Filevine Reviews

“overpriced and predatory product

Pros

The software suite has a lot of features but the interface is so complex that they charge a huge amount for their team to train you on it.

Cons

Its cost is way too high and you cannot even try a demo first, it is a bad fit for small firms but they won't admit that. And the customer support is the worst I have ever dealt with. If you have a subscription issue, good luck as they will use legal tactics instead of working with you. I had to threaten arbitration just to cancel their barely-functional AI product and even then they only gave me a useless credit instead of a refund. So buyers should be very careful.

“Not built for investigators at all

Pros

I can see its potential if it had templates designed for investigators. Though it is really built for lawyers, so it will take a lot of time and effort to adapt it for our work.

Cons

This platform is NOT for investigators. They do not provide any relevant templates or help you set up the system for your work. Instead they try to upsell you to their sister company for the implementation.

“A steep and expensive learning curve

Pros

We can fax and text directly from the system and if you invest the time to build your templates, it does a good job of guiding you through the necessary steps and requests for a case.

Cons

The learning curve was incredibly steep. Unless you have a great in-house tech person, I would not recommend it. For instance it calls cases "projects" and the calendar is so bad you are forced to use Outlook. But if you enter an event in Outlook, it won't show up in the software unless you apply a special code. The document assembly is also very time-consuming and lacks a basic Save As function. I wish I had known all this before investing so much time and over $60,000. I am still using my old Word-based system and will until I retire, leaving the newer attorneys to deal with this tool.

“$60,000 lesson in empty promises

Pros

The sales process was disappointing, they made a lot of promises that didn't quite match the reality. In my opinion, this product might only work well for a large enterprise law firm that has the in-house technical team to handle all its complex features

Cons

They charged us $60,000 upfront for services and add-ons that were never used, set up or even deployed to a live environment.

“Horribly difficult and useless product

Pros

There is nothing good to say. The product is horrible and incredibly difficult to use unless you are highly tech-savvy. The company should be ashamed of the poor quality and terrible customer support.

Cons

It is way too difficult to use and the AI is horrible. You have to pay for training and even after paying $750 for an hour of help, you get no real support. I asked for a month to month license and foolishly did not verify it was set up correctly. Now I am billed monthly for this terrible product thats useless for immigration cases. I tried to get out of the contract but they did not care, so I'm stuck paying for a horrific product every month. So buyer stay away as far as you can!

“Terrible service!

Pros

Unfortunately I have nothing positive to add. Our experience was a zero out of ten. I would never use them again.

Cons

Their service was terrible. They never responded to our problems and the constant staff turnover meant nothing ever got resolved. I would never use them again.

“Flexible management tools

Pros

I've been using Filevine for about four years now and I've seen it grow so much during that time. At first, we weren't thrilled about using it but now it's a system we've really customized to suit our needs. Honestly, I love how customizable it is. Every firm stores client files differently and having the ability to adapt the software to fit how we work is such a huge benefit. I even recommend it to others now.

Cons

I've noticed that It can be slow or kick users out more often than other sites. The search feature is pretty broad but it's not the most efficient. It doesn't always show the best result first, so you sometimes have to dig around for what you need.

“My experience with Filevine

Pros

It is super fast, simple and easy to use. I use it every day and it makes things so much easier.

Cons

It's not built into Briefcase, so I have to log in separately, which is a problem.

“Handy and useful tool

Pros

I love how It helps me stay organized and work efficiently. It really makes a difference in my day-to-day tasks.

Cons

I don't have anything negative to say right now. The app is awesome.

“Quick & easy to begin

Pros

Learning how to use Filevine was very easy. They provided clear and concise training and I felt confident with everything it offers after just a little guidance.

Cons

The layout feels a bit clunky compared to other software I've used.

“Solid software, terrible support

Pros

Honestly, It is a great case management tool. Just be sure to carefully plan your setup, though because changing things later can be a bit tricky. But overall, it's a solid tool with plenty of add-ons available.

Cons

Customer service has been terrible. It's like shouting into the void when I send an email, no one responds. We've had several account managers in the three years we've used them but the experience has been the same every time. Billing is also awful. I'm still getting charged for modules I canceled years ago, and I've shown proof of the cancellation but they just keep sending reminder invoices.

“Overall good tool!

Pros

Navigating Filevine is super easy and the ability to customize it for our firm's specific needs has been a game-changer.

Cons

The search bar is annoying. If you misspell a client's name or leave out a middle initial, it won't suggest similar results. I've always thought that was strange.

“Fantastic tool

Pros

I really appreciate how simple it is to pin important notes and add to them within a file. It's a small feature but it helps a lot.

Cons

Some information just won't copy over to companion files, which is frustrating.

“Solid CMS but not perfect

Pros

Filevine's customizability is such a huge plus. It really lets us tailor everything to fit the exact needs of our firm.

Cons

It's rare that I can speak directly with someone at Filevine if I need help with a new feature or service. They always refer me to third-party vendors, which is a problem because I'm paying for customer support and I can't reach the people who are actually developing the software.

“Beginner friendly

Pros

It's easy to use and the learning curve wasn't steep at all. I picked it up pretty quickly.

Cons

No cons, it's very user-friendly.

“Easy to use

Pros

Receiving documents from a referral company through It is so easy and smooth. It just works without any problem.

Cons

Navigating documents received from referral companies can be a bit tricky.

“Wonderful piece of software

Pros

The simplicity and ease of navigation make everything flow smoothly. It really keeps things running effectively.

Cons

So far, I haven't found anything I dislike.

“Don't use Filevine

Pros

I love the concept of Filevine. The activity feed and the overall flow of the software make everything feel simple and seamless.

Cons

Honestly the product, the company behind it, the sales approach and the support could all use some work.

“Still improving

Pros

Working in the cloud with Filevine is super convenient as long as you've got fast internet and smaller files (documents, etc.). It just works.

Cons

There are some limitations like issues with viewing multiple pictures and problems with the calendar.

“Love using Filevine

Pros

Everything in this software is customizable and there are tons of reporting features. The integrations are fantastic and the task flow settings are really helpful. plus the new Payments feature is a great addition. It's nice to have everything we need in one place.

Cons

Their billing and sales teams could definitely use more training.

“Great program

Pros

I appreciate all the little features like texting, faxing, notating and automatic tasks. They make my work so much easier.

Cons

I can't copy tab information from related projects (like the insurance tab or case summary), which is a bit of a pain.

“Always evolving and getting better

Pros

We switched to Filevine from another case management system and we love it. Our old system looked nice but wasn't useful beyond document generation. We tried a couple of other options before landing on Filevine and we've never looked back. There's so much to love about it: you can text clients and they can text you right into their case, you can filter the main page to see texts, tasks, etc and sharing PDFs and links is super easy. We haven't had any issues with cloud storage or security. The best part is the customization, you can make it look and act however you need it to. plus every case has its own distinct email, so you can easily forward everything straight to the file. I could go on and on but trust me, it is the way to go.

Cons

The only downside I've found is also a pro. it is customizable, which is great because you can set it up to fit your office. The downside is that it takes time to get everything set up.

“Time-saving with Filevine

Pros

I like this tool. I couldn't manage my legal docket without it. plus their customer support is awesome, quick responses and always knowledgeable.

Cons

I wish we could link related cases. For example, if three people are involved in the same accident, it would be nice to have them linked together.

“Smooth and functional

Pros

What I love most about Filevine is how easy it is to stay on top of tasks with reminders. It's really well-designed for keeping everything organized.

Cons

There are days when it is a bit slow.

“Interactive interface

Pros

The layout is really easy and the whole system is simple to use. I'm impressed with how the interface works.

Cons

No issues so far. It meets all my needs for daily tasks.

“Simple to operate

Pros

Its super simple to use and the training videos were really helpful in getting me up to speed quickly.

Cons

Sometimes, information needs to be entered in multiple spots. also I've noticed you have to be really specific with case IDs and use the correct capitalization.

“So user friendly and easy

Pros

I honestly do not have enough time to list everything I love about FileVine. The learning curve was not about the software itself but about adapting our firms workflow. The software is overall is so user friendly and easy to learn, everything just makes sense. And if we ever need to tweak or add a process, it is very simple to do.

Cons

well I cannot think of any major downsides to this system. I am just thankful we have it. Every single day.

“Easy email and document importing

Pros

One thing I like is that you can just add an email address to import messages into a case. It is also great that you can simply drag and drop documents into a matter.

Cons

We cannot copy items between different matters and we are not able to delete a note if we accidentally put it in the wrong file.

“An absolute lifesaver!

Pros

The unique email tracking link for each case is an absolute lifesaver.

Cons

Building reports is pretty challenging and it's kept me from using the software to its full potential.

“Listens to feedback and keeps improving

Pros

I really like how the product keeps improving and how they listen to our feedback. Filevine has been very open to our suggestions and is constantly making the platform better.

Cons

In the legal field we use terms like matters or cases, so getting used to the project terminology has been difficult.

“Easy to use from any location

Pros

It is so easy to use and I love being able to text clients and get their replies, share documents and drag emails into a project using its specific address. Having full functionality from any internet connection is a major plus.

Cons

The document merge feature is not very user friendly and when it stops working, it can take a while to get fixed. I am also still waiting for a feature that lets me search for and save received emails directly to a project.

“user friendly platform

Pros

Filevine is much more user-friendly than other case management systems I have tried.

Cons

Its PDF editor does not have all the features you'd find in Adobe.

“Helpful organizing features!

Pros

It has so many features that help us organize all the information we need for case management into neat, separate sections.

Cons

The main feed feels confusing and disorganized to me.

“pretty easy to use and navigate

Pros

My favorite thing about it is how easy it is to use. Navigating client files is also pretty easy with it and I can customize the tabs to fit my personal preferences.

Cons

Right now I cannot think of a single thing I dislike about it.

“Quite user friendly and convenient

Pros

I really value the convenience Filevine offers. When I started using it nine months ago, I expected it to be complicated but it turned out to be quite user friendly. I especially like how easily I can edit documents, add new files and control who sees specific information.

Cons

So far I have not run into any negative aspects.

“The most user friendly system

Pros

Having worked in three different law offices with three different software systems, I can confidently say that this one is the most user-friendly of them all.

Cons

Honestly it's been great so far. So I don't have any complaints.

“very customizable tool

Pros

We can customize it to fit our needs, it helps us keep our files and documents organized and it is just very easy to use.

Cons

It does not automatically organize information in a chronological timeline, so we sometimes have to hunt for details.

“support makes the struggle worth it

Pros

Our representative has been the best and played a key to our success with this software. They were a major part of getting us set up and have been supportive every step of the way.

Cons

The training and implementation process has taken a long time and we are still working on getting everything set up. But this software really gives back what you put into it so the departments that put in the effort will see a lot of reward.

“Simple to keep cases on track

Pros

Filevine makes it simple to keep our personal injury cases on track and communicate easily with clients.

Cons

Figuring out how to run reports has a pretty steep learning curve.

“fairly easy to learn and use

Pros

The program is so easy to use, learn and get comfortable with. Coming from the claims industry where I have used many different systems, I think it is just awesome!

Cons

I don't have any complaints as it was an easy program to use. I especially like that I can set tasks to follow up on later.

“A versatile and awesome program

Pros

I love how versatile it is especially the ability to save files directly from my email.

Cons

Honestly I cannot think of a single thing I disliked.

“Very user friendly

Pros

It is very user friendly and easy to use. Plus the fact that we can access it from anywhere was a huge advantage when our office had to shut down in 2020.

Cons

The activity feed shows the entire email chain for every message which can get cluttered and make it hard to find what we are looking for.

“packed with modern AI features

Pros

I am really enjoying the new AI features. They have given the platform a fresh, modern feel it did not have before.

Cons

Well I am a big fan of everything and have no complaints to share.

“Amazing for personal injury practice

Pros

It is amazing how you integrate every part of a personal injury practice and still let us customize the experience for each customer.

Cons

The document preview is not the best as it takes a moment to open in a new tab.

“Simply amazing case management

Pros

The case management side is simply amazing. This tool lets us successfully reconstruct our entire case file from start to finish.

Cons

I have no issues with the tool itself but it is just crucial that staff members remember to fill out all the information for each file but that is on us.

“any skill level can use it with an ease

Pros

It is easy to use for everyone, no matter their technical skill level or administrative role.

Cons

We really struggled with the Mail Merge and Document Generator when we first started.

“Finding information is not an issue

Pros

I really like how simple it is to find and look at the information I need.

Cons

It sometimes takes a while to load information and occasionally the project vitals section does not load at all.

“Easy to access

Pros

It is easy to access, very well organized and pretty helpful for getting my daily tasks done.

Cons

Finding certain features in the program can be a bit confusing at times.

“Significantly boosted our team productivity

Pros

Filevine has significantly boosted my team's productivity and enhanced our ability to serve our clients effectively.

Cons

Not a complaint but let me tell you that you will only get as much out of the product as much effort your team puts into learning and using it.

“way too easy to use and customize

Pros

It is easy to use and I really like how you can customize Filevine and all its different functions.

Cons

At times it glitches once in a while but not enough to cause any real problems for us.