Filevine

Filevine is the backbone of our practice.

Opmerkingen: I get the ability to move my cases quickly and in a way that produces repeatable results. There is a huge increase in our efficiency and organization.

Pluspunten:

Filevine's feed is deceptively simple. It looks a ton like Facebook. But that's part of the genius. We had trouble getting our team to use other case management software. They would take notes in various programs. But they have all taken to Filevine. The ability to send texts to clients from the feed is game changing for us. We love the document automation and workflows. We recently connected Filevine with Domo to give us best in class automated visual reports for our KPIs. We enjoy the ability to share tabs with our clients, experts, and referring counsel. Filevine allows us to scale our processes. We are very satisfied. Customer support is first rate. I used Clio for almost 6 years.

Minpunten:

Sometimes data has to be entered multiple times in various fields - like birthdates. This is a small annoyance. I do wish that Filevine had an intake tab that functioned like Lexicata to allow our clients to enter in some of their information without us.

Best thing to come out of 2020…

Opmerkingen: Overall, I could not be happier with our experience with Filevine. It has exceeded our expectations and truly helped our firm in the last nine months. We were worried about transitioning with our staff, but the process went very smoothly given that we were working remotely at the time. The customer support that we received during our onboarding and integration could not have been better.

Pluspunten:

My most loved feature of Filevine is the flexibility to customize it to fit your firm’s needs. It was extremely important to us to pick a case management software that allowed us to customize features based on all Case types that we handle. Filevine was extremely easy to learn and use to fit our firms needs. Additionally, the report writing and Filevine can be used by almost anyone. It is very easy to pull the information that you need in a very short amount of time.

Minpunten:

There are a couple of newer features in Filevine that could improve. For example, the calendar section in Filevine is something that we currently do not use because of confusion on its integration with outlook. Additionally, I wish that Enterprise automation was a little easier to use.

Filevine Feedback

Opmerkingen: It is a big step up from where we were but Filevine has a lot of work to do with making the system work for a large firm. It seems like many major things are geared towards smaller firms mainly reporting and permissions levels and features offered to firms that handle litigation. EX Deadline chains and calendaring need ALOT of work. Notifications are overwhelming because you can't limit them by users. System Admins should have access to everyone's account. Large firms should be given a Project Lead consistent with the needs of the customer. An accurate project outline/Agenda was never provided and were never given the proper training or guidance as to the most effective way to customize the sections to our needs which caused significant delays and forced us many times to redo an entire section. There were too many teams, too much switching of people helping us and we were unable to rely on one person. [SENSITIVE CONTENT] is awesome. Everything changed for the better when she was assigned to our account. She deserves to be recognized as she came into a huge mess left by a former teammate and managed to get it done! Thank you [SENSITIVE CONTENT]

Pluspunten:

Activity Section, communication with the firm, texting from each project, customization.

Minpunten:

Templates are limited, Admin status is not ala carte, everyone has access to all reports, I have to use multiple reports to get information I need when I should be able to get everything on one report, doesn't support older document imports, doesn't support latest greatest iphone file types for photos, videos types from municipalities for PI are not supported, there isn't a button to create a simple envelope on the contact card, automation is clunky and slow, the backend of Filevine is very very slow to create reports, add or delete things, calendaring system is lacking, deadline chains have to be triggered one by one, if one simple field gets changed all the templates break, can run reports by role, no ability to notify more than one person on a file at the same time, can't pin important things to activity feed unless you are an admin, inability to insert different signatures into different documents, inability to have an individual fax number per user, inability to have a mailroom per user in FV, PDF editor not compatible with faxing or printing everything is blurry, using org groups for calendaring, drag and drop in customs editor instead of entering line numbers, role criteria in user list report, mass updating needs more flexibility especially at migration time into FV from an existing system, ability to email from the system without using a sharelink many companies do not accept them for security reasons, better compressing tools for large combined docs - ex Adobe pro

Filevine is very useful and has a great ease of use

Pluspunten:

I love how customizable it is. We have several practice areas and its create to build out for the needs of each.

Minpunten:

Sometimes its too simple. and upgrades in the middle of the day are slightly inconvenient

Best Bang for your Buck

Opmerkingen: I am very happy with Filevine. The support staff is one of the best of any company I have ever used. Not only are they tremendously patient, but they are very knowledgeable and happy to help you with any problem that you or your staff are having. They listen to their clients and try to improve the features that the clients are requesting most. If you are considering the change to Filevine, I recommend that you do it - you won't regret it.

Pluspunten:

Filevine is very easy and is an ideal program for personal injury, especially mass torts. It allows for full customization and you can make different projects for each litigation. It allows you to text directly with the clients, both for their convenience and yours. The information can be placed in multiple sections and it makes it very easy to put pertinent information for your attorneys to use for the cases. You can keep track of all types of information with reports, from which intake sources are working best to what type of cases are currently in your inventory. In addition, I have never had a software that is constantly innovating & improving the way that this does.

Minpunten:

I did not have to integrate from another software, but there are hiccups and delays when that becomes necessary. However, that is true any time you switch from one to the other. The new Docs Plus is very useful, although you will still need to keep at least one account for Adobe Acrobat, as all the features are not there. I wish there was a way to delete comments or tasks (for the administrator), as sometimes these are made but there is no way to clean it up.