Filevine vs. 8am™ MyCase

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.

Incentivized

It is great for taking credit card payments, managing calendars, sharing and accepting document uploads and maintaining digital files. The app is better than nothing, however is vastly inferior to the web version. The time entries should show on the first screen whether they are marked as billable or non-billable without having to enter each specific time entry

Incentivized

• 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!!

Incentivized

• Securely transfer documents to and from clients and opposing counsel
• text messaging with clients and other contacts
• Managing our office calendar with color coding for different office personnel
• Taking and adding our credit card payments
• Maintaing our digital files in the cloud allowing us to access them from anywhere at anytime

Incentivized

• Automation customization is hard to navigate if you are unable to afford the cost of having a third-party do the set-up
• Mailroom notifications for non faxes - We should be able to obtain notifications for emails that our sent into our mailroom

Incentivized

• Time Entries should show as billable and non-billable without the need to open each time entry to see if it is billable or not
• The app should allow searching for text messages just as the web version does
• The app should allow searching for files just as the web version does

Incentivized

I don't personally handle whether or not we renew our subscriptions to platforms but it's very integral to our work so I doubt we'd get rid of it

Incentivized

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

Incentivized

It is so easy to use. We've had multiple people join our team and they don't have any issues using it right away. It's also easy to use new features as they're developed. I think everyone should have and use a simple case management platform, and MyCase is my usual recommendation.

Incentivized

Years ago, they were very supportive. They tend to address issues, but they aren't very communicative when dealing with feedback. They just add new features suddenly. There aren't many issues with our platform, so we don't have many questions now, but years ago, we did have some issues that needed to be addressed and then they were much more responsive.

Incentivized

We love the program.

Incentivized

None. This thing is a no brainer for a small law firm.

Incentivized

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.

Incentivized

Prior to using MyCase, my firm relied on AbacusLaw for its CRM program. I have also used Amicus Attorney prior to that. AbacusLaw and Amicus Attorney were local area network programs using an onsite computer server. I started using MyCase so that I would have an entire cloud-based legal CRM program. At the time its best competitive feature was that the program was entirely cloud-based and that online retrieval of documents and client contact information was easily retrievable. The best contribution of these features is not just improving team collaboration, but improving efficient communication with clients by allowing them online access to their case file and secure communication with the client portal. Our Intake staff uses Clio Grow as a CMS (Contact Management System) despite some intake features being added my MyCase in the past year. Clio Grow has a Kanban board interface to manage incoming leads and improve intake team collaboration. MyCase's intake feature is new and less robust and intuitive to use compared to Clio Grow (formerly Lexicata). From the beginning, G Suite has always been an integral tool for email and calendar management. MyCase offers email and calendar support but G Suite is easiest to use on multiple platforms and hardware devices compared to MyCase.

Incentivized

• Our intake process has been fast tracked using Filevine
• Remote users can just use a web page on their personal device (phone, pc or mac)
• We have repurposed our front desk / reception call logger by using a custom layout
• Our attorney's have their own private projects for case lists which scripts updates to our executive management

Incentivized

• Organization: I know where to go for my case details
• Efficiency: I just leave a window open on one screen logged into mycase and I can instantly modify/update matter details
• Billing: integrated credit card payments/invoice updating is nice. Invoicing is a lot easier than prior platforms I used given you can email the invoice out directly from the platform, and see when it has been viewed.

Incentivized