Filevine Reviews & Product Details

Filevine gives us the backbone to run our operations consistently and at scale. I appreciate how customizable the workflows are—allowing us to tailor the system to our processes across departments. Automation, task management, and integrated reporting (with tools like Domo and Lead Docket) have improved visibility and accountability at every level. Overall, Filevine has made it much easier to standardize how we work, spot bottlenecks, and measure outcomes in real time. Review collected by and hosted on G2.com.

Many features that should be standard—like robust reporting (Domo), AI-powered document automation, and advanced integrations—require significant extra fees. There’s no native sync with local drives or most document management systems, so we had to pay a third-party vendor to make that work. The add-on costs can add up quickly and aren’t always transparent at the start. New releases sometimes lack documentation or support, and you have to be ready for a fair amount of internal troubleshooting. Filevine is a strong platform, but budget for extras if you want a truly seamless, modern workflow. Review collected by and hosted on G2.com.

It's all-encompassing in that it allows our firm to make notations, send faxes, generate letters, and track all case information in a customizable format. Review collected by and hosted on G2.com.

certain functions will suddenly not work for a few hours. For example, I find that I will return to a document that I previously extracted pages from to find that the pages are back, even after I saved it. I also dislike that Filevine will sometimes complicate sections unnecessarily by adding too many functions and pop-out windows. For high-volume firms like ours, simple, clean, but functional is best. Review collected by and hosted on G2.com.

Filevine is incredibly customizable and you can edit the platform to achieve nearly any kind of general workflow you'd like. On a user level, Filevine is incredibly easy to navigate and utilize to it's full functionality if the build team has done their job correctly. Filevine works wonderfully when integrating with other applications.

We have thousands of clients/cases and over one hundred users all actively working out of Filevine 40+ hours every week. For the most part, Filevine works seamlessly despite the many different users and frequency of use. Review collected by and hosted on G2.com.

Filevine's customer service and IT support are essentially non-existent. They maintain a portal to submit features requests and it needs serious work. There are tens of suggestions that are already implemented features but their status stays "open for voting", presumably meaning it will be even longer before Filevine addresses the sorely needed feature requests that have not been addressed.

There are some incredibly silly issues that should be incredibly easy to fix, but the issues persist. For example, if there is a text field for a currency amount, Filevine does not include any commas. This makes it much too easy to accidentally type $1,000,000 versus $100,000.

You absolutely NEED to work with a Filevine Implementation Partner to use this product. Filevine straight out of the box is incredibly simple and Filevine provides less than zero support to Admins working to build their firm's navigation. Review collected by and hosted on G2.com.

Filevine offers a highly customizable platform that can be tailored to your firm’s specialty—whether legal, healthcare, or medical factoring. Its flexibility allows you to build out a system that aligns with your specific workflows and operational needs.

There are numerous features and add-ons available that integrate seamlessly with Filevine, helping to streamline and expedite your daily processes. The platform is designed with user experience in mind, and the onboarding process is made simple with the support of Filevine’s expert team.

Their customer service is exceptional and readily accessible via live chat, phone, Zoom, or email. Additionally, Filevine’s integration functionality makes it easy to migrate your existing data into a unified, easy-to-use platform. Review collected by and hosted on G2.com.

One potential drawback is the time and technical knowledge required to fully build out your system—especially if you're working within a tight budget. Some degree of coding or advanced configuration experience can be necessary to maximize its capabilities without relying heavily on paid support.

Additionally, Filevine requires a one-year term agreement at a set price. However, pricing typically increases in the following year, which means you're not truly "locked in" at the original rate for long-term budgeting purposes. Review collected by and hosted on G2.com.

Filevine has significantly improved our firm's workflow by centralizing all aspects of case management into one platform. I especially appreciate the ability to customize project types to fit different case categories, which helps keep everything organized. The task flow automation and deadline tracking features reduce manual errors and make it easier to stay on top of important litigation dates. Additionally, the activity feed and commenting tools improve communication between team members, ensuring everyone is updated in real time. Filevine's document generation and e-signature integrations are also major time-savers. Review collected by and hosted on G2.com.

While Filevine offers many helpful tools, it can feel overwhelming at first due to its many layers of customization. The learning curve is steeper than expected, especially for new team members without prior database or case management experience. Some features, like custom reporting and advanced search filters, require training to use effectively. We also occasionally experience minor lags or syncing issues when uploading large files or working on high-traffic days. Review collected by and hosted on G2.com.

The Sales Team. Great strategy to sell a product. Review collected by and hosted on G2.com.

Our experience with this system has been extremely disappointing. We paid for a product that was unworkable and never completed, and despite repeated attempts, the support provided was neither timely nor effective.

The fixes that were offered came far too late, communication was inconsistent, and the third-party assigned to us admitted fault, lacked expertise in our field, and even brought in a fourth party to try and mitigate their lack of skills (VineSkills). Calls and responses were often delayed or indefinitely postponed, which added to the frustration.

This situation borders on fraudulent, and the lack of professionalism and responsibility is deeply concerning. I cannot recommend this platform based on our experience. Review collected by and hosted on G2.com.

I work as a legal assistant for a personal injury lawyer. Filevine allows me to stay on top of everything. All of the documents I need to send to the client, medical providers, and insurance companies are so simple to create. Vinesign for e-signatures from Filevine is seamlessly integrated. Keeping track of case expenses within Filevine is simple. I use Filevine's DocGen to create all of the documents we require. To be honest, I have no complaints about Filevine, and If I have any questions, their chat support has been fantastic. Review collected by and hosted on G2.com.

Sales department needs improvement. When there is an issue, it is impossible to solve. Review collected by and hosted on G2.com.

The highlights of Filevine are its tidy features in having files and documents in order. Not to mention the ability to integrate different software to make it much easier for communication and transparency. Review collected by and hosted on G2.com.

The only downside of Filevine is the crashes that the website experiences it is not very common but when it happens it can take a while to get back up. Review collected by and hosted on G2.com.

Filevine is a great case management software designed for law firms. It offers features such as task management, time tracking, and client communication tools. The platform is customizable, allowing firms to tailor workflows to their specific needs. Its an online program allowing you to access case files from anywhere. Review collected by and hosted on G2.com.

Wish there was a printer-friendly button that would allow us to easily print the intake or contact details exactly as they appear in the browser. I also wish there was a dedicated app to make accessing the files even more convenient on the go. Review collected by and hosted on G2.com.

I enjoy Filevine for it's user-friendly interface, robust case tracking capabilities, seamless collaboration features, and efficient document management, enhancing overall productivity and organization within our firm. Review collected by and hosted on G2.com.

Accessing clients in the address book. For example, when you try to look up a client in the address book or the 'Search for Project' section, if you misspell the clients name, even by one letter, it will pull up a list of irrelevant names; names that aren't even close to what I type in. I find this odd and extremely inefficient. Review collected by and hosted on G2.com.