RocketDocs vs Filevine

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RocketDocs

Category: Documentation Tool

Industries: Business, Marketing, Social Media

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Filevine

Category: Documentation Tool

Industries: Business, Marketing, Legal Files

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Most popular feedback for RocketDocs

After over 20 years of using different RFP database management systems, I am impressed with the usability and ease of organization in the system. The speed with which my team can locate and update responses is impressive. RocketDocs also seems to be in a period of time where they are introducing new features quickly that extend the functionality. Examples include consistent improvements to reporting and administration aspects. We are a large organization pushing past 1,000 records, and the Libraries and Taxonomy structure (including freeform tags) are beneficial with data management. Some RFP teams may find great benefits from their RapidDocs feature. Ask them to demo for you. It automates commonly used information into templates.

Philip M.

About RocketDocs

RocketDocs' response management and sales enablement solutions leverage an integrated content hub to boost your efficiency and empower your success. With over 25 years of experience in the response management industry, we know what it takes to build long-lasting, valuable, efficient solutions. Create faster responses, better proposals, and bigger wins.

Most popular feedback for Filevine

Filevine seemed to be the most advanced case management system at the time that we were shopping. The vendors were able to answer all of my questions about products, integration, adaptability, and daily use. The customer support was top-notch, and our demo was outstanding. As someone who was very hands-on in managing our last case management software, it was critical for me to get the straightforward answers I needed as we were shopping for a new case management software. Filevine was able to offer me the flexibility and customization that I needed as well as being easy to use for our staff.

Abigail C.

About Filevine

Filevine is the #1 most customizable law practice management software. Don't waste your valuable time on a free trial - Filevine is customized to how you do business and adapts to how your team evolves. Exceptional collaboration tools enable your team to focus on what matters, with automatic task assignments, easy reporting, texting, and emailing. Free, unlimited data storage in the cloud. Soc 2 Type II certification ensures that your data is protected with the best security.

RocketDocs reviews

This software helps me with duties of the my position.

- Brett L. Proposal Analyst I

User friendly, centralized information, easy to update

- Megan W. Associate

RocketDocs helps me manage my time efficiently and enables me to craft quality RFP responses that are accurate, approved, and put our best foot forward.

- Elizabeth F. Associate, Institutional Business Development

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

Pros & cons

RocketDocs

Pros
Im glad that you don't have to clear the cache anymore
Good improvements and right direction
PMAPS is easy to use and has a lot of sorting capabilities to help you better narrow down the information that you're looking for
I like that you can set categories and sub-categories to filter by
I also appreciate the save function
It is easy to onboard new users and procedures for use are easy to follow."
Cons
Sometimes the system is glitchy which can be scary and frustrating when working on an important document (or any document for that matter)
When the Q&A is updated, only one instance is removed from Compliance Central
So Compliance Central just gets bigger and bigger and becomes essentially useless
Though not about the software itself, I don't feel there should be charges for additional training (for writer turnover)
When working on PMAPS cloud version of Excel of Microsoft Word, there is no autosave feature, and it's not uncommon for the program to run into errors and forcibly shutdown."

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."

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