TrustRadius: an HG Insights company

Filevine

Score5.7 out of 10

16 Reviews and Ratings

What is Filevine?

Filevine is a project management and workflow automation platform for law firms from the company of the same name in Utah.

Read more details.

Categories & Use Cases

Videos

Who Buys & Uses Filevine

Filevine Reviews

What users are saying about Filevine.
View all Filevine reviews

Filevine - One Stop Case Review

Incentivized
Matthew Gouda
Comptroller in Legal at The Haddad Law Firm (51-200 employees)

Use Cases and Deployment Scope

I use Filevine to organize and negotiate medical bills. I like how it places everything in one place for medical information regarding each case. I also use the documentation tab to look up case information regarding liens and key case information that important in closing a case. Since I am in the closing department I also use QB accounting so that I can make sure case expenses are accounted for in disbursement of funds.

Pros

  • Vital Case information that right in front of me at all times
  • Quick Access to financial reports that are key to the firm
  • And great contact information that is found all in one place

Cons

  • Improving document tracking. I wish Filevine could automatically organize all files uploaded
  • Every time I log off, I lose the cases that I was working on for the next day
  • ChatGPT should be integrated into Filevine for more accurate analysis

Return on Investment

  • Tracking Settlements for each month and improved accountability and incentivized more settlements for the firm by 40%
  • Helping track expenses and reduced costs by 10%
  • Helped the firm generate better reviews by helping keep clients up to date improving client retention rate by 20%

Usability

Alternatives Considered

Clio, 8am™ MyCase and PracticePanther

Other Software Used

Clio, 8am™ MyCase, PracticePanther

Switch to Filevine

Incentivized
Jason SosaView profile
Trial Attorney at Webb Stokes & Sparks LLP (11-50 employees)

Use Cases and Deployment Scope

I use Filevine daily in my Firm. Filevine is part of the intake process through settlement and closing out a case. I have also used Filevine in my deposition preparation and information gathering within my cases. Filevine allows me to have quick access to important case information. With the new AI tools, I can get questions answered quickly and with citations to where I can find the answers within the file.

Pros

  • Information
  • Easy to navigate interface
  • Filevine on the Go App

Cons

  • AI demands are lagging, but hope to be better
  • I would like to see a more robust AI sidebar...its too narrow
  • I would like to be able to scroll/scrub video without having to download it.

Return on Investment

  • Communication with clients
  • AI Summaries are quick
  • you can create categories which fit your firm best

Usability

Alternatives Considered

MetaDefender Data Diodes & Security Gateways

Other Software Used

Adobe Acrobat

Filevine saved us

Incentivized
Rene VielmaView profile
Operations Manager in Legal at MedCap (1-10 employees)

Use Cases and Deployment Scope

Our organization uses Filevine as a Case Management system. Allowing us to track a patient/client's case from referral till the case settles. Their system addresses everything from communication tracking to client accounting. Ensuring that we are tracking all providers bills, records, affidavits and subpoenas. We are able to task cases out for follow-up so we are not missing any important deadlines.

Pros

  • Customization based on company needs
  • Portal access for clients, providers, etc.
  • Task follow-up
  • Contact cards (for all providers)

Cons

  • Automation customization is hard to navigate if you are unable to afford the cost of having a third-party do the set-up
  • Mailroom notifications for non faxes - We should be able to obtain notifications for emails that our sent into our mailroom

Return on Investment

  • We've tripled our approved cases from 80 cases a year to now at 250 new referrals

Usability

Other Software Used

ChartSwap, Case Status

The great things Filevine has to offer.

Incentivized
Andres ArangoView profile
Pre-Litigation Director in Legal at Azizi Law Firm (11-50 employees)

Use Cases and Deployment Scope

We use Filevine for everyday activities to keep track of all our files and clients. We utilize the system to ensure that we are providing the proper service for our clients. This system has made our job much easier and more efficient. I would highly recommend this system to anyone looking to manage clients and files efficiently.

Pros

  • Client Data
  • Medical treatment sections
  • Easy to use.

Cons

  • It would be good if you could drag a PDF from one section to another.
  • It would be great if Filevine could incorporate an instant messenger option.

Return on Investment

  • ROI
  • It's a good product for the money you pay with the different features it has.

Usability

Alternatives Considered

Salesforce CMS and 8am™ CasePeer

Other Software Used

Adobe Acrobat Reader, CRM in Cloud by TeamSystem, Google Analytics 360 (discontinued)

Ease of Use makes Filevine a top-notch software.

Incentivized
Mylinda Lockhart
Litigation Assistant in Legal at MVBA Law (201-500 employees)

Use Cases and Deployment Scope

Using Filevine has improved my teams work performance by leaps and bounds. Creating real time reports, and the way the cases are organized are top notch.

Pros

  • Case Organization
  • Real Time Reporting
  • Easy Document Productions with our templates
  • Team

Cons

  • Billing is an issue we are fine tuning right now

Return on Investment

  • Organization
  • Real time reporting

Usability

Alternatives Considered

CosmoLex and CLEO.one

Other Software Used

Microsoft 365

Filevine Alternatives

Products similar to Filevine that may also meet your needs.
View all Filevine alternatives
8am™ MyCase
CompareLearn more
Clio
CompareLearn more
PracticePanther
CompareLearn more
8am™ CasePeer
CompareLearn more
SmartAdvocate
CompareLearn more
Litify
CompareLearn more