Filevine

Une solution cloud de gestion des cas juridiques destinée aux entreprises

En savoir plus sur Filevine

Filevine est une solution cloud de gestion de projets, d'équipes et de cas conçue pour les professionnels du droit et les entreprises. La solution aide les cabinets juridiques à organiser les documents relatifs aux cas de manière structurée et à rationaliser les communications entre avocats, assistants, assistants juridiques et clients.

Filevine aide les entreprises à gérer les échéances et le reporting, à suivre les notes de frais et factures de projet, à enregistrer les documents et à évaluer les conditions de règlement idéales pour les clients. L'outil prend également en charge la gestion de projet et la collaboration. Filevine permet aux avocats de collaborer efficacement avec leurs clients et les membres de leur équipe. La solution enregistre toutes les communications internes et externes ; elle permet également aux cabinets juridiques d'organiser les informations clients, les notes de cas, les réunions et les tâches. L'algorithme d'autoapprentissage permet à Filevine d'observer les étapes répétées impliquées dans le cycle de vie des dossiers et de générer automatiquement un ensemble de flux de travail pour les avocats et les assistants après chaque phase.

Filevine offre un calendrier de litiges précis qui conserve chaque étape liée à un cas, en particulier les échéances. La solution envoie automatiquement un rappel aux avocats et à leurs équipes chaque fois qu'une date limite approche. Filevine propose plusieurs modèles pour signaler et analyser divers KPI, tout en améliorant les pratiques commerciales. L'outil de calcul de règlements permet d'évaluer les différentes options offertes au cours d'un règlement de cas et de suggérer le meilleur scénario pour les clients.

Filevine offre des normes avancées en matière de sécurité des données, notamment : cryptage HTTPS, vérification côté serveur, sauvegardes de données redondantes et paiements électroniques sécurisés. La solution vient en aide à un vaste éventail d'organisations et est idéale pour les équipes juridiques comptant quatre collaborateurs en quête d'une application pour collaborer, organiser et développer la base de clientèle.

Appareils

Pour quelle entreprise ?

TPE PME GE

Disponible dans les pays suivants

États-Unis, Canada, Australie, Mexique

Langues

anglais

Images

Lets users create profiles for lawyers and associates
Offers a built-in settlement calculator
Report Builder features allow users to build customized reports
Users can create an organization profile
The software lets users track case history
Role-based permissions to view files help ensure data security
Users can customize the software's settings according to business needs
The application lets users record contact details of stakeholders involved in the project
En voir 9 de plus
Capture d'écran pour Filevine : Lets users create profiles for lawyers and associates Capture d'écran pour Filevine : Offers a built-in settlement calculator Capture d'écran pour Filevine : Report Builder features allow users to build customized reports Capture d'écran pour Filevine : Users can create an organization profile Capture d'écran pour Filevine : The software lets users track case history Capture d'écran pour Filevine : Role-based permissions to view files help ensure data security Capture d'écran pour Filevine : Users can customize the software's settings according to business needs Capture d'écran pour Filevine : The application lets users record contact details of stakeholders involved in the project

Fonctionnalités

Nombre total de fonctionnalités pour Filevine : 90

  • @mentions
  • API
  • Alertes par e-mail
  • Analyse d'entreprise
  • Analyse visuelle
  • Authentification
  • Authentification à 2 facteurs
  • Automatisation de documents
  • Base de données de clients
  • Base de données de contacts
  • Budgétisation
  • Business Intelligence
  • Calendrier des événements
  • Catégorisation
  • Champs personnalisables
  • Communication multicanal
  • Conformité HIPAA
  • Connexion sécurisée
  • Contrôle d'accès
  • Création de tableaux de bord
  • Emplacements multiples
  • Espace de travail collaboratif
  • Extraction de données
  • Facturation
  • Filtrage des données
  • Fonctionnalité de recherche
  • Formulaires personnalisables
  • Gestion de la communication
  • Gestion des activités
  • Gestion des affectations
  • Gestion des calendriers
  • Gestion des campagnes
  • Gestion des cas
  • Gestion des clients
  • Gestion des contacts
  • Gestion des documents
  • Gestion des dossiers
  • Gestion des délais
  • Gestion des factures
  • Gestion des fichiers
  • Gestion des flux de travail
  • Gestion des formulaires
  • Gestion des problèmes
  • Gestion des tâches
  • Gestion des utilisateurs
  • Graphiques personnalisables
  • Génération de documents
  • Historique des contacts
  • Importation de données
  • Importation et exportation de données
  • Intégration Microsoft Outlook
  • Intégration comptable
  • Intégration des SMS
  • Intégration des e-mails
  • Migration de données
  • Mises à jour en temps réel
  • Modèles de documents
  • Modèles personnalisables
  • Notes sur les projets
  • Notifications automatiques
  • Notifications en temps réel
  • Notifications par e-mail
  • Outils de collaboration
  • Piste d'audit
  • Planification de projets
  • Portail client
  • Programmation des tâches
  • Rappels
  • Rapports de suivi
  • Rapports de synthèse
  • Rapports en temps réel
  • Rapports personnalisables
  • Rapports sur la productivité
  • Sauvegarde automatique
  • Stockage de documents
  • Stockage sécurisé des données
  • Suivi des activités
  • Suivi des coûts
  • Suivi des e-mails
  • Suivi des frais
  • Suivi des références
  • Suivi des sources de référence
  • Suivi des tâches
  • Suivi des étapes
  • Suivi progression/coût
  • Synchronisation du calendrier avec Google
  • Sécurité SSL
  • Tableau de bord d'activités
  • Visualisation de données
  • Workflow configurable

Alternatives

Zola Suite

4,7
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Amberlo

4,7
Alternative n° 2 à Filevine
Amberlo est un logiciel cloud de gestion pour les cabinets juridiques, de suivi du temps et de facturation conçu pour...

CASEpeer

4,9
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Logiciel de gestion de cas basé sur le cloud pour les avocats spécialisés en préjudices corporels. Suivi des clients...

CasePacer

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Avis

Note globale

4,4 /5
(72)
Rapport qualité-prix
4,1/5
Fonctionnalités
4,3/5
Simplicité d'utilisation
4,4/5
Support client
4,3/5

Vous avez déjà Filevine ?

Les acheteurs de logiciels ont besoin de vous ! Les avis utilisateurs nous aident tous à prendre de meilleures décisions.

Donnez votre avis !
Afficher 5 avis sur 72
Joel L.
Note globale
  • Secteur d'activité: Cabinet d'avocats
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé tous les jours pendant 6 à 12 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 7.0 /10

Great app but terrible customer service

Publié le 25/06/2020

Optimistic but very frustrated by terrible customer service and lack of implementation services.

Optimistic but very frustrated by terrible customer service and lack of implementation services.

Avantages

A ton of feature and you can make anything you want out of it. You have to invest a lot of time into building it out. But FileVine is very innovative.

Inconvénients

The customer service is some of the worst customer service I have ever received in my life. You are better off getting support from Google than from FileVine. I've been emailing them for seven months on one simple issue and six months on another and they won't even respond to my emails. You are on your own.

Réponse de Filevine

Hi Joel, we're sorry to hear that you weren't able to give us strong scores on service--our Director of Customer Success has reached out to you to discuss your support experience. We take your feedback very seriously and will do all we can to ensure any improvements which need to be made are appropriately addressed. That said, we are glad to see you are still enjoying the vision and functionality of Filevine and hope we can bring your service experience up to par with the rest of your experience.

Dawn R.
Note globale
  • Secteur d'activité: Cabinet d'avocats
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 9.0 /10

FileVine Rocks!

Publié le 19/02/2020

FileVine has finally brought our firm into the 21st Century!! We are now able to streamline our...

FileVine has finally brought our firm into the 21st Century!! We are now able to streamline our intake/sign-up process; easily manage/maintain our documents bringing us closer to our goal of being a paperless office; more efficiently communicate with our clients; and keep our paralegals on track with managing case loads.

The sales team and support staff were absolutely amazing! [SENSITIVE CONTENT HIDDEN] and the rest of the FileVine team went above and beyond to accommodate our firm, including, providing 3 separate demos to make sure EVERYONE involved in the decision making understood what was going on. LOVE. FILEVINE.

Avantages

Extremely user friendly. Input and updates to case info super quick and easy. The most efficient CM software I've used in the 25 years of being a paralegal. LOVE the customization

Inconvénients

Honestly haven't found anything I don't like yet. Only thing I would like to see...only to accommodate some of our old-school staff, is some type of integration or syncing with QuickBooks. I believe it is available but is time consuming (on the programming end) and expensive?

Bea S.
Note globale
  • Secteur d'activité: Cabinet d'avocats
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé tous les jours pendant plus de deux ans
  • Provenance de l'avis

Note globale

  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 10.0 /10

Excellent-A+

Publié le 28/01/2021

Filevine has been, and continues to be, easy to use, customizable to our firm needs and always...

Filevine has been, and continues to be, easy to use, customizable to our firm needs and always implementing new features to meet todays everchanging technology needs.

Avantages

The software is very customizable and if it doesn't do what you need or want, the FV support team is all ears. In fact, I have reached out to support regarding our particular firm needs several times and every time they have created a feature to fulfill that need. FV is always evolving, improving and adding new features.

Inconvénients

FV is not without flaws, of course, but FV support team is Fierce and ALWAYS been on our team when we have had issues and has always provided or created resolutions.

Réponse de Filevine

Thanks for the awesome review Bea!

Richard W.
Note globale
  • Secteur d'activité: Cabinet d'avocats
  • Taille de l'entreprise: 2-10 employés
  • Logiciel utilisé Autre pendant plus d'un an
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 0.0 /10

Run - Do Not Walk - From Filevine

Publié le 09/04/2020

Using Filevine was a waste of a year that I wish I could have back. A complete disaster. Make sure...

Using Filevine was a waste of a year that I wish I could have back. A complete disaster. Make sure you have a backup of all documents you give them or upload into Filevine.

My experience with Filevine is that they check ethics at the door and will say and do anything for a sale.

They only hold the keys to all of your practice's information and documents, so best of luck with that.

Avantages

Literally nothing.

At the end of the day, Filevine was the most expensive version of Dropbox or Box - not a practice management solution - possible, so, if that is of any interest, read on.

Inconvénients

Filevine indicated to me that they were very experienced at migrating data over from the practice management software I had been using. A YEAR AFTER retaining Filevine, it was still NOT done and was a complete disaster. If you ever want to see your documents again, run - do not walk - from Filevine.

A YEAR after retaining Filevine, they still had not done any of the customization that they promised, which was a large part of the inducement to retain them. Unless you are a programmer or merely want the most expensive version of Dropbox or Box possible, run - do not walk - from Filevine.

I am NOT kidding or exaggerating about this last one: I signed up for a year's worth of service and cancelled after the year was up, for the above reasons. They then tried to tell me that I was actually in a 3 year contract! The agent who signed me up apparently CHANGED my agreement when he sent it to me via Docusign, so that he could make a sale. Run - do not walk - from Filevine.

Even despite all that is underway with the coronavirus pandemic, Filevine has the time to constantly badger me to pay for 3 years of service, despite knowing of their intentional misrepresentation and fraud, and despite their knowing that I do not use Filevine at all, given the above.

They even sent someone (a collector) not to my office, but to my home! Who does that?

I have used Clio and Smokeball and have never had these kind of issues. Run - do not walk - from Filevine.

Réponse de Filevine

Hi Richard, in looking at your experience, we'd love to address a few items. We reached out many times and were unsuccessful in reaching you, and even flew our Director of Implementation to San Diego to help you design your template to fit your needs. The visit was pre-planned and confirmed with you, but we are sorry if it still seemed a surprise. These efforts, along with many trainings and hours of consultation given, were all intended to help you create a workflow that you would be satisfied with. We still wish to uphold our offer to help and can do so at any time. As mentioned, your migration was indeed from a system we've handled many times successfully. Unfortunately, they were unwilling to release the data you were looking for. We're sorry this affected your experience so deeply. Regardless of the source of confusion, we're sorry to hear there was so much dissatisfaction around your experience. We still have open doors ready to assist you.

Eowyn P.
Note globale
  • Secteur d'activité: Cabinet d'avocats
  • Taille de l'entreprise: 11-50 employés
  • Logiciel utilisé tous les jours pendant 1 à 5 mois
  • Provenance de l'avis

Note globale

  • Rapport qualité-prix
  • Simplicité d'utilisation
  • Support client
  • Probabilité de recommander le produit 8.0 /10

SO MUCH BETTER THAN MOST

Publié le 01/11/2019

ALTHOUGH THEY ARE VERY NICE, THEY DO NOT NEARLY HAVE ENOUGH STAFF. THEY ESPECIALLY DO NOT HAVE...

ALTHOUGH THEY ARE VERY NICE, THEY DO NOT NEARLY HAVE ENOUGH STAFF. THEY ESPECIALLY DO NOT HAVE ENOUGH KNOWLEDGEABLE STAFF. IMPLEMENTATION WAS A STRUGGLE AND I HESITATE TO ASK FOR ANYTHING BECAUSE NOTHING HAPPENS. HOWEVER THE PROGRAM ITSELF HAS BEEN GREAT NOW THAT IT IS IMPLEMENTED (IT TOOK OVER 9 MONTHS FOR US TO GET UP AND RUNNING AND COST A LOT IN ADDITIONAL SOFTWARE AND OVERTIME FOR OUR STAFF).

Avantages

CUSTOMIZATION (A BIG ONE), REPORTING, EASE OF TRAINING/LEARNING FOR STAFF, KIND CUSTOMER SERVICE, SYNCING WITH OUTLOOK, DOCUMENT DRAFTING AND ORGANIZATION, STAFF PRODUCTIVITY MONITORING, DOCUMENT MERGING AND EASE OF CREATION OF TEMPLATES (ALTHOUGH MAKE SURE YOU UNDERSTAND IT FULLY BEFORE YOU BEGIN OR YOU WILL HAVE TO CREATE THEM OVER AND OVER).

Inconvénients

CERTAIN THINGS DON'T MAKE SENSE AND CAN'T BE CHANGED. EX. NO SPOT FOR SUBRO LIENS IN THE DRAFT CLOSING TAB, SORTING OF REMINDERS IS OLDEST TO NEWEST AND YOU CANNOT FILTER FOR OPEN REMINDERS (SO YOU HAVE TO SCROLL FOREVER ON AN OLDER CASE TO GET TO THE OPEN REMINDERS), CAN ONLY ASSIGN ONE COST/TRUST ACCOUNT PER ORGANIZATION FOR SYNCING WITH QB (EVEN THOUGH IRS REQUIRES A SEPARATE ACCOUNT PER CLIENT FOR COSTS AND THE BAR REQUIRES A SEPARATE ACCOUNT PER CLIENT FOR TRUST). DO NOT SWITCH TO QB ONLINE SOLELY TO SYNC WITH FV. NOT WORTH IT AND YOU CANNOT SWITCH BACK. CHOOSE YOUR INTERNAL IMPLEMENTATION PERSON CAREFULLY. NEEDS TO BE SOMEONE THAT IS TECH SAVVY, FAMILIAR WITH YOUR PRACTICE AND HAS THE TIME TO DEDICATE 3 MONTHS MINIMUM TO ONLY THAT. GET THAT PERSON A TEMP ASSISTANT FOR 3 MONTHS. THEY'LL NEED IT. BECAUSE OF THE CUSTOMIZATION, THEY REALLY DO NOT LEAD YOU THROUGH IMPLEMENTATION. YOU DRIVE THAT TRAIN AND YOU ARE THE PROJECT MANAGER. DO NOT RELY ON THEM TO GUIDE YOU.

Réponse de Filevine

Hi Eowyn, thanks for taking the time to leave a review. We're sorry that implementation was a difficult process for your firm. We hope to continue making improvements to our implementation process so that things are smoother in the future, but we're glad to see that you're getting value now that everything is set up.
We read through the issues you reported and spoke with our team. Your Customer Success Manager and our Head of Support said they had a few ideas in mind to could help. Our Director of Solutions Engineering also mentioned they'd be happy to take a look to find ways we can improve the setup or workflow. Let us know if you're interested in hopping on a call.
Thanks again for being an awesome customer. We hope that we can continue to make Filevine even better for your team.

Afficher 5 avis sur 72 Lire tous les avis

Filevine - FAQ

Voici quelques-unes des questions fréquentes sur Filevine.

Types de licences disponibles pour Filevine :

  • Type de licence: Abonnement
  • Essai gratuit: Non disponible

Nous n'avons pas d'informations sur les fonctionnalités de Filevine.

Utilisateurs habituels du logiciel Filevine :

PME, Grandes entreprises, Administration publique, À but non lucratif, Auto-entrepreneurs, Entreprises de taille moyenne

Langues dans lesquelles Filevine est disponible :

anglais

Nous n'avons pas d'informations sur les appareils pris en charge par Filevine.

Applications s'intégrant à Filevine :

Box, Dropbox Business, Google Drive, Law Ruler, Lead Docket, Legal Management System, Microsoft 365, NetDocuments, Shape, SpringCM

Ressources d'aide disponibles pour Filevine :

Base de connaissances, Support téléphonique, Support en ligne, Tutoriels vidéo, FAQ

Catégories connexes

Consultez toutes les catégories de logiciels trouvées pour Filevine.