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Filevine
Wat is Filevine?
Software voor juridisch dossierbeheer en projectmanagement, speciaal ontworpen voor advocaten en juridische professionals. Bewaar al je notities, activiteiten, bestanden, inclusief facturering en tijdregistraties. Houd je team gesynchroniseerd en je cases op schema. Met baanbrekende functies zoals integratie van sms-berichten, ingebouwde afrekeningsberekeningen, agenda's voor dossiers, robuuste analyses, rapporten, volledig aanpasbare bestanden en faxen. Filevine loopt lichtjaren voor op de concurrentie.
Wie gebruikt Filevine?
Filevine is geschikt voor teams van elke omvang die moeten samenwerken, organiseren en nieuwe klanten moeten werven zonder de overhead te verhogen. Vaste formaten variëren van 1 tot 900 gebruikers.
Twijfels over Filevine?
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Filevine
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Reviews over 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.
Eerder overwogen alternatieven:
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.
Caution! Watch for undisclosed glitches, especially with DocsPlus.
Opmerkingen: One of primary reasons we chose this program over others was because the add-ons Docs Plus and Vine Sign would replace Adobe. It was a little more expensive to do this, but the convenience of doing everything within one program and having it automatically save to the client's file seemed to be worth the added expense. However, it has not worked that way and now we are paying for both. Most notably, DocsPlus does not correctly convert Word documents to pdf, the editing feature is lousy, and it bates stamped our documents correctly on some pages, but upside down an in the wrong place on others. I have asked for a refund for this portion of the program because it is useless, but FileVine claims that it is somehow my fault that these features do not work. They have yet to show me what I am supposedly doing wrong. In the last meeting with the account manager, we had to tell him how to open a locked document and which icon to click on for editing. I have demanded arbitration over this issue, but they still have not responded. VineSign is useable, but it does not date/time stamp the signature-it only puts a header on the first page of the document. As a result of these deficiencies, we have to convert and manipulate pdf documents using Adobe, save them into our client files on our server, then move them into FileVine. This has created considerably more work.
Pluspunten:
It is extremely customizable. There is a suggestion feature for changes to the software.
Minpunten:
There are many glitches that were not evident until we started using the program. There is no way to try out the program before purchasing it-you have to rely on the representations made by the sales staff. The only trial offered is for the sales rep to guide you through some of the features for 45 minutes or so. The add-ons for DocsPlus and VineSign are much lower quality than using Adobe. The "deadline chains" cannot be modified in the client's file and you have to turn off automatic calendaring for many events because you cannot add a time for the event. The calendar syncs with Google, but we do not get the calendar notifications that we get if the event is calendared on Google itself. But if you do that, it does not show up in the client's file. There is no way to set up automatic reminders that take include both calendar days and court days-it counts only one or the other. We often have deadlines that are based on calendar days, but are extended by a certain number of court days due to the manner of service of the initiating document. There is no way to assign work that is not associated with a specific project. There is no way to have interoffice communications about phone calls, messages, etc. unless it is set up as a "task" and associated with a specific project. So phone messages that are not specifically related to a particular existing client still have to be handled manually.
Best Legal Software... Period!
Opmerkingen: File Vine has helped push our law firm to one of the Best Law Firms in our area! But, shh... don't tell anyone how small we are. File Vine is a very top notch friendly group of professionals who go above and beyond and very happy to help their clients succeed. Very hands on with training, onboarding and 24/7 support. If you forget what you learned, their help section guidelines and online support is superb. Their dashboard is very user friendly and flows. Love the streamlining of work , task flows and deadline chains. One click generated documents, texting, faxing and email features all within the client's case file. The Outlook email feature is a game changer in time management and organization. Last but not least, the substantial document storage and cloud security is as tight as Fort Knox!
Pluspunten:
Access our case files from anywhere, phone, tablet, and computer at home! Ability to text back and forth to our clients within their case file. One click generated Welcome letters, contracts, Medical records requests, Demand letters, and many more to reduce the repetitive tasks and time. Outlook calendar and Outlook emails dumped into our clients case files. The generated documents, sent to clients, signed and dumped in case files. Task flows and deadline chains with instant notifications to those who need to know. There are so many more features I like, I can go on and on.
Minpunten:
File Vine listens to their customers and constantly improving and adding new features so there is not a lot that I don't like about them. They can integrate for you or you can do it yourself. Pretty easy, a little time consuming but it helps you to update and weed out your junk before transferring over to FV.
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Love Using Filevine
Opmerkingen: Overall experience with Filevine has been amazing! Everyone in the office seems to love it and it works very smoothly with what we use it for!
Pluspunten:
The integration of this product was a bit agitating because it was hard to implement Time Matters documentation into Filevine. Once it was finally complete, however, it has worked like a charm. The Filevine team were also very understanding to our specific dilemma and did what they could to pull all the data we needed from Time Matters.
Minpunten:
I wish it were easier to do the templates. I just don't have the time to enter all the codes needed and honestly don't fully understand how to do it, so it's a bit difficult.
