoughtful review, Nick! We're thrilled to read that you found the integration to be seamless and are enjoying the product. We appreciate the feedback and look forward to continuing to support you and your firm moving forward!

Showing 5 reviews of 254 Read all reviews

Filevine FAQs

Below are some frequently asked questions for Filevine.

Filevine offers the following pricing plans:

  • Starting from: US$0,00/year
  • Pricing model: Free Version, Subscription
  • Free Trial: Not Available

Filevine is charged on a per user, per month basis. Get a free demo with Filevine for detailed pricing and discounts.

Filevine has the following typical customers:

Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1 000, 1 001–5 000

Filevine supports the following languages:

English

Filevine supports the following devices:

Android (Mobile), iPhone (Mobile), iPad (Mobile)

Filevine integrates with the following applications:

Box, Captorra, Docusign CLM, Domo, Dropbox Business, Google Calendar, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, QuickBooks, QuickBooks Online Advanced, Slack, Zapier

Filevine offers the following support options:

Email/Help Desk, FAQs/Forum, Knowledge Base, Phone Support, 24/7 (Live rep), Chat

Related categories

See all software categories found for Filevine.