About Filevine

Filevine is a cloud-based project, team, and case management solution designed for legal professionals and firms. The solution helps legal firms to organize case documents in an orderly fashion and assists in streamlining communication between lawyers, assistants, paralegals, and clients.

Filevine assists businesses in managing deadlines, reporting, tracking project bills & expenses, recording documents, and evaluating ideal settlement terms for clients. The tool also supports project management and collaboration. Filevine allows lawyers to efficiently collaborate with their clients and team members. The solution records every internal as well as external communication and allows legal firms to organize client details, case notes, meetings, and tasks. The self-learning algorithm enables Filevine to observe repeated steps involved in a case lifecycle and automatically generate the next set of workflows for the lawyers and assistants after each phase.

Filevine offers an accurate litigation calendar that stores every milestone related to a case - especially case deadlines. The solution automatically sends a reminder to lawyers and their teams as soon as any critical milestone approaches. Filevine offers multiple templates to report and analyze various KPIs and improve business practices. The settlement calculator tool helps to evaluate the different options offered during a case settlement and suggest the best scenario for clients.

Filevine offers advanced standards of data security including HTTPS grade encryption, server side verification, redundant data backups and secure e-payments. The solution serves a wide range of organizations and is ideal for teams of four or more legal associates looking for an application to collaborate, organize and expand client base.

Key benefits of Filevine

• Filevine helps to systemize business workflows by defining roles and operations for each stakeholder within a firm.
• The solution can be used as a lead generator, task manager, document manager or a communication management system across large, multi-location firms.
• Filevine enables multiple users to collaborate on a case to minimize the case study time and ensure that everyone within the team is onboard as early as possible.
• Filevine logs every interaction with clients and records all documents, meeting notes, payment history, bills, and expenses in a centralized repository.
• Filevine is capable of preventing loss or theft of critical business data and offers security features such as data traffic encryption, server-side verification, redundant data backup and secure credit card data storage.

Devices

Business size

S M L

Markets

Australia, Canada, Mexico, United States

Supported Languages

English

Images

Lets users create profiles for lawyers and associates
Offers a built-in settlement calculator
Report Builder features allow users to build customized reports
Users can create an organization profile
The software lets users track case history
Role-based permissions to view files help ensure data security
Users can customize the software's settings according to business needs
The application lets users record contact details of stakeholders involved in the project
View 9 more
Filevine video Filevine screenshot: Lets users create profiles for lawyers and associates Filevine screenshot: Offers a built-in settlement calculator Filevine screenshot: Report Builder features allow users to build customized reports Filevine screenshot: Users can create an organization profile Filevine screenshot: The software lets users track case history Filevine screenshot: Role-based permissions to view files help ensure data security Filevine screenshot: Users can customize the software's settings according to business needs Filevine screenshot: The application lets users record contact details of stakeholders involved in the project

Features

Total features of Filevine: 105

  • @mentions
  • API
  • Access Controls/Permissions
  • Accounting Integration
  • Activity Dashboard
  • Activity Management
  • Activity Tracking
  • Alerts/Notifications
  • Archiving & Retention
  • Assignment Management
  • Audit Trail
  • Authentication
  • Automatic Backup
  • Billing & Invoicing
  • Budgeting/Forecasting
  • CRM
  • Calendar Management
  • Calendar Sync
  • Campaign Management
  • Case Defined Timekeepers
  • Case Management
  • Case Notes
  • Categorisation/Grouping
  • Client Management
  • Client Portal
  • Collaboration Tools
  • Communication Management
  • Completion Tracking
  • Configurable Workflow
  • Conflict Management
  • Contact Database
  • Contact Management
  • Contract/License Management
  • Cost Tracking
  • Cost-to-Completion Tracking
  • Customer Database
  • Customizable Fields
  • Customizable Forms
  • Customizable Reports
  • Customizable Templates
  • Customization
  • Dashboard Creation
  • Data Extraction
  • Data Import/Export
  • Data Management
  • Data Migration
  • Data Visualization
  • Deadline Management
  • Docket Management
  • Document Automation
  • Document Classification
  • Document Generation
  • Document Management
  • Document Storage
  • Document Templates
  • Email Alerts
  • Email Management
  • Email Tracking
  • Event Calendar
  • Expense Tracking
  • File Management
  • Forms Management
  • Full Text Search
  • HIPAA Compliant
  • Incident Management
  • Interaction Tracking
  • Invoice Management
  • Issue Management
  • Legal Case Management
  • Microsoft Outlook Integration
  • Milestone Tracking
  • Multi-Channel Communication
  • Multi-Location
  • Productivity Analysis
  • Progress Reports
  • Project Management
  • Project Planning
  • Real Time Notifications
  • Real Time Reporting
  • Real-time Updates
  • Records Management
  • Referral Tracking
  • Reminders
  • Reporting & Statistics
  • Reporting/Analytics
  • Rules-Based Scheduling
  • SMS Messaging
  • SSL Security
  • Search/Filter
  • Secure Data Storage
  • Secure Login
  • Staff Calendar
  • Status Tracking
  • Subject Profiles
  • Summary Reports
  • Task Management
  • Task Progress Tracking
  • Task Scheduling
  • Time Tracking
  • Trust Accounting
  • Two-Factor Authentication
  • User Management
  • Version Control
  • Visual Analytics
  • Workflow Management

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Reviews

Overall rating

4,7 /5
(132)
Value for Money
4,5/5
Features
4,6/5
Ease of Use
4,6/5
Customer Support
4,6/5

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Showing 5 reviews of 132
Joel L.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 6-12 months
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 7.0 /10

Great app but terrible customer service

Reviewed on 2020/06/25

Optimistic but very frustrated by terrible customer service and lack of implementation services.

Optimistic but very frustrated by terrible customer service and lack of implementation services.

Pros

A ton of feature and you can make anything you want out of it. You have to invest a lot of time into building it out. But FileVine is very innovative.

Cons

The customer service is some of the worst customer service I have ever received in my life. You are better off getting support from Google than from FileVine. I've been emailing them for seven months on one simple issue and six months on another and they won't even respond to my emails. You are on your own.

Response from Filevine

Hi Joel, we're sorry to hear that you weren't able to give us strong scores on service--our Director of Customer Success has reached out to you to discuss your support experience. We take your feedback very seriously and will do all we can to ensure any improvements which need to be made are appropriately addressed. That said, we are glad to see you are still enjoying the vision and functionality of Filevine and hope we can bring your service experience up to par with the rest of your experience.

Kimberly I.
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 9.0 /10

Love Using Filevine

Reviewed on 2021/04/01

Overall experience with Filevine has been amazing! Everyone in the office seems to love it and it...

Overall experience with Filevine 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 Filevine. 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.

Richard W.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Other for 1+ year
  • Review Source

Overall rating

  • Value for Money
  • Ease of Use
  • Customer Support
  • Likelihood to recommend 0.0 /10

Run - Do Not Walk - From Filevine

Reviewed on 2020/04/09

Using Filevine was a waste of a year that I wish I could have back. A complete disaster. Make sure...

Using Filevine was a waste of a year that I wish I could have back. A complete disaster. Make sure you have a backup of all documents you give them or upload into Filevine.

My experience with Filevine is that they check ethics at the door and will say and do anything for a sale.

They only hold the keys to all of your practice's information and documents, so best of luck with that.

Pros

Literally nothing.

At the end of the day, Filevine was the most expensive version of Dropbox or Box - not a practice management solution - possible, so, if that is of any interest, read on.

Cons

Filevine indicated to me that they were very experienced at migrating data over from the practice management software I had been using. A YEAR AFTER retaining Filevine, it was still NOT done and was a complete disaster. If you ever want to see your documents again, run - do not walk - from Filevine.

A YEAR after retaining Filevine, they still had not done any of the customization that they promised, which was a large part of the inducement to retain them. Unless you are a programmer or merely want the most expensive version of Dropbox or Box possible, run - do not walk - from Filevine.

I am NOT kidding or exaggerating about this last one: I signed up for a year's worth of service and cancelled after the year was up, for the above reasons. They then tried to tell me that I was actually in a 3 year contract! The agent who signed me up apparently CHANGED my agreement when he sent it to me via Docusign, so that he could make a sale. Run - do not walk - from Filevine.

Even despite all that is underway with the coronavirus pandemic, Filevine has the time to constantly badger me to pay for 3 years of service, despite knowing of their intentional misrepresentation and fraud, and despite their knowing that I do not use Filevine at all, given the above.

They even sent someone (a collector) not to my office, but to my home! Who does that?

I have used Clio and Smokeball and have never had these kind of issues. Run - do not walk - from Filevine.

Response from Filevine

Hi Richard, in looking at your experience, we'd love to address a few items. We reached out many times and were unsuccessful in reaching you, and even flew our Director of Implementation to San Diego to help you design your template to fit your needs. The visit was pre-planned and confirmed with you, but we are sorry if it still seemed a surprise. These efforts, along with many trainings and hours of consultation given, were all intended to help you create a workflow that you would be satisfied with. We still wish to uphold our offer to help and can do so at any time. As mentioned, your migration was indeed from a system we've handled many times successfully. Unfortunately, they were unwilling to release the data you were looking for. We're sorry this affected your experience so deeply. Regardless of the source of confusion, we're sorry to hear there was so much dissatisfaction around your experience. We still have open doors ready to assist you.

Kristina S.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 Employees
  • Used Daily for 2+ years
  • Review Source

Overall rating

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

Good Answer to a Small Practice

Reviewed on 2021/03/17

Communication between employees with tasks that can be entered per client helps to keep on top of...

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

Pros

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

Cons

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

Eric R.
Overall rating
  • Industry: Law Practice
  • Company size: 2-10 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

Game Changing Software

Reviewed on 2021/03/17

I used TrialWorks for over 11 years with my prior firm and started my new practice with it. Within...

I used TrialWorks for over 11 years with my prior firm and started my new practice with it. Within a couple months I demoed multiple other case management software's for my personal injury practice. Filevine was by far the most superior out of all of the choices. I am very pleased with the Filevine.

Pros

The software allows you to have a birds eye view of everything going on in the cases in my office. It also allows me to run excellent reports and manage teams efficiently and effectively.

Cons

The email integration is not the most ideal, but it has gotten better. Sometimes the document generation is slow.

Showing 5 reviews of 132 Read all reviews

Filevine FAQs

Below are some frequently asked questions for Filevine.

Filevine offers the following pricing plans:

  • Starting from:
  • Free Trial: Available

Filevine is charged on a per user, per month basis. Contact Filevine for detailed pricing and discounts.

We do not have any information about Filevine features

Filevine has the following typical customers:

Self Employed, 2-10, 11-50, 51-200, 201-500, 501-1 000, 1 001+

Filevine supports the following languages:

English

Filevine supports the following devices:

Filevine integrates with the following applications:

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

Filevine offers the following support options:

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

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