Filevine vs Time Matters

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Our analysts compared Filevine vs Time Matters based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

Time Matters Software Tool

Product Basics

Filevine is a cloud-based tool for law firms and solo practitioners to manage cases, clients, documents and billing. It offers various AI-powered features and automation to help you improve efficiency, streamline collaboration, reduce overhead tasks and capture more leads.

One of its standout features is the AI-powered document management system. It automatically categorizes and tags documents based on their content, making it easy for attorneys and staff to find information quickly. The AI also helps identify potential conflicts of interest and ensures compliance with legal regulations.

Filevine offers robust task management and matter-handling capabilities. You can easily create matters and consolidate all case-related documents, data, notes and tasks in the same environment. You can also connect contacts to associated legal matters and correspondence history. The software provides tools for accurate time tracking, invoicing and payment processing.

Additionally, the client intake module helps efficiently organize and convert leads from multiple channels. The AI-powered system automatically extracts key information from incoming inquiries, making it easier for staff to follow up and provide timely responses. Filevine's analytics module provides valuable insights into lead generation sources, allowing law firms to focus their marketing efforts on the most effective channels.

The platform employs security measures such as encryption, access controls and regular data audits. It requires multi-factor authentication for staff account access. You can set role-based permissions to grant different access levels based on responsibilities, ensuring sensitive client information remains confidential and secure.

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Time Matters is a customizable cloud-based solution that provides a centralized database to optimize legal workflows, track billable hours and facilitate collaboration. Users can use it to generate workflows, forms and documents with customizable templates, as well as track billable time easily and remotely from any device. It can streamline legal workflows with task and deadline reminders, shared calendars and automated recurring processes. Legal teams can utilize transparent sharing, enhanced communication messenger and user access controls to collaborate efficiently.

It offers seamless integrations to enrich its functionality, including PCLaw, Juris, Quickbook, Outlook 365 and MS Office. Firms can opt for its billing module, Billing Matters, to generate bills, acquire payments, organize accounts and more. Its personalized reporting modules can deliver data-driven insights on facets such as productivity and profitability. It also provides conflict-check searching, auto-entry forms, to-do lists, events and email management. It was acquired by PCLaw in 2019.
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$87/User, Monthly
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$179 Monthly
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Tailored to your specific needs
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Product Assistance

Documentation
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Knowledge Base
24/7 Live Support
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Product Insights

  • Meet Every Deadline With Efficient Calendaring: According to our data, Filevine’s best module is its calendar management toolkit with a 100 analyst rating. You can create events, attach notes and add time entries for each task. The calendar provides color-coded views, filtering options and reminders for upcoming events. It also supports rule-based calendaring that tracks and automatically adds deadlines and events for specific jurisdictions.
  • Streamline Client Experiences Using Intelligent Automation: The platform’s client and contact management toolkit is another strong suite, with an 89 analyst rating. Built-in email communication, client portals and secure document sharing enhance collaboration and accessibility. Customizable intake forms and detailed client profiles enable personalized interactions and efficient lead management. Additionally, integration with two-way text messaging ensures timely and convenient client communication.
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  • Increased Productivity: Spend more time on billable client activities by automating maintenance and management tasks. 
  • Streamlined Collaboration: Simplify collaboration with clients and team members with a single, centrally accessible source of truth for case information. 
  • Billing Oversight: Identify unbilled hours at the end of the month with an integrated Billing Calendar and Inactivity Watch tools. 
  • Ethical Trust Accounting: Steer clear of unethical and illegal practices while managing trust accounts with built-in safeguards that prevent overdraws and maintain a transparent audit trail. 
  • Large Database Capacity: Save a large number of case files and records without worrying about storage issues. 
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  • Case Management: Centrally access all case-related information, documents, notes, tasks and correspondence. Automate standardized procedures, tasks, reminders and deadlines. Use the activity feed to track tasks in real time, communicate with clients and pull up contextual information. Set up roles and permissions to control access and assign responsibilities. 
  • Lead Capture: Create client intake forms tailored to the firm’s needs. Automate follow-up tasks and communications required to convert potential clients. Use the dashboard to display tasks and track lead volume over time, lead sources, revenue by source and conversion rate. 
  • Integrations: Connect with Lead Docket to streamline lead referrals and access its vast library of integrations. Add over 2,000 applications through its API-based architecture. Seamlessly integrate with QuickBooks to synchronize legacy accounts. Other integrations include Google Calendar, Zapier, Office 365, Domo, Vinesign and Slack. 
  • Legal Documentation: Access an end-to-end document management module with unlimited storage and built-in editing and collaboration tools. The DocGen inclusion instantaneously creates custom contracts, retainers, firm reports, demand letters, interrogatories and more. Search for specific documents via custom document hashtags and OCR. Create custom folder structures to store legal documents separately based on practice areas or cases. 
    • Editing: Lock documents for edits. Edit PDFs, combine and insert documents and apply consistent identifiers to multiple sets of documents. 
    • Filevine Fusion: Use granular reporting to create dynamic documents, sophisticated forms, visuals and charts with a single click. Consolidate data from all over the system into a single document ready to download, print and email. Seamlessly fits into the firm’s existing workflows. 
  • Contracts: Leverage automated approval workflows, version control, custom alerts and real-time editing to manage the entire contract lifecycle. Use dynamic templates with conditional logic to create legally binding contracts instantly. Create custom contracts, letters and drafts in bulk with self-service templates. Seamlessly transfer legacy contracts with captured metadata and track legal obligations via dashboard snapshots. 
  • Reporting and Business Analytics: Generate reports on everything from tasks and notes to time entries and calendar events. Schedule automatic delivery of reports when required. Get data-driven insights on top performers, productivity, training opportunities, task completion rates, cumulative actions taken and more. Expand or limit report results by any condition or factor. 
    • Audit Reports: Record every activity registered in the system and store it for 30 days. Get actionable insights into staff productivity and business profitability. 
    • Filevine Periscope: Enable data visualization via the Periscope extension and expand raw datasets. Get recommendations on the best possible combination of workflows and actions for maximum productivity. Identify and standardize efficient workflows and eliminate ineffective habits.
  • Time and Expense Tracking: Track time from anywhere within the platform. Set up custom hourly rates for legal practitioners and define default rates for everyday expenses. Implement custom templates to streamline expense tracking. 
  • Billing: Seamlessly generate invoices and connect payments to the corresponding bills. Send invoices directly from the billing portal via email, fax or postal mail. Create, send and review active invoices via the billing control panel.
  • Guest Access: Configure permissions to provide temporary guest access to co-counsels, clients and others. Securely share important files, documents, updates and information. 
  • E-signature: Allow clients to electronically sign documents via drawing, typing or uploading an image of their signature. Use recyclable templates to add up to four signers per document and create custom fields for dates, initials and signatures. Track document status and get instant alerts about updates. Automatically save signed documents and contracts to associated folders. 
  • Security: Require clients and staff to sign in with a selfie to get past gesture authentication. 
  • Mobile App: Securely access case files and time tracking capabilities on the go with the mobile application. 
  • Legal Calendar: Always stay up to date with deadlines, Statute of Limitations, important events, meetings and client touchpoints. Schedule firm-wide meetings, appointments and tasks with the central calendar. Filter the view to drill down on specific staff and run calendar reports to create actionable tasks. 
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  • Workflow Management: Configure workflows and automatically trigger recurring daily processes, calendar entries, email outreach and research notes based on specified deadlines. Customize templates of precedents, documents, forms or merge pre-existing ones. 
    • Document Management: Search for keywords in documents quickly and easily from within your firm’s indexed and centralized document library. Use the intuitive AutoEntry forms to process repetitive data input tasks and save time. 
    • Task Management: Stay on top of your meetings, important events, deadlines, contacts, emails, phone calls, outlines, documents and notes with integrated journals and calendar features. Manage and track daily tasks and activities with the ToDo and Events portal. 
    • Employee Management: Ensure matters, contacts and clients have not been overlooked with the Inactivity Watch extension. Record and review employee performance and activity within the organization. 
  • Employee Collaboration: Improve staff cooperation with optimized sharing of intelligence, calendars and communication using a centralized database of information and a dedicated TM Messenger. Reduce malpractice risks with automated logging of all case-related data. 
  • Data Access Control: Control access to data across various levels with permission-based limitations. Monitor activity across specific contacts and matters and ensure compliance with ethical and data security standards. 
  • Firm Insights: Create customized standard and statistical data reports on employee performance, financial health, lead sourcing and more. Vet clients, matters and contacts for conflict of interests with intuitive search tools. 
  • Billing Management: The Billing Matters portal manages accounts, creates bills, logs transactions, receives payments, makes bank deposits and more. Keep track of and identify unbilled hours with the Billing Calendar. 
  • API Integrations: Access a variety of extensions like PCLaw, Juris, QuickBooks, Timeslips, Word, PowerPoint, Excel, Acrobat, Reader and WordPerfect. E-file using InfoTrack and synchronize tasks and calendars across Outlook 365 or Exchange. 
  • Mobile App: Use Time Matters Go to enter time on the go and keep track of tasks and documentation. 
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Product Ranking

#7

among all
Legal Software

#44

among all
Legal Software

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Analyst Rating Summary

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Analyst Ratings for Functional Requirements Customize This Data Customize This Data

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Billing And Payments Calendaring And Legal Docketing Client And Contact Management Dashboard And Reporting Document Management Matter/Case Management Mobile Capabilities Task Management Time And Expense Management 46 89 83 84 88 78 71 76 0 25 50 75 100
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User Sentiment Summary

Excellent User Sentiment 425 reviews
Fair User Sentiment 94 reviews
93%
of users recommend this product

Filevine has a 'excellent' User Satisfaction Rating of 93% when considering 425 user reviews from 3 recognized software review sites.

69%
of users recommend this product

Time Matters has a 'fair' User Satisfaction Rating of 69% when considering 94 user reviews from 3 recognized software review sites.

4.7 (149)
3.3 (39)
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4.6 (263)
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4.4 (13)
4.4 (9)

Awards

SelectHub research analysts have evaluated Filevine and concluded it earns best-in-class honors for Document Management. Filevine stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award
Document Management Award

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Synopsis of User Ratings and Reviews

Customization: Filevine is highly customizable to suit various legal practices and case types.
Ease of Use: Most reviewers highlighted the platform’s user-friendly interface, making it easy to navigate.
Comprehensive Reporting Features: Its robust reporting tools help firms track data, performance and client conversion effectively.
Streamlined Client Communication: Features like two-way text messaging, document sharing and email linking simplify client communication while maintaining accountability.
Support for Remote Work: Many users praised its accessibility, allowing legal work from anywhere with an internet connection.
Easy Integrations: Filevine integrates well with other legal platforms, enhancing its versatility.
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Customizable: Time Matters is highly customizable to fit the specific needs of a law firm, including workflows, billing arrangements, and reporting.
Integrations: Time Matters integrates with a variety of other software programs, such as Microsoft Office and QuickBooks, which can save time and improve efficiency.
Document Management: Time Matters includes robust document management features, such as version control and full-text search, which can help law firms keep track of their important documents.
Client Communication: Time Matters includes features that can help law firms communicate with their clients more effectively, such as email integration and client portals.
Reporting: Time Matters includes a variety of reporting features that can help law firms track their performance and make better business decisions.
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Customer Support Issues: Several users complained about poor customer service, long response times and challenges during onboarding and implementation.
Complex Setup: The initial setup and implementation process can be lengthy, requiring significant internal resources.
Glitches and Bugs: Some users experienced software glitches and technical issues, leading to workflow delays.
Documentation and Training: Reviewers expressed concerns about the lack of sufficient documentation and the need for more training.
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Dated Interface: The user interface appears outdated and can feel clunky to navigate, especially for users accustomed to modern software design.
Learning Curve: Time Matters has a steep learning curve due to its complex features and functionalities, requiring significant time investment to master.
Customization Challenges: Customizing the software to fit specific workflows can be difficult and may require technical expertise or assistance from the vendor.
Performance Issues: Some users report experiencing performance issues, such as slow loading times or occasional crashes, which can disrupt productivity.
Cost: Time Matters can be expensive, especially for smaller firms or solo practitioners, with costs associated with licensing, implementation, and ongoing support.
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Filevine is a versatile legal practice management solution that helps streamline various operations, from client management and document organization to time tracking, invoicing, and payment processing. Its integrated payment processor facilitates client payments through credit cards or ACH, providing a convenient option for law firms.One of Filevine's standout features is its robust reporting capabilities, enhanced by built-in AI. Law firms can generate detailed reports to track revenue, performance, lead conversion, hiring, caseloads and staff performance. AI-powered analytics provide valuable insights into team dynamics, caseload trends and overall firm health. By identifying top performers and areas for improvement, firms can optimize their operations and enhance efficiency.Filevine's AI also offers generative capabilities. The platform can summarize client applications and interactions, analyze lead sources to inform marketing strategies, and even generate demand letters and scan documents for insights. Additionally, it can automate immigration application processes and assist in document creation by generating summaries, charts and descriptions based on user prompts.While Filevine is a powerful tool for many law firms, it has some limitations that may not suit all needs. For example, it currently lacks a dedicated section for subrogation liens in the draft closing tab. Its sorting and filtering options for reminders could be improved. Additionally, the restriction of assigning only one cost/trust account per organization may not align with regulatory requirements for larger firms.Overall, Filevine is a valuable tool for solo practitioners and mid-sized law firms seeking to streamline their operations and leverage AI-powered insights. However, larger enterprises with more complex needs may find limitations that require careful consideration.

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Time Matters has been a mainstay in the legal software arena for decades, but how does it hold up in today's fast-paced technological landscape? User reviews from the past year paint a picture of a powerful, feature-rich platform that, while not without its quirks, remains a top contender for law firms seeking comprehensive case management. Time Matters shines in its ability to centralize client and case information, streamline document management, and automate routine tasks. The software's integration with popular legal research tools like LexisNexis and billing applications like PCLaw is a major plus for many users, boosting efficiency and saving precious time. However, some users find the interface a bit clunky and dated compared to newer, more intuitive platforms. The learning curve can be steep, especially for those transitioning from simpler systems. Despite these drawbacks, Time Matters' robust functionality and customizability make it a compelling choice for larger firms with complex caseloads and a need for granular control over their workflows. Smaller firms or solo practitioners might find the extensive features overwhelming and may prefer more streamlined options like Clio or MyCase.

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