Recensioni su Filevine

Best thing to come out of 2020…

Commenti: 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.

Aspetti positivi:

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.

Aspetti negativi:

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.

New Customers still setting up

Commenti: a growing company for sure and we want to keep working with them and our rep to make this product work for all areas of our firm (the base product is very PI focused)

Aspetti positivi:

great rep, [sensitive content hidden] has been crucial to our success with this software and a major part of getting us up and running and continuing on our path

Aspetti negativi:

training and implementation has taken quite a long time and we are still working on getting everything setup, this software will give back as much as your firm/lawyers/clerks/staff put into it. departments that put in the effort will get a lot of reward from it.

Stay away from Filevine

Commenti: Horrible. The onboarding is through 3rd party and has significant costs and delays. The service is very poor. The software has many glitches and the wait to get assistance is limited. Additionally, not enough documentation available. The actual product needs a full time tech support or onging subscription to 3rd party. All the features and settings that are done by the user with other software has to be done with a programmer. Software is limited and not worth the costs or the hassle.

Aspetti positivi:

The concept. The idea of a software with a good activity feed and fluid use.

Aspetti negativi:

The actual product, the company behind the product, the sales approach, the support.

Filevine is great

Aspetti positivi:

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.

Aspetti negativi:

Their billing and sales team could use some training.

Love Filevine!

Aspetti positivi:

The ease of use, the ability to text clients and receive responses, the document sharing ability. Being able to put emails in the project with the project email address. Being able to use the product anywhere I have an internet connection and it being fully functional.

Aspetti negativi:

Doc merge is not very intuitive. When things stop working, it takes a while sometimes for it to be fixed. Still waiting for the ability to save received emails to the project by searching.

Filevine has optimal case management and document storage

Commenti: Filevine is fast and reliable, and flexible enough to organize non-case projects and committee processes.

Aspetti positivi:

Filevine is easy to use, continually adds any tools needed, and I've never encountered any problems retrieving case documents or managing case organization.

Aspetti negativi:

I didn't encounter anything that caused any problems, so no complaints.

life saver

Commenti: I have really enjoyed using Filevine. We previously used Clio and Netdocs. Filevine runs circles around them.

Aspetti positivi:

Filevine greatly improves my teams productivity and ability to serve our clients.

Aspetti negativi:

A product is only as good as you are willing to learn and utilize it as a team.

Big Fan of Filevine

Aspetti positivi:

The case-specific email tracking link is a lifesaver.

Aspetti negativi:

The report building is challenging and has prevented me from using it to its fullest potential.

FV is a good tool for organizing files and case management

Aspetti positivi:

It Can be customized as needed, we can organize the files and documents and it's easy to use.

Aspetti negativi:

It does not organize a chronological line of facts, sometimes we have to look for information

Practicing Law for 24 Years, but 1st Time with Filevine, & I Love It!

Commenti: I love Filevine. As the title of my review says, I have been practicing law for 24 year and have used MANY types of document and case management software. Filevine is by far the easiest and most user friendly.

Aspetti positivi:

Extremely user friendly, easy to navigate, easy to search

Aspetti negativi:

Just the fact that I do not believe I have been taught all that I can do with it. I had trouble figuring out how to save and replace documents, but I now know.

SO MUCH BETTER THAN MOST

Commenti: ALTHOUGH THEY ARE VERY NICE, THEY DO NOT NEARLY HAVE ENOUGH STAFF. THEY ESPECIALLY DO NOT HAVE ENOUGH KNOWLEDGEABLE STAFF. IMPLEMENTATION WAS A STRUGGLE AND I HESITATE TO ASK FOR ANYTHING BECAUSE NOTHING HAPPENS. HOWEVER THE PROGRAM ITSELF HAS BEEN GREAT NOW THAT IT IS IMPLEMENTED (IT TOOK OVER 9 MONTHS FOR US TO GET UP AND RUNNING AND COST A LOT IN ADDITIONAL SOFTWARE AND OVERTIME FOR OUR STAFF).

Aspetti positivi:

CUSTOMIZATION (A BIG ONE), REPORTING, EASE OF TRAINING/LEARNING FOR STAFF, KIND CUSTOMER SERVICE, SYNCING WITH OUTLOOK, DOCUMENT DRAFTING AND ORGANIZATION, STAFF PRODUCTIVITY MONITORING, DOCUMENT MERGING AND EASE OF CREATION OF TEMPLATES (ALTHOUGH MAKE SURE YOU UNDERSTAND IT FULLY BEFORE YOU BEGIN OR YOU WILL HAVE TO CREATE THEM OVER AND OVER).

Aspetti negativi:

CERTAIN THINGS DON'T MAKE SENSE AND CAN'T BE CHANGED. EX. NO SPOT FOR SUBRO LIENS IN THE DRAFT CLOSING TAB, SORTING OF REMINDERS IS OLDEST TO NEWEST AND YOU CANNOT FILTER FOR OPEN REMINDERS (SO YOU HAVE TO SCROLL FOREVER ON AN OLDER CASE TO GET TO THE OPEN REMINDERS), CAN ONLY ASSIGN ONE COST/TRUST ACCOUNT PER ORGANIZATION FOR SYNCING WITH QB (EVEN THOUGH IRS REQUIRES A SEPARATE ACCOUNT PER CLIENT FOR COSTS AND THE BAR REQUIRES A SEPARATE ACCOUNT PER CLIENT FOR TRUST). DO NOT SWITCH TO QB ONLINE SOLELY TO SYNC WITH FV. NOT WORTH IT AND YOU CANNOT SWITCH BACK. CHOOSE YOUR INTERNAL IMPLEMENTATION PERSON CAREFULLY. NEEDS TO BE SOMEONE THAT IS TECH SAVVY, FAMILIAR WITH YOUR PRACTICE AND HAS THE TIME TO DEDICATE 3 MONTHS MINIMUM TO ONLY THAT. GET THAT PERSON A TEMP ASSISTANT FOR 3 MONTHS. THEY'LL NEED IT. BECAUSE OF THE CUSTOMIZATION, THEY REALLY DO NOT LEAD YOU THROUGH IMPLEMENTATION. YOU DRIVE THAT TRAIN AND YOU ARE THE PROJECT MANAGER. DO NOT RELY ON THEM TO GUIDE YOU.

Love the document handling but we are having to move on due to a host of other issues/

Commenti: We had high hopes for FileVine but we are having to move on due to the multitude of issues identified already. Also, Zapier integration is so basic we can't even really create any workarounds.

Aspetti positivi:

The document handling is amazing - this is why we purchased this solution.

Aspetti negativi:

First and foremost, good luck getting anything done with their team. I don't know if they are understaffed or just don't care but as other reviewers have noted, the customer service is terrible. We have billing issues that no one will resolve. We signed up for an automation service (add-on) and it's been over a month and not only have they not started the project, they haven't even assigned anyone to it.

Filevine - The perfect "virtual" Case File

Commenti: Very satisfied.

Aspetti positivi:

So easy to navigate throughout. VERY customizable per legal field. Integrates wonderfully between other legal platforms.

Aspetti negativi:

Updates are often hard to adjust to after we conform our process and procedures around the features of Filevine.

Best Case Management System

Commenti: I enjoy using Filevine. It has allowed for our office to become really productive.

Aspetti positivi:

What I like the most about this software is the bcc email address associated with each project. I can bcc the filevine project and it will appear in the activity for that project.

Aspetti negativi:

I think I need more involvement in what roles actually do for our firm.

Easy to use, tons of features, and customizable!

Commenti: We had a pretty robust program in place before it had some deficiencies and needed to be updated. FileVine allows us to text our clients from the program which has been a great feature to have. We are also taking advantage of the faxes through FileVine and those go straight in/out of the program or even the matter. That allows for much quicker sending, saving and "filing" of the fax.

Aspetti positivi:

There are so many great features in FileVine. The program is customizable to suit your needs. They are constantly updating the program and adding new features or adding enhancements to make the existing features work better. Customer support is easy to reach and quick to respond. We really like the fact that we can text our clients from inside the program and it's saved to their matter. This allows us more flexibility to communicate with our clients in a manner that they choose. It has also been good for sending out quick reminders about appointments. FileVine listens to their customers, evaluates the feedback and determines if they can make updates to make the user's life is easier. We've suggested several things that we've seen come to life inside the program, making it better each time!

Aspetti negativi:

It's not really a negative, but just be prepared that implementation does take a little bit of time so you should be patient. Part of that is based on the user's timeline and when they have the shell set up as they want it. Then any existing data has to be imported into a test area, reviewed and then imported in the live program. So the process will move quicker or slower depending on how much time you dedicate to it and how much data you are pulling over (and maybe in what format it comes in). Aside from that, there are features that I feel should be in place and I've submitted several and seen them come to life. The one area I wish we could streamline is Deadline Chains. Some of what we use that for is an actual event / appointment and then tracking all the items that need to take place prior to that appointment. While the deadline chain will put the event on the calendar, it puts it on as an all day event. (You can hide it from the calendar if you wish.) So I have to go back and enter a calendar event with the actual time. Then any time that event is postponed I have to change the data in two places. It would be nice if I could stop the duplicate entry.

Admin and User of Filevine at Law Practice

Commenti: Filevine is pretty helpful in helping users understand the system. They hold you and your staffs hand in the beginning. The migration of data and start date took longer than anticipated. I hear this is common place. Overall, I really do like the program. The reporting feature is awesome. There is a bit of a learning curve. You have to learn how to "talk filevine" to get the data you want. There is so much about the customization that is super amazing. I think the best thing is that they take suggestions for improvement and are constantly upgrading the product. They do listen to their users.

Aspetti positivi:

If Instagram and Facebook had a baby, it would be Filevine. Filevine is easy to use and easy to customize. I love that they have a help desk chat feature. At least once a day I ask a question. They also feature a ton of articles and videos on how to use the software. It really has helped us to organize or data. The best feature has been the reporting function. There are a lot of good things about Filevine and I am glad we selected it.

Aspetti negativi:

Filevine is a program that is so customizable, you need a person on your staff to handle it. Select one person to dedicate themselves to learning and figuring out what you organization needs. When you get Filevine you really get the bare bones of the program. It is up to you what you do with it. You sort of have to hit the ground running. There are no templates like when you are using a web builder such as wix. Filevine will help you only so much with set up. You can purchase a template from a business that will sell their set up. This is something we were not told when we invested. We thought we would just start using all these cool features the sales person sold us on. There are a lot of cool things about this but, you have to figure it out and set up 95% of it. One last thing that is kind of a bummer. Make sure you get the costs accurately. The sales people will sell you one thing and the reality may tack on costs you were not expecting.

Great for innovative personal injury firms with dedicated IT team--disastrous customer service!

Commenti: I have a love-hate relationship with FileVine. If I did it again, I would not have made the leap to FileVine for various reasons. However, it's a great piece of software for the right firm --such as a mid to large size PI firm with a dedicated IT team. Essentially you are given a blank canvas with lots of options. It's not so good if you don't have the resources or IT team to build FileVine out for you, or if you want automation built in, or all in one system.
Ultimately, the reason I am writing this review is the god-awful mess that is FileVine's customer service department. I have to admit am rather upset that FileVine is forcing me to pay for users that we don't have (FV makes you pay once a year and at some point we had some interns who briefly used the software). Other software you pay only for what you use in an automated monthly fashion. FV's renewal process is straight out of 1994. FileVine seems like the admin department has a lot of growing pains--really messy.
But this is just another step in a long history of FileVine's poor customer support (such as taking almost a year to respond to repeated emails about setting up a fax integration.) I thought after treating me so poorly in the past that they would do the right thing in this instance, but FileVine decided they want to make us pay for user accounts that we don't use. It doesn't seem right to me, but it's their company. Ce'st la vie.

Aspetti positivi:

A ton of feature and you can make anything you want out of it. The UI is great and customization is the key to FV's attractiveness. You can built almost anything you want. You have to invest a lot of time into building it out.

Aspetti negativi:

There are no built-in automations such as in Lawmatics. The doc mgmt and calendar are worthless so we use Google Drive and G-Calendar instead. They haven't really done much to improve Filevine in the past two years whereas other software has been developed much more. They charge you extra for every little add on-- you get nickel and dimed to death. It's like when you go to a restaurant and spend $15 for a burrito. Dont charge me 75 cents for sour cream.

Filevine review

Aspetti positivi:

Ease of use and lots of options to assist in optimizing your case management system. I love the all in one type nature of Filevine and its continued effort to improve and increase offerings to clientele. Most functions are very intuitive and there is a clear vision to help law firms automate all sorts of tasks that take up time.

Aspetti negativi:

Some of the additional functions are not as developed as I would like. Some issues do not appear until you actually get to use and play around with the new function. Also, some of the automations and small fixes are slow to get implemented.

Perfect for our small firm!

Commenti: Fantastic program! Everyone at the firm agrees.

Aspetti positivi:

I was introduced to Filevine by a colleague several years ago. I immediately was interested. After getting the information and meeting with my boss. We began the process of converting everything into our FV portal. It has been a god-send on staying up to date, getting documents from clients and having everything all in one place. We love it!

Aspetti negativi:

Would love to send mass texts to all clients.

FV for the WIN!

Commenti: Your overall impression of Filevine appears positive and thorough. You value its diverse range of features, such as centralized document management, collaborative case notes, efficient billing and invoicing, well-organized contact database, effective time and expense tracking, streamlined electronic signatures, and strong security and compliance measures. These functionalities collectively enhance workflow efficiency, promote better communication and collaboration, improve financial management, and contribute to heightened client satisfaction. In summary, Filevine emerges as a valuable and comprehensive tool for legal professionals, providing a complete solution for case management and client representation.

Aspetti positivi:

What I appreciate most about Filevine is its efficient document management, which significantly enhances efficiency, collaboration, and compliance within legal operations. It guarantees that documents are orderly, easily accessible, secure, and current, ultimately leading to improved results for clients and increased productivity for legal practitioners.

Aspetti negativi:

There's little to find fault with in Filevine, given its pivotal role in my work as a case manager. It greatly aids me in numerous aspects of my responsibilities.

Love Filevine

Aspetti positivi:

Flexibility and user friendliness are my favorite features.

Aspetti negativi:

Nothing. We have had no issues with this product.

Try Filevine you won't be disappointed

Commenti: I first heard of this at a webinar. Still didn't look into it until 2 years after that. All and all I wish our firm had started using it sooner than we did. Most exciting is the fact that as a office manager I see more and more resumes coming into my office showing applicants have trained on Filevine

Aspetti positivi:

case management side. This tool allows us to reconstruct our files from beginning to end sucessfully

Aspetti negativi:

nothing about the tool itself. It is very relevant that staff fill out all information per file

Great Software for Case Management

Commenti: Overall, I think Filevine is a great program. I love handling files digitally. I have worked with other programs and this is by far my favorite. I think since we started using Filevine that our cases are moving more smoothly.

Aspetti positivi:

There are several features I like about Filevine. First, I really like the daily feed which tells me what is due, who is working on the tasks, and if the tasks is accomplished. Secondly, I like the ability to pull up a case and see exactly what is going on. The activity feed is awesome. I like being able to get a complete view of the medical expenses and providers.

Aspetti negativi:

I wish the system captured injuries differently. I would like to see a tab just for injuries which would allow for notes from dr's records, client communication, etc. Also I would like to see a "planning" tab which would allow the attorney and paralegal to indicate plans for handling the case and the client.

Overall Thus Far...

Commenti: I really enjoyed the training. I'm looking forward to learning more about utilizing FV to its full potential, tips and tricks to help in customizing our firms FV to make it work more conveniently and effectively for our team and our firm.

Aspetti positivi:

FV seems very user friendly and efficient. So many capabilities allowing you to stay w/i FV and ie share folders, send out for electronic signature, PDF edit, combine, etc. All really cool features to be more effective and efficient.

Aspetti negativi:

Surprised that when saving a document into a companion case that is already linked to the primary case that you would have to search each case to also "copy" the document there as well instead of a "copy to all companions" option. Like you can save a "note" across the board to all companions attached.

Used at two different PI firms since 2019

Commenti: Excellent, it it a very easy to use and user friendly system.

Aspetti positivi:

Very easy and intuitive. Also accessible from anywhere, which was a huge advantage when we shutdown the office in 2020.

Aspetti negativi:

The activity feed includes all of every email chain, can get hard to read and to find what you want