Filevine vs Documate

Side-by-side comparison of features, reviews, pricing and more

Filevine

Category: Documentation Tool
Industries: Business, Marketing, Legal Files

Pricing

Contact for a Quote

Documate

Category: Documentation Tool
Industries: Education, Business

Pricing

Lite

$83/mo

Standard

$165/mo

20M+ Downloads
5/5

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Filevine reviews

We wanted a bespoke system that perfectly fit how our company conducts business. Other platforms attempted to shoehorn our workflow. Filevine is exactly how we wanted it to be and can grow with us as our company evolves.

- Kyle Dean Massey, Owner Elevate Baby

The first year, we saved over $60,000 in medical record requests after we transitioned from using a commercial records service to managing it in-house.

- Amber Pang Parra, Attorney for Pharmaceuticals, Consumer Law, & Veterans' Law Justinian & Associates PLLC

My attorney always says that having Filevine is just like having three other people working for you in the background at all times.

- Jason Brooks, Partner Leopold & Associates, PLLC

Documate reviews

I have previously had a hard time finding good automation software for my Mac and often had to create a Windows environment in my Mac to be able to run different software. And even those were terrible. But Documate works with Macs and is easier to use than the clunky tools I've used in the past. So much better than HotDocs and Contract Express, and any other Thomson Reuters product for that matter.

- Ari A.

Documate is exactly what we've been looking for to streamline our previously inefficient, manual drafting processes. The product is both powerful and intuitive, and the Word plug-in made automating our existing templates a breeze. Their customer service has also been above-and-beyond, and the online documentation is thorough and helpful (including video guides). Overall a useful tool, made by a good company, and at a very reasonable price.

- Josh G. Director of Lending

Our client intake which previously took 1hr+ now takes approximately 15-20 minutes. Documents that we previously had to spend time changing pronouns and tenses can now be updated with the click of a button. We are new users, so we are still discovering benefits, but so far it has saved us quite a bit of time.

- Joy E. Paralegal

Pros & cons

Filevine

Pros
Mostly, we like that, since it is in the cloud, we can work with it no matter where we are which was a huge help in 2020 while working at home
Communication between employees with tasks that can be entered per client helps to keep on top of things
Everything is organized, which we like, so it streamlines the process
Filevine was by far the most superior out of all of the choices
I am very pleased with the Filevine
I love the fact that I can work on Filevine from literally anywhere in the world
When COVID-19 struck and we all had to work remotely for several months, this was a lifesaver."

Cons
Basically Filevine is the New England Patriots in their prime and TrialWorks is the Cleveland Browns at their worse
The layout was not streamlined, it could be difficult to go where you wanted to
There was a struggle in organization, costs were high, and it was difficult to have multiple users working
We used to be able to drag the photos from the page they were opened on
Now, we have to hit download and when another screen appears, we can drag the photo from there
Look also at how many users have to hire independent implementation consultants to make anything happen
The implementation timeline and costs are therefore very dishonest."

Documate

Pros
I (and especially our paralegals) are very happy we found Documate
We've saved a ton of time, and it's worth the monthly fee times 1000
We've been using Documate to generate SOWs and sales-related agreements
It was clear how to set up our workflows and it's impressively powerful
Once it is set up, it's such an easy way to complete client intake and automate documents
Specifically, the intelligence of listing items and changing pronouns has been incredibly useful
It's very functional in almost a lot of ways
The tools are very practical, the templates are beautiful."

Cons
Before we started using Documate, we were manually drafting documents with MS Word, which wasted thousands of hours of employee time
Seriously nothing right now
Documate has made assembling documents a breeze."

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