Filevine vs Smokeball

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Our analysts compared Filevine vs Smokeball 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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Smokeball is a hybrid solution to manage various facets of a legal firm, including cases, billing, documents, clients and daily operations. It provides comprehensive billing including automated timekeeping & activity tracking, custom invoices, online payments and trust accounting. Users can create and manage legal documents and forms using over 20,000 forms, perform e-filing and request e-signatures. Assign, collaborate and automate tasks and workflows with smart reminders on priorities, events and deadlines, as well as increased visibility with convenient access to its intuitive legal calendar. It also provides centralized access to organize relevant legal case data and a secure portal to enhance client communication.

Its real-time reporting and dashboarding modules enable data-driven insights on business trends, performance, finance and profitability. It offers intuitive integrations with Lawpay, QuickBooks, MS Word and Outlook, and more. to enhance its billing, payment and management functionality. In addition to its user-friendly remote accessibility, its hybrid implementation enables both online and offline access. Firms are entitled to dedicated onboarding, training and support services.

Pros
  • User-friendly interface
  • Streamlined workflows
  • Strong document management
  • Good customer support
  • Mobile app available
Cons
  • Limited reporting
  • Costly for small firms
  • Inconsistent integrations
  • Learning curve for users
  • Occasional bugs
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$87/User, Monthly
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$39/Month
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Tailored to your specific needs
Small 
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Windows
Mac
Linux
Android
Chromebook
Windows
Mac
Linux
Android
Chromebook
Cloud
On-Premise
Mobile
Cloud
On-Premise
Mobile

Product Assistance

Documentation
In Person
Live Online
Videos
Webinars
Documentation
In Person
Live Online
Videos
Webinars
Email
Phone
Chat
FAQ
Forum
Knowledge Base
24/7 Live Support
Email
Phone
Chat
FAQ
Forum
Knowledge Base
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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  • Easy Access to Information: Consolidate all case-related information, including documents, contacts, workflow and communication in a central hub. 
  • Requires Minimal Training: Minimize time spent on reskilling and training employees using the intuitive user interface and training materials. 
  • Automated Billing: Accurately track time and create bills for client work via the AutoTime module. 
  • Seamless Integrations: Integrate with all the popular apps like Microsoft Office, Outlook Calendar, Contacts, email clients and more. 
  • Matter-Specific Document Search: Easily locate particular documents and case files. Find documents used in specific contexts, depending on the firm’s requirements. 
  • Increased Productivity: Smokeball automates time-consuming tasks like document generation and billing, freeing up your time to focus on what matters most: serving your clients.
  • Improved Client Communication: Smokeball's secure client portal allows you to share documents, invoices, and other information with clients instantly, keeping them informed and engaged throughout the legal process.
  • Enhanced Collaboration: Smokeball provides a central platform for your team to collaborate on cases, share ideas, and track progress, streamlining your workflow and fostering a more efficient work environment.
  • Boosted Profitability: Smokeball's accurate time tracking and billing features help you capture every billable hour and ensure you are getting paid for all the work you do.
  • Reduced Costs: By automating manual processes and eliminating paper, Smokeball helps you save time and money, allowing you to reinvest those resources back into your business.
  • Improved Scalability: Smokeball grows with your firm, providing the tools and resources you need to manage your caseload effectively, regardless of size.
  • Enhanced Security: Smokeball's cloud-based platform is backed by robust security measures, ensuring your data is always safe and protected.
  • Peace of Mind: Smokeball's reliable performance and expert support team give you the peace of mind to focus on what you do best: practicing law.
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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: Automatically track time spent on in-platform tasks, Microsoft Word and Microsoft Outlook and associate it with relevant legal matters. Prepare invoices for billable hours and run reports on profitability and productivity. 
    • Productivity Insights: Generate productivity reports by practice area, staff member and matter. Identify non-billable hours, potential issues and productive staff members to improve the firm’s bottom line. 
    • Automated Billing: Populate billing entries and send invoices directly from the time and expense tracking portal. Pull data from associated matters to automatically create customizable entries. 
  • Document Automation: Draft and edit documents automatically from the information stored in associated legal matters. Integrate with Microsoft Word to move documents and generate PDFs directly from the source. 
    • Document Standardization: Improve the firm’s standard documentation processes with smarter fonts, letterheads and state-prescribed texts. 
    • Form Library: Access over 17,000 public legal documents through the Law Firm Form Library portal. Organize the forms by matter, contacts and/or practice areas and search by keywords. Automate form retrieval processes with “If, Then Else” and “Ask” commands. 
    • Area Specific Automation: Populate legal documentation with information specific to the associated matter. Eliminate overlapping of data with over 250 unique practice areas to choose from. 
  • Client Portal: Smokeball Communicate provides clients with a simple messaging and file-sharing portal. Collaborate on cases, share updates and send files securely with multi-factor authentication and full encryption. 
    • Time Tracking: Automatically log all the hours spent on client correspondence to transform them into billable time. Concentrate all communication through a single portal to simplify tracking and billing. 
    • Communication Management: Directly turn messages into tasks. Manage all email correspondence, in-platform messages and in-app communications under the same roof. 
  • Electronic Filing and Signatures: Integrate with InfoTrack and DocuSign to attach signature clauses to documents. Additionally, insert text boxes, radio buttons, checkboxes and more. 
    • Document Status: Keep track of all the documents sent for signatures. Automatically save the signed documents alongside associated legal matters. 
    • Court Searching and Tracking: Utilize InfoTrack to run searches across PACER, state courts, Federal and Bankruptcy courts, and trial and appeal boards. 
    • Filing Resources: Fill out 1099S forms, sign IT Electronic Signatures and legally incorporate firms anywhere in the U.S. Electronically file documents directly from the relevant legal matter with automated expense tracking. 
  • Mobile Application: View and edit legal documentation, attend hearings, send emails and add billing entries from anywhere via the mobile app. Get a quick and clean overview of the legal calendar. 
  • Workflow Management: Assign tasks to team members and set multiple reminders for important events, dates and hearings. 
    • Workflow Automation: Set up standardized automated workflows for regular processes like client intakes, filings, closings and more. 
    • Next Step: Create a sequence of simple or multi-step tasks against each other for every legal matter. Set up prescriptive tasks, litigation reminders and drafting deadlines in advance. 
    • Daily Digest: Broadcast an email every morning to staff members with reminders of upcoming tasks and events. 
  • Case Management: Organize legal cases according to practice areas with matter-specific information. 
    • Digital File: Automatically structure all email correspondence according to associated matter. Staff members have complete access to every file relevant to their work. 
    • Data Structuring: Organize matter-specific information like emails, notes, documentation, billing information, contacts, case numbers and more under one file. Access files from any device with an internet connection. 
  • Email Management: Sort thousands of emails into relevant folders to simplify access by staff members. Integrate with Microsoft Outlook to save an unlimited number of emails, grouped together by associated matter. 
    • Email Time Tracking: Send and receive emails to automatically log billable hours through the time tracking extension. Draft an email via the toolbar to autofill the address bar. 
    • PDF Creation: Convert any document to a PDF file or combine multiple ones into a single PDF before sending an email attachment. 
  • Calendar Management: Create calendar entries and automatically link associated matter and client files to get a 360-degree view of legal cases. Sort the calendar by workweek, month and case timeline to always stay on top of obligations. 
    • Integration: Integrate with Microsoft Outlook to automatically track events and accepted invitations. 
    • Calendar Sync: Access everyone’s legal calendar to stay on top of important events and hearings. Automatically synchronize important dates and tasks across the entire staff’s calendars. 
  • Firm Insights: Use the firm insights dashboard to generate reports on matter-type profitability, referral revenue, real-time performance and more. Filter reports based on practice areas for greater insights and agile decision-making. 
    • Flexible Analysis: Combine time tracked and billing reports to get greater insights into non-billable hours, profitable practice areas, write-offs, discounts and productivity. 
    • Workload Analysis: Identify which practice areas need more work. Use the insights dashboard to evenly distribute the workload between attorneys, assistants and paralegals. 
    • Fixed-Fee Data: Adjust fixed fees, client expectations and staff workloads based on real data from firm insights that show the true cost of work performed for each client. 
  • Billing Management: Prepare custom invoices for firm activity traced by the time tracking portal. Interact directly with the relevant time entries to review and approve invoices. 
    • Integrations: The billing portal integrates with LawPay to process credit card payments and online transactions. Manage trust and operating accounts ethically and offer clients flexible payment options. Additional integrations include QuickBooks Online. 
    • Activity Codes: Create custom activity codes for similar time and expense entries to expedite data entry and billing. 
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Product Ranking

#7

among all
Legal Software

#31

among all
Legal Software

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Analyst Rating Summary

76
91
46
97
89
97
83
99
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Client and Contact Management
Matter/Case Management
Time and Expense Management
Dashboard and Reporting
Billing and Payments
Client and Contact Management
Matter/Case Management

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Filevine
Smokeball
+ 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 97 99 81 91 89 88 100 0 25 50 75 100
47%
0%
53%
94%
0%
6%
100%
0%
0%
100%
0%
0%
92%
0%
8%
92%
0%
8%
80%
0%
20%
100%
0%
0%
79%
7%
14%
79%
0%
21%
89%
0%
11%
89%
0%
11%
78%
0%
22%
89%
0%
11%
67%
0%
33%
83%
0%
17%
80%
0%
20%
100%
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

57%
0%
43%
86%
0%
14%
83%
0%
17%
83%
0%
17%

User Sentiment Summary

Excellent User Sentiment 425 reviews
Excellent User Sentiment 747 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.

95%
of users recommend this product

Smokeball has a 'excellent' User Satisfaction Rating of 95% when considering 747 user reviews from 5 recognized software review sites.

n/a
4.9 (14)
4.7 (149)
4.8 (176)
n/a
4.76 (189)
n/a
4.7 (179)
4.6 (263)
4.8 (189)
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 Smokeball and concluded it deserves the award for the Best Overall Legal Software available today. Smokeball stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

Analysts' Pick Award
User Favorite 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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Data Management: The platform’s data storage and organization capabilities are top-notch, according to 100% of users reviewing this feature.
Functionality: According to 91% of users who reviewed this aspect, the software offers various useful functions, including task management, case organization, accounting and AutoTime.
Ease of Use: 88% of users who mentioned this element said the solution is straightforward with an intuitive UI and robust knowledge base.
Integrations: 81% of users mentioning this aspect were satisfied with the variety and effectiveness of available integrations.
Service and Support: All the users who reviewed customer service mentioned that it’s responsive.
Automation: 75% of users who mentioned this element swear by the platform’s automation feature, especially document templates and automated emails.
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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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Steep Learning Curve: Smokeball's interface can be complex and require significant training, especially for users unfamiliar with legal practice management software.
Limited Customization: While Smokeball offers some customization options, it may not be flexible enough for law firms with unique workflows or specific needs.
High Cost: Smokeball can be expensive, especially for small law firms or solo practitioners.
Integration Challenges: Integrating Smokeball with other legal software applications can be challenging and may require technical expertise.
Limited Reporting: Some users find Smokeball's reporting features insufficient for generating detailed insights into firm performance.
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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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User reviews of Smokeball paint a mixed picture, highlighting both its strengths and weaknesses. While some users find it incredibly helpful for streamlining workflows and enhancing collaboration, others struggle with its complex interface and limited customization options. Positive reviews often praise Smokeball's ability to automate tasks, save time, and increase efficiency. One user remarked, "My billable hours increased by over 50% while my work hours remained the same!" Another noted, "Smokeball has made my job of opening new files and maintaining case information exceedingly easy." These comments highlight the software's potential to improve productivity and profitability, especially for busy legal practices. However, some users find Smokeball's steep learning curve and complex interface a significant drawback. One reviewer lamented, "It took me months to feel comfortable using all the features." Another commented, "The interface can be overwhelming, especially for users unfamiliar with legal practice management software." These challenges highlight the need for comprehensive training and support, which may be lacking for some users. Comparatively, users often cite Smokeball's robust security features and comprehensive functionality as key advantages over competitors like Clio and PracticePanther. One user noted, "I feel confident that my client data is safe with Smokeball's encryption and access controls." Another commented, "Smokeball offers everything I need to manage my practice effectively, from document creation to billing and reporting." These comments emphasize Smokeball's strong security and wide range of features, making it a compelling option for law firms seeking a comprehensive legal practice management solution. However, its higher cost compared to competitors can be a barrier for some. One user remarked, "Smokeball is a great program, but it's simply too expensive for my small solo practice." This highlights the importance of considering individual needs and budgets when choosing a legal practice management software. Overall, user reviews suggest Smokeball is a powerful and feature-rich legal practice management solution, but its complexity and cost may not be suitable for all users. Law firms should carefully weigh the software's strengths and weaknesses against their specific needs and budget before making a decision.

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