Filevine

What is filevine

Filevine is a cloud-based legal case management system that consolidates case data, document management, communication, and workflow automation into a single platform for law firms. The product is built to support matter intake, case tracking, calendaring, document generation, timekeeping, billing, and client communications while allowing high levels of configuration to match firm processes. Filevine focuses on visibility across cases and teams, providing dashboards, reporting, and built-in collaboration features intended for litigation-heavy and plaintiff-side practices.

Filevine is primarily used by law firms, in-house legal teams, and legal service providers that need centralized matter management, secure document storage, and connected workflows between legal, finance, and operations. The platform’s architecture is designed to scale from small teams to enterprise deployments with custom integrations and data migration services.

Filevine emphasizes case-level collaboration by keeping documents, communications, deadlines, and tasks grouped by matter so users can see the full history and status in one view. The platform also supports client portals and secure messaging to reduce reliance on email and separate tools.

Filevine features

What does filevine do?

Filevine organizes legal matters into configurable project records called files or matters where documents, emails, contact records, notes, tasks, calendar events, and financial entries are stored together. Key features include document management with versioning, custom intake forms, automated document assembly, and centralized storage that integrates with external document tools.

The platform exposes visual workflows and task automation so firms can route work, assign deadlines, and enforce intake-to-close processes. Filevine tracks case milestones and obligations, sends automated reminders, and provides reporting and KPIs through dashboards and scheduled reports.

Filevine also incorporates communication features such as secure text and email capture directly into matters, a client portal for document exchange, and built-in collaboration tools so multiple team members can work on a file simultaneously with a clear audit trail.

Filevine’s reporting and analytics tools let administrators build custom dashboards showing caseload status, revenue forecasting, outstanding tasks, and performance across teams. The configurable data model enables firms to capture the exact fields they need for compliance and operations while preserving structured data for reporting and integrations.

Other notable features:

• Document automation and templates: Create standard legal documents and letters with client and matter data merged automatically.
• Timekeeping and billing: Capture billable hours, expense tracking, and integration points for invoicing and payment processing.
• Client intake and CRM: Intake forms, conflict checking, lead tracking, and conversion into matters.
• Security and compliance: Role-based permissions, secure data centers, encryption in transit and at rest, and audit logs.

Filevine pricing

Filevine offers these pricing plans:

• Starter: $59/month per user (indicative starting price; actual rates may vary and enterprise discounts may apply)
• Professional: $99/month per user (indicative; includes advanced workflow, more integrations, and expanded reporting)
• Enterprise: Custom pricing (for large firms requiring advanced security, dedicated support, and custom integrations)

Pricing for Filevine is commonly quoted per user per month with discounts for annual billing and for larger user counts. Add-on modules such as advanced integrations, additional storage, and professional services (data migration, custom configuration, dedicated onboarding) are typically priced separately. Check Filevine's current pricing for the latest tiers and enterprise options at Filevine's pricing information.

How much is filevine per month

Filevine starts at approximately $59/month per user as an entry indicator for small teams when vendor-supplied published rates are used as reference points. Monthly per-user rates vary based on feature bundles, onboarding services chosen, and whether the contract is annual or monthly. Many firms negotiate pricing based on seat counts, module selection, and required integrations.

How much is filevine per year

Filevine costs approximately $708/year per user based on a representative $59/month per user starting point when billed monthly; annual billing often results in reduced effective monthly rates through discounts. Enterprise agreements are priced annually and include service-level and support commitments that change the per-user economics.

How much is filevine in general

Filevine pricing ranges from roughly $59/month per user for basic configurations to custom enterprise contracts that can exceed $100/month per user depending on services and modules. Total cost of ownership also includes implementation services, training, customization, and any third-party integration or payment processing fees. For exact current rates and module pricing, consult Filevine's published information on pricing and contact their sales team for a tailored quote.

What is filevine used for

Filevine is used for managing the lifecycle of legal matters: intake, evidence and document management, calendaring and deadlines, internal task coordination, client communications, and billing. It is commonly adopted by plaintiff firms handling personal injury, mass tort, and workers' compensation matters because it groups evidence, medical records, communications, and liability items within single matter records.

Law firms use Filevine to reduce fragmentation across separate tools by centralizing documents and communications in the matter record. Users rely on Filevine to generate documents from templates, automate repetitive workflows (for example, new-case intake to assignment), and to keep audit trails that are important for discovery and compliance.

Operational teams use Filevine for analytics and performance management: to monitor case velocity, open vs. closed matters, receivables, and workload distribution across attorneys and paralegals. The platform supports reporting that helps firm leaders plan staffing and identify bottlenecks.

Filevine is also used to enable distributed teams to collaborate on active cases, with role-based access to limit sensitive content and client portals to share documents and status updates securely.

Pros and cons of filevine

Pros:

• Centralized matter view combining documents, communication, tasks, and financial data that reduces tool switching and improves context for every case.
• High configurability of fields, workflows, and templates so firms can mirror existing processes without heavy custom software development.
• Built-in client communication features (secure messaging, document exchange) that keep client interactions linked to the matter record.
• Reporting and dashboards designed for legal operations and revenue tracking, enabling data-driven management.

Cons:

• Pricing is often presented as a negotiated or custom quote for larger firms, which can require sales engagement to get final costs and complicate quick budget comparisons.
• Implementations for larger firms can require significant professional services for data migration and workflow configuration, which increases time-to-value.
• Because Filevine is highly configurable, poorly designed templates or workflows can cause inconsistent use unless governance and training are enforced.
• Firms that require a lightweight, low-cost solution for solo practitioners may find the full feature set more than they need and prefer simpler products.

Filevine free trial

Filevine commonly offers product demonstrations and trial access through its sales process rather than a self-serve unlimited free tier. Prospective customers can request a guided demo, sandbox environment, or time-limited trial to validate workflows and integrations before committing to a full license. Demos typically show intake, document assembly, communication capture, and reporting to illustrate how matter records handle real case scenarios.

Trials or sandbox environments are often provisioned with sample data and can be configured to match a firm’s intake forms to test automations, template generation, and API integrations. Professional services teams often help firms with migration proofs-of-concept to demonstrate how legacy data will map into Filevine structures.

To arrange a demo or trial, check Filevine's trial and demo request workflows through Filevine's sales and onboarding pages.

Is filevine free

No, Filevine is not a free product for production use. Firms generally pay per-user subscription fees and may purchase additional modules and professional services. Filevine does provide demos and sandbox access for evaluation, but production deployments require a paid license and often a services engagement for onboarding and configuration.

Filevine API

Filevine provides a documented API that enables programmatic access to matters, documents, contacts, custom fields, tasks, and event histories. The API supports RESTful endpoints and common authentication schemes (OAuth or API token models depending on the integration type) so firms can integrate Filevine into broader application ecosystems.

Common uses of the Filevine API include automating data syncs with financial systems (for example, QuickBooks), extracting matter-level reporting for business intelligence tools, connecting intake forms on firm websites to create matters automatically, and integrating document-signing workflows such as DocuSign for e-signature automation.

Filevine’s API is intended to support both simple integrations via webhook/event notifications and more complex two-way synchronizations for large law firms. Developers typically use the API for:

• Creating and updating matter records from intake systems
• Uploading and retrieving documents with metadata
• Querying tasks and status for operational dashboards
• Exporting data for external analytics and billing reconciliation

For implementation specifics and developer guidance, consult Filevine’s developer resources and API documentation at the Filevine developer portal.

10 Filevine alternatives

• Clio — Cloud-based practice management with timekeeping, billing, and client intake features aimed at small to midsize firms.
• PracticePanther — Matter management with integrated billing, automated workflows, and client communications for growing firms.
• MyCase — A practice management platform that emphasizes simple billing, client portals, and document management for small firms.
• Litify — A Salesforce-based legal operating system tailored for litigation and personal injury firms with strong CRM and case workflow features.
• Smokeball — Desktop-plus-cloud solution for small law firms focused on productivity tracking, document automation, and legal templates.
• Lawcus — Visual case workflow management with automation and integrations targeted at small and mid-sized firms.
• Rocket Matter — Billing and case management with an emphasis on time and billing productivity and client portals.
• Zola Suite — End-to-end practice management with accounting, email integration, and document management for firms that need integrated financials.
• Casebox — Open source document and case management system suitable for teams that want a self-hosted, extensible platform.
• OpenLaw — Open-source tooling for contract automation and blockchain-enabled legal workflows aimed at developers and firms experimenting with contract automation.

Paid alternatives to Filevine

• Clio: Full practice management with separate modules for billing, calendar, and client intake; strong third-party ecosystem and legal industry focus.
• Litify: Built on Salesforce for firms that need enterprise CRM-style case management with advanced reporting and workflow automation.
• Zola Suite: Built-in accounting and firm-wide financial controls for teams that want unified practice management and bookkeeping.
• Rocket Matter: Popular for firms that want integrated time tracking and robust billing capabilities.
• Smokeball: Desktop-first with cloud sync for firms that rely heavily on document assembly and local templates.

Open source alternatives to Filevine

• Casebox: Self-hosted case and document management with permissions, workspaces, and collaboration functionality; requires IT resources to host and customize.
• OpenLaw: Tools and frameworks for contract automation and programmable legal agreements; focused on the developer community and contract workflows.
• ERPNext (customized): Open-source ERP that can be customized for legal matter tracking, document management, and billing; useful for teams with internal development capacity.

Frequently asked questions about Filevine

What is Filevine used for?

Filevine is used for legal case management and matter-level collaboration. Law firms use it to store and organize case files, automate intake-to-closure workflows, manage documents and communications, and run reports to monitor case progress and financials.

Does Filevine integrate with DocuSign?

Yes, Filevine integrates with DocuSign. Many firms use the integration to generate documents from templates within Filevine, send them for e-signature via DocuSign, and capture signed versions back into the matter record automatically.

How much does Filevine cost per user per month?

Filevine starts at approximately $59/month per user as an indicative entry point for smaller configurations; many firms purchase higher-tier plans or enterprise agreements that change the effective price. The final per-user cost depends on modules, support level, and contract terms.

Is there a free version of Filevine?

No, Filevine does not offer an unlimited free production tier. Evaluation access, demos, and sandbox environments are available through the vendor, but active firm deployments require paid licenses and typically professional services.

Can Filevine import data from legacy systems or Excel?

Yes, Filevine supports data migration from legacy systems and Excel imports. The platform provides migration tools and professional services to map and import contacts, matters, documents, and custom fields to preserve historical records and reduce manual re-entry.

Does Filevine support mobile access?

Yes, Filevine provides mobile access through native mobile apps and responsive web interfaces. Mobile features include viewing and uploading documents, reviewing tasks, and secure client communication, allowing users to interact with matter records away from the desktop.

Can Filevine handle billing and accounting?

Yes, Filevine supports timekeeping and billing and integrates with accounting systems. While it provides time and expense capture and invoicing workflows, many firms integrate Filevine with QuickBooks or other accounting packages for full general ledger and trust accounting capabilities.

Is Filevine secure enough for sensitive client data?

Yes, Filevine implements enterprise-grade security controls. The platform uses encryption in transit and at rest, role-based access controls, and audit logging; enterprise customers can obtain additional security assurances and contractual terms for compliance needs.

Does Filevine offer APIs for integrations?

Yes, Filevine exposes a RESTful API and webhook capabilities. Developers use the API to create and update matters, push and retrieve documents, synchronize contacts, and automate workflows with external systems like billing, analytics, or intake forms.

What training and onboarding resources does Filevine provide?

Filevine provides onboarding, documentation, and professional services for implementation. New customers typically receive a combination of guided onboarding, training sessions, knowledge-base access, and optional custom configuration services to align the platform to firm processes.

filevine careers

Filevine recruits across product, engineering, customer success, sales, and professional services functions. Careers at Filevine often emphasize experience with SaaS products, legal domain knowledge, and customer-focused implementation skills. Positions for developers and integration engineers are common as the company supports complex integrations and API-driven workflows.

filevine affiliate

Filevine does not widely advertise a public affiliate program; partnerships are typically structured through reseller or enterprise channel agreements. Law technology consultants, VARs, and implementation partners may negotiate referral or reseller arrangements directly with Filevine sales and partnerships teams.

Where to find filevine reviews

Independent reviews and customer feedback for Filevine are available on legal technology review sites and business software directories. For case studies and customer testimonials, view Filevine’s customer stories and third-party review aggregators for verified user reviews and feature comparisons.