Filevine vs Qualtrax

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

Filevine

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

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Qualtrax

Category: Documentation Tool
Industries: Marketing, Business

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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

Qualtrax reviews

The variety of customizations and features that are available throughout the software that allows the system to grow with our lab and program. I began implementation of the software as a beginner and have since expanded use and training to 3 different divisions in our program. Each division has unique needs that Qualtrax easily expands to include.

- Kimberly A.

There is so much...you can have all of your quality documents and necessities for quality management all in one place. Users can access necessary information easily. Workflows are wonderful for tracking information. Using the Qualtrax Cloud, I can access all of my information from home as needed without having to be in the office. The system has significantly reduced paper usage, saving time and money.

- LeAnne S.

I love the document tracking features of this system.

- Deborah S.

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."

Qualtrax

Pros
Cons"There are some limitations with reporting on training matrices that are a bit frustrating as we have to manually track training curriculums
There are a lot of options to select at every turn, and no obvious guidance about what does and does not make sense for proper setup
Very hard to upload more than 500 documents and build the document training tests (1:1 ratio so for every document you want to capture on a test you build an entire test)
I'm still new to this and have no comments at this time."

Cons
Pros"The ability to customize the database to fit our needs
The fact that Qualtrax is constantly updating and striving to add features that will benefit their customers is another desirable aspect
Out-of-the-box document control, robust email notification system, configurable
Automates compliance management specific to individual standards
There's always room for improvement and Qualtrax recognizes that
So, the company listens to the voice of the customer and they continuously work to improve their software
Qualtrax (the company) has been nothing less than one of our top suppliers."

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