File Vine is well-suited because I believe it was invented to assist Law Firms with document organization for the legal cases collected in a Law Firm. It is easy to navigate and find your documents with a click of a button.
we are able to duplicate our file types from Sharepoint in Filevine giving us a unified look at our files
We are able to create subfolders in Filevine to help give each project a more clean look and feel when we access documents
We are able to integrate our medial records requests with Filevine
We are able to integrate Outlook with Filevine and we are able to email /forward emails into projects.
Project Hub in Filevine is a God-send! We are able to see a snap shot of our projects and can filter our view of our projects and which team may be handling each project!!
I dock a few points because of the setup it requires. If someone in-house can handle that then the score goes up. It really depends on the firm and their personnel. Once it is setup though, I think anyone can get in and do what they need to do
I’ve tried Clio, MyCase, and PracticePanther. Clio is super user-friendly with lots of integrations, MyCase is great for billing and communication but more limited on automation, and PracticePanther is easy to use but not as strong on reporting. Compared to them, Filevine feels more customizable and workflow-focused, though it does take more time to learn.
