Overview
Filevine is a practice management platform built for plaintiff-side litigation: personal injury, mass tort, workers' compensation, and contingency-fee practices managing high-volume caseloads. Its configurable project model adapts to any practice area with custom fields, workflow automation, and automated document request tracking. AI tools handle document summarization, intake triage, and deadline extraction from court orders. Demand and settlement tracking are native capabilities — purpose-built for the negotiate-settle cycle, not bolted on. Pricing is quote-based (not published); expect $100-$300+/user/month at typical firm sizes. No free trial; requires a sales demo and professional services implementation. Best for plaintiff litigation firms with 10+ attorneys and 100+ active matters. Filevine's AI suite includes document summarization, intake screening that scores incoming leads by case type and value, and automated deadline extraction from court orders — features that reduce administrative burden on intake and case management staff. The platform integrates with QuickBooks, DocuSign, LawPay, and major medical record retrieval services including CIOX and Record Retrieval Solutions. Filevine continues to expand its AI capabilities with dedicated R&D investment in the plaintiff litigation segment.
Key features
High-Volume Case Management
Configurable case pipelines with practice-area-specific fields, phase tracking, and automated workflow triggers. Scales to thousands of active matters. Custom fields for PI differ from workers' comp or mass tort.
Demand and Settlement Tracking
Purpose-built demand management: pre-suit demand status, settlement authority tracking, negotiation history, and case valuation. Native to the platform, not a generic task list workaround.
Document Request Tracking
Systematic management of outstanding records requests (medical, employment, police) with automated follow-up reminders. Reduces paralegal overhead on the most time-intensive workflow in plaintiff practices.
AI-Assisted Workflows
Document summarization for medical records and depositions, intake triage scoring for case quality, and deadline extraction from court order text.
Configurable Workflow Automation
Rules engine fires tasks, notifications, and status updates based on case events. Configure once; runs automatically across all matching cases.
Reporting and Analytics
Real-time pipeline views, team productivity dashboards, settlement projection data, and practice area performance metrics.
Pros and cons
Pros
- Built for high-volume plaintiff litigation — purpose-built for PI, mass tort, and contingency-fee practices
- Demand and settlement tracking are native — purpose-built for the negotiate-settle cycle
- Automated document request follow-ups eliminate the most time-consuming paralegal workflow in PI practices
- AI document summarization and intake triage reduce processing time at scale
- Highly configurable per practice area
Cons
- Pricing not published — requires a full sales engagement before you know the cost
- Expensive at market rates ($100-$300+/user/month estimated) — significantly higher than general-purpose PM tools
- Implementation requires professional services — not self-serve; expect weeks and an onboarding fee
- Not designed for billing-primary practices or defense-side/transactional work
- No free trial — full sales evaluation required before platform access
Who it's best for
Best fit for
- Personal injury firms managing 100+ active matters simultaneously
- Mass tort and class action practices with high-volume intake and document workflows
- Workers' compensation, employment, and contingency-fee practices with large caseloads
- Plaintiff firms with dedicated intake staff needing AI-assisted case triage
- Litigation boutiques (10+ attorneys) where case pipeline automation delivers material ROI
Not a fit for
- Firms under 10 attorneys — cost and complexity won't deliver ROI (use Clio Manage or MyCase)
- Defense-side litigation, transactional, or hourly billing practices
- Firms needing billing as the primary capability (use Clio Manage or TimeSolv)
- Firms wanting self-serve trial and fast onboarding
Frequently asked questions
Filevine does not publish pricing. It's quote-based following a demo. Market estimates suggest $100-$300+/user/month at typical firm sizes. Contact Filevine for a current quote.
Filevine is purpose-built for plaintiff-side litigation, with strong coverage of PI, mass tort, and contingency work.
No. Filevine requires a sales demo before granting platform access. There is no self-serve trial.
For plaintiff high-volume litigation (PI, mass tort), Filevine is significantly better built. Clio is general-purpose; Filevine is purpose-built for demand-settle pipelines and document request workflows. For defense-side or smaller practices, Clio is more practical and far less expensive.
Yes, trust accounting is included. However, billing is not Filevine's primary strength — it's built for case management and workflow automation. Firms with complex billing needs should evaluate the billing module carefully.
10+ attorneys managing 100+ active matters simultaneously. The cost and implementation complexity don't deliver ROI for smaller firms.
Yes. Filevine Payments includes built-in trust account management with IOLTA compliance safeguards — automatically separating earned fees from trust funds, enabling client payments directly into trust accounts, and providing real-time ledgers and itemized reports. QuickBooks integration is also available for deeper accounting needs.