Filevine - Avis

Logiciel de gestion d'enquête

Avantages :

Ce logiciel me sauve la vie . Grâce à lui je gère mes enquêtes

Inconvénients :

Je le recommande à tous utilisateur, il est très pratique

Filevine is the backbone of our practice.

Commentaires : 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.

Avantages :

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.

Inconvénients :

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 Bang for your Buck

Commentaires : 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.

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : SmartAdvocate

Pourquoi passer à Filevine : The versatility and ease of Filevine made the choice very easy for us. It allows my virtual office staff to work seamlessly on their work and with each other. The customization ability made it an ideal choice.

Caution! Watch for undisclosed glitches, especially with DocsPlus.

Commentaires : 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.

Avantages :

It is extremely customizable. There is a suggestion feature for changes to the software.

Inconvénients :

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!

Commentaires : 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!

Avantages :

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.

Inconvénients :

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.

Love Using Filevine

Commentaires : 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!

Avantages :

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.

Inconvénients :

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.

Alternatives envisagées : TrialWorks

Pourquoi choisir Filevine : new attorney did not like Time Matters.

Pourquoi passer à Filevine : Trialworks seemed too much like Time Matters and we wanted away from that.

Time Saver

Commentaires : Doc+ is still not as functional and userfriendly. The view of documents and folders. It would be very beneficial to have an option to view all of the documents in the folders and subfolders at one time rather than having to click into each subfolder to see what is in it. This process takes up valuable time.

Avantages :

This software has made it easy for our team members to track daily tasks and team members activities. This software has also helped us to stream line communication on our files which ultimately saves time for the team and the client

Inconvénients :

I believe Doc plus isn't as functional and easy as it could be. I believe it would be very beneficial to be able to see all the items in docs folders in one view rather than having to click in each individual subfolder

Alternatives envisagées : Primafact

Pourquoi choisir Filevine : To streamline programs. However, Primafact, I believe does have a better service for showcasing documents and making edits within the documents.

Logiciel antérieur : Primafact

Practicing Law for 24 Years, but 1st Time with Filevine, & I Love It!

Commentaires : I love Filevine. As the title of my review says, I have been practicing law for 24 year and have used MANY types of document and case management software. Filevine is by far the easiest and most user friendly.

Avantages :

Extremely user friendly, easy to navigate, easy to search

Inconvénients :

Just the fact that I do not believe I have been taught all that I can do with it. I had trouble figuring out how to save and replace documents, but I now know.

Easier to use than Ad*****

Commentaires : I am excited to use Filevine. Happy to have made the upgrade from outdated technology.

Avantages :

Flows more easily. Nothing is too hard to find.

Inconvénients :

With daily use, Filevine is easy to use, NO cons.

A new Era with Filevine

Avantages :

It's amazing how you guys integrate every aspect of the persona injury practice and you can customize the experience for every customer.

Inconvénients :

The preview for the documents is not the best one, it takes time while it opens in a new tap

Filevine - hard sales push promises more than delivers

Commentaires : I was intrigued to try this program. I did a demo and had numerous sales calls. It was an aggressive sales pitch. I finally said I'm intrigued to try it out which required me to pay over $2,000 I figured if it worked then it would be worth it. Well after a few days of use, it was clear it did not do what I expected and I did not like using it at all. It was my mistake and thank goodness I made them include a clause about not autorenewing my subscription. I recommend against using FileVine. Software should always provide a trial period, even a week. Where such a software does not let you play around with it outside of watching a demo, it should be a redflag. FileVine may be a good solution for some people but I don't recommend using it because they don't allow that before trying it. And it is not as full-featured as advertised and each little thing is another add-on fee.

Avantages :

In theory it offers customization. I don't doubt that it does. It has some limited document management abilities.

Inconvénients :

They charge you for "implementation" more than the cost of the licenses. I'm not a programmer or computer science graduate but consider myself competent with programs like this. My philosophy is that if I must be "trained" to use it, then it's not an intuitive program. When I had an issue, the customer service person - who seemed helpful - told me the only way to troubleshoot my issue - the documents were not searchable even though I had paid extra for OCR (notwithstanding word documents are by definition searchable) - was for me to add him as an administrator for my account and that he would look at it. I was stunned. I've used dozens of programs and received support from them when needed. Standard method is through remote access tool. Who would ever think to add their support rep's email as an admin on my account? This is indicative of my issues with the program.

Next Level Case Management System

Commentaires : Amazing business led by innovators in the legal case management space. Always willing to listen to your thoughts and create solutions for your business needs.

Avantages :

The software is limitless. We are able to integrate with multiple platforms without any issues.

Inconvénients :

Only draw back so far is implementation. With any technology you are going to have a slow down in production to start but we have seen significant benefits once the staff have all been trained.

Alternatives envisagées : Litify et Neos

Pourquoi choisir Filevine : Our firm knew the future of the legal industry was going to be led by technology and decided to take the step early.

Logiciel antérieur : Neos

Pourquoi passer à Filevine : The user interface of filevine and ability to always be able to integrate with other technologies via API.

The Best!

Commentaires : I lover it!

Avantages :

I love how friendly usage this program is! Very up to date, very new and fresh! I will recommend it to anyone with my eyes closed.

Inconvénients :

I wish we were able to view CDs like MRIs, X-rays and etc.

Alternatives envisagées : SmartAdvocate

Pourquoi choisir Filevine : Needles was very old and did not fi the need for our office. And Smart advocate was a more NY based program and you couldn't change it.

Logiciel antérieur : SmartAdvocate et Neos

Pourquoi passer à Filevine : It was colorful, not scare to click on things, very friendly, very new!

review

Commentaires : I like it. But it isn't a perfect 10 product.

Avantages :

that the system does update, that the company does work on it.

Inconvénients :

its isn't as user friendly as it could be with changing things about the practice areas. it does take a significant amount of work to dig into the weeds to figure out how to auto-generate documents.

Alternatives envisagées : MyCase, Slack et Clio

Pourquoi choisir Filevine : I was looking for more versatility.

Logiciel antérieur : Clio

Pourquoi passer à Filevine : versatiilty, reports, and the idea that the software would change over time.

Great software; billing needs help

Commentaires : FileVine has been a vital addition to our company and we love it!

Avantages :

The ease of use is by far the nicest aspect of the software. I also like how frequently the product is improved and new features are added.

Inconvénients :

As a law firm, the billing, timekeeping, and invoicing could use more flexibility like the rest of the software; i.e. being able to export as an excel spreadsheet or word document; allow for more malleability with tracking dollars and hours and utilizing those factors in reporting; being able to view by hours or by dollars. Etc.

Excellent So Far

Commentaires : The Filelvine training and transition is extremely well organized. The customer support is exceptional. They are proactive and knowledgeable and pleasant. The resources are endless and on point and readily available and they understand how to communicate and train busy lawyers and staff. Basically Filevine is the New England Patriots in their prime and TrialWorks is the Cleveland Browns at their worse.

Avantages :

Its is extremely well organized with advanced capabilities that exceed TrialWorks by a great margin. The customer support is night and day. TrialWork was a cluster fudge. Filevine is like the extremely well run and proactive and knowledgeable and pleasant. Basically Filevine is the New England Patriots in their prime and TrialWorks is the Cleveland Browns at their worse.

Inconvénients :

Nothing so far. The customer service is excellent - and nothing we have encountered so far is anything less.

Great Product that Continues to Give

Commentaires : My overall experience is great. I do wish that there was more available support.

Avantages :

I handled the development for our PI department and I found the support page and the training sessions that you can sign up for were very specific in what they were teaching and were very helpful. When it came to launching and training my staff, I found it a lot easier than expected.

Inconvénients :

I don't like that we are not told when there is a bug that your team is working out. For example, fax and email attachments were not going into our folders from the feed. When we reached out to report the issue, they were already aware of it and working on it. Meanwhile, we had no idea how long it had been an issue so we had to go back thru the activity feed of all our projects to make sure everything was moved over to the folders bc we were following up on items that were already received but we didn't realize. Had we known as soon as your team did, we could handled it differently and paid more attention. It would be nice to announce when a bug or issue is found so we can let our team know and adjust accordingly. We also spend a lot of time researching issues before calling support to make sure it is not something in house just to find out it is not. A lot of wasted time spent.

Filevine Feedback

Commentaires : 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]

Avantages :

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

Inconvénients :

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

Constantly upgrading and improving

Avantages :

We came to Filevine from a different case management software system. We loved the look of our prior system, but it was not good for much other than document generation and assigning contacts to the file. We looked at a bunch of other options and even tried one before we went with Filevine. We have been using it since and I wouldn't recommend anything else. There is so much to like about Filevine: - You can text your clients and they can text you right into their case in Filevine. - You can filter the main page so you can see all the texts or all the tasks, etc. - You can share links or .pdfs so easily - We haven't had 1 hiccup in cloud storage or security - The best part is the customization because you can have your Filevine look and act however you want it. - Every Filevine case has a distinct email so that we can either email directly or forward everything we need right to the file. I could go on and on. The point is, choose Filevine and never look back. You won't regret it!

Inconvénients :

The only con so far is directly connected to a pro. Filevine is customizable so the pro is that you can build it to match up with your office. The con that is connected with that is that it takes time to set it up.

Horrible Waste of Money

Commentaires : See above. The entire experience was awful.

Avantages :

The option to turn on a texting feature for a matter was nice. Of course, the text would end up in a spot of the file that was unhelpful.

Inconvénients :

My experience with Filevine has been atrocious. It started with what can only be described as deliberate misrepresentations during the sales process. They do a demo of a product and then you get your product and it's nothing like what they promised. Here's a glaring example: I go into the system to start keeping time and send out invoices and I can't get into the billing section. When I report the problem, I'm told that billing isn't available because it's in beta mode. So...I can't use the system for one of the key functions. They say that it integrates with email, but that just means you have to cc the file on everything and then you can't even move the documents around in the system. You have download and upload documents if you want them in different sections of the client matter. I was told it integrates easily with Lawpay. Nope. You have to pay a third-party vendor to get it to integrate. Perhaps worst of all, they get you to spend a lot of money on a "training" that they claim sets them apart from all other companies. Well, my team did the full day of training and the "trainer" could barely answer any questions and admitted he wasn't even a trainer. So in addition to wasting all the money we spent on training, we wasted a full day of work. They are unresponsive to these concerns, with their standard response being that we should just do more training. The system is clumsy and the customer service is awful. I would warn any and every firm against using Filevine an

The best case management software available.

Commentaires : I am happy to use and work on this platform. The best part is the report section. Earlier, we used to do everything in Excel or Google spreadsheet and those were manual entries. But now we have all the data in hand. Thanks to the REPORT generation feature in FV.

Avantages :

FV is user friendly unlike other CMS's.

Inconvénients :

FV pdf editor lacks features which is available in adobe pdf.

The diamond standard of legal practice management tools

Commentaires : Filevine has made me far more productive and prolific as a practicing attorney and allowed me to focus on what I am most interested in about the law, because the burden of the drudgery is so incredibly reduced.

Avantages :

I honestly don't have time to list everything I love about FileVine. The learning curve was not so much about Filevine as it was about how the firm did business. Filevine is so intuitive and easy to learn. Everything about it makes sense. If there's ever a process we have to tweak or revise or add, it's so easy to do.

Inconvénients :

I really can't think of any significant downsides to this system. I'm just grateful to have it. Every day.

Lots of love for FV

Avantages :

I love the functionality and how customizable Filevine is. Everything can be customized. The text features are great too, it's always so nice to be able to read back and reference texts between the client and attorney or the client and myself.

Inconvénients :

We set it up a couple of years ago and it was a bit of a learning curve to get it the way we wanted it; but once you know how it all works it gets much easier.

Review of FileVine from an Attorney's perspective

Commentaires : Overall, our firm is better off with FileVine, but the transition was slow, very disruptive, and not nearly as easy as promised. That was the biggest problem for us, the amount of work required by a team of people on our end to transfer data from our old system to FileVine, and then dealing with all the things that did not transfer or transfer correctly, and then the amount of time it took to get assistance from FileVine staff to fix the problems

Avantages :

Task management and being able to have a running to do list with tasks linking directly to a client file that I can then access with a click of a button.

Inconvénients :

Not being able to see activity in the activity feed and not being able to have it in chronological order. The system does not work as I expected when it comes to being able to get communications out to a mass of clients at once. Seems there should be a way to generate letters on a mass basis, as well as send emails on a mass basis.

FILEVINE IS AWESOME AND WOULD DEFINITELY RECOMMEND

Commentaires : I am not computer savvy but find this platform very easy to work with. Again, keeps me organized and on top of job!

Avantages :

Ease of use- helps keep me organized and to prioritize. Helps others in the company know what is going on with my cases in case coverage is needed and in general with case management.

Inconvénients :

Don't really see any- one time FV did an update/change without letting company know. Led to issues with finding data.