---
title: Filevine Reviews
meta_title: 'Filevine Reviews 2026: Details, Pricing, & Features | G2'
meta_description: Filter 289 reviews by the users' company size, role or industry
  to find out how Filevine works for a business like yours.
aggregate_rating:
  rating_value: 4.7
  review_count: 289
  scale: '5'
date_modified: '2026-07-29'
parent_category:
  name: Legal
  url: https://www.g2.com/categories/legal
---

# Filevine Reviews
**Vendor:** Filevine  
**Category:** [Legal Practice Management Software](https://www.g2.com/categories/legal-practice-management)  
**Average Rating:** 4.7/5.0  
**Total Reviews:** 289
## About Filevine
Filevine is the pioneer of the Legal Operating Intelligence System, LOIS. While traditional platforms often bolt AI onto legacy frameworks, Filevine embeds intelligence into the core of legal work, providing a unified system of truth where data, documents, and workflows operate with total clarity. From elite litigation firms to complex corporate counsel departments, legal professionals use Filevine to move faster, think strategically, and command better outcomes without the friction of toggling between disconnected tools. By centralizing every matter, contract, and communication, Filevine replaces fragmented chaos with a single source of intelligence. This shift allows teams to move beyond mere task management and into a state of high-performance legal work. Whether drafting complex motions, analyzing discovery, or managing intricate billing cycles, the platform ensures that every action is grounded in the full context of the case. Modern legal teams rely on Filevine to drive consistency and scale: Unified Matter Management: Every document, note, deadline, and communication is housed in one location, ensuring the entire team operates from the same set of facts. Embedded Legal Intelligence: LOIS works behind the scenes to automate drafting, analyze dense discovery files, and surface insights that might otherwise remain buried in data. Operational Clarity: Integrated timekeeping, billing, and payments eliminate the need for third-party plug-ins, creating a seamless financial workflow tied directly to case progress. Strategic Automation: Beyond simple task reminders, the system executes complex workflows that accelerate the journey from intake to resolution. Data Integrity: A single system of truth reduces the risk of human error and ensures that sensitive client information is protected within a secure, professional-grade infrastructure. The platform is built to handle the heavy lifting of legal operations, allowing lawyers to reclaim hours previously lost to administrative overhead. This focus on utility ensures that as a firm grows, its processes remain lean and its outcomes remain predictable. By turning silent data into active intelligence, Filevine provides the edge necessary to navigate the complexities of the modern legal landscape.



## Filevine Pros & Cons
**What users like:**

- Users find **Filevine easy to use** , allowing seamless organization of tasks and documents in one centralized location. (109 reviews)
- Users appreciate the **organization features** of Filevine, keeping essential messages and tasks well-managed and accessible. (53 reviews)
- Users value the **task automation system** in Filevine, effectively enhancing efficiency and ensuring deadlines are consistently met. (45 reviews)
- Users find the **AI assistant helpful** for reviewing cases and efficiently managing client documents. (37 reviews)
- Users value the **comprehensive document management** features of Filevine, enhancing organization and client communication. (37 reviews)
- Users appreciate the **efficiency** of Filevine, significantly speeding up the legal representation process and enhancing workflow. (32 reviews)
- Features (32 reviews)
- Users commend the **customization capabilities** of Filevine, allowing tailored solutions for efficient case management and organization. (29 reviews)
- Centralization (28 reviews)
- Customization Options (26 reviews)

**What users dislike:**

- Users often face **functionality issues** with Filevine, experiencing delays, unworkable features, and ineffective support. (29 reviews)
- Users express a need for **improved document management** in Filevine, citing difficulties in locating files and managing client records. (28 reviews)
- Users often experience **slow performance** with Filevine, particularly during heavy usage or while loading specific features. (17 reviews)
- Users express frustration over **missing features** in Filevine, highlighting poor support and unresolved issues despite numerous requests. (16 reviews)
- Users report encountering **software bugs** that lead to frustrating experiences, including task duplication and occasional freezing. (16 reviews)
- Users find Filevine **expensive** , with high costs for upgrades and annual term agreements that complicate budgeting. (11 reviews)
- System Instability (11 reviews)
- Learning Curve (10 reviews)
- Poor Customer Support (10 reviews)
- Limitations (9 reviews)

## Filevine Reviews
  ### 1. Top notch case management system

**Rating:** 5.0/5.0 stars

**Reviewed by:** Crystal P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 25, 2023

**What do you like best about Filevine?**

Easy to nagivgate and easy to organize and file documents all of your documets.

**What do you dislike about Filevine?**

there is nothing not to like. everything here is useful

**What problems is Filevine solving and how is that benefiting you?**

Fast and east to contact support

  ### 2. super

**Rating:** 5.0/5.0 stars

**Reviewed by:** Luis R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 08, 2023

**What do you like best about Filevine?**

The proffesionalism of the website is great to keep my thoughts organized-

**What do you dislike about Filevine?**

Its a great website overall but the downside is my task dont show up sometimes and sometimes I close a task and the task does not close and then boss tells me i did not close the task so that is a problem.

**What problems is Filevine solving and how is that benefiting you?**

I am able to organize my thoughts perfectly and able to multi task on different task until i achieve my goals. Also sending important documents to insurance is great.

  ### 3. Very organized and easy to use

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** April 06, 2023

**What do you like best about Filevine?**

The ability to keep everything in one place. I can look at all of my client's vital information, set reminders for myself, pin important information to projects and even text my clients from the same.

**What do you dislike about Filevine?**

It has more features than I use/need. It's not necessarily a bad thing but the simpler the better. Filevine freeze from time to time however, it does come back fairly quickly.

**What problems is Filevine solving and how is that benefiting you?**

A lot! I wouldn't be able to get my work done without this software; Filevine is where I find all the information for my clients. I use it daily to manage my caseload and update clients.

  ### 4. Very professional and easy to navigate.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 19, 2023

**What do you like best about Filevine?**

Easy to navigate and percise. Customer service is always there to assist with a problem or questions.

**What do you dislike about Filevine?**

I don't find anything to dislike. How at times it freezes or it is slow because it takes longer to finish work.

**What problems is Filevine solving and how is that benefiting you?**

Working on fixing bugs and developing new intergrations.

  ### 5. Filevine Can Fit Your Practice

**Rating:** 4.5/5.0 stars

**Reviewed by:** David P. M. | Member/Managing Attorney, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 09, 2023

**What do you like best about Filevine?**

It is customizable to do what we do. We only handle Plaitniff's ERISA and disability policy claims. Despite this narrow practice area Filevine can be scaled to what we do.

**What do you dislike about Filevine?**

There was a new billing change over a year ago (December 2021 and there was a bug in the software. It slowed up our billing a few months. Now they beta test longer before making changes. It has worked very well since.

**What problems is Filevine solving and how is that benefiting you?**

Keep track of all data on the file. Allows us to keep all emails and text messages with the case. Allows better communication with each team member working the file, better communication with clients, and better facilitates working remotely.

  ### 6. Case Management Made Easier!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Joanny A. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 13, 2023

**What do you like best about Filevine?**

Filevine Keep everything in One Place. Tracking your Work has never been more Easy! i also love the flexibility filevine provides. i can log into filevine from anywhere at anytime and know exactly what is happening with my cases.

**What do you dislike about Filevine?**

Hard to pick something I dislike about filevine.

**What problems is Filevine solving and how is that benefiting you?**

FileVine keeps track of all work done helps track team assignments so that nothing gets missed

  ### 7. Very user- friendly

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 19, 2023

**What do you like best about Filevine?**

I love the design and how easy it is to organize documents

**What do you dislike about Filevine?**

Sometimes it takes more time for it to process docs

**What problems is Filevine solving and how is that benefiting you?**

Before we couldn't track every doc and every action and now we can.

  ### 8. From Hate to Love

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jennifer  F. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

The question should be what do I not like about Filevine.  I love the the way the tabs are organized on the side of the screen and I love the tasking element and the ability to email, text and make calls right out of a case on Filevine.

**What do you dislike about Filevine?**

Sometimes things move a bit slowly.  I would like to be able to customize my tasks a bit more.

**What problems is Filevine solving and how is that benefiting you?**

FV helps put me on track with what I need to do each day and going forward.  I love that I can reset the date of tasks  and change assignees or clear assignees.

  ### 9. Very helpful source

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Mid-Market (51-1000 emp.)

**Reviewed Date:** July 19, 2023

**What do you like best about Filevine?**

I like all the options it offers to make your workload much easier.

**What do you dislike about Filevine?**

There isn't anything at this point that I dislike.

**What problems is Filevine solving and how is that benefiting you?**

How to keep my workload organized.

  ### 10. Always evolving to meet your needs!

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ashley H. | Manager, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 14, 2023

**What do you like best about Filevine?**

Notifications and communication, system to promptly address any IT issues. Overall, great service! Always evolving to meet the needs of our firm.

**What do you dislike about Filevine?**

Work in progress, some beta testing makes for a tricky day.

**What problems is Filevine solving and how is that benefiting you?**

Staying in touch with clients, and ensuring our files remain updated with notifications/tasks. A lot of options to work with.

  ### 11. I love Filevine it is very user friendly.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Keesha M. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

You can set reminders by using the @ and the persons name to whom you want to remind an associate to check a task.

**What do you dislike about Filevine?**

I do not like that when you have a returning client, you cant archive their old file so that only the new one comes up.

**What problems is Filevine solving and how is that benefiting you?**

Filevine is great at creating my documents.

  ### 12. Lots of options for customization

**Rating:** 3.5/5.0 stars

**Reviewed by:** Matthew G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 09, 2023

**What do you like best about Filevine?**

I like I can find everything I need in the same place for my cases. All the files I need and the general information about the case. Including all the tasks, notes and everything else.

**What do you dislike about Filevine?**

It can be a little confusing to use at first. I have been using it for a few weeks and I still get confused at times about how to properly assign cases to people.

**What problems is Filevine solving and how is that benefiting you?**

Case management system is very fluid. I like having all the documents in the same place, along with all the task management files.

  ### 13. Very Pleasurable

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 18, 2023

**What do you like best about Filevine?**

The constant Upgrades are great. Its user friendly.

**What do you dislike about Filevine?**

I am not the biggest fan of the messaging aspect.

**What problems is Filevine solving and how is that benefiting you?**

A central location for all of our case information.

  ### 14. Filevine has forever changed my practice

**Rating:** 5.0/5.0 stars

**Reviewed by:** Steven G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

I can easily organize information that I had at my fingertips, but also the data that I did not know existed (e.g., metrics).

**What do you dislike about Filevine?**

I find the product to be underdeveloped.  Many simple changes that should be in place have not been prioritized by developers.

**What problems is Filevine solving and how is that benefiting you?**

I can actively track the million moving parts in a file.

  ### 15. My experience with FV has been amazing, I use it on a daily basis and I love the upgrades.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Aneta V. | law Clerk, Mid-Market (51-1000 emp.)

**Reviewed Date:** March 09, 2023

**What do you like best about Filevine?**

Activity bar, limitations deadline chain, the billing tab. the team tab. I like everything about it.

**What do you dislike about Filevine?**

Sometimes the slowness of the system, or the issues with the Billing tab

**What problems is Filevine solving and how is that benefiting you?**

Currently we are having issues with the Billing tab and how slow it is, so they are working on fixing it

  ### 16. Filevine is organized, easy to use, very helpful for paralegals and legal assistants like me.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Kay V. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

Organization, connection to other third-party apps

**What do you dislike about Filevine?**

None. Filevine is the case management tool that has everything you're looking for.

**What problems is Filevine solving and how is that benefiting you?**

Organizational problems for client documents and emails, Save time by connecting Filevine to your email and e-signature platforms. You do not have to save it to the computer and then move it to Filevine. It just happens!

  ### 17. Filevine - Easy for Users!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** July 18, 2023

**What do you like best about Filevine?**

I like how flexible and detailed Filevine is. You can add very specific details to cases that are very important. If you want to delete something if you make a mistake it is very easy to do as well.

**What do you dislike about Filevine?**

Filevine could be a lot bette if it could calculate numbers and dollar amounts automatically.

**What problems is Filevine solving and how is that benefiting you?**

fixing little glitches that can make issues arise.

  ### 18. I have used it for 2 years and is Awesome

**Rating:** 5.0/5.0 stars

**Reviewed by:** Ramon  S. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

I believe it will help all law firms and other businesses be  organize and function at a high level

**What do you dislike about Filevine?**

I believe there is room for improvements like a faster response to commands

**What problems is Filevine solving and how is that benefiting you?**

It help us being organize and have all the information we need to review a case on our fingertips

  ### 19. Great Case Management Tool

**Rating:** 5.0/5.0 stars

**Reviewed by:** Missy G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

Filevine is easy to use, customizable, and thorough.

**What do you dislike about Filevine?**

Fields don't cross from tab to tab, i.e. once you enter the date of accident, it should populate to all "date of accident" fields throughout the software.

**What problems is Filevine solving and how is that benefiting you?**

I don't have a specific problem list, but the continuous improvement to the software is great.

  ### 20. Very efficient

**Rating:** 5.0/5.0 stars

**Reviewed by:** Omar R. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

It is a user friendly platform organizing and reminding you of your upcoming tasks and messages with clients.  Keeps all items in order

**What do you dislike about Filevine?**

I do not have any dislikes or complaints about the software

**What problems is Filevine solving and how is that benefiting you?**

I do not have that many problems with filevine.  It works perfect for me

  ### 21. We love Filevine & the simplicity of this program

**Rating:** 5.0/5.0 stars

**Reviewed by:** Marcy T. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

The ease of organizing everything for a case in one simple place.

**What do you dislike about Filevine?**

I would love to have drag and drop within FV

**What problems is Filevine solving and how is that benefiting you?**

Staying organized, simplifying the process for sending letters and requests, the whole team communicating better within a case.

  ### 22. Review as Paralegal

**Rating:** 4.5/5.0 stars

**Reviewed by:** Mariana F. | Paralegal, Legal Services, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 09, 2023

**What do you like best about Filevine?**

It is very easy to find information with the interface used today

**What do you dislike about Filevine?**

Sometimes it is a little bit heavier to load pages, mostly docs tab page

**What problems is Filevine solving and how is that benefiting you?**

It saves tme for the Law firm and organizes our daily task flow

  ### 23. User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jonfer L. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

Easy to track cases and user friendly interface that can be memorized easily

**What do you dislike about Filevine?**

What I dislike about filevine is the limited color choices for changing the user interface

**What problems is Filevine solving and how is that benefiting you?**

Easy case management software and user friendly when needs to work fast

  ### 24. Great for employee management and tracking

**Rating:** 4.0/5.0 stars

**Reviewed by:** Warren D. | Attorney At Law, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 10, 2023

**What do you like best about Filevine?**

The task function allows me to efficiently monitor my paralegal's work without as much direct oversight.

**What do you dislike about Filevine?**

Lack of an intuitive summary page that allows for easy reference on case status and stategy.

**What problems is Filevine solving and how is that benefiting you?**

reporting data and ownership of roles/tasks

  ### 25. makes my life simpler

**Rating:** 5.0/5.0 stars

**Reviewed by:** Brittani P. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 08, 2023

**What do you like best about Filevine?**

reminders, follow up tasks, texting for clients.

**What do you dislike about Filevine?**

there are no downsides in my opinion. i have looked for firms that use filevine when looking for a new job

**What problems is Filevine solving and how is that benefiting you?**

staying orderly. tasks pop up as reminders of whats next

  ### 26. It was very easy to manage.  Before this i never had any knowledge of Filevine.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maria C. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 09, 2023

**What do you like best about Filevine?**

Its very easy to learn and everything is right there.  I like the texting section.

**What do you dislike about Filevine?**

Actually there is nothing wrong with it.  I like it lots.

**What problems is Filevine solving and how is that benefiting you?**

Paperless and deal with clients right from the file.

  ### 27. Great to work the cases at the law firm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Juan G. | Intake Specialist - PI legal assistant - , Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

The way we can work the clients caes and how we can save documents

**What do you dislike about Filevine?**

I like the everything about it it's better that other software I've use

**What problems is Filevine solving and how is that benefiting you?**

It's helping us speed up the process

  ### 28. user friendly easy to use  easy to upload, read files, fast and compact.

**Rating:** 4.5/5.0 stars

**Reviewed by:** Marlon B. | Mid-Market (51-1000 emp.)

**Reviewed Date:** March 09, 2023

**What do you like best about Filevine?**

Easy to navigate. Fast and we have all our files to read, upload.

**What do you dislike about Filevine?**

Sometimes it's slow, but not all the time.

**What problems is Filevine solving and how is that benefiting you?**

Filevine solves every Law Firm file and easy to handle everything.

  ### 29. Paralegal

**Rating:** 5.0/5.0 stars

**Reviewed by:** Terri H. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 07, 2023

**What do you like best about Filevine?**

The ability to access from anywhere and easy to use.

**What do you dislike about Filevine?**

The calendaring system doesn't always work with MS

**What problems is Filevine solving and how is that benefiting you?**

Helps keep everyone up to date on what is going on at all times.

  ### 30. Thank you Filevine!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Maggie L. | Litigation Paralegal, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 28, 2022

**What do you like best about Filevine?**

Filevine offers great features that allow our case management to flow very smoothly and efficiently. The best part about Filevine is that it is completely customizable to your firm's needs! Plus customizing it yourself is easy and their support webpage offers great instructions/demonstrations on how to customize/use features.

**What do you dislike about Filevine?**

I am only filling this section out as it is required...I don't have any negatives to point out! If I had to choose a downside, it would be that the feature to customize contact cards is very limited - which is the opposite of all the other customizing options (not limited). However, this feature is fairly new (I think) so perhaps over time, it will offer more customizing options.

**Recommendations to others considering Filevine:**

Sign up!

**What problems is Filevine solving and how is that benefiting you?**

Filevine has saved us so much time with the document generation feature. That feature has taken 30-minute tasks and turned them into 5-minute tasks. The Yield tab within Filevine is also helpful in saving time with calculations.

  ### 31. AWESOME, CUSTOMIZABLE PROJECT MANAGEMENT ALL-IN-ONE TOOL

**Rating:** 4.5/5.0 stars

**Reviewed by:** L. Eowyn P. | Administrative Director, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 28, 2022

**What do you like best about Filevine?**

I love the ability to build what I need and adjust as I see how it works for staff. Our firm uses it for Personal Injury, PIP, Probate and Wills & Estate Planning. I also use it for Office Admin, Marketing Campaign Projects, HR - Personnel Files, Complex Event Planning and other Project Management. I have been able to build some amazing tools with FileVine and just a little imagination.

**What do you dislike about Filevine?**

I wish I'd had more extensive training on the front end. One of our associates was initially tasked with building the initial projects for migration from our old case management, then she was pulled into trials so I had to take over. I was left not really knowing exactly how everything works and inadvertently created a lot of redundancy and chaos. I have had to go back and alter the project templates a few times to get it to be more user-friendly and to encourage staff to actually utilize it. My advice would be to watch as many training videos as you can, even the ones you think don't apply to you. Soak in the information, because you may not get that information from the onboarding staff. (Admittedly, they may have taught that initial associate those key things, but I did not have the benefit of that.)

**What problems is Filevine solving and how is that benefiting you?**

We, like most firms, are extremely busy and tasks get lost in the works. FileVine does a great job of reminding users of open Tasks and case reviews between assistant and attorney are much smoother. The attorney can see what is outstanding and help the assistant prioritize very easily.

  ### 32. If my friend or colleague was a lawyer or anyone that works with the Law I would highly recommend.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jalil H. | Paralegal, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2022

**What do you like best about Filevine?**

What I like the most is that it's fairly easy and intuitive to use. Not all CRMs are like this, there are a lot of them that are very cryptic and byzantine with how they work, but Filevine makes it easy. Now, I am a very tech savvy person,  so that's never really an issue for me, but I know a lot of lawyers are either a bit on the older side thus skeptical of all this new tech, or they simply don't have the time to learn all that you need to learn, so the easier the software is to use the better for everyone.

**What do you dislike about Filevine?**

I would honestly say the biggest downside is that sometimes it can be a tiny bit slow, it's mostly on very specific tasks that it slows down a bit. I have a pretty decent connection so it's a bit weird, but fortunately it almost never happens.

**What problems is Filevine solving and how is that benefiting you?**

Filevine helps you organize your clients properly. You have an efficient system that can help you manage your clients in such a way that any info that you might need is just  a few clicks away. The DocGen feature is also extremely useful and it cuts down on time-wasting activities.

  ### 33. Paralegal

**Rating:** 5.0/5.0 stars

**Reviewed by:** Stephanie  G. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 09, 2023

**What do you like best about Filevine?**

Documents easily being able to get uploaded.

**What do you dislike about Filevine?**

Cant be able to download complete folders in individual documents.

**What problems is Filevine solving and how is that benefiting you?**

Not sure.

  ### 34. Great software for keeping office in order

**Rating:** 4.5/5.0 stars

**Reviewed by:** Dan A. | Small-Business (50 or fewer emp.)

**Reviewed Date:** March 14, 2023

**What do you like best about Filevine?**

I enjoy the ease of putting e-mail messages into the different projects, so that key messages don't get lost in the shuffle.

**What do you dislike about Filevine?**

I am still learning on using the Reports feature to create reports for all our staff to use.

**What problems is Filevine solving and how is that benefiting you?**

Capturing e-mail messages and files directly to a project.

  ### 35. Great DIY program

**Rating:** 4.5/5.0 stars

**Reviewed by:** Verified User in Legal Services | Small-Business (50 or fewer emp.)

**Reviewed Date:** April 19, 2023

**What do you like best about Filevine?**

You're able to add or delete specific tabs you need to make your data entry better.

**What do you dislike about Filevine?**

So far, I haven't come across anything not helpful.

**What problems is Filevine solving and how is that benefiting you?**

none so far

  ### 36. The All-in-one case management

**Rating:** 5.0/5.0 stars

**Reviewed by:** Carlos G. | Paralegal, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2022

**What do you like best about Filevine?**

I like the ease of accessing the cases and the aesthetic look of the program is not so intimidating. We use the calendar very heavily and the texting feature is a life saver.

**What do you dislike about Filevine?**

Well, it would be beneficial to be able to choose the coloring system for the calendar and not specifically assign colors per user. For example, I would like for anything important like Trials or Mediations to be in RED.

**Recommendations to others considering Filevine:**

Know how many users you will need. Consider a calendaring program to be able to make the switch

**What problems is Filevine solving and how is that benefiting you?**

They have solved the need for 3rd party applications outside of Filevine which is great. Integrated Faxing, Texting, PDF, and e-signature capabilities. All much-needed features that you don't realize you are missing out on.

  ### 37. Filevine is an amazing platform.

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Judiciary | Mid-Market (51-1000 emp.)

**Reviewed Date:** June 28, 2022

**What do you like best about Filevine?**

I don't have requests coming from multiple different directions. Email, texts, slacks, calls, word of mouth. I can see what everyone needs from me and complete cycles without missing stuff.

**What do you dislike about Filevine?**

The only frustrating thing is going to the case to get the number to call my client but because I'm not the CM I can't quickly reference my task because it's lost ina ll the other tasks. So I have to stall the client will I return back to my task list. It would be so cool if you could see the client's number from your task list. Rather than going in circles to get the info you need to complete the task.

**Recommendations to others considering Filevine:**

To get organized there is no better way to make that happen flawlessly than Filevine.

**What problems is Filevine solving and how is that benefiting you?**

I am just an EA so I don't have any business problems. But from watching my Boss I can see it is phenomenal for keeping her organized in her daily task flow. Filevine is amazing!!

  ### 38. Essential to the firm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Sara A. | Paralegal, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 27, 2022

**What do you like best about Filevine?**

Filevine is the only way to keep things organized at our law firm. It is absolutely essential to the firm, I like how everything can be customized and there are no excuses for anything when we depend on Filevine.

**What do you dislike about Filevine?**

It should be easier to delete things on filevine and to change the name and move things around the application.

**What problems is Filevine solving and how is that benefiting you?**

There is no room for mistakes or error in our firm because of filevine. It helps us keep everything organized and to completely build a case from start to finish using the website. Filevine also allows us to make sure tasks are completed and executed properly and keep track of everything!

  ### 39. Great Platform for Integrated File Management

**Rating:** 4.5/5.0 stars

**Reviewed by:** Robb B. | Attorney, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 28, 2022

**What do you like best about Filevine?**

I specifically like that FileVine integrates different programs, including Outlook, but also has the ability to communicate directly with clients from the program.

**What do you dislike about Filevine?**

My only complaint is the Outlook Add-In.  I wish I could tag multiple emails to one file at one time.

**Recommendations to others considering Filevine:**

Be patient, and look at the whole system.  While it starts out as being overwhelming, think of it as an online version of your file and customize it that way.

**What problems is Filevine solving and how is that benefiting you?**

FileVine allows me to have an integrated file management system to manage all aspects (including document management, document generation, and communication) in one cloud-based system, accessible from anywhere.

  ### 40. Filevine - Lots of Promise, Lots of Disappointment

**Rating:** 3.0/5.0 stars

**Reviewed by:** Christian S. | Paralegal / Intake Specialist, Small-Business (50 or fewer emp.)

**Reviewed Date:** May 12, 2021

**What do you like best about Filevine?**

I love the flexibility and the ease with which you can set dates, tasks, deadline chains, and delegation among team members. Reporting features are ok. While the customization ability is adequate, FV's mantra of "fully customizable" falls short.

**What do you dislike about Filevine?**

Inability to mirror fields, report customization, and frequent slowness & outages have dampened our spirit with FV. Also, inability to add team by project type is a problem. Early documentation was ok, but newer documentation is lacking as is support. FV removed the ability to have direct fax lines into projects along with implemented texting charges well after we were sold on this capability.  Also, FV is not able to sync with document storage providers like Dropbox and given it's more frequent downtime, this is a concern.  And their API is not very robust or complete.  Support often takes a while to return your inquiry.

**Recommendations to others considering Filevine:**

Your initial build and data migration will take more time than you or FV estimate; think of all data points you want in advance before starting to build and try to name them the same as you have in your current software; know you will add more datapoints and information later.  FV is easy to use and provides you with tons of data once you get past the learning curve, but you will not be able to get reports on all of your data.  The API is great but not as robust as you may be used to.  Task management is ok but is a pain if someone is promoted, leaves or is no longer doing the job when the task was originally created.  A good solution for many issues in law practice provided you are ok with putting in the work to make it work for your firm.

**What problems is Filevine solving and how is that benefiting you?**

The custom text utilization allows us to contact our clients while making them feel listened to and appreciated. We are able to more easily run certain reports and have data to help us better manage our firm, but the lack of certain customizations is a point of frustration.  The billing and expense section is workable but the inability to run reports on native and built-in FV data points is troublesome.  The lack of trust accounting is a detriment to billable practices.  Overall we are more automated than ever before and do see progress and improvement from FV but more can be done still - not even with new features, just by enhancing or cleaning up the features they already have. The client portal needs improvement, especially the setup.

  ### 41. Robust Case Management System with Room For Improvement

**Rating:** 4.5/5.0 stars

**Reviewed by:** Alister  W. | Litigation Attorney, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2022

**What do you like best about Filevine?**

Customization is amazing. 
Document Generation (Made more useful because of freedom in customization)
Taskflows
Reports (Very customizable)
Outlook-addins

**What do you dislike about Filevine?**

Lack of integration with mainstream cloud services (OneDrive, Dropbox, Box, etc)
Customer support - only available via chat & email. A small issue that would easily take 5 minutes could end up being over 30 minutes long.

**What problems is Filevine solving and how is that benefiting you?**

Case Management - All in one platform to view information
Doc Gen - Saves a lot of time trying to find and replace information. Particularly when it comes to regularly created generic documents.

  ### 42. User Friendly

**Rating:** 5.0/5.0 stars

**Reviewed by:** reyna s. | PARALEGAL, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 27, 2022

**What do you like best about Filevine?**

Filevine is very user friendly. It is similar to social media. Everything can be customized to how you need information displayed. My favorite part is the search function.

**What do you dislike about Filevine?**

If you struggle with technology, you will have  a hard time adjusting to Filevine, but with the correct training and guidance you will become a pro.

**What problems is Filevine solving and how is that benefiting you?**

With our old system, we had a hard time searching old notes and memos, but with filevines hashtag function, you can search old comments and even documents.

  ### 43. It has its ups and downs. But, overall is great. Additional support would be welcomed.

**Rating:** 4.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 28, 2022

**What do you like best about Filevine?**

I like the sections, the doc gens and reporting that we are able to do. Furthermore, I like the activity feed - it is nice to see what's happened in the project.

**What do you dislike about Filevine?**

That when we convert to PDF it gets rid of company logo. There is no email within the system, only plug ins for others. Report fusions are too complicated.

**Recommendations to others considering Filevine:**

Pay attention to the training sessions, they are as valuable as gold. There are a lot of things one can customize.

**What problems is Filevine solving and how is that benefiting you?**

Keeping the team up to date and organized. Having templates that everyone works off of. The doc gens are great, and increases productivity.

  ### 44. Very user-friendly

**Rating:** 3.5/5.0 stars

**Reviewed by:** lizet r. | Receptionist/Legal assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 27, 2022

**What do you like best about Filevine?**

I am a new user of FILEVINE and found it easy to navigate and user-friendly. The training tabs help along the learning process as well. It only took me a day to learn to navigate to tabs tat were required for my specific job duties.

**What do you dislike about Filevine?**

I am unable to look up clients by Court Case number, however, that may just be an issue that can be edited into our format or setup. Not too certain that I have anything add anything I dislike.

**What problems is Filevine solving and how is that benefiting you?**

I think it solves many issues when it comes to new user remembering how to complete certain things with its tasks option and it helps keep track of work completed.

  ### 45. Easy to Navigate and Learn

**Rating:** 5.0/5.0 stars

**Reviewed by:** Chris J. | Legal Assistant, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2022

**What do you like best about Filevine?**

Filevine is easy to use and has amazing features to help keep cases organized. I love how easy it is to search within a case.

**What do you dislike about Filevine?**

I wish there was a dark mode offered for people who have eye issues with black text on a white background.

**What problems is Filevine solving and how is that benefiting you?**

Filevine is solving the problem of not being able to organize files and be able to update them easily. It is so much better than using paper files.

  ### 46. User-friendly, efficient legal organization

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2022

**What do you like best about Filevine?**

I like how user friendly filevine is. I've used it for 5 years now and really like how organized my cases are.

**What do you dislike about Filevine?**

The last month or so, there have been several instances where the site has been super slow to operate.

**What problems is Filevine solving and how is that benefiting you?**

I like that I can keep certain aspects of each case super organized, that I can log certain bits of information to separate tabs and have the ability to reflect back on that information. I'm not constantly having to flip around a physical file to find the information. Doc generation has saved me so much time. I like how fv is constantly trying to make a case managers job easier!

  ### 47. Filevine for a Law Firm!

**Rating:** 5.0/5.0 stars

**Reviewed by:** Verified User in Law Practice | Small-Business (50 or fewer emp.)

**Reviewed Date:** September 13, 2022

**What do you like best about Filevine?**

Having a centralized system for case management in our Firm that integrates other systems like Quickbooks and Domo.

**What do you dislike about Filevine?**

The calendar can be a bit confussing at times and also the view for multiple members.

**What problems is Filevine solving and how is that benefiting you?**

We used to have to manually enter case charges, deposits, and payments  in QuickBooks. This took a lot of our time. Filevine was able to integrate to Quickbooks and the information transfers over.

  ### 48. Intuitive and Easy to Use

**Rating:** 4.5/5.0 stars

**Reviewed by:** Ralph P. | L, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2022

**What do you like best about Filevine?**

I love the drag and drop for files, and the ability to text a client and log the texts in the client's file!

**What do you dislike about Filevine?**

The amount of time it takes for notifications of incoming texts

**Recommendations to others considering Filevine:**

If you want organization and ease of use even for Novice users this is the software for you!

**What problems is Filevine solving and how is that benefiting you?**

Keeping my files and tasks organized and on point!

  ### 49. Filevine helps us scale our firm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Jim H. | Immigration Lawyer, Small-Business (50 or fewer emp.)

**Reviewed Date:** March 09, 2022

**What do you like best about Filevine?**

I love that our team is ALL IN on Filevine. We keep track of all of our cases and nothing falls through the cracks. Every piece of data is saved and we can keep track of how every team member is performing and how every case is progressing.

**What do you dislike about Filevine?**

Nada. Filevine is constantly improving. They are open to suggestions and seem to be obsessed with making the product better year after year. They have added a ton of features in the past two years to make the product even more awesome.

**What problems is Filevine solving and how is that benefiting you?**

Let me put it like this. Every now and then, I have the opportunity to see how other law firms "stay organized." This ranges from spreadsheets, to multiple pieces of software to relying entirely on Google docs. Filevine is 1000x better than this, especially if there is more than one person on the team. Filevine lets us grow and scale while keeping clients happy at the same levels.

  ### 50. Perfect Solution for our Boutique Firm

**Rating:** 5.0/5.0 stars

**Reviewed by:** Lindsay S. | Law Clerk and Office Manager, Small-Business (50 or fewer emp.)

**Reviewed Date:** June 23, 2022

**What do you like best about Filevine?**

Highly customizable, very user friendly, amazing resources for training, customer service is near immediate.

**What do you dislike about Filevine?**

There are a few features I have suggested that I would like to see implemented

**Recommendations to others considering Filevine:**

Network with a firm in your area of practise currently using the software

**What problems is Filevine solving and how is that benefiting you?**

I don't know about problems but I see that they're regularly evaluating user suggestions for implementation


## Filevine Discussions
  - [When was Filevine created?](https://www.g2.com/discussions/when-was-filevine-created) - 2 comments
  - [Is Filevine cloud-based?](https://www.g2.com/discussions/is-filevine-cloud-based) - 4 comments
  - [Does Filevine have an app?](https://www.g2.com/discussions/does-filevine-have-an-app) - 2 comments

- [View Filevine pricing details and edition comparison](https://www.g2.com/products/filevine/reviews?page=5&qs=pros-and-cons&section=pricing&secure%5Bexpires_at%5D=2026-07-30+16%3A10%3A19+-0500&secure%5Bsession_id%5D=de852ff1-f24b-4471-9b6f-918edfe3be2f&secure%5Btoken%5D=8e98963ec54f847b16742603d7f7ab7a56347a7fb0bf07bc6a58ea553483d781&format=llm_user)
## Filevine Integrations
  - [Domo](https://www.g2.com/products/domo/reviews)
  - [Hona](https://www.g2.com/products/hona/reviews)
  - [Kenect](https://www.g2.com/products/kenect/reviews)
  - [Lawmatics](https://www.g2.com/products/lawmatics/reviews)
  - [Lead Docket](https://www.g2.com/products/lead-docket/reviews)
  - [Microsoft 365](https://www.g2.com/products/microsoft365/reviews)
  - [Microsoft Outlook](https://www.g2.com/products/microsoft-outlook/reviews)
  - [QuickBooks Online](https://www.g2.com/products/quickbooks-online/reviews)
  - [Slack](https://www.g2.com/products/slack/reviews)

## Filevine Features
**Platform Basics**
- Reporting
- Dashboard
- Cloud
- Mobility

**Platform Basics**
- Reporting
- Dashboard
- Cloud
- Mobility
- Contact Management

**Platform Content**
- Matter Management
- Spend Management
- Contract Management
- Template Library

**Case Management - Immigration**
- Pre-built Workflows
- e-Filing
- Forms 
- Custom Workflows
- Connections

**Storage and Collaboration - Legal Document Management**
- Editing and Tracking
- Centralised Database
- Accessibility and Permission for Sharing
- Document Storage

**Generative AI - AI Legal Assistant**
- Text Generation
- Text Summarization

**Agentic AI - Legal Billing**
- Cross-system Integration
- Decision Making

**Workflow Orchestration**
- Configurable Multi-Step Workflows
- Multi-Stakeholder Approvals and Review Cycles
- Integrations
- Rule-Based Routing
- Automated Task Creation and Progression

**Content Management**
- Document Management
- Calendar Integration
- Workflow

**Content Management**
- Document Management
- Calendar Integration
- Workflow

**Platform Additional Functionality**
- Cloud
- Mobility
- Messaging

**Practice Management - Immigration**
- Document Management
- CRM
- Client Intake

**Document Management - Legal Document Management**
- Search and Retreival
- Synchronization of Data
- Versioning

**LLM and NLP - AI Legal Assistant**
- Natural Language Processing (NLP)

**AI-Powered Legal Work**
- AI Legal Drafting
- AI Document Review and Analysis
- AI Data Extraction

**Time & Billing**
- Time Tracking
- Payments
- Billing

**Platform Data**
- Visualization
- Dashboard
- Reporting

**Analysis - Legal Document Management**
- Document Review
- Legal Analytics

**Technology Benefit - AI Legal Assistant**
- Drafting Assistance
- Review Automation

**Agentic AI - Legal Case Management**
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Standardization and Governance**
- Workflow Templates
- Role-Based Permissions

**Artificial Intelligence - Legal Document Management**
- AI Automation

**Consistency, Accuracy and Efficiency - AI Legal Assistant**
- Consistency and Quality Assurance

**Agentic AI - Legal Practice Management**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Agentic AI - Enterprise Legal Management (ELM)**
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

**Accessibility - Legal Document Management**
- Cross-Platform Access

**Automation using Legal Tech - AI Legal Assistant**
- Litigation Support

**Compliance and Data Security - AI Legal Assistant**
- Data Protection

**Agentic AI - Legal Document Management**
- Cross-system Integration
- Natural Language Interaction

**Ease of Use and Adaptability - AI Legal Assistant**
- Ease of Use and Adaptability

**Agentic AI - AI Legal Assistant**
- Autonomous Task Execution
- Multi-step Planning
- Cross-system Integration
- Adaptive Learning
- Natural Language Interaction
- Proactive Assistance
- Decision Making

## Top Filevine Alternatives
  - [8am MyCase](https://www.g2.com/products/8am-mycase/reviews) - 4.4/5.0 (383 reviews)
  - [Clio Manage](https://www.g2.com/products/clio-clio-manage/reviews) - 4.6/5.0 (991 reviews)
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