Filevine vs Tabs3

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Our analysts compared Filevine vs Tabs3 based on data from our 400+ point analysis of Legal Software, user reviews and our own crowdsourced data from our free software selection platform.

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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Tabs3 is an integrated suite of solutions designed for law firms to streamline their entire matter lifecycle. Practices can opt and pay for only the modules they need, which include billing, practice management, general ledger, accounts payable and trust accounting. It requires minimal implementation and can be deployed either in the cloud or on-premises. It has an array of ways to review important metrics, track billable hours, send bills and get paid faster.

In addition to modifying account structures with ease, users can stay on top of their cash flows by tracking and resolving invoices, bank statements, deposits and payments. It improves firm-wide monitoring with dashboards to visualize historical data and flexible reporting on productivity, profitability, billing and other aspects. Users can access it on the go from any device and use numerous integrations to enrich it.
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$87/User, Monthly
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Product Assistance

Documentation
In Person
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Videos
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Documentation
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Videos
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Email
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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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  • Expedited Billing: Boost cash flow with multiple payment modes, mobile payment options, and customizable statements and payment plans.  
  • Streamlined Data Management: Quickly find legal matters, records and case information with electronic data organization and easy-to-use search tools. 
  • Sync With Court Rules: Seamlessly sync the legal calendar to Federal and State-based jurisdictional rules with affiliations to ALA and ABA. 
  • All-in-One Connectivity: Stay connected regardless of the mode of deployment using a mobile app. 
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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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  • Financial Management: Manage firm financials with the end-to-end accounting portal. Interact directly with the billing module to issue checks, print financial statements, operate trust accounts and perform year-end reconciliations. 
    • General Ledger: Balance operating and trust accounts with the general ledger tool. 
    • Accounts Payable: Track all incoming and outgoing transactions for a holistic view of firm financials. Monitor aging receivables, cash requirements, vendor payments, recurring payments and voided checks. 
    • Trust Accounting: Automatically log all transactions made from trust accounts. Reconcile deposits and withdrawals and print checks from the client’s trust fund. 
    • Integrations: Supports integrations with Tabs3 Billing Software, Tabs3 Accounts Payable Software and Tabs3 General Ledger Software. 
    • 1099 Forms: Combine payment disbursements to vendors and trust account payees with the 1099 form. Always maintain compliance with IRS regulations. 
  • Matter Management: View a quick feed of matter-specific information like contacts, communication history, case notes, documentation and invoices directly into the dashboard. Verify the billing summary of matter information and issue invoices against unpaid bills. 
  • Calendar Management: Switch between firm-wide and personal calendar views to get a 360-degree picture of firm obligations. Schedule individual and/or collective appointments and color-code them based on associated staff and activities. 
    • Deadline Checks: Automatically check new calendar entries against existing events for scheduling conflicts. Set up custom federal, state, county and jurisdiction-based rules for detecting deadlines. 
    • Notifications: Notify individual or collective staff members about important events and hearings. 
    • Recurring Meetings: Automate calendar entries for recurring events that take place at both regular and irregular time intervals. 
    • Planning Templates: Prepare sequential events with calendar planning templates. Use event-based or time-based triggers for court rules and collection follow-ups. 
  • Conflict Checks: Check all potential clients for conflicts of interest. Investigate legal documents, emails, matters and attachments for partial and/or phonetic matches to the conflict checking tool. 
  • Email Management: Integrate with Microsoft Outlook to automatically track time spent on writing and reviewing client emails. Add emails directly to client files, perform conflict checks and sort by associated matter. 
  • Time and Expense Tracking: Track every minute of time spent on client activities and correspondence with multiple built-in timers. Interact directly with the billing portal to issue invoices directly from time entries. Set custom billing and increment rates for individual clients. 
  • Document Management: Organize legal documents by connecting them to associated matters and clients. Import scanned documents using the PaperPort extension. Track various changes made to a document across previous versions. 
    • Smart Documents: Autofill common data fields with information already in the firm database. Automatically issue invoices for any document-related activity. 
  • Workflow Automation: Engineer custom workflow patterns with up to 10 tasks including emails, communication, documentation, appointments and more. Assign tasks to staff members with trigger-based alerts. 
  • Controlled Access: Restrict access to sensitive documents with permission-based accounts and customizable viewership controls. Permit edits for specific data fields. 
  • Backup and Recovery: Secure firm information with regular backups. Export firm data at any time in case of power outages or network failures. 
  • eNote: Send secure messages in real time with the built-in messaging portal. Send appointment links and reminders along with text messages. 
  • Billing: Use the billing portal to directly transform time entries into billable hours. Prepare tailored bills with quick access to client contacts, payment history, write-offs, WIP, account balance and more. 
    • Billing Flexibility: Process payments faster with flexible billing methods. Issue contingency, retainer, hourly, flat fee or threshold-based bills and design custom rate charts for specific clients. 
    • Online Payments: Accept credit card transactions for expedited payments. Use the Tabs3Pay tool to email online payment links along with client invoices. Supports integration for LawPay and ProPay. 
    • Reports: Generate built-in reports for greater insights into revenue, important clients, receivables, compensation, productivity, profitable practice areas and more. 
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Product Ranking

#7

among all
Legal Software

#49

among all
Legal Software

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Analyst Rating Summary

76
79
46
96
89
69
83
83
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Client and Contact Management
Matter/Case Management
Time and Expense Management
Billing and Payments

Analyst Ratings for Functional Requirements Customize This Data Customize This Data

Filevine
Tabs3
+ Add Product + Add Product
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 96 69 83 69 64 78 67 100 0 25 50 75 100
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Analyst Ratings for Technical Requirements Customize This Data Customize This Data

57%
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17%
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25%

User Sentiment Summary

Excellent User Sentiment 425 reviews
Excellent User Sentiment 355 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.

93%
of users recommend this product

Tabs3 has a 'excellent' User Satisfaction Rating of 93% when considering 355 user reviews from 4 recognized software review sites.

4.7 (149)
3.8 (27)
n/a
4.7 (160)
4.6 (263)
4.7 (166)
4.4 (13)
3.9 (2)

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

Tabs3 stands above the rest by achieving an ‘Excellent’ rating as a User Favorite.

User Favorite Award

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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Intuitive Interface: Users highlight the user-friendliness of Tabs3, making it easy to navigate and manage legal tasks.
Comprehensive Features: Tabs3 is praised for its wide array of features, covering various aspects of legal practice management, from time tracking and billing to document management.
Robust Reporting: Users appreciate the detailed reporting capabilities of Tabs3, allowing for insightful analysis of financial and operational data.
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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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Limited Customization: Users have expressed frustration over the inflexibility of certain features, particularly when it comes to document assembly. For instance, one user found it cumbersome that they couldn't easily modify the formatting of numbered clauses within a legal document.
Learning Curve: Legal professionals transitioning from older software versions have reported a steep learning curve with Tabs3. The new interface and features require time and effort to master, impacting productivity during the transition phase.
Integration Challenges: Some users have encountered difficulties integrating Tabs3 with other essential software used in their legal practice. This lack of seamless integration can disrupt workflows and lead to inefficiencies.
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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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Users rave about Tabs3's robust document management and search capabilities, highlighting its ability to centralize all case-related information, making it easy to find any document quickly. They also appreciate the comprehensive financial tools, including billing, trust accounting, and reporting features, which streamline financial operations and ensure compliance. However, some users find the interface dated and not as intuitive as newer cloud-based solutions like Clio or MyCase. They also point out that the on-premise deployment option, while offering more control, can be more demanding to maintain than cloud-based alternatives. Despite these drawbacks, users consistently praise Tabs3's deep feature set and its long-standing reputation for reliability, making it a solid choice for firms prioritizing stability and comprehensive functionality over a modern user interface. It's particularly well-suited for larger, established firms with complex needs and the IT infrastructure to support an on-premise solution.

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