Filevine

I use Filevine to organize and negotiate medical bills. I like how it places everything in one place for medical information regarding each case. I also use the documentation tab to look up case information regarding liens and key case information that important in closing a case. Since I am in the closing department I also use QB accounting so that I can make sure case expenses are accounted for in disbursement of funds.

• Tracking Settlements for each month and improved accountability and incentivized more settlements for the firm by 40%
• Helping track expenses and reduced costs by 10%
• Helped the firm generate better reviews by helping keep clients up to date improving client retention rate by 20%

Clio, 8am™ MyCase and PracticePanther

Clio, 8am™ MyCase, PracticePanther

I use Filevine daily in my Firm. Filevine is part of the intake process through settlement and closing out a case. I have also used Filevine in my deposition preparation and information gathering within my cases. Filevine allows me to have quick access to important case information. With the new AI tools, I can get questions answered quickly and with citations to where I can find the answers within the file.

• Communication with clients
• AI Summaries are quick
• you can create categories which fit your firm best

MetaDefender Data Diodes & Security Gateways

Adobe Acrobat

We use Filevine for everyday activities to keep track of all our files and clients. We utilize the system to ensure that we are providing the proper service for our clients. This system has made our job much easier and more efficient. I would highly recommend this system to anyone looking to manage clients and files efficiently.

• ROI
• It's a good product for the money you pay with the different features it has.

Salesforce CMS and 8am™ CasePeer

Adobe Acrobat Reader, CRM in Cloud by TeamSystem, Google Analytics 360 (discontinued)

In our firm, we use FV for all aspects of our legal cases. Organization and all document files. It keeps track of all our clients, their information, property damage photos, medical records, medical billing, and insurance documentation. It also keeps track of all incoming checks for property damage, bodily injury, and medical pay. It is an amazing tool. It helps employees navigate their to-do lists.

• No negative impact.
• All positive assistance with all our cases.
• We rely heavily on our FV.

We utilize Filevine for all of our legal cases. It is an excellent tool for managing files, calls, insurance documentation, and medical provider information, including expenses and reductions. I personally love this program because it helps me keep my cases up to date, and if any calls come in, I can easily access all the information I need.

• It has kept us in line with SOL's.
• It helps us keep deadlines with the phases each case is in.

Clio

Microsoft Teams, Pitney Bowes Managed Print Services