Filevine vs Juris

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

Juris Software Tool

Product Basics

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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Juris is an end-to-end solution to streamline the financial requirements of law firms and maximize profitability. It ensures that time is tracked and billable hours are maximized according to firm-specific rules. Firms can create standard or custom bills with prebill editing options. It also tracks accounts receivable with a comprehensive view of firm dues, payments and overall cash flow.

Its dashboard displays in-depth prebuilt or custom financial and performance reports. In addition to the core offering, firms can opt for its advanced suite add-ons for enhanced business intelligence, analytics and control. They can also opt for its mobile app to utilize its functionality anytime, anywhere.
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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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  • Get Granular Insights: Identify every possible room for improvement with ad-hoc financial and performance analytics. 
  • Maximize Billable Hours: Find more time to focus on billable activities by automating daily repetitive tasks. 
  • Increase Cash Flow: Supports multiple payment modes and customizable payment plans. 
  • Mobile Access: Stay connected to case information on the go with a mobile app for both iOS and Android operating systems. 
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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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  • Time and Expense Tracking: Track billable hours and expenses with the timekeeping and billing portal. Automatically log all expenses for electronic billing, accounting and regular audit trails. 
    • Tailored Workflow: Redesign the workflow around employee time entries for improved firm efficiency. 
  • Billing Management: Process and send invoices tailored to the requirements of individual clients. Expedite billing and reduce accounting errors, write-offs, month-end disruptions and bad debt. 
    • Electronic Billing: Issue electronic invoices in accordance with industry regulations. 
    • Billing Reports: Run reports based on originating lawyer, billing lawyer, practice area, billing information, timekeeper and more. Get a comprehensive view of client matter inquiries. 
  • Accounting: Create and manage separate operating and trust accounts in accordance with industry guidelines. Automatically log all fees, cash expenses and non-cash expenses separately. The accounting tool provides support for billed, cash and accrual-based payment methods. 
  • Payables Management: Manage payables with the cash management tool. Identify problem suppliers from past transactions and assign maximum payment limits for defaulters. Generate on-demand checks and audit trails and simplify year end reconciliations. 
  • Conflict Checks: Check the integrated client and matter database for conflicts of interest in real time. Search the datasets by custom fields like matter, client names, addresses, note descriptions and more. 
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Product Ranking

#7

among all
Legal Software

#32

among all
Legal Software

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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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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 24 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.

78%
of users recommend this product

Juris has a 'good' User Satisfaction Rating of 78% when considering 24 user reviews from 1 recognized software review sites.

4.7 (149)
3.9 (24)
4.6 (263)
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4.4 (13)
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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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User-Friendly Interface: Juris is praised for its intuitive design, making it easy for users to adapt to the system and perform tasks efficiently.
Real-Time Timekeeping: The software allows for immediate time entry, improving accuracy and efficiency in tracking billable hours.
Customizable Options: Juris provides flexibility with customizable features to tailor the software to specific firm needs.
Comprehensive Financial Tracking: Users appreciate the ability to manage timekeeping, billing, client fees, and costs all within a single platform.
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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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Cost: Juris can be expensive, especially for smaller firms or those with tight budgets.
Customer Support: Some users report delays in communication or difficulty getting timely support from Juris.
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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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Is Juris a jurisprudent choice for managing your firm's finances? Based on user reviews from the past year, Juris receives mixed feedback for its performance as a financial management software. Users praise its user-friendly interface for timekeeping, highlighting its ease of use for entering time contemporaneously with tasks, which enhances efficiency. The software's robust reporting and analysis capabilities, along with its secure database that prevents unauthorized alterations, are also commended. However, Juris faces criticism for its outdated appearance and basic reporting functionalities, limiting users' ability to perform in-depth data analysis. The lack of custom report creation further restricts users' flexibility in tailoring reports to their specific needs. Some users experience glitches when the software is left open for extended periods and express dissatisfaction with the inability to run multiple timers simultaneously. While Juris excels in timekeeping and billing, its limitations in reporting and data analysis make it more suitable for smaller firms or those with less complex financial management requirements. Larger firms or those requiring advanced reporting and analytical capabilities might find alternative solutions more fitting.

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