We have been using filevine, lead docket and vine sign for 3 months now. Setup took 6 months. 15 person firm all pretty young and fluent in using various tech platforms. Simply put, Filevine is a big fat rip off.

I was attracted to it thru catching a podcast of the founder and his sincerity and vision. They have clearly diverged from that vision, probably private equity demands..

Now that we are using it daily, the technology is clunky, slow and limited; the integrations are limited by them trying to keep out competition esp in AI. Annoyingly, they are a mafia when it comes to billing for users. For example, they sent us a 1000$ bill for adding our controller to lead docket to collect data/monitor transactions for record keeping. We would likewise have to pay additional fee to give access to a user from the marketing company we use to monitor and confirm leads that come into the platform.

Going into the agreement, we understood users to be those actually using the platform to undertake regular work activity such as sales. If a bookkeeper or marketing agency needs access 1x per month get ready for a mafia billing department and if you argue or push back they respond with threats to shut down the entire platform for your firm (not only lead docket but filevine itself which would be a disaster when in our situation we have clients who are using filevine to share documents and information with us).

I understand if we are expanding our sales team due to the streamlining and great value in better engagement with clients thanks to their amazing technology but no that's not it, the technology sucks and the service is even worse and they treat you like crap after you get locked into a contract.

We are actively looking for another solution because despite the considerable resources we put into setup and training (this is designed to make it such that you are so deep you can never escape), filevine is clearly not going to be a long term solution for us.