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Filevine vs Firm Central

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Our analysts compared Filevine vs Firm Central based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Overview Pricing Benefits & Features Analyst Ratings Comparison Charts User Ratings Analyst Summary Screenshots
Filevine Software Tool
SelectHub Award Winner
Firm Central Software Tool
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Product Basics

Analyst Rating

76 Detailed Analysis

User Sentiment

Excellent User Sentiment (425 Reviews)

Analyst Rating

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Detailed Analysis

User Sentiment

Good User Sentiment (141 Reviews)

Filevine is a cloud-based tool for law firms and solo practitioners to manage cases, clients, documents and billing. It offers various AI-powered features and automation to help you improve efficiency, streamline collaboration, reduce overhead tasks and capture more leads.

One of its standout features is the AI-powered document management system. It automatically categorizes and tags documents based on their content, making it easy for attorneys and staff to find information quickly. The AI also helps identify potential conflicts of interest and ensures compliance with legal regulations.

Filevine offers robust task management and matter-handling capabilities. You can easily create matters and consolidate all case-related documents, data, notes and tasks in the same environment. You can also connect contacts to associated legal matters and correspondence history. The software provides tools for accurate time tracking, invoicing and payment processing.

Additionally, the client intake module helps efficiently organize and convert leads from multiple channels. The AI-powered system automatically extracts key information from incoming inquiries, making it easier for staff to follow up and provide timely responses. Filevine's analytics module provides valuable insights into lead generation sources, allowing law firms to focus their marketing efforts on the most effective channels.

The platform employs security measures such as encryption, access controls and regular data audits. It requires multi-factor authentication for staff account access. You can set role-based permissions to grant different access levels based on responsibilities, ensuring sensitive client information remains confidential and secure.

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Firm Central is an end-to-end cloud-based solution that provides firms with a centralized interface to manage legal matters, accounting, calendaring, time tracking, billing and client communication. Users can track time and expenses efficiently from multiple devices and create flexible payment options and custom invoices for clients. Monitor legal workflows using its legal calendar with custom rules templates, deadline assistance, permissions-based access and multiple viewing options. Dashboards and reports provide up-to-date data-driven insights.

It offers robust data security with encryption, compliant servers and 24/7 security monitoring. It also provides continuous data backups and seamless integrations. Users can access it from anywhere, from any device.
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$87/User, Monthly
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$40/User, Monthly
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Product Assistance

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Product Insights

  • Meet Every Deadline With Efficient Calendaring: According to our data, Filevine’s best module is its calendar management toolkit with a 100 analyst rating. You can create events, attach notes and add time entries for each task. The calendar provides color-coded views, filtering options and reminders for upcoming events. It also supports rule-based calendaring that tracks and automatically adds deadlines and events for specific jurisdictions.
  • Streamline Client Experiences Using Intelligent Automation: The platform’s client and contact management toolkit is another strong suite, with an 89 analyst rating. Built-in email communication, client portals and secure document sharing enhance collaboration and accessibility. Customizable intake forms and detailed client profiles enable personalized interactions and efficient lead management. Additionally, integration with two-way text messaging ensures timely and convenient client communication.
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  • Comprehensive Reports: Get detailed daily, weekly and monthly reports of billable and non-billable time tracked. Maximize accuracy by cross-checking before billing. 
  • Easy Access: Directly access Westlaw’s legal research network from the homepage. 
  • Customizable Dashboard: Customize the dashboard with status bars for crucial functions. 
  • Simplify Collaboration: Collaborate with clients and team members by integrating with SharePoint. 
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  • Case Management: Centrally access all case-related information, documents, notes, tasks and correspondence. Automate standardized procedures, tasks, reminders and deadlines. Use the activity feed to track tasks in real time, communicate with clients and pull up contextual information. Set up roles and permissions to control access and assign responsibilities. 
  • Lead Capture: Create client intake forms tailored to the firm’s needs. Automate follow-up tasks and communications required to convert potential clients. Use the dashboard to display tasks and track lead volume over time, lead sources, revenue by source and conversion rate. 
  • Integrations: Connect with Lead Docket to streamline lead referrals and access its vast library of integrations. Add over 2,000 applications through its API-based architecture. Seamlessly integrate with QuickBooks to synchronize legacy accounts. Other integrations include Google Calendar, Zapier, Office 365, Domo, Vinesign and Slack. 
  • Legal Documentation: Access an end-to-end document management module with unlimited storage and built-in editing and collaboration tools. The DocGen inclusion instantaneously creates custom contracts, retainers, firm reports, demand letters, interrogatories and more. Search for specific documents via custom document hashtags and OCR. Create custom folder structures to store legal documents separately based on practice areas or cases. 
    • Editing: Lock documents for edits. Edit PDFs, combine and insert documents and apply consistent identifiers to multiple sets of documents. 
    • Filevine Fusion: Use granular reporting to create dynamic documents, sophisticated forms, visuals and charts with a single click. Consolidate data from all over the system into a single document ready to download, print and email. Seamlessly fits into the firm’s existing workflows. 
  • Contracts: Leverage automated approval workflows, version control, custom alerts and real-time editing to manage the entire contract lifecycle. Use dynamic templates with conditional logic to create legally binding contracts instantly. Create custom contracts, letters and drafts in bulk with self-service templates. Seamlessly transfer legacy contracts with captured metadata and track legal obligations via dashboard snapshots. 
  • Reporting and Business Analytics: Generate reports on everything from tasks and notes to time entries and calendar events. Schedule automatic delivery of reports when required. Get data-driven insights on top performers, productivity, training opportunities, task completion rates, cumulative actions taken and more. Expand or limit report results by any condition or factor. 
    • Audit Reports: Record every activity registered in the system and store it for 30 days. Get actionable insights into staff productivity and business profitability. 
    • Filevine Periscope: Enable data visualization via the Periscope extension and expand raw datasets. Get recommendations on the best possible combination of workflows and actions for maximum productivity. Identify and standardize efficient workflows and eliminate ineffective habits.
  • Time and Expense Tracking: Track time from anywhere within the platform. Set up custom hourly rates for legal practitioners and define default rates for everyday expenses. Implement custom templates to streamline expense tracking. 
  • Billing: Seamlessly generate invoices and connect payments to the corresponding bills. Send invoices directly from the billing portal via email, fax or postal mail. Create, send and review active invoices via the billing control panel.
  • Guest Access: Configure permissions to provide temporary guest access to co-counsels, clients and others. Securely share important files, documents, updates and information. 
  • E-signature: Allow clients to electronically sign documents via drawing, typing or uploading an image of their signature. Use recyclable templates to add up to four signers per document and create custom fields for dates, initials and signatures. Track document status and get instant alerts about updates. Automatically save signed documents and contracts to associated folders. 
  • Security: Require clients and staff to sign in with a selfie to get past gesture authentication. 
  • Mobile App: Securely access case files and time tracking capabilities on the go with the mobile application. 
  • Legal Calendar: Always stay up to date with deadlines, Statute of Limitations, important events, meetings and client touchpoints. Schedule firm-wide meetings, appointments and tasks with the central calendar. Filter the view to drill down on specific staff and run calendar reports to create actionable tasks. 
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  • Matter Management: Manage legal matters, tasks, contacts, deadlines and documents from a single platform. Automate the client intake process and store an unlimited amount of documentation and files. 
    • Matter Search: Identify specific legal documents and files with the global search function. 
  • Collaboration: Securely share case files and calendar entries with all team members and counsels. Encourage collaboration between counsels and clients with a dedicated client portal. 
  • Task Management: Assign tasks to staff members, set reminders for important events and appointments and keep track of notifications. Monitor document reviews and updates and perform conflict checks across the client database. 
  • Time Tracking and Billing: Track every single minute of billable time with the Firm Central Time & BIlling portal. Create and operate trust funds, run reports and issue expedited invoices for faster payments. 
    • Financial Reporting: Generate reports with custom datasets to identify profitable practice areas, aging receivables, referral values, important clients and more. 
    • Financial Dashboard: Get real-time access to firm financials, outstanding bills, WIP, year-end reconciliations and more through a single interface. Use the dashboard insights for agile decision-making and strategic future planning. 
    • Time and Expense: Log billable hours with multiple timers from any computer or mobile device. Integrate time tracking and billing capabilities to directly invoice for the time entries. 
    • Billing: Prepare tailored payment plans and payment options for clients. Edit invoices and accept credit card payments with the ClientPay portal. 
  • Accounting: Manage separate trust and operating accounts with purpose-built accounting software. Process invoices ethically and in compliance with industry standards. 
    • Reports: Run regular accounting reports to measure profitability, discounts, write-offs, bank reconciliations, account transactions and more. Stay on top of the firm’s financial health to make informed decisions. 
    • Eliminate Error: Automate data entry to eliminate duplicate data and human errors. 
    • Compliance: Prepare an audit trail for all trust account transactions and simplify year-end reconciliations. Set up internal controls to protect financial data from leaks. 
  • Legal Calendar: Manage deadlines, events, hearings and more with the integrated legal calendar tool. 
    • Deadlines: The Deadlines Assistant automatically computes the deadlines of ongoing projects based on the rules set by the firm’s jurisdiction. Set up custom rules if required. 
    • Calendar Sync: Add, edit and update events in either the built-in calendar or Microsoft Outlook and automatically synchronize entries. 
    • Multiple Calendar Views: Allow all staff members to view the legal calendar for a holistic awareness of deadlines and appointments. Drill down on specific entries by matter and permissions. 
  • Mobile Application: Retain full control over legal matters and tasks while away from the office. Use the mobile application to securely access legal documents, matters, contacts, calendars and more. Track time and process expenses on the go. 
  • Security: Secure firm files and documentation in transit as well as in storage. Additionally, solve any data residency requirements with U.S.-based servers hosted by Thomson Reuters. 
    • Data Encryption: All connections to Firm Central servers are routed via HTTPS sessions with 256-bit SSL and TLS encryption. 
    • Compliance: Ensure the data security standards of the firm are compliant with SOC 2 Type II and AICPA regulations. Physical data centers are ISO 9001 and ISO 27001 certified. 
  • Client Portal: Provide clients with an encrypted communication environment for secure collaboration with counsels. 
    • Communications: Share documents, bills, case updates, messages and more with clients in real time. Monitor all client activity and maintain a record of all communications. 
    • Self-service: Clients can check case files and matter information, receive push notifications and upload documents. 
    • Security: Maintain ABA ethics mandates with the self-service portal. Use permission-based controls to decide who gets access to what items and documents. 
  • Westlaw Compatibility: Subscribe to Westlaw for built-in case citation flags and integrated global search and research tools. 
  • Integrations: Integrate with multiple Thomson Reuters applications under the same platform. Available inclusions include Westlaw legal research, Westlaw Form Builder, Practical Law and Drafting Assistant. 
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Product Ranking

#7

among all
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#37

among all
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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Firm Central
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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 46 89 83 84 88 78 71 76 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 425 reviews
Good User Sentiment 141 reviews
93%
of users recommend this product

Filevine has a 'excellent' User Satisfaction Rating of 93% when considering 425 user reviews from 3 recognized software review sites.

74%
of users recommend this product

Firm Central has a 'good' User Satisfaction Rating of 74% when considering 141 user reviews from 5 recognized software review sites.

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4.1 (5)
4.7 (149)
3.8 (11)
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3.68 (62)
4.6 (263)
3.7 (62)
4.4 (13)
3.0 (1)

Awards

SelectHub research analysts have evaluated Filevine and concluded it earns best-in-class honors for Document Management. Filevine stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Document Management Award

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Synopsis of User Ratings and Reviews

Customization: Filevine is highly customizable to suit various legal practices and case types.
Ease of Use: Most reviewers highlighted the platform’s user-friendly interface, making it easy to navigate.
Comprehensive Reporting Features: Its robust reporting tools help firms track data, performance and client conversion effectively.
Streamlined Client Communication: Features like two-way text messaging, document sharing and email linking simplify client communication while maintaining accountability.
Support for Remote Work: Many users praised its accessibility, allowing legal work from anywhere with an internet connection.
Easy Integrations: Filevine integrates well with other legal platforms, enhancing its versatility.
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Data Management: It provides easy and secure access to client records and legal matters, according to 100% of users mentioning data management.
Ease of Use: According to 83% of users who reviewed this aspect, the platform is user-friendly and easy to learn.
Sharing and Collaboration: All reviewers who mentioned this benefit said they found it easy to share and collaborate on legal matters, especially with access to SharePoint.
Task Management: According to 67% of users who reviewed this feature, the legal calendar simplifies tracking pending tasks, assignments and deadlines.
KPI Monitoring: Everyone reviewing this element said that the customizable dashboard made it easy to track KPIs.
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Customer Support Issues: Several users complained about poor customer service, long response times and challenges during onboarding and implementation.
Complex Setup: The initial setup and implementation process can be lengthy, requiring significant internal resources.
Glitches and Bugs: Some users experienced software glitches and technical issues, leading to workflow delays.
Documentation and Training: Reviewers expressed concerns about the lack of sufficient documentation and the need for more training.
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Functionality: Without integrations, it has limited functionalities, according to 57% of users mentioning this element.
Integrations: According to 71% of users who reviewed this feature, integrations can be buggy and expensive.
Service and Support: 64% of users who mentioned this aspect said they found the technical support lacking in knowledge and responsiveness.
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Filevine is a versatile legal practice management solution that helps streamline various operations, from client management and document organization to time tracking, invoicing, and payment processing. Its integrated payment processor facilitates client payments through credit cards or ACH, providing a convenient option for law firms.One of Filevine's standout features is its robust reporting capabilities, enhanced by built-in AI. Law firms can generate detailed reports to track revenue, performance, lead conversion, hiring, caseloads and staff performance. AI-powered analytics provide valuable insights into team dynamics, caseload trends and overall firm health. By identifying top performers and areas for improvement, firms can optimize their operations and enhance efficiency.Filevine's AI also offers generative capabilities. The platform can summarize client applications and interactions, analyze lead sources to inform marketing strategies, and even generate demand letters and scan documents for insights. Additionally, it can automate immigration application processes and assist in document creation by generating summaries, charts and descriptions based on user prompts.While Filevine is a powerful tool for many law firms, it has some limitations that may not suit all needs. For example, it currently lacks a dedicated section for subrogation liens in the draft closing tab. Its sorting and filtering options for reminders could be improved. Additionally, the restriction of assigning only one cost/trust account per organization may not align with regulatory requirements for larger firms.Overall, Filevine is a valuable tool for solo practitioners and mid-sized law firms seeking to streamline their operations and leverage AI-powered insights. However, larger enterprises with more complex needs may find limitations that require careful consideration.

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Firm Central provides legal practitioners with a capable practice management solution with direct access to Westlaw. It offers secure and fast web access to basic features, including time tracking, billing, accounting, and matter and task management modules. Access to Westlaw is an important asset and should weigh heavily on any acquisition decision. That said, multiple integrations can drive up costs and put a lot of pressure on the platform. Implementation and technical support can be hard to reach at times. Unless a Westlaw integration is absolutely essential to the firm, there are better options available in this price range.

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Screenshots

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