Filevine Reviews & Pricing

Key Features

• 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. 

Approach to Common Challenges

• Scattered Documents: Filevine's AI-powered document management system automatically categorizes and tags documents, making it simple for attorneys and staff to find the information they need quickly. The system also offers robust search capabilities and version control to prevent document loss or corruption.
• Siloed Client Communications: It provides a centralized platform for client communication, including email, document sharing and task management. The client portal allows clients to access case-related information securely, improving collaboration and client satisfaction.
• Inaccurate Time Tracking and Billing: The platform’s time tracking features allow attorneys to record time spent on specific tasks, ensuring accurate billing. It also automates the invoicing process, reducing errors and saving time.
• Compliance Issues: Built-in security features, such as encryption and access controls, help protect sensitive client data and comply with industry standards. The platform also offers tools for managing conflicts of interest and ensuring ethical conduct.
• Administrative Burden: Filevine's task management and matter-handling capabilities enable attorneys to organize and track the progress of complex cases. Its calendar and reminder feature ensures you meet deadlines and complete tasks on time.

Cost of Ownership

1. Support and Training: While Filevine typically includes basic support and training as part of the subscription fee, more extensive support or customized training may require additional charges. This can include personalized onboarding sessions, troubleshooting assistance or advanced training workshops.
2. Third-Party Integrations: If you need to integrate Filevine with other legal software, such as accounting systems or client portals, additional costs may apply. This can include setup fees, data migration costs or ongoing maintenance fees.
3. Payment Processing Fees: If you use Filevine's integrated payment processing feature, there may be transaction fees or other charges associated with processing client payments. These fees vary depending on the payment method and the terms of your agreement with Filevine.

Limitations

• Add-ons can lose sync.
• The built-in PDF software is slow and cumbersome.
• Involves a steep learning curve.
• Easy to miss notifications.
• The implementation process is exhaustive and time-consuming.

Training Resources

• Filevine University: A comprehensive online training and certification program designed to help users get the most out of the Filevine platform. It offers a variety of courses, tutorials and resources on how to use Filevine's features effectively.
• Help Center: A resource for users who need assistance with specific tasks or troubleshooting issues. It contains a wide range of articles, FAQs and how-to guides to help users find the information they need.
• Whitepapers: The platform offers a variety of whitepapers that offer in-depth information on specific topics related to legal practice management. These can be helpful for law firms looking to learn more about best practices and industry trends.
• Case Studies and Blogs: It provides real-world examples of how law firms are using the platform to improve their operations.
• Community: A great place for users to connect with other Filevine users, share best practices and get help with specific questions.

FAQs