Filevine
About Filevine
Filevine is the #1 legal tech platform in America. Manage cases, documents and fees all in one centralized system. Utilize Filevine's AI capabilities to generate & review documents in minutes & summarize cases in seconds. Get your free demo.
Track deadlines, manage documents, collaborate with clients, & handle billing and invoicing seamlessly.
Firms everywhere love how they can customize Filevine to their unique business as it grows. Store unlimited documents, video, audio and image exhibits all within Filevine - for free, forever. SOC 2 Type II and CJIS certifications ensures 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.
Integrate Filevine with your favorite tools, including Outlook, Gmail, Quickbooks & more
Key benefits of Filevine
• Stop switching between tabs and consolidate your tech stack into one platform that handles everything you need to manage your cases from intake to settlement.
• 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.
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Reviews
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- Industry: Law Practice
- Used Daily for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Filevine is the backbone of our practice.
Reviewed on 2017/11/14
I get the ability to move my cases quickly and in a way that produces repeatable results. There is...
I get the ability to move my cases quickly and in a way that produces repeatable results. There is a huge increase in our efficiency and organization.
Pros
Filevine's feed is deceptively simple. It looks a ton like Facebook. But that's part of the genius. We had trouble getting our team to use other case management software. They would take notes in various programs. But they have all taken to Filevine. The ability to send texts to clients from the feed is game changing for us. We love the document automation and workflows. We recently connected Filevine with Domo to give us best in class automated visual reports for our KPIs. We enjoy the ability to share tabs with our clients, experts, and referring counsel. Filevine allows us to scale our processes. We are very satisfied. Customer support is first rate. I used Clio for almost 6 years.
Cons
Sometimes data has to be entered multiple times in various fields - like birthdates. This is a small annoyance. I do wish that Filevine had an intake tab that functioned like Lexicata to allow our clients to enter in some of their information without us.
- Industry: Law Practice
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Ease of Use
- Likelihood to recommend 10.0 /10
Constantly upgrading and improving
Reviewed on 2024/04/05
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.
Response from Filevine
We really appreciate this thoughtful review, Alexa. This feedback is so helpful. It sounds like you really put the time into finding the best possible platform for your firm, so we're committed to not letting you down!
- Industry: Law Practice
- Company size: 51–200 Employees
- Used Weekly for 6-12 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 6.0 /10
Work in progress
Reviewed on 2024/07/26
Pros
Working in the cloud is easy with fast internet and small files (documents and such)
Cons
There are some limitations such as viewing multiple pictures and calendaring issues.
Response from Filevine
Thank you for taking the time to leave your review, Robert.
- Industry: Legal Services
- Company size: 2–10 Employees
- Used Daily for 1+ year
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Filevine Review
Reviewed on 2024/11/15
Pros
It is easy to navigate and learn how to use
Cons
Not applicable, it is very user friendly
Response from Filevine
Thank you so much for your review, Astrid!
- Industry: Law Practice
- Company size: 51–200 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
FV for the WIN!
Reviewed on 2024/04/02
Your overall impression of Filevine appears positive and thorough. You value its diverse range of...
Your overall impression of Filevine appears positive and thorough. You value its diverse range of features, such as centralized document management, collaborative case notes, efficient billing and invoicing, well-organized contact database, effective time and expense tracking, streamlined electronic signatures, and strong security and compliance measures. These functionalities collectively enhance workflow efficiency, promote better communication and collaboration, improve financial management, and contribute to heightened client satisfaction. In summary, Filevine emerges as a valuable and comprehensive tool for legal professionals, providing a complete solution for case management and client representation.
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.
Response from Filevine
Thank you so much for leaving such a thoughtful review, Katrina!
Filevine FAQs
Below are some frequently asked questions for Filevine.Q. What type of pricing plans does Filevine offer?
Filevine offers the following pricing plans:
- Pricing model: Subscription
- Free Trial: Available
Filevine is charged on a per user, per month basis. Get a free demo with Filevine for detailed pricing and discounts.
Q. Who are the typical users of Filevine?
Filevine has the following typical customers:
Self Employed, 2–10, 11–50, 51–200, 201–500, 501–1,000, 1,001–5,000
Q. What languages does Filevine support?
Filevine supports the following languages:
English
Q. Does Filevine support mobile devices?
Filevine supports the following devices:
Android (Mobile), iPhone (Mobile), iPad (Mobile)
Q. What other apps does Filevine integrate with?
Filevine integrates with the following applications:
Box, Captorra, Docusign CLM, Domo, Dropbox Business, Google Calendar, Google Drive, Hona, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, QuickBooks Online Advanced, Slack, Workato, Zapier
Q. What level of support does Filevine offer?
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.
Law Practice Management Software
