Über Filevine

Filevine ist eine cloudbasierte Projekt-, Team- und Fallmanagementlösung für Rechtsberufe und Kanzleien. Die Lösung hilft Anwaltskanzleien, Falldokumente ordentlich zu organisieren und die Kommunikation zwischen Anwälten, Assistenten, Rechtsanwaltsfachangestellten und Kunden zu rationalisieren.

Filevine unterstützt Unternehmen bei der Verwaltung von Terminen, der Berichterstattung und der Nachverfolgung von Projektrechnungen und -ausgaben, der Aufzeichnung von Dokumenten und der Auswertung von idealen Abrechnungsbedingungen für Kunden. Das Tool unterstützt auch Projektmanagement und Zusammenarbeit. Filevine ermöglicht es Anwälten, effizient mit ihren Kunden und Teammitgliedern zusammenzuarbeiten. Mit der Lösung, die interne und externe Kommunikation aufzeichnet, organisieren Anwaltskanzleien Klientendaten, Fallnotizen, Besprechungen und Aufgaben. Der Selbstlern-Algorithmus ermöglicht es Filevine, wiederholte Schritte, die an einem Falllebenszyklus beteiligt sind, zu beobachten und automatisch den nächsten Satz von Workflows für Anwälte und Assistenten nach jeder Phase zu generieren.

Filevine bietet einen genauen Prozesskalender, der jeden Meilenstein im Zusammenhang mit einem Fall speichert – insbesondere Fallfristen. Die Lösung sendet automatisch eine Erinnerung an Anwälte und ihre Teams, sobald wichtige Meilensteine bevorstehen. Filevine bietet mehrere Vorlagen, um verschiedene KPIs zu melden und zu analysieren und die Geschäftspraktiken zu verbessern. Das Settlement-Rechner-Tool hilft dabei, die verschiedenen Optionen zu bewerten, die während eines Vergleichs angeboten werden, und schlägt das ideale Szenario für die Klienten vor.

Filevine bietet erweiterte Standards für Datensicherheit, einschließlich HTTPS-Verschlüsselung, serverseitige Verifizierung, redundante Datensicherungen und sichere E-Zahlungen. Die Lösung bedient eine breite Palette von Organisationen und eignet sich ideal für Teams von vier oder mehr juristischen Personen, die nach einer Anwendung suchen, um an der Kundenbasis zu zusammenzuarbeiten, sie zu organisieren und zu erweitern.


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Filevine

4,5 (203)
VS.

Startpreis

Keine Preise gefunden
59,00 $
Monat

Preisoptionen

Kostenlose Version
Kostenlose Testversion
Kostenlose Version
Kostenlose Testversion

Funktionen

89
105

Integrationen

16
27

Bedienkomfort

4,5 (203)
4,7 (50)

Preis-Leistungs-Verhältnis

4,3 (203)
4,8 (50)

Kundenservice

4,4 (203)
4,8 (50)
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Nutzerbewertungen

Gesamtbewertung

4,5 /5
(203)
Preis-Leistungs-Verhältnis
4,3/5
Funktionen
4,4/5
Bedienkomfort
4,5/5
Kundenbetreuung
4,4/5

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Andere Softwarekäufer brauchen deine Hilfe! Produktbewertungen helfen uns allen, die richtigen Entscheidungen zu treffen.

Zeigt 5 von 203 Bewertungen
Daniel
Daniel
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: 51–200 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung

Was exactly the fit we were looking for and seems to constantly be adding new features.

Bewertet am 16.2.2018

Vorteile

The best thing about this product is the fact that it's fully web-based. Gone are the days of needing a beefy back end and/or an SQL server to host the databases. Now all of your data is secure and in the cloud for easy access for attorneys and their staffs.

Nachteile

The biggest con with this software was the setup. They sold us on a seamless integration, which is never the truth, with a dedicated handler. To put it plainly, our installation was not pretty. Lots of delays and having to really push to have certain items exported from our former client management system and entered into the proper fields within theirs. Was it worth the headache of making the move, absolutely, however it could have been handled much better in my opinion.

EOWYN
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 8.0 /10

SO MUCH BETTER THAN MOST

Bewertet am 1.11.2019

ALTHOUGH THEY ARE VERY NICE, THEY DO NOT NEARLY HAVE ENOUGH STAFF. THEY ESPECIALLY DO NOT HAVE...

ALTHOUGH THEY ARE VERY NICE, THEY DO NOT NEARLY HAVE ENOUGH STAFF. THEY ESPECIALLY DO NOT HAVE ENOUGH KNOWLEDGEABLE STAFF. IMPLEMENTATION WAS A STRUGGLE AND I HESITATE TO ASK FOR ANYTHING BECAUSE NOTHING HAPPENS. HOWEVER THE PROGRAM ITSELF HAS BEEN GREAT NOW THAT IT IS IMPLEMENTED (IT TOOK OVER 9 MONTHS FOR US TO GET UP AND RUNNING AND COST A LOT IN ADDITIONAL SOFTWARE AND OVERTIME FOR OUR STAFF).

Vorteile

CUSTOMIZATION (A BIG ONE), REPORTING, EASE OF TRAINING/LEARNING FOR STAFF, KIND CUSTOMER SERVICE, SYNCING WITH OUTLOOK, DOCUMENT DRAFTING AND ORGANIZATION, STAFF PRODUCTIVITY MONITORING, DOCUMENT MERGING AND EASE OF CREATION OF TEMPLATES (ALTHOUGH MAKE SURE YOU UNDERSTAND IT FULLY BEFORE YOU BEGIN OR YOU WILL HAVE TO CREATE THEM OVER AND OVER).

Nachteile

CERTAIN THINGS DON'T MAKE SENSE AND CAN'T BE CHANGED. EX. NO SPOT FOR SUBRO LIENS IN THE DRAFT CLOSING TAB, SORTING OF REMINDERS IS OLDEST TO NEWEST AND YOU CANNOT FILTER FOR OPEN REMINDERS (SO YOU HAVE TO SCROLL FOREVER ON AN OLDER CASE TO GET TO THE OPEN REMINDERS), CAN ONLY ASSIGN ONE COST/TRUST ACCOUNT PER ORGANIZATION FOR SYNCING WITH QB (EVEN THOUGH IRS REQUIRES A SEPARATE ACCOUNT PER CLIENT FOR COSTS AND THE BAR REQUIRES A SEPARATE ACCOUNT PER CLIENT FOR TRUST). DO NOT SWITCH TO QB ONLINE SOLELY TO SYNC WITH FV. NOT WORTH IT AND YOU CANNOT SWITCH BACK. CHOOSE YOUR INTERNAL IMPLEMENTATION PERSON CAREFULLY. NEEDS TO BE SOMEONE THAT IS TECH SAVVY, FAMILIAR WITH YOUR PRACTICE AND HAS THE TIME TO DEDICATE 3 MONTHS MINIMUM TO ONLY THAT. GET THAT PERSON A TEMP ASSISTANT FOR 3 MONTHS. THEY'LL NEED IT. BECAUSE OF THE CUSTOMIZATION, THEY REALLY DO NOT LEAD YOU THROUGH IMPLEMENTATION. YOU DRIVE THAT TRAIN AND YOU ARE THE PROJECT MANAGER. DO NOT RELY ON THEM TO GUIDE YOU.

In Betracht gezogene Alternativen

Case Master Pro

Warum Filevine gewählt wurde

CUSTOMIZATION, REPORTING AND EASE OF USE.

Zuvor genutzte Software

Legal Files

Gründe für den Wechsel zu Filevine

I WAS OVERRULED. THE CUSTOMIZATION AND TRENDY FORMAT WAS WHAT PUSHED THE PARTNERS TO CHOSE FILEVINE. CASE MASTER IS MUCH BETTER AT THE ACCOUNTING, SYNCING WITH QB, OVERALL ORGANIZATION, CUSTOMER SERVICE, IMPLEMENTATION, PLEADING MERGES (CASESTYLE IS VERY DIFFICULT TO FORMAT IN FILEVINE), AND THE ACTIVITY NOTES ARE MORE AUTOMATED (NOTES GET AUTO ENTERED WHEN DATA CHANGES OR DOCS ARE MERGED IN CASE MASTER PRO). IF THESE TWO COMPANIES MERGED, THEY MIGHT BE THE PERFECT LEGAL CASEFILE MANAGEMENT.

Antwort von Filevine

Hi Eowyn, thanks for taking the time to leave a review. We're sorry that implementation was a difficult process for your firm. We hope to continue making improvements to our implementation process so that things are smoother in the future, but we're glad to see that you're getting value now that everything is set up.
We read through the issues you reported and spoke with our team. Your Customer Success Manager and our Head of Support said they had a few ideas in mind to could help. Our Director of Solutions Engineering also mentioned they'd be happy to take a look to find ways we can improve the setup or workflow. Let us know if you're interested in hopping on a call.
Thanks again for being an awesome customer. We hope that we can continue to make Filevine even better for your team.

Richard
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Weitere für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 0.0 /10

Run - Do Not Walk - From Filevine

Bewertet am 9.4.2020

Using Filevine was a waste of a year that I wish I could have back. A complete disaster. Make sure...

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.

Vorteile

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.

Nachteile

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.

Antwort von Filevine

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.

Jessica
Gesamtbewertung
  • Branche: Rechtsberatung
  • Unternehmensgröße: 2–10 Mitarbeiter
  • Täglich für 1-5 Monate genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

Overall Thus Far...

Bewertet am 17.11.2023

I really enjoyed the training. I'm looking forward to learning more about utilizing FV to its full...

I really enjoyed the training. I'm looking forward to learning more about utilizing FV to its full potential, tips and tricks to help in customizing our firms FV to make it work more conveniently and effectively for our team and our firm.

Vorteile

FV seems very user friendly and efficient. So many capabilities allowing you to stay w/i FV and ie share folders, send out for electronic signature, PDF edit, combine, etc. All really cool features to be more effective and efficient.

Nachteile

Surprised that when saving a document into a companion case that is already linked to the primary case that you would have to search each case to also "copy" the document there as well instead of a "copy to all companions" option. Like you can save a "note" across the board to all companions attached.

Mariel
Gesamtbewertung
  • Branche: Anwaltskanzlei
  • Unternehmensgröße: 11–50 Mitarbeiter
  • Täglich für Mehr als 1 Jahr genutzt
  • Quelle der Bewertung

Gesamtbewertung

  • Preis-Leistungs-Verhältnis
  • Bedienkomfort
  • Kundenbetreuung
  • Weiterempfehlungsquote 10.0 /10

The Best!

Bewertet am 25.2.2021

I lover it!

I lover it!

Vorteile

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.

Nachteile

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

In Betracht gezogene Alternativen

SmartAdvocate

Warum Filevine gewählt wurde

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.

Zuvor genutzte Software

SmartAdvocate und Neos

Gründe für den Wechsel zu Filevine

It was colorful, not scare to click on things, very friendly, very new!
5 von 203 Bewertungen angezeigt Alle Bewertungen

Filevine Häufig gestellte Fragen

Weiter unter folgen häufig gestellte Fragen über Filevine.

Filevine bietet folgende Kostenpläne an:

  • Ab:
  • Preismodell: Kostenlose Version, Abonnement
  • Gratis Testen: Nicht verfügbar

Filevine hat die folgenden typischen Kunden:

Selbstständig, 2–10, 11–50, 51–200, 201–500, 501–1.000, 1.001–5.000

Filevine unterstützt die folgenden Sprachen:

Englisch

Filevine unterstützt die folgenden Geräte:

Android (mobil), iPhone (mobil), iPad (mobil)

Filevine kann in folgende Anwendungen integriert werden:

Box, Captorra, DocuSign CLM, Domo, Dropbox Business, Google Calendar, Google Drive, Microsoft 365, Microsoft Outlook, Microsoft Word, NetDocuments, OneDrive, QuickBooks, QuickBooks Online Advanced, Slack, Zapier

Filevine bietet folgende Optionen für Kundensupport:

E-Mail/Helpdesk, FAQ/Forum, Wissensdatenbank, Telefon-Support, 24/7 Live-Support, Chat

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