Filevine is a very powerful Client Management Syst...

Filevine is a very powerful Client Management System but it has a bit of a learning curve. However, once you "master" the platform it allows for very precise reports and workflows. In all honesty, customer service was not great about a year ago, but they have transformed their customer service department. Once your firm, like my firm, develops a good business relationship with a customer service rep, it is smooth sailing. For example, representative Dan Dutilly is knowledgeable, patient, and willing to go the extra mile. Our experience, in the last 6 months, has been excellent. Our team has done Zoom web trainings with them and Dan has been a great facilitator in coordinating a 30+ team. I would recommend Filevine if your firm is data driven.