Image of Filevine Law Practice Management Software logo

Filevine

Filevine is a good fit for personal-injury firms looking for a straightforward and distraction-free interface, but it lacks full accounting capabilities.

Filevine Rating:
3.8/5

Features

  • Customer Experience & Support - 7.5/10
    7.5/10
  • Pricing & Value - 8.5/10
    8.5/10
  • Security - 8/10
    8/10
  • Innovation & Future-Proofing - 8/10
    8/10
Comments Rating 3.67 (3 reviews)
Details

Rating Breakdown

Our Rating: 4/5

Our rating is based on our subjective judgment. Use our resources—including our rating and community ratings and reviews—to find the best fit for your firm.

Community Rating: 3.7/5 (based on 3 ratings)

The community rating is based on the average of the community reviews below.

Composite Rating: 3.8/5

The composite rating is a weighted average of our rating and the community ratings below.

Filevine is a good fit for personal-injury firms looking for a straightforward and distraction-free interface. It’s also great if you want to communicate via text with clients securely. However, it’s probably not a good fit if you want a program with full accounting capabilities.

More About Filevine

Filevine is plaintiff-side law practice management software program that lets you easily collaborate with colleagues via its slick and fuss-free interface. Assign tasks, tag firm members and clients, and keep tabs on everything in Filevine’s social media-inspired Feed. You can customize your workflow to move through projects and set up automated tasks that trigger at different phases. You can set varying levels of permissions on any task, making sure the right people see the right information. Perhaps the most innovative feature in Filevine is its ability to send, receive and file text messages between you and your clients. This may be especially useful if your firm works with clients who have limited access to broadband internet or a computer. Although there aren’t any robust billing features, you can upload bills and expenses to Filevine, and the software will automatically total it all, so you can at least know how much a particular case is bringing in. Filevine’s litigation tool helps you stay on top of due dates and deadlines with built-in reminders. When it comes to organizing documents, Filevine can automatically hyperlink relevant documents and records to pull up while you’re reading through a case.

Features
Image of Filevine Law Practice Management Software on a computer

Website
www.filevine.com
Starting Cost
Custom.
Apps
  • Web
Installation
  • Cloud
Core Features
For law practice management software, the following are essential features, and you should therefore expect to see a check in every box in this section.
Case/Matter Management
Matter management is the defining feature of law practice management software, of course. However, some software is targeted at specific practice areas and may implement case management in different ways in order to manage information specific to those practice areas.
Client/Contact Management
Managing clients and other contacts is a core feature of law practice management software.
Task Management
Basic task management includes creating tasks with due dates that can be associated with cases/matters and assigned to different lawyers. Some products stick to pretty basic task management, while others offer enough features to make any Getting Things Done devotee happy.
Calendar
As with email, this feature means a full calendar client, not just an integration with Outlook or Google Calendar.
Timekeeping
Timekeeping is a core feature of practice management software, essential for lawyers who bill by the hour but useful even for those who don't.
Additional Features
Conflict Checking
An actual conflict checker is more than just a search box. This applies to software that actually has a conflict checking feature. Implementation varies, but at a minimum you should be able to search the entire database for matching names. It should check for conflicts accurately and intuitively, allow for a lateral hire to input their conflict database into the system, work quickly when new clients call, and comply with the rules of professional conduct for checking conflicts.
Email Client
Does it include a full email client? (Alternative solutions that don't amount to an email client, like plugins for Outlook or Gmail, do not earn a check for this feature. See software integrations, below.))
Document Management
Basic document management allows you to add documents and associate them with your cases/matters.
Document Assembly
Loading your firm’s document templates into your law practice management software can save time and ensure consistency. This check means basic document assembly suitable for form letters, invoices, etc. For advanced document assembly, you’ll probably need additional software.
Secure Client Portal
Basic Bookkeeping
This means basic checkbook register–style bookkeeping, which is more limited than full accounting. You should be able to keep track of your operating accounts and reconcile your balances, but you may still need full accounting software.
Trust Accounting
This means you can track your client trust accounts, including expenses and payments. It is normal to see trust accounting without basic bookkeeping or full accounting, in which case you will need something else for accounting.
Full Accounting
Some software includes full double-entry accounting features, making additional accounting software unnecessary.
Billing & Invoicing
Does the software allow you to send bills or invoices?
Online Payments
Payment processing is increasingly offered either as an included or add-on feature, especially with cloud-based law practice management software.
Software Integrations
  • Captorra
  • Domo
  • Dropbox
  • Google Calendar
  • Google Drive
  • Microsoft Office 365 Calendar
  • NetDocuments
  • OneDrive
  • Primafact
  • Slack
  • Vinesign
Open API

3 Filevine Community Reviews

  1. Avatar J Tyler W. says:

    New Customer and love it!

    It’s very intuitive and easy to use, even for the luddites in the firm. We also manage non-case internal projects with Filevine, and we’ve found that to be successful. All plaintiff side PI firms should consider Filevine.

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  2. Avatar Ryan M. says:

    Our Firm's Nervous System

    We’ve been with Filevine since May of 2017. We were first attracted to it because of its great user interface and texting from the file. Since that time we’ve been blown away by the features that Filevine has added and the ease at which we are able to customize it. For the first time, all information – notes, texts, emails, and documents are in the Filevine file and easy to access. We recently added OCR capability and this means that Filevine can search in our documents. It makes finding things easier than ever. The reporting features are especially strong and easy to build. We do love its integration with Domo. Document automation is first rate. Filevine is best in class without question.

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  3. Avatar Leslie N. says:

    AVOID!!!

    Honestly, I would leave it -5 stars if that were an option. Filevine is the worst practice software I have EVER encountered. It takes eons to set up and even THEN it didn’t work.

    Stay away!!

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