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 14/11/2017
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: Legal Services
- Company size: 2–10 Employees
- Used Daily for 2+ years
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 10.0 /10
Try Filevine you won't be disappointed
Reviewed on 28/03/2024
I first heard of this at a webinar. Still didn't look into it until 2 years after that. All and all...
I first heard of this at a webinar. Still didn't look into it until 2 years after that. All and all I wish our firm had started using it sooner than we did. Most exciting is the fact that as a office manager I see more and more resumes coming into my office showing applicants have trained on Filevine
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
Response from Filevine
Thank you so much for taking the time to leave your informative review, Debbie! We're thrilled to read that you've found it to be beneficial for your case management and organization. We look forward to continuing to support you and your firm!
- 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 26/07/2024
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 Monthly for 1-5 months
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Review Source
Overall rating
- Value for Money
- Ease of Use
- Customer Support
- Likelihood to recommend 7.0 /10
Paralegal Filevine Review
Reviewed on 08/11/2024
It was difficult reviewing the files but it became easier once I became familiar with the files.
It was difficult reviewing the files but it became easier once I became familiar with the files.
Pros
The ease and simplicity of receiving documents from a referral company.
Cons
The difficulty of navigating the documents received from the referral company.
Response from Filevine
Thank you so much for taking the time to leave your review, Justin!
- Industry: Law Practice
- Company size: 11–50 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
The diamond standard of legal practice management tools
Reviewed on 29/03/2024
Filevine has made me far more productive and prolific as a practicing attorney and allowed me to...
Filevine has made me far more productive and prolific as a practicing attorney and allowed me to focus on what I am most interested in about the law, because the burden of the drudgery is so incredibly reduced.
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.
Response from Filevine
Thank you so much for taking the time to leave your thoughtful review, Stephen! We're thrilled to read that you've found Filevine to be the diamond standard and that its made you more productive and prolific in your practice. We really appreciate your feedback and look forward to continuing to support you and your firm moving forward!
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.
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