Filevine Reviews & Product Details

I find Filevine does a good job of organizing information and allows for good document organization, especially helpful when it comes to keeping all our documents with a case within the CRM, rather than in a separate cloud-based program or on a hard drive. It also supports editing Word documents well. Review collected by and hosted on G2.com.

Filevine charges to develop a sync for every program, even previously free ones, and also charges an annual fee. If you want your information to sync with QuickBooks, you have to pay an annual fee in addition to having that sync developed for you. This was standard and included previously. Their technical support is terrible, requiring weeks of follow-up if issues can't be quickly resolved, and standard features present in other CRMs are lacking. They won't implement simple changes needed for functionality. The reporting is basic and cannot generate standard law firm reports. The initial setup was very difficult and costly beyond the contrac feest, despite assurances to the contrary. Learning how to use Filevine is difficult; it's not user-friendly. Review collected by and hosted on G2.com.

There's some new features now in Filevine that makes legal representation process way easier than ever, Demands AI, grants us the opportunity to prepare a comprehensive demand in no time, a process that use to take a couple of days for us is now completed in around 2 hours, this is amazing. Review collected by and hosted on G2.com.

Within the feature of "Client Portal by Filevine" you cannot create message templates as these are useful for maintaining client communication at the best level, it would be great if Filevine starts implementing just that. Review collected by and hosted on G2.com.

We have been able to get things updated and have them run the way we would like for the most part. There are definitely still some improvements that could be made (that we've suggested) that need to happen for us to be 100% satisfied Review collected by and hosted on G2.com.

Yes - several things we have discussed with them to keep everything together and organized. Review collected by and hosted on G2.com.

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.

Still very likely to recommend, however upon using I see some glitches tend to show up every now and then Review collected by and hosted on G2.com.

fax services tends to have glitches, I had 2 failed to send faxes last week. Review collected by and hosted on G2.com.

I like the new feed, it makes it easier to locate documents and navigate. Review collected by and hosted on G2.com.

Maybe sync our Google Calendar with Filevine. 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.