Filevine vs Law Ruler

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

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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Law Ruler provides legal practitioners with integrated CRM, case management and billing solutions. Leverage dashboard analytics and immersive visualizations to get data-driven insights on productivity. Add a personal touch to automated workflows for daily procedures such as emails, appointments, invoices and e-Signature requests. Maintain complete visibility over the firm’s communication channels, including social media, digital marketing campaigns, calls and websites. Access a built-in settlement wizard to streamline contingency settlements. Sort contacts and leads with custom tags and reach them instantly via dedicated communication channels.

Create online intake forms with the customizable form builder. Retrieve medical records in case of mass tort and personal injury cases. Use best practice templates to create legal documents and contracts. Automate calls and follow-ups with an AI-powered Click and Call Dialer. Integrate with Microsoft Office 365 for easy access to the entire enterprise technology suite.
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$87/User, Monthly
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$40/User, Monthly
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On-Premise
Mobile
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Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
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Knowledge Base
24/7 Live Support
Email
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24/7 Live Support

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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  • Enhanced Efficiency: Streamline legal processes, automate tasks, and reduce time spent on administrative duties, freeing up attorneys to focus on high-value work.
  • Improved Case Management: Centralize case information, track progress, set deadlines, and manage documents efficiently, ensuring seamless case handling and reducing the risk of errors.
  • Increased Collaboration: Facilitate seamless communication and collaboration among attorneys, paralegals, and clients, fostering a cohesive team environment and enhancing productivity.
  • Enhanced Client Service: Provide clients with real-time case updates, secure document sharing, and personalized communication, building stronger relationships and increasing client satisfaction.
  • Reduced Costs: Optimize resource allocation, minimize administrative expenses, and improve billing accuracy, resulting in significant cost savings for law firms.
  • Improved Compliance: Ensure adherence to ethical and regulatory guidelines, manage conflicts of interest, and maintain accurate records, mitigating risks and protecting the firm's reputation.
  • Data-Driven Insights: Analyze case data, track key performance indicators, and identify areas for improvement, enabling data-informed decision-making and strategic planning.
  • Enhanced Security: Safeguard sensitive client information with robust security measures, including data encryption, access controls, and disaster recovery plans, ensuring data integrity and compliance.
  • Scalability and Flexibility: Adapt to changing caseloads and firm growth with a scalable platform that can accommodate the evolving needs of law firms of all sizes.
  • Exceptional Support: Benefit from dedicated technical support, training, and ongoing updates, ensuring a smooth implementation and maximizing the value of the software investment.
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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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  • Dashboard Analytics: Leverage sonar dashboards and custom analytics to measure key performance indicators for marketing intake, referrals, staff productivity, litigation and case management. Identify historical trends and patterns, track dockets and evaluate return on investment. 
  • CRM: Tag contacts with custom labels. Assign multiple labels to a single contact and mass populate entries based on tags. Create notes, tasks and reminders to always stay on top of deadlines, tasks, meetings and important events. Automatically create new leads from referrals and inquiries. Leverage lead source tracking to gain actionable insights into top-performing marketing sources.  
  • Mobile Application: Enjoy unrestricted mobile access through an app optimized for on-the-go use. 
  • Legal Calendar: Connect to Outlook for two-way synchronization of calendar entries. Link client correspondence in Outlook to associated legal cases to maintain a centralized source of truth. 
  • Case Management: Manage the entire case lifecycle from referral to billing with one dedicated module. Eliminate data duplication and errors and omissions (E&O) with automated entries. Access turnkey integration of the firm’s calls, contacts, cases, websites and legal matters. 
  • Workflow Automation: Create custom templates and apply them to different workflows. Implement automation in regular processes like online intake forms, social media marketing, calls, text messaging and email marketing. Add a personal touch to follow-up emails and text messages regarding matters, invoices, electronic signatures, appointment reminders and more. 
    • Workflow Tracking: Get complete visibility into upcoming tasks, appointments, signature requests, emails and intake forms. 
  • Security: Provides around-the-clock intrusion detection and prevention facilities. HIPAA-compliant cloud hosting available. Secure firm data with 256-bit AES encryption. 
  • Billing: Supports contingency billing, flat-fee billing, timer-based hourly billing, fee splits, pro-bono billing, client medical bills, expenses and settlement tracking. Track time, expenses and invoices in real time and generate UTBMS and LEDES billing codes. 
  • Integrations: Connect to Office 365 for access to robust security and dictation and transcription tools. Other supported integrations include LawPay, Outlook Calendar, Zapier, QuickBooks, ApexChat, Google, Thomson Reuters and more. 
  • Click to Call Dialer: Automate follow-up calls and schedule callbacks with the built-in AI-powered dialer. Automatically follow-up on web and live chat leads and record all communication with date and time stamps. 
  • Online Intake Forms: Leverage a user-friendly form builder to create online intake forms with data fields tailored for every practice area and purpose. Automatically populate forms with existing data and add custom logos and images. Embed forms in the website and application. Send reminders to potential clients with incomplete progress. 
  • Legal Documentation: Automate document creation and delivery with custom templates and workflows. Process documents faster with electronic signatures. Send automated reminders to clients about incomplete contracts, waivers and NDAs. Eliminate redundant data and E&Os. 
  • Settlement Wizard: Evaluate settlement options in real time and approve transactions and payments with a single click. Calculate attorney fees for multiple firms and digitally review and approve settlements. Send invoices and opening and closing statements via text messages, emails or postal service.  
  • Record Retrieval: Directly order medical records for mass tort and injury cases. Get notifications on successful retrievals. 
  • Firm Reports: Use the built-in report builder to prepare custom reports via a no-code interface. Run reports on marketing campaigns, case milestones, productivity, case metrics and conversion rates. 
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Product Ranking

#7

among all
Legal Software

#78

among all
Legal Software

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Analyst Rating Summary

76
81
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97
89
95
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100
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Client and Contact Management
Matter/Case Management
Dashboard and Reporting
Task Management
Billing and Payments
Client and Contact Management
Matter/Case Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Filevine
Law Ruler
+ Add Product + Add Product
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 97 95 100 46 92 67 100 79 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

57%
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User Sentiment Summary

Excellent User Sentiment 425 reviews
Excellent User Sentiment 41 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.

96%
of users recommend this product

Law Ruler has a 'excellent' User Satisfaction Rating of 96% when considering 41 user reviews from 2 recognized software review sites.

4.7 (149)
4.0 (1)
4.6 (263)
4.8 (40)
4.4 (13)
n/a

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

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

User Favorite Award
Dashboard and Reporting Award
Task Management Award

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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Intuitive Interface: Law Ruler's user-friendly design makes it easy to navigate and find the features you need, even for users with limited technical expertise.
Comprehensive Features: The software offers a wide range of features tailored to the specific needs of legal professionals, including case management, document automation, and billing.
Time-Saving Automation: Law Ruler automates repetitive tasks such as document creation and scheduling, freeing up lawyers to focus on more strategic work.
Enhanced Collaboration: The platform facilitates seamless collaboration between team members, allowing them to share documents, track progress, and communicate efficiently.
Excellent Customer Support: Law Ruler provides responsive and knowledgeable customer support, ensuring that users have the assistance they need to maximize the software's benefits.
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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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Limited Customization: Law Ruler offers limited customization options, making it difficult to tailor the software to specific firm needs.
Steep Learning Curve: Users have reported a steep learning curve when using Law Ruler, requiring significant time and effort to become proficient.
Lack of Integration: Law Ruler lacks seamless integration with other legal software and applications, limiting its functionality and efficiency.
Limited Reporting Capabilities: Users have expressed concerns about Law Ruler's limited reporting capabilities, making it challenging to generate comprehensive and customized reports.
Inconsistent Support: Some users have experienced inconsistent support from Law Ruler's customer service team, leading to delays and unresolved issues.
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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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Law Ruler has received mixed reviews in the past year. Users praise its intuitive interface, comprehensive features, and affordable pricing. They find it particularly useful for managing cases, tracking time, and generating documents. However, some users have reported occasional bugs and glitches, and they wish the software offered more customization options. Compared to similar products, Law Ruler stands out for its ease of use and affordability. Its intuitive interface makes it accessible to users of all experience levels, and its low price point makes it a great option for small law firms and solo practitioners. However, Law Ruler may lack some of the advanced features found in more expensive software, such as document automation and e-signature capabilities. Overall, Law Ruler is a solid choice for small law firms and solo practitioners who are looking for an affordable and easy-to-use legal software solution. Its strengths lie in its intuitive interface, comprehensive features, and affordable pricing. However, users who require more advanced features or customization options may want to consider other products.

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