About Filevine

Filevine is your ultimate legal tech stack, including case and document management, texting, and time and billing features. Powerful AI tools summarize and find inconsistencies in documents in as quick as a few minutes. Get your free demo. 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 matters, with automatic task assignments, easy reporting, texting, and emailing. 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 best-in-market communication tools. Record conversations, tasks, notes, and comments in one productivity stack. Users can also send case updates to their customers via text within Filevine. Pricing is per user per month.
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.
Filevine video
Filevine Software - Easily generate and edit documents with accurate case information. - thumbnail
Filevine Software - Keep track of all activity pertaining to a case or matter, including documents, tasks, and notes. - thumbnail
Filevine Software - Empower your team to bill more time and more accurately with billing & timekeeping features. - thumbnail
Filevine Software - Extract and summarize key information from your documents in minutes with AIFields. - thumbnail
Filevine Software - Generate high-quality demand letters prepared by AI and tailored by legal experts. - thumbnail

Filevine pricing

Filevine does not have a free version but does offer a free trial.

Starting Price:
Not provided by vendor
Free Version:
No
Free trial:
Yes

Alternatives to Filevine

Filevine Reviews

Feature rating

Value for Money
4.3
Functionality
4.5
Ease of Use
4.5
Customer Support
4.4
5 reviews of 271 View all reviews
Abigail
Abigail
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 6-12 months
  • Review Source
Value for Money
5
Functionality
4
Ease of Use
5
Customer Support
5

5
Reviewed on 14/09/2021

Best thing to come out of 2020…

Overall, I could not be happier with our experience with Filevine. It has exceeded our expectations and truly helped our firm in the last nine months. We were worried about transitioning with our staff, but the process went very smoothly given that we were working remotely at the time. The customer support that we received during our onboarding and integration could not have been better.

Pros

My most loved feature of Filevine is the flexibility to customize it to fit your firm’s needs. It was extremely important to us to pick a case management software that allowed us to customize features based on all Case types that we handle. Filevine was extremely easy to learn and use to fit our firms needs. Additionally, the report writing and Filevine can be used by almost anyone. It is very easy to pull the information that you need in a very short amount of time.

Cons

There are a couple of newer features in Filevine that could improve. For example, the calendar section in Filevine is something that we currently do not use because of confusion on its integration with outlook. Additionally, I wish that Enterprise automation was a little easier to use.

Alternatives Considered

SmartAdvocate and Clio

Reasons for Choosing Filevine

Needles was unable to be customized to fit or growing firms needs. We were not able to create the custom fields that we needed to report on our caseloads. Additionally it was not cloud-based which was some thing that we truly needed given the era that we are in.

Switched From

Neos

Reasons for Switching to Filevine

Filevine seemed to be the most advanced case management system at the time that we were shopping. The vendors were able to answer all of my questions about products, integration, adaptability, and daily use. The customer support was top-notch, and our demo was outstanding. As someone who was very hands-on in managing our last case management software, it was critical for me to get the straightforward answers I needed as we were shopping for a new case management software. Filevine was able to offer me the flexibility and customization that I needed as well as being easy to use for our staff.
Olivia
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
4
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 02/01/2025

Filevine Experience

Pros

It is easy to navigate and having the ability to customize the platform to our firms needs has been critical.

Cons

The search bar. When searching for projects in the "search bar", it leaves very little room for error. If you misspell a clients name, or leave out the middle initial it will not suggest projects with similar names. I've always found this odd.

Wendy
  • Industry: Law Practice
  • Company size: 2–10 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Functionality
4
Ease of Use
2
Customer Support
1

1
Reviewed on 13/01/2025

Good software but worst customer service ever

In my view, your company is only as strong as your people. Your product could be the best on the market but if your company is difficult to do business with, people will go elsewhere. At three years into the relationship, I wish we had chosen differently.

Pros

Filevine is actually a good case management system. It's critical that you carefully plan your set-up because it is difficult to make some changes later but a good tool with lots of add-on modules.

Cons

Customer service is as bad as I have ever experienced in any company anywhere. Sending them an email is like shouting to the universe. No one responds. We have had multiple account managers in the 3 years we have been using them and have had the same experience with each one. Billing is horrendous. I am still being billed for modules that I cancelled years ago and have presented proof of the cancellation to them multiple times. They never respond to anything I send - but just keep sending reminder invoices.

Response from Filevine

Thank you for sharing your feedback. We sincerely apologize for the frustration you’ve experienced with our customer service and billing processes.
We strive to provide exceptional support to all our customers, and it’s clear we fell short in your experience. Please know that we’re taking your feedback seriously to improve our processes and ensure a better experience moving forward.
To resolve this issue, please reach out to [email protected] so I can locate your account and make sure you get a response in a timely manner but the appropriate person. We appreciate your patience and the opportunity to improve. Thank you for giving us the chance to address your concerns.

Replied 21/01/2025
Belinda
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
3
Functionality
4
Ease of Use
3
Customer Support
1

3
Reviewed on 25/11/2024

Good, but not Great CMS

Overall our experience at Filevine has been good - but it hasn't been great. We've generally been happy but we've had some concerns with support, customer service, and data storage.

Pros

Filevine is really customizable which is great because we can tailor it to the needs of our firm.

Cons

It is rare that you are able to speak with someone directly at Filevine if you want to implement a new service or need assistance with a feature. They are always referring you to third party vendors. This is an issue because you are paying for customer support as well as the fact that you don't have access to the people actually making the software.

Response from Filevine

Thank you for taking the time to leave your review, Belinda.

Replied 03/12/2024
Nicole
  • Industry: Law Practice
  • Company size: 11–50 Employees
  • Used Daily for 2+ years
  • Review Source
Value for Money
5
Functionality
5
Ease of Use
5
Customer Support
5

5
Reviewed on 08/07/2024

Filevine is great

Pros

Everything is customizable, a lot of reporting features, great integrations, great task flow settings, and now the new Payments feature makes it even better. I like having everything we need in one place.

Cons

Their billing and sales team could use some training.

Response from Filevine

Thank you so much for taking the time to leave your review, Nicole! Your feedback is greatly appreciated.

Replied 30/07/2024

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