I like how it keeps all our documents in order and contact cards organized. Review collected by and hosted on G2.com.

I wish it would not glitch as much, sometimes it will kick me out while working on an important task and I have to sign in again. It may be due to recent updates. Also to verify user, I feel it should be a one time verification once logged in. Review collected by and hosted on G2.com.

I appreciate how Filevine organizes our documents and lets us take quick and easy notes on case statuses. I also like the individual case email feature, which makes it easy to input emails and send documents to the case. The calendar due dates help in keeping everything organized and maintaining a flow of materials going out or coming in. Review collected by and hosted on G2.com.

I don't like that it dumps all documents into the 'docs' tab instead of automatically sorting them into categories like pleading or medical records. Also, the initial setup was really rough and took several months. Review collected by and hosted on G2.com.

I am not aware of not have I used any new features Review collected by and hosted on G2.com.

Auto calls a d text to medical providers Review collected by and hosted on G2.com.

I like LOIS AI , and the email integration. Very useful tools. Review collected by and hosted on G2.com.

I think Filevine can improve with their deep search. It used to be more efficient. I suggest using like words and numbers, and organizing them by most recent Review collected by and hosted on G2.com.

Ease of use. Works well with other applications. Review collected by and hosted on G2.com.

doesn't "see" duplicates when client already in system Review collected by and hosted on G2.com.

having multiple windows open at the same time Review collected by and hosted on G2.com.

saving multiple items to a file is not streamlined and its very time consuming 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.

Easy to find files through search and the OLD layout of the docs tab. The new layout is not useer friendly. Review collected by and hosted on G2.com.

The new docs view. It is not user friendly. Folders with the list view inside the folder was much easier. Review collected by and hosted on G2.com.