Filevine
Filevine: A broad legal operations platform for firms that need configurable workflows. Ranked #7 of 141 in Legal Practice Management Software by our editors (8.4/10); pricing: Pricing on request; best for firms wanting configurable case workflows.
At a glance
- Editor score8.4 / 10
- PricingPricing on request
- Best forFirms wanting configurable case workflows
- Free planNo
- Client intakeYes
- Facts checked21 Sep 2026
Where it wins
- Covers matters, intake, documents, billing, payments, and client portals
- Automates document assembly, deadlines, tasks, calendars, and workflows
- Includes trust-account and IOLTA-compliant payment management
Where it doesn't
- Pricing is customized and requires contacting Filevine sales
- No separate mobile app is offered
- QuickBooks is the only named third-party integration
Our verdict on Filevine
Filevine is a cloud-based legal operations and practice management platform for law firms, legal departments, enterprises, and government agencies. It brings matter and case management, client intake, documents, deadlines, tasks, communications, billing, payments, reporting, integrations, and APIs into one system. A client portal supports messaging, documents, billing, and timelines, while LOIS adds AI-powered drafting and legal intelligence. Its broad scope makes it a fit for firms that want configurable case workflows across legal operations rather than a narrow tool for one stage of practice.
Workflow depth is a central strength. Filevine supports lead and client intake workflows, document assembly, automated document generation, task tracking, deadline and calendar management, and workflow automation. The platform also combines time tracking, invoicing, billing, online payments, and trust-account and IOLTA-compliant payment management. These capabilities can support firms that need to connect intake, matter work, client communication, documents, and financial processes. Teams looking primarily for a simple case list or lightweight scheduling tool may find the broader operational focus unnecessary.
Pricing is customized by organization, and the published purchasing process directs prospects to contact Filevine sales. A 14-day trial is available in the United States. Filevine runs through the web and provides APIs; the named third-party integration is QuickBooks. The vendor states that it does not offer a separate mobile app, although the web platform is mobile-friendly. Choose Filevine if configurable workflows, document automation, client access, billing, payments, and trust management matter together. Consider an alternative if a public starting price, a dedicated mobile app, or a wider set of specifically named integrations is essential.
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Filevine pricing
All 1 Filevine plans and prices →
Filevine fact sheet
| Free plan | No |
|---|---|
| Paid from | Not verified |
| Client intake | Yes |
| Client portal | Yes |
| Document automation | Yes |
| Time tracking | Yes |
| Billing and payments | Yes |
| Trust accounting | Not verified |
| Mobile apps | No |
| Deployment | Cloud |
| Platforms | Web |
| Compliance & security | SOC 2, GDPR, HIPAA, PCI DSS, SSO/SAML, 2FA |
| Support | Email, Live chat, Phone, Tickets, Docs |
| Built for | Solo, Small business, Mid-market, Enterprise (editorial estimate) |
| Integrations | 2,000+ integrations: QuickBooks, Smith.ai, Lex Reception, YoCierge, Domo, Outlook … See all → |
| Pricing | Pricing on request (source) |
| Website | filevine.com |
| Facts checked | 21 Sep 2026 |
Filevine integrations
Filevine lists 2,000+ integrations on its own site — the 7 named here are the ones its pages call out.
- QuickBooks
- Smith.ai
- Lex Reception
- YoCierge
- Domo
- Outlook
- Lead Docket
See all Filevine integrations →
Alternatives to Filevine
- KleosA document-focused legal platform with matter management, billing, AI, and broad device support.9.3
- Jarvis LegalMatter management, billing and legal AI in plans from €38 per user per month.9.1
- Clio ManageBroad legal practice management with billing, trust accounting, automation, and mobile access.8.9
See all Filevine alternatives →
Filevine vs the competition
- Filevine vs Kleos
- Filevine vs Jarvis Legal
- Filevine vs Clio Manage
- Filevine vs Actionstep
- Filevine vs LEAP
- Filevine vs Lexzur
Compare Filevine with any tool side by side →
Also Ranked In
Filevine is ranked in 12 of our directories; the 6 strongest besides Legal Practice Management Software.
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Featured on iTechGuides
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Reviewed by iTechGuides Editors · Editorial team · Updated Oct 2026
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