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Filevine

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6 User Reviews

Filevine, based in Provo, Utah, provides customizable case management software for law firms. According to the company’s website, more than 17,000 legal professionals use Filevine, including the law firms Kirton McConkie, Bailey Glasser, Margolis Edelstein, Saiontz & Kirk, and BakerHostetler. With the help of Filevine, some law firms have increased their productivity by up to 67 percent.

Filevine is built on Amazon Web Services (AWS) and hosted on the cloud, so legal professionals can access it from mobile and desktop devices, whether in or out of the office. 

Potential clients can schedule a live demo customized to their firm’s needs where a representative will demonstrate how to use Filevine to build case records, automate task assignments, communicate with clients, securely share and store documents, and manage deadlines.

Continue reading for more information, as well as verified Filevine reviews.

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The Good

  • Variety of Features
  • Cloud-Based
  • Customization
  • Automation
  • Integrations
  • Support Services

Variety of Features

Although Filevine is primarily a case management software, it boasts a number of other features, including: 

  • In-house counsel management — Filevine allows in-house legal teams to manage contracts and access standardized reports and cost projections.
  • Document management — Legal teams can use Filevine to store, organize, manage, and edit documents directly within the software. Word, Excel, Vsio, Publisher, PowerPoint, Project, and Access files can all be edited directly in Filevine.
  • Filevine fax — Law firms can send faxes online through Filevine to any contact with a fax number. Filevine Fax can automatically generate fax confirmations for every fax sent through the software, as well as text, email, or Slack notifications about incoming faxes or outgoing faxes that fail to send.
  • Filevine periscope — These reports give insight into both the day-to-day and long-term workings of law firms.
  • Settlement calculator — The settlement calculator generates customized settlement amounts based on the payment and reduction scenarios that lawyers input, helping both lawyers and their clients make decisions.
  • Customizable reports — Filevine’s audit reports track every activity in the software with a date, time, and location and store the data for 30 days so clients can use it to make financial, legal, and management decisions. Clients can also use reports to see where bottlenecks are happening and track metrics such as cost and settlement amounts and how long cases are taking.
  • Text-to-case-file — Clients can text lawyers through Filevine, allowing clients more communication options without sacrificing lawyers’ privacy or boundaries between their work and personal lives. Text-to-case-file sends text messages from clients directly to their case file, ensuring all important information is recorded in a central location.
  • Real-time collaboration — Legal teams can collaborate on case files and documents in real-time using Filevine.

Cloud-Based

Filevine is built on AWS and hosted on the cloud, so legal professionals who use the software aren't restricted to doing so from the office; they can do so from anywhere on both mobile and desktop devices.

The software being cloud-based also means that it's paperless. Legal firms can upload and store documents on Filevine, which allows for e-signature gathering and searching for documents without physically rummaging through folders of paper.

Customization

Filevine recognizes that each law firm is unique, which is why its software is completely customizable. Each client that uses Filevine can customize the case management software for the firm's practice area, determine criteria to apply auto-hashtags to cases, generate custom reports, and design workflow processes so the Filevine software automatically guides the legal team from task to task as cases progress.

Automation

In addition to customization, the Filevine software allows law firms to automate processes. For example, Filevine can automatically apply hashtags to case files based on criteria the client selects, such as the last time the subject of the case file was contacted or when case costs reach a certain threshold.

Through Filevine Fax, clients can automatically generate fax confirmations for every fax they send using the software, as well as automate legal document generation through Filevine.

Filevine can also automate tasks and deadlines. Clients can customize workflows so that completing one set of tasks automatically assigns the next set of tasks to the right team members. And by marking a case's statute of limitations, Filevine can automatically generate deadlines for a case.

With Filevine API, developers can also automate rote tasks in the software or between the software and other applications.

Integrations

Filevine integrates with other frequently used workplace software, including Domo, Slack, Google Calendar, Office 365 Calendar, NetDocuments, Captorra, Vinesign, Primafact, Google Drive, OneDrive, Dropbox, and Zapier.

Support Services

Filevine provides a number of support services to help its clients get the most out of its case management software. 
The Filevine Help Center offers articles on the software’s basic and advanced features and integrations, as well as online training webinars several times each week, to help clients learn how to better use Filevine.

Filevine also offers a free consultation evaluation for clients who have specific needs and requests and are trying to figure out how to fulfill them through the case management software.  During the consultation, clients can explain what they need, and Filevine's consultants can determine whether the request could be handled quickly by the support team, or whether it requires more time with a consultant. Filevine's consultants can also coach clients on how to best use the software for their legal practice, making recommendations based on proven best practices, advanced reports, and analytics.

Filevine's website includes a live chat feature where clients and potential clients can reach a live person until 7 p.m. EDT.
Additionally, Filevine's website offers an educational blog with articles on topics such as going paperless and reducing bottlenecks that arise in remote work environments. Filevine also produces a podcast featuring interviews with industry leaders and other useful information for legal professionals.

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The Bad

  • Lack of Pricing Information

Lack of Pricing Information

Filevine’s website doesn’t include any details about the price of its software. The cost likely varies greatly depending on the law firm’s needs and size, but the website doesn’t provide even general price ranges, forcing potential clients to take advantage of a live demo to learn more.

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The Bottom Line

Filevine is a software vendor that provides cloud-based case management software for legal firms. Through the software, legal teams can track cases, manage deadlines and workflows, communicate with clients, share and store documents, send faxes, generate customizable reports, calculate settlements, collaborate in real-time, and receive texts from clients.

Filevine is customizable according to each law firm’s needs, and clients can use it to automate tasks and deadlines. Furthermore, Filevine is accessible from anywhere because it is a cloud-based software, allowing legal teams to use it from their desktop or mobile devices as well as in the office.

Filevine also integrates with a number of other popular softwares, including Domo, Slack, Google Calendar, Office 365 Calendar, NetDocuments, Captorra, Vinesign, Primafact, Google Drive, OneDrive, Dropbox, and Zapier. The integrations Filevine supports help guarantee that Filevine will work seamlessly with the other tools law firms use to support their workflows.

Filevine offers a robust support system for clients, including an online help center, live chat, training webinars, free consultation evaluations, and an educational blog and podcast. This ensures that clients will be able to continue to receive help and support from a variety of sources long after implementing Filevine.

One downside is that those who are interested in Filevine can’t find pricing information on the company’s website; they would need to speak to the company and likely scheduled a live demo to learn more.

However, given the number of features Filevine provides and the integrations it supports, in addition to the resources it offers clients to help them use Filevine to its maximum potential in the workplace, we recommend Filevine for law firms looking for case management software.

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6 Reviews

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Alan LeVar Arkadelphia, AR

Very pleased with what Filevine has done for our firm. We transitioned from other case management software that was very good, but didn't meet all of our needs. Filevine not only met all our needs, but helped us discover new ways to be more efficient. We process cases more efficiently and are better able to exceed our clients expectations.

10 months ago

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E A Baltimore, MD

I love this software. It is so customizable and meets all of my needs for managing my caseload. With the exception of when I have to be in court, I can be anywhere in the world handling my cases and not miss out on anything.

10 months ago

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Michael Cerasa Winter Park, FL

I have been using Filevine for about two years. The product and support are the best I have encountered and the system makes my firm more efficient and more profitable.

10 months ago

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Todd Mayo East Brunswick, NJ

Filevine makes it easy for me to see whats going on with every case from anywhere. Its easy to use on the computer and on my cell phone.

10 months ago

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NTR Orem, UT

Filevine is the best software our firm has used - It is super customizable and fits all of our needs! 10/10

10 months ago

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Wendy Mejia Los Angeles, CA

Filevine is by far one of the most user friendly and efficient case management software!

10 months ago

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