Filevine
Legal operating platform for complex caseloads — matter management, docs, court timeline tracking, billing, and LOIS AI. Leads & intake appear in the product suite; commercial packaging is custom (Matters, Intake, Signatures, AI modules).
- Best for
- High-volume litigation and personal-injury firms that need workflow automation at scale
- Price
- Contact for pricing
- HQ
- United States
- Profile updated
- September 26, 2026
Worth it for your operation?
Pros
- Built for high-volume litigation workflows and custom pipelines
- Court timeline tracking and deep matter/document graph
- Billing & payment plus leads/intake called out on the product platform
- LOIS AI positioned as matter-acting agents, not only chat summarization
Watch-outs
- No public per-user rate card
- Implementation and module scope (Intake, AI, Signatures) can dwarf seat fees
- Heavier than solos need
- No Meta WhatsApp inbox
Score by criterion
The dark mark on each bar is the average of the 12 systems in this ranking. Criteria with higher weight pull the overall score more.
Matter intake, case status, and deadline or court-rules calendaring without a parallel spreadsheet.
Time, invoices, trust or client accounting, and collections in the same system as the matter — not a parallel bookkeeping tool.
Client portal, post-engagement updates, and a native path from lead to hired matter — not only a “won” stage.
Native SMS or messaging inbox on the matter or contact card, with team history. WhatsApp Business API also counts. Portal-only chat and marketplace apps do not.
Public plan in USD or GBP, trial, and what sits outside the monthly fee. Mandatory add-ons for day-to-day work lower the score.
English UI, matter and billing vocabulary, and time until a fee earner can work without a long implementation project.
What ships natively
We only mark “yes” when the feature is part of the product — marketplace integrations or third-party apps do not count.
- Yes
Matters & case tracking
Matter intake and case-status tracking inside the product
- Yes
Deadlines & dockets
Deadlines, publications, and notices captured automatically, without a parallel spreadsheet
- Yes
Fees & billing
Fees, invoices, cash, and collections in the same system as the matter
- Yes
Documents & filings
Filing templates, DMS, or document generation in the product, not another editor
- Yes
Client portal
The client follows the case in a vendor-owned login, not only by email
- Yes
Native messaging
Native SMS or messaging inbox on the lead/contact card (history preserved). WhatsApp Business API also counts. Marketplace apps, Zapier, browser extensions, website chat buttons, and sibling-SKU modules do not
- Yes
Intake CRM
Native intake or sales pipeline, from lead to engagement letter
- Yes
Vendor mobile app
App published by the vendor itself
Editorial analysis
Filevine in detail
Filevine is what you buy when caseload volume and custom litigation workflows break lighter practice-management tools. It is not the price-transparent small-firm default.
Who it is for
US plaintiff, mass-tort, and complex litigation teams staffing ops and implementation — not a first CRM for a two-lawyer general practice.
What drives the score
Matters/deadlines lead. Relationship/intake strong. Price and learning curve intentionally lower. Messaging.
How we read the sources
Based on filevine.com product platform pages (Matters, Intake, Billing, Court Timeline Tracking).
Frequently asked questions
Is Filevine a small-firm CRM?
Filevine markets a litigation-scale operating system. Solos and general small firms usually get more transparent value from MyCase, PracticePanther, or Clio.
Why credit intake if packages are modular?
Filevine’s product page lists Leads & Client Intake as a first-party suite capability. Commercial modules may still be quoted separately — the boolean marks product presence, while the price score punishes opacity.
Sources consulted
Everything on this profile comes from the pages below. We did not lab-test the platform.
Profile updated September 26, 2026. Found something outdated? Corrections are welcome.