List of Filevine Case Management Customers
Salt Lake City, 84106, UT,
United States
Since 2010, our global team of researchers has been studying Filevine Case Management customers around the world, aggregating massive amounts of data points that form the basis of our forecast assumptions and perhaps the rise and fall of certain vendors and their products on a quarterly basis.
Each quarter our research team identifies companies that have purchased Filevine Case Management for Case Management from public (Press Releases, Customer References, Testimonials, Case Studies and Success Stories) and proprietary sources, including the customer size, industry, location, implementation status, partner involvement, LOB Key Stakeholders and related IT decision-makers contact details.
Companies using Filevine Case Management for Case Management include: Strong & Hanni, a United States based Professional Services organisation with 85 employees and revenues of $10.0 million, Christensen & Hymas United States, a United States based Professional Services organisation with 25 employees and revenues of $5.0 million, C&B Law Group, a United States based Professional Services organisation with 40 employees and revenues of $5.0 million, Franchi Law, a United States based Professional Services organisation with 10 employees and revenues of $3.0 million, Teddy, Meekins, & Talbert, a United States based Professional Services organisation with 20 employees and revenues of $3.0 million and many others.
Contact us if you need a completed and verified list of companies using Filevine Case Management, including the breakdown by industry (21 Verticals), Geography (Region, Country, State, City), Company Size (Revenue, Employees, Asset) and related IT Decision Makers, Key Stakeholders, business and technology executives responsible for the software purchases.
The Filevine Case Management customer wins are being incorporated in our Enterprise Applications Buyer Insight and Technographics Customer Database which has over 100 data fields that detail company usage of software systems and their digital transformation initiatives. Apps Run The World wants to become your No. 1 technographic data source!
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| Logo | Customer | Industry | Empl. | Revenue | Country | Vendor | Application | Category | When | SI | Insight |
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C&B Law Group | Professional Services | 40 | $5M | United States | Filevine | Filevine Case Management | Case Management | 2024 | n/a |
In 2024, C&B Law Group deployed Filevine Case Management to address time-intensive administrative work that constrained growth. The Los Angeles employment and personal injury firm implemented the Case Management platform to centralize client intake and matter workflows while preserving the firm’s emphasis on empathetic client communication.
The implementation configured core case management capabilities including structured intake and lead tracking, matter management, document and evidence organization, calendaring and deadline tracking, task automation, and client communication workflows. Filevine Case Management was instrumented to standardize onboarding sequences and automate routine administrative tasks, shifting repetitive work from lawyers and staff to system-driven processes.
Operational scope covered the firm’s intake desk, case teams, and administrative staff supporting personal injury and worker’s compensation practices. The rollout emphasized workflow templates, role-based task assignments, and status-driven handoffs to ensure consistent follow-up with potential clients and improve capacity utilization across a small firm structure.
Governance changes included formalizing intake-to-matter handoffs, instituting status and task orchestration rules, and standardizing communication templates and accountability for staff. C&B Law Group reported that adoption of Filevine Case Management coincided with tripling their caseload, enabling the firm to onboard and manage a substantially larger volume of matters while maintaining client-facing service.
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Christensen & Hymas United States | Professional Services | 25 | $5M | United States | Filevine | Filevine Case Management | Case Management | 2020 | n/a |
In 2020, Christensen & Hymas implemented Filevine Case Management, deploying a cloud-based Case Management application to support its legal practice. The deployment occurred during the COVID period following a server failure, prompting the firm to shift case handling and document workflows to a hosted environment.
The implementation centered on Filevine Case Management and is inferred to include core Case Management capabilities and Document Management to improve document search and centralized client files. Functional emphasis in the configuration included client communication workflows, matter tracking and reporting, document indexing and search, and case file consolidation aligned with standard legal case management processes.
Operational coverage was a United States legal deployment focused on the Draper Utah office, supporting attorneys and administrative staff at a small professional services firm with approximately 25 employees. The rollout prioritized cloud-hosted access and centralized reporting to enable the firm to scale caseload capacity without local server infrastructure.
Governance and workflow restructuring concentrated on centralizing case files and reporting workflows to standardize client communications and internal case reporting. Explicitly stated outcomes from the implementation include improved client communication, enhanced reporting and document search, and the ability to scale caseload capacity using Filevine Case Management.
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Franchi Law | Professional Services | 10 | $3M | United States | Filevine | Filevine Case Management | Case Management | 2019 | n/a |
In 2019, Franchi Law implemented Filevine Case Management. The Tampa, Florida based firm deployed Filevine Case Management as a legal case management solution to centralize case records, streamline document generation, and support litigation workflows in the United States. The implementation specifically leveraged Filevine Document Assembly to automate complaint and demand drafting.
Configuration focused on template driven document assembly and automated drafting workflows that shifted complaint creation from manual drafting to template population and task orchestration for the small litigation team. Operational scope covered litigation intake through complaint production and filing preparation, affecting the firm's legal drafting and filing processes. The firm reported that complaint generation time fell from about one hour to roughly five minutes and that filing throughput increased dramatically.
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Strong & Hanni | Professional Services | 85 | $10M | United States | Filevine | Filevine Case Management | Case Management | 2024 | n/a |
In 2024 Strong & Hanni implemented Filevine Case Management as a combined document-management and Case Management deployment in the United States. The deployment centralized documents into Docs by Filevine while adding task and case-management capabilities to support legal matter workflows.
The implementation consolidated document storage previously managed in NetDocuments into Docs by Filevine, eliminating tiered storage overage fees and centralizing case artifacts and working files on the Filevine platform. Functional capabilities implemented included Docs by Filevine for document management and Filevine Case Management workflows for tasking, matter tracking, and case-level document linking. Operational coverage focused on Strong & Hanni's Salt Lake City, Utah practice within the United States and impacted document management and case operations across the firm. The firm reported savings of roughly $50,000 in on-site upgrade costs and avoidance of an estimated $72,000 to $96,000 per year in storage surcharges as part of the stated outcome.
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Teddy, Meekins, & Talbert | Professional Services | 20 | $3M | United States | Filevine | Filevine Case Management | Case Management | 2017 | n/a |
In 2017 Teddy, Meekins, & Talbert implemented Filevine Case Management to centralize case operations across its diverse practice areas. The 20-person professional services firm based in Shelby, NC includes 5 attorneys and 12 staff and adopted Filevine Case Management to address variability across personal injury, criminal law, family law, social security and disability, estates, and workers compensation workflows.
The deployment emphasized configuration of Filevine Case Management with template-driven matter types, consolidating intake, document management, deadline and task orchestration, and client communication tracking into configurable matter views. The firm used deep customizability to tailor fields, status workflows, and automated task lists to each practice area, enabling consistent matter lifecycle management and reducing duplicate tracking across teams.
The public case study does not list specific third-party integrations, therefore the implementation narrative focuses on in-application capabilities and operational coverage. Filevine Case Management was instrumented across attorneys, paralegals, and administrative staff for front-office intake, paralegal tasking, attorney review workflows, and centralized document control, providing a single source of truth for matter data across the Shelby, NC office.
Governance was structured through standardized templates, role-based access controls, and workflow rules to enforce consistent intake, document handling, and deadline management across practice areas. The firm reports that Filevine Case Management unified the firm and increased success across all practice areas, driven by configurable templates and centralized case records.
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