Filevine vs. SurePoint Legal Management System (LMS)

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

Law firms needing an easy to use billing and accounting systems. [SurePoint Legal Management System (LMS)] would work for law firms of all sizes. It does not work well for matter pricing or profitability analysis.

Incentivized

• Customization - you can easily add sections and fields
• Workato and Zapier integration works well - we can connect Filevine to a multitude of other platforms and services
• Texting and faxing is available across the entire platform
• Integration with Vinesign for e-signature completion

Incentivized

• The interface is fairly well designed, making it fairly easy to enter data or to create information visualizations.
• The software supports a robust set of features that can all be accessed through a single portal or site.
• There are analysis functions that help show patterns or trends based on time sensitive information.

Incentivized

• The PDF document editor can be easier when trying to save changes. Make a button that says save changes, instead of save file.
• The contacts can probably be more streamlined so that there are not multiple contacts for the same individual or business.
• Tasks should automatically be changed to a new individual in a parallel role when the file changes teams.

Incentivized

• No case management system to speak of.
• No able to create multiple cost rates for attorneys to use in profitability analysis
• Accounting system does not integrate well with e-billing vendors

Incentivized

there’s a learning curve for advanced features, some functionality comes only through add-ons at extra cost, and occasional performance issues such as lag or sync glitches have been reported. Additionally, a few users note challenges with implementation and customer support responsiveness. Overall, it’s a powerful and adaptable case management tool, but not entirely frictionless, making 7–8 a fair usability score

Incentivized

Filevine is so much more detailed and extensive in terms of keeping all the information for each case in one place. I can even edit docs within filevine and combine docs and create emails and faxes right from within. I feel Filevine is an all in one stop and helps keep everything as organized as possible.

Incentivized

LMS Practice Management provides a wealth of features not often found in one package. Its information visualization tools and client management tools are extremely helpful in providing oversight on client billing matters. Its reporting tools were also fairly robust, providing more features than competitor products on the markets. While not perfect, its clean interface and number of components help make it stand out among the competition

Incentivized

• Allows much attention to detail on many cases. We can handle more cases more easily. Revenue is up for several years by at least 25%
• Better client communication and less expensive with texting from the file. Less expense than letters. Reduction in letterhead and postage costs of at least $2000 per year. Emailed letters may not be noticed as quickly but text messages are.
• Less time on billing. Saves on our bookkeeper tasks making it more part time and allows paralegal tasks to be added for this person increasing productivity.

Incentivized

• It easy to use to respond to questions relating to time entry, billing and collections

Incentivized