Filevine Reviews

This software adapts to the way you practice law. You don't organize your cases the way a vendor tells you to, you do it your way. You use your own, trusted, time-tested checklists and processes. But Filevine takes what you have built over your career to the next level by allowing you to streamline intake, and standard tasks you do in every case. The best way I can put is I don't need to cut-and-pate any more. I just click a button and I'm ready to serve standard sets of discovery. I don't need guess whether we ordered a court reporter for a deposition. There's a "Yes" or "No" button that says we did or didn't. I don't even need to manually check when we last did something on a case--I just click a button and a report tells me when the last activity occurred.

The set-up time is significant, especially if you are particular about the way things need to look and feel. But that's to be expected for something you can customize from the ground up. Outlook integration could be better, but it has improved since I've come on board. All signs indicate it's going to continue to get better.

I like the flexibility and customizability of Filevine. We have developed tabs and taskflows for several different practice areas that each require unique processes. Filevine is easily customizable and it is intuitive to develop on your own once you get a feel for the basic functions.

I also like the texting feature. It enhances our client communication.

I wish it had mirror fields so that we could enter the information in one static tab and have the other tabs refer back to that information without having to reenter it multiple times.

Activity Section, communication with the firm, texting from each project, customization.

Templates are limited, Admin status is not ala carte, everyone has access to all reports, I have to use multiple reports to get information I need when I should be able to get everything on one report, doesn't support older document imports, doesn't support latest greatest iphone file types for photos, videos types from municipalities for PI are not supported, there isn't a button to create a simple envelope on the contact card, automation is clunky and slow, the backend of Filevine is very very slow to create reports, add or delete things, calendaring system is lacking, deadline chains have to be triggered one by one, if one simple field gets changed all the templates break, can run reports by role, no ability to notify more than one person on a file at the same time, can't pin important things to activity feed unless you are an admin, inability to insert different signatures into different documents, inability to have an individual fax number per user, inability to have a mailroom per user in FV, PDF editor not compatible with faxing or printing everything is blurry, using org groups for calendaring, drag and drop in customs editor instead of entering line numbers, role criteria in user list report, mass updating needs more flexibility especially at migration time into FV from an existing system, ability to email from the system without using a sharelink many companies do not accept them for security reasons, better compressing tools for large combined docs - ex Adobe pro

I love how friendly usage this program is! Very up to date, very new and fresh! I will recommend it to anyone with my eyes closed.

I wish we were able to view CDs like MRIs, X-rays and etc.

The Filevine Software was integrated into our law practice with all the modifications we needed. It provides features that allow us to maintain all our client information in one system with designated users. This software even allows us to fax, text and receive messages from clients, providers and others through our mailroom feature. It is truly an innovative expandable package with good technical support for any purpose.

Integration into our business was an extended process requiring our personal involvement. The least likeable feature thus far is the import of external files from outside the system.

The document handling is amazing - this is why we purchased this solution.

First and foremost, good luck getting anything done with their team. I don't know if they are understaffed or just don't care but as other reviewers have noted, the customer service is terrible. We have billing issues that no one will resolve. We signed up for an automation service (add-on) and it's been over a month and not only have they not started the project, they haven't even assigned anyone to it.

Filevine is so user friendly! It is easy to teach to new employees and really does a great job at keeping the staff on track! I love the Taskflow and our ability to customize it to fit our systems.

I am not a big fan of the Organization of documents. Maybe our firm just needs some training on how to make this work for us, but so far it is not helpful.

that the system does update, that the company does work on it.

its isn't as user friendly as it could be with changing things about the practice areas. it does take a significant amount of work to dig into the weeds to figure out how to auto-generate documents.

The ease of use is by far the nicest aspect of the software. I also like how frequently the product is improved and new features are added.

As a law firm, the billing, timekeeping, and invoicing could use more flexibility like the rest of the software; i.e. being able to export as an excel spreadsheet or word document; allow for more malleability with tracking dollars and hours and utilizing those factors in reporting; being able to view by hours or by dollars. Etc.

Filevine has made a huge difference in our law firm, and has helped us tremendously. It's very easy to use. Has amazing features. It comes in handy when you're not close to a computer you could just log on in your phone.

To be honest I haven't encountered any difficulties throughout the time we have been using this case mgmt. software.

Billing software was easy to use. Customer service was good until a conflict arose due to Filevine's major misrepresentations to get us to sign contract based on false statements. Their demeanor changed once contract termination was requested based upon their fraudulent conduct.

Does not have promised forms software which was one of the primary reasons we signed the contract.

Medical / treatment tabs help keep track of medical specials.

It's so different from Client Profiles and there are a lot of features missing that we were used to using.

I handled the development for our PI department and I found the support page and the training sessions that you can sign up for were very specific in what they were teaching and were very helpful. When it came to launching and training my staff, I found it a lot easier than expected.

I don't like that we are not told when there is a bug that your team is working out. For example, fax and email attachments were not going into our folders from the feed. When we reached out to report the issue, they were already aware of it and working on it. Meanwhile, we had no idea how long it had been an issue so we had to go back thru the activity feed of all our projects to make sure everything was moved over to the folders bc we were following up on items that were already received but we didn't realize. Had we known as soon as your team did, we could handled it differently and paid more attention. It would be nice to announce when a bug or issue is found so we can let our team know and adjust accordingly. We also spend a lot of time researching issues before calling support to make sure it is not something in house just to find out it is not. A lot of wasted time spent.

I love the functionality and how customizable Filevine is. Everything can be customized. The text features are great too, it's always so nice to be able to read back and reference texts between the client and attorney or the client and myself.

We set it up a couple of years ago and it was a bit of a learning curve to get it the way we wanted it; but once you know how it all works it gets much easier.

Task management and being able to have a running to do list with tasks linking directly to a client file that I can then access with a click of a button.

Not being able to see activity in the activity feed and not being able to have it in chronological order. The system does not work as I expected when it comes to being able to get communications out to a mass of clients at once. Seems there should be a way to generate letters on a mass basis, as well as send emails on a mass basis.

I like the way this softwares allows you to pull reports to your liking and allows you to cutimize the reports. I am a big fan of the mobile app. Simply things like being able to text from the software is a huge help and lastly the interface is amazing.

I would like it to be easier to edit documents right from FV , but maybe there is a way and I am not sure of it.

There is the capability to have more than one tab open at a time without messing anything up on the original tab. Each tab has several drop down menus for labeling. Once trained on the system it is user friendly. I like that we can access anywhere that you have internet, especially with the Pandemic last year when everyone was shut down, our Firm was still able to work from home.

There should be a way to not change across the FileVine Board. It should be up to each organization as to what they want on their program. I don't like the new calendar at all.

That I can see all of the information pertaining to our files with a few clicks of the mouse

I wish that information would be shared across tabs. I have to enter information in multiple times in multiple tabs and it can be tedious. For example on our Intake take we enter the police agency that responded to a MVA and then on the investigation tab I have to enter it again. I wish that info would carry over within the same project.
Also, I wish there was a way /place to enter contacts for all projects to pull from - for example a hospital name/contact info I wish I could start typing the hospital name an FV would pull the hospital contact information from one central place instead of me having to re-enter all of the contact information for every new project where that information applies.

I like the customization. Also like the faxing directly from the system.

Implementation was a long process. Would have preferred instruction on how to customize and edit the software first. Felt like the meetings were sometimes a waste.

Ease of use, along with supported training videos and readily available customer support are some of best features of this product

If there is a way to streamline doc/mass doc generation with regard to entry of information in various fields. Some fields in different tabs are duplicates/almost identical and sometime it confuses staff over whether data entered correctly.

Having come from an old, antiquated case management system, I love the diary aspect the most. I can make notes/tasks and easily refer back to them. My favorite feature is the text and e-mail option -- I literally had to cut and paste e-mail and paste to a Word document so they were accessible to all.

I love being able to sort my tasks by complete or incomplete and also sort via hashtags.

I wasn't involved in the integration. If I'm making an entry and want to check information elsewhere on FV, I have to open a new tab or save that info and return and edit it. While this isn't hard to do, it's a little cumbersome.

When working with liens, I'd like more options such as payors and corresponding amounts.

The integration - being able to fax, save as a PDF, preview and rename documents, & send secure documents (such as contracts via Vinesign) directly from the case is amazing and saves me more time than I could have ever imagined. Not to even mention texting directly from the case and a secure email address that delivers right to the case, and settin gup the TASK list... Filevine has become part of my daily life - I come from a Needles CMS platform and Filevine was so easy to learn!

Probably the Mailroom - not because of anything you guys did or did not so, but because it's always full! :)

So many features that make our office more productive and efficient. The customer service is so wonderful. Filevine is user friendly and enables us to have two offices working together on clients and are able to see the entire file online.

Creating reports is somewhat difficult. I just got introduced to report fusion so that will probably help.

Trainers [SENSITIVE CONTENT HIDDEN] are extremely knowledgeable of Filevine and have a very good idea of the needs of a personal injury firm. They have been very helpful and have made our process easy and friendly.

So far, I don't have anything negative to say other than I find the Quickbooks integration expensive.