# Page 2 | Filevine Reviews 2026. Verified Reviews, Pros & Cons | Capterra > Page 2 - Is Filevine the right Law Practice Management solution for you? Explore 285 verified user reviews from people in industries like yours to make a confident choice. Source: https://www.capterra.com/p/140815/Filevine/reviews --- Filevine 4.4 (285) Provider data verified by our Software Research team, and reviews moderated by our Reviews Verification team. [Learn more](https://www.capterra.com/our-story/) * * * Last updated March 27th, 2026 # Page 2 - Reviews of Filevine ## Showing most helpful reviews Showing 26-50 of 285 Reviews Sort by: Most Helpful Rating Company Size Reviewer's Role Length of Use Frequency of Use LR Leslie R. Director Law Practice Used the software for: Less than 6 months ### "Unreliable Service and Unmet Promises" September 19, 2025 2.0 To make matters worse, the legal team never reached out at all, leaving us without accountability or resolution. Pros The Sales Team. Kudos! Their remarkable skills to sell a product are unbeatable. Keep their commissions coming. Cons Our experience with this system has been extremely disappointing. We paid for a product that was unworkable and never completed, and despite repeated attempts, the support provided was neither timely nor effective. The fixes that were offered came far too late, communication was inconsistent, and the third-party vendor assigned to us admitted fault, lacked expertise, and even brought in a fourth party. Calls and responses were often delayed or indefinitely postponed, which added to the frustration. The features were never delivered or late, leaving us without accountability or resolution. This situation borders on fraudulent, and the lack of professionalism and responsibility is deeply concerning. I cannot recommend this platform based on our experience. Alternatives considered [Resolver](https://www.capterra.com/p/147599/Resolver/)[Trello](https://www.capterra.com/p/211559/Trello/)[Neos](https://www.capterra.com/p/58931/Neos/)[Law Ruler Software](https://www.capterra.com/p/143446/Law-Ruler-Software/) Reason for choosing Filevine Automation, in-house billing, texting and fax capabilities. We saw an all in one system that made us fall in love. Empty promises of course. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) The previous and current system, does not offer automation and customization to the level Filevine promised. we went live and Filevine was not completed, it was absolute chaos. Review Source CW Corey W. Managing Partner Legal Services Used the software for: Less than 6 months ### "FileVine Sucks" July 22, 2025 1.0 Overall, I would never recommend this as a case management system. I should have went with Clio or just left the current systems in place until I retired. Pros It does allow you to fax and text from within the system. If you spend a ton of time and effort building your templates it does pretty much walk a person through what needs to be done, requested, etc. in a case. Cons I found it to be very difficult to learn and unless you have an in house amazing tech person like we do, I would not even consider it. For example, it calls cases "projects" the calendar is so bad that you must use outlook and sync with it, but anything entered in Outlook will not show-up in FV (Filevine). You have to apply a special code for emails and for Outlook Calendar entries or they will not show-up at all in the FV system. The document assembly is very time consuming and you cannot File Save As. There is so much more I wish I knew before I spent a ton of time and money. While we are moving forward after spending $60,000 for the program, implementation and training I wish that I had never heard of FV. I am still going to use my old Word document case management until I retire and our newer attorneys can use FV. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Filevine FileVine has great sales people that promise everything will work, but it does not work as described. Switched from [Time Matters](https://www.capterra.com/p/228265/Time-Matters/) Because younger attorneys wanted to be able to text from it and see there calendar in Outlook. Review Source DC Drew C. IT support Law Practice Used the software for: 1-2 years ### "BE AWARE: Technical experience needed to use this product " June 2, 2025 1.0 Timeline Summary •October 2023: Contracts were signed for Filevine software and Vinetegrate’s implementation, including data and document migration from the prior system. Vinetegrate set a Go Live date for February 2024 and required upfront payments and data backups. •November–December 2023: The company was required to deliver data backups to Vinetegrate. Early communication revealed challenges in linking and extracting documents from the legacy system. Vinetegrate issued technical upload instructions, and a contractor managed uploads. •January 2024: Ongoing technical issues with file uploads emerged, especially with folder structures. After uploads, Vinetegrate requested CSV exports instead of the previously provided FileMaker files, requiring duplicate work and causing frustration and extra cost. •February 2024: The scheduled Go Live milestone was reached, but documentation does not confirm if it occurred on time. •2024–2025: Communication gaps continued regarding data migration, technical support, and additional changes (such as required API updates) further complicated the process. Key Issues •Vinetegrate failed to communicate critical requirements upfront (e.g., need for CSV files), resulting in avoidable rework and costs. •The company was held responsible for technical tasks that were expected to be vendor-managed. •The schedule was strict for the company, but vendor requirements shifted after work began, leading to delays. •The vendor’s dispute process was one-sided, with broad leeway to assess “cooperation,” adding risk and inconvenience for the company. Pros The sales process. Over-promise, under deliver on the actual product. If you are an enterprise level law firm, maybe this product is right for you, since you need to have the technical knowledge, in-house to be able to utilize the features to the fullest. Cons They charged $60k upfront for services and add-ons that were not only never used, but never setup or even deployed to a production environment. Alternatives considered [8am MyCase](https://www.capterra.com/p/115613/MyCase/)[Clio](https://www.capterra.com/p/105428/Clio/)[Lexis](https://www.capterra.com/p/196819/Lexis-Advance/) Reason for choosing Filevine The former manager did and got sold without being aware of having to do all the technical work ourselves even though they paid for premium setup. Review Source VR Verified Reviewer Attorney Law Practice Used the software for: Less than 6 months ### "FileVine is far too expensive for the product you're getting. " January 16, 2026 1.0 I do NOT recommend using FileVine at all. The have terrible customer service, are slow to fix your problems. You would need your own tech team on staff in order to get it all set up unless you want to spend countless hours of your own time getting it set up. Pros I'm sure it has all the features they say they have, but I have not been able to utilize any of them. For me, it has been an overly expensive document server. Cons FileVine is extremely overpriced for a system that is of average quality. They're good at selling the product, but as soon as they got my money, I had to nag them repeatedly to put the site together and spend countless hours just to get it going. This was for a new firm too, so it shouldn't have been that complicated since there were no cases to transfer over, but in order to customize the system, there was a lot of back and forth with tech that has been ultimately unhelpful. They have a strict "no refunds" policy if you choose to end early, so I pretty much wasted $2,000 on a nothing system that didn't even provide the services I actually wanted without the extra cost. I Alternatives considered [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/)[Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Filevine They sold it well and another person recommended it. Review Source Jetta H. Intake Zar Legal Services Used the software for: 6-12 months ### "Intake Zar" January 2, 2026 5.0 There isn’t much I dislike about Filevine; however, I have heard it can be a bit expensive, and it’s important to ensure it’s set up exactly how you want it to be used. Pros Filevine is the best legal management system I have used during my time in the legal field. It is extremely user-friendly and easy to navigate. Cons There isn’t much I dislike about Filevine; however, I have heard that it can be somewhat expensive, and it’s important to ensure it is set up exactly how you want it to be used. Review Source AE Alex E. Director of Finance and Human Resources Legal Services Used the software for: 2+ years ### "Customizable Client Management for Attorneys" March 6, 2025 4.0 Overall, we've grown to really enjoy using Filevine. It's been so helpful to be able to customize the software. Pros Our company has used Filevine for four years now and during that time we've seen a huge growth within the software. It began as a system we begrudgingly used, to one that we have heavily customized to fit our needs and have recommended to others. The thing I like most about Filevine is the ability to customize their software to fit your companies needs. The storing of client files is not going to be the same firm to firm so having the ability to customize the software to fit our needs is a huge asset. Cons We have found that Filevine can be slow or kick users out more often than other websites. In addition, the search feature, while wide, is also inefficient and doesn't show you the most logical result at the top, so you sometimes have to go digging for something you need. Switched from [Clio](https://www.capterra.com/p/105428/Clio/) We wanted something that could handle client management and document management in one. Review Source SS Shenella S. Business Development Team Leader Legal Services Used the software for: 6-12 months ### "Filevine for case management!" February 21, 2026 5.0 AI is seamlessly integrated to the platform and the software is more aligned with the technology of today. Pros Good and secure software that makes document and client management more efficient. Workflow is seamless automated. Cons Customer support is slow to respond and the software is quite pricey comparatively. Customization is mediocre. Review Source MR Melinda R. Attorney Law Practice Used the software for: Less than 6 months ### "DON'T waste your money" May 16, 2025 1.0 It was ok at he beginning but when I tried using it the problems with it becMe so bad I had to switch to Docketwise. Docketwise is 3000x better. Pros Nothing. The product is horrible and so difficult to use unless you are very computer literate. The company should be ashamed of itself for the quality and hte customer support. Cons 1) Difficult to use 2) AI is horrible 3) You have to apy to learn it and getting help after you pay $750 for an hour's worth of help you don't get support 3) I aske dor a month to month license and stupidly didnt ccheck to make sure it was correct and now I am builed monthly for this terrible product that was so difficult to use and ws not helpful for immigration cases. 4) I tried to get out of the contract but htey didnt care and I am stuck with a bill every month for a horrific product. Buyer beware!!! Alternatives considered [Docketwise](https://www.capterra.com/p/172490/Docketwise/) Reason for choosing Filevine I thought it would be better but it was so bad that I ws upset with myself for making such a large mistake. Review Source BK Belinda K. Chief Operations Officer Law Practice Used the software for: 2+ years ### "Good, but not Great CMS" November 25, 2024 3.0 Overall our experience at Filevine has been good - but it hasn't been great. We've generally been happy but we've had some concerns with support, customer service, and data storage. Pros Filevine is really customizable which is great because we can tailor it to the needs of our firm. Cons It is rare that you are able to speak with someone directly at Filevine if you want to implement a new service or need assistance with a feature. They are always referring you to third party vendors. This is an issue because you are paying for customer support as well as the fact that you don't have access to the people actually making the software. Switched from [8am CasePeer](https://www.capterra.com/p/156217/CASEpeer/) Casepeer didn't have as many features as Filevine and we needed more robust software. Review Source Response from Filevine December 3, 2024 Thank you for taking the time to leave your review, Belinda. OB Olivia B. Subrogation Specialist Law Practice Used the software for: 2+ years ### "Filevine Experience" January 2, 2025 5.0 Pros It is easy to navigate and having the ability to customize the platform to our firms needs has been critical. Cons The search bar. When searching for projects in the "search bar", it leaves very little room for error. If you misspell a clients name, or leave out the middle initial it will not suggest projects with similar names. I've always found this odd. Switched from [Needle](https://www.capterra.com/p/187693/Ecommerce-Live-Chat/) We needed a product that was more up to date and allowed us to customize and bend to our needs. Review Source DR Dionel R. Intake Speacialist Legal Services Used the software for: 2+ years ### "Awesome tool" January 20, 2025 5.0 I used to work on another firm were the tools to assist the clients and draft the different letters were very time wasting, but this app allows you to work fast and you can work your task on a timely manner Pros The way it allows to you to work efficiently and organized Cons I dont have anything right now, the app is awesome Review Source YH Yvette H. Case Manager Law Practice Used the software for: 2+ years ### "FileVine Is A Great Program" December 19, 2024 5.0 It was great and I enjoyed using the hashtags for certain subjects Pros The simplicity of being able to pin important notes and add to that note in the file. Cons Certain information would not copy over to companion files Review Source DF Devin F. Intake Law Practice Used the software for: 6-12 months ### "Honest Opinion " February 27, 2025 5.0 Overall, it gives me an easy was to generate documents for clients. Pros Filevine is fast simple and easy. I use it everyday. Cons It's not built into Briefcase, so I have to sign in separate. Review Source JB Jake B. Attorney Law Practice Used the software for: 6-12 months ### "Easy to start" January 15, 2025 4.0 I was extremely impressed with Filevine's ease of use. Pros Filevine made it easy to learn how to use it, and gave concise explanations for everything it offers during training. Cons The layout seemed aesthetically clunky compared to other softwares. Review Source AN Astrid N. Legal Assistant Legal Services Used the software for: 1-2 years ### "Filevine Review" November 15, 2024 5.0 Pros It is easy to navigate and learn how to use Cons Not applicable, it is very user friendly Review Source Response from Filevine November 27, 2024 Thank you so much for your review, Astrid! NG Nicky G. Paralagel Law Practice Used the software for: 2+ years ### "Wonderful Program " September 24, 2024 5.0 Great. The program has made the day to day process smooth, efficient and easy! Pros Ease of use and navigation. Keeps the flow going smoothly and effectively. Cons So far, I have found nothing that I dislike. Review Source Response from Filevine September 30, 2024 Thank you so much for leaving your review, Nicky. We're thrilled to read that you find Filevine's platform to be easy to use and effective in keeping your day-to-day moving smoothly! RP Robert P. Chief Technology Officer Law Practice Used the software for: 6-12 months ### "Work in progress" July 26, 2024 3.0 Pros Working in the cloud is easy with fast internet and small files (documents and such) Cons There are some limitations such as viewing multiple pictures and calendaring issues. Review Source Response from Filevine August 2, 2024 Thank you for taking the time to leave your review, Robert. JG Justin G. Paralegal Legal Services Used the software for: Less than 6 months ### "Paralegal Filevine Review" November 8, 2024 4.0 It was difficult reviewing the files but it became easier once I became familiar with the files. Pros The ease and simplicity of receiving documents from a referral company. Cons The difficulty of navigating the documents received from the referral company. Review Source Response from Filevine November 19, 2024 Thank you so much for taking the time to leave your review, Justin! KP Katrina P. Case Manager Law Practice Used the software for: 6-12 months ### "FV for the WIN!" April 2, 2024 5.0 Your overall impression of Filevine appears positive and thorough. You value its diverse range of features, such as centralized document management, collaborative case notes, efficient billing and invoicing, well-organized contact database, effective time and expense tracking, streamlined electronic signatures, and strong security and compliance measures. These functionalities collectively enhance workflow efficiency, promote better communication and collaboration, improve financial management, and contribute to heightened client satisfaction. In summary, Filevine emerges as a valuable and comprehensive tool for legal professionals, providing a complete solution for case management and client representation. Pros What I appreciate most about Filevine is its efficient document management, which significantly enhances efficiency, collaboration, and compliance within legal operations. It guarantees that documents are orderly, easily accessible, secure, and current, ultimately leading to improved results for clients and increased productivity for legal practitioners. Cons There's little to find fault with in Filevine, given its pivotal role in my work as a case manager. It greatly aids me in numerous aspects of my responsibilities. Review Source Response from Filevine May 31, 2024 Thank you so much for leaving such a thoughtful review, Katrina! AD Alexa D. Managing Partner Law Practice Used the software for: 2+ years ### "Constantly upgrading and improving" April 5, 2024 5.0 Pros 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! Cons 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. Review Source Response from Filevine April 10, 2024 We really appreciate this thoughtful review, Alexa. This feedback is so helpful. It sounds like you really put the time into finding the best possible platform for your firm, so we're committed to not letting you down! SC Stephanie C. COO Legal Services Used the software for: 2+ years ### "Best Bang for your Buck" September 7, 2021 5.0 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. Pros 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. Cons 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 considered [SmartAdvocate](https://www.capterra.com/p/131579/SmartAdvocate/) Reason for choosing 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. Review Source HK Heather K. OFFICE SERVICES/FILEVINE GURU Law Practice Used the software for: 1-2 years ### "Admin and User of Filevine at Law Practice" September 23, 2021 5.0 Filevine is pretty helpful in helping users understand the system. They hold you and your staffs hand in the beginning. The migration of data and start date took longer than anticipated. I hear this is common place. Overall, I really do like the program. The reporting feature is awesome. There is a bit of a learning curve. You have to learn how to "talk filevine" to get the data you want. There is so much about the customization that is super amazing. I think the best thing is that they take suggestions for improvement and are constantly upgrading the product. They do listen to their users. Pros If Instagram and Facebook had a baby, it would be Filevine. Filevine is easy to use and easy to customize. I love that they have a help desk chat feature. At least once a day I ask a question. They also feature a ton of articles and videos on how to use the software. It really has helped us to organize or data. The best feature has been the reporting function. There are a lot of good things about Filevine and I am glad we selected it. Cons Filevine is a program that is so customizable, you need a person on your staff to handle it. Select one person to dedicate themselves to learning and figuring out what you organization needs. When you get Filevine you really get the bare bones of the program. It is up to you what you do with it. You sort of have to hit the ground running. There are no templates like when you are using a web builder such as wix. Filevine will help you only so much with set up. You can purchase a template from a business that will sell their set up. This is something we were not told when we invested. We thought we would just start using all these cool features the sales person sold us on. There are a lot of cool things about this but, you have to figure it out and set up 95% of it. One last thing that is kind of a bummer. Make sure you get the costs accurately. The sales people will sell you one thing and the reality may tack on costs you were not expecting. Reason for choosing Filevine Filevine blew them out of the water with all its modern features. Review Source VR Verified Reviewer COO Law Practice Used the software for: 2+ years ### "Love the document handling but we are having to move on due to a host of other issues/" September 20, 2022 3.0 We had high hopes for FileVine but we are having to move on due to the multitude of issues identified already. Also, Zapier integration is so basic we can't even really create any workarounds. Pros The document handling is amazing - this is why we purchased this solution. Cons First and foremost, good luck getting anything done with their team. I don't know if they are understaffed or just don't care but as other reviewers have noted, the customer service is terrible. We have billing issues that no one will resolve. We signed up for an automation service (add-on) and it's been over a month and not only have they not started the project, they haven't even assigned anyone to it. Alternatives considered [Clio](https://www.capterra.com/p/105428/Clio/) Reason for choosing Filevine Document management and integration with the LeadDocket intake software. Review Source GB Gail B. Legal Administrator / Paralegal Law Practice Used the software for: 2+ years ### "Easy to use, tons of features, and customizable!" April 6, 2021 5.0 We had a pretty robust program in place before it had some deficiencies and needed to be updated. FileVine allows us to text our clients from the program which has been a great feature to have. We are also taking advantage of the faxes through FileVine and those go straight in/out of the program or even the matter. That allows for much quicker sending, saving and "filing" of the fax. Pros There are so many great features in FileVine. The program is customizable to suit your needs. They are constantly updating the program and adding new features or adding enhancements to make the existing features work better. Customer support is easy to reach and quick to respond. We really like the fact that we can text our clients from inside the program and it's saved to their matter. This allows us more flexibility to communicate with our clients in a manner that they choose. It has also been good for sending out quick reminders about appointments. FileVine listens to their customers, evaluates the feedback and determines if they can make updates to make the user's life is easier. We've suggested several things that we've seen come to life inside the program, making it better each time! Cons It's not really a negative, but just be prepared that implementation does take a little bit of time so you should be patient. Part of that is based on the user's timeline and when they have the shell set up as they want it. Then any existing data has to be imported into a test area, reviewed and then imported in the live program. So the process will move quicker or slower depending on how much time you dedicate to it and how much data you are pulling over (and maybe in what format it comes in). Aside from that, there are features that I feel should be in place and I've submitted several and seen them come to life. The one area I wish we could streamline is Deadline Chains. Some of what we use that for is an actual event / appointment and then tracking all the items that need to take place prior to that appointment. While the deadline chain will put the event on the calendar, it puts it on as an all day event. (You can hide it from the calendar if you wish.) So I have to go back and enter a calendar event with the actual time. Then any time that event is postponed I have to change the data in two places. It would be nice if I could stop the duplicate entry. Reason for choosing Filevine Cost, the fact that we could easily customize it to the data we want to see, access to it from anywhere if need be (not hosted on the local pc), and it had some features we thought we could use to benefit the firm and the clients. Review Source RW Richard W. President Law Practice Used the software for: 1-2 years ### "Run - Do Not Walk - From Filevine" April 9, 2020 1.0 Using Filevine was a waste of a year that I wish I could have back. A complete disaster. Make sure you have a backup of all documents you give them or upload into Filevine. My experience with Filevine is that they check ethics at the door and will say and do anything for a sale. They only hold the keys to all of your practice's information and documents, so best of luck with that. Pros Literally nothing. At the end of the day, Filevine was the most expensive version of Dropbox or Box - not a practice management solution - possible, so, if that is of any interest, read on. Cons Filevine indicated to me that they were very experienced at migrating data over from the practice management software I had been using. A YEAR AFTER retaining Filevine, it was still NOT done and was a complete disaster. If you ever want to see your documents again, run - do not walk - from Filevine. A YEAR after retaining Filevine, they still had not done any of the customization that they promised, which was a large part of the inducement to retain them. Unless you are a programmer or merely want the most expensive version of Dropbox or Box possible, run - do not walk - from Filevine. I am NOT kidding or exaggerating about this last one: I signed up for a year's worth of service and cancelled after the year was up, for the above reasons. They then tried to tell me that I was actually in a 3 year contract! The agent who signed me up apparently CHANGED my agreement when he sent it to me via Docusign, so that he could make a sale. Run - do not walk - from Filevine. Even despite all that is underway with the coronavirus pandemic, Filevine has the time to constantly badger me to pay for 3 years of service, despite knowing of their intentional misrepresentation and fraud, and despite their knowing that I do not use Filevine at all, given the above. They even sent someone (a collector) not to my office, but to my home! Who does that? I have used Clio and Smokeball and have never had these kind of issues. Run - do not walk - from Filevine. Switched from [Smokeball](https://www.capterra.com/p/133656/Smokeball/) The representations made by Filevine Review Source Response from Filevine April 23, 2020 Hi Richard, in looking at your experience, we'd love to address a few items. We reached out many times and were unsuccessful in reaching you, and even flew our Director of Implementation to San Diego to help you design your template to fit your needs. The visit was pre-planned and confirmed with you, but we are sorry if it still seemed a surprise. These efforts, along with many trainings and hours of consultation given, were all intended to help you create a workflow that you would be satisfied with. We still wish to uphold our offer to help and can do so at any time. As mentioned, your migration was indeed from a system we've handled many times successfully. Unfortunately, they were unwilling to release the data you were looking for. We're sorry this affected your experience so deeply. Regardless of the source of confusion, we're sorry to hear there was so much dissatisfaction around your experience. We still have open doors ready to assist you. Talk to a Capterra advisor for free and get results within 15 minutes.