Filevine vs Open Practice

Filevine provides tools for complex legal work, including matter and document management, client communication, intake, depositions, drafting, billing and business analytics. Matter Management tracks tasks, contacts, deadlines and calendars. Document Management organizes files, supports advanced search and enables secure sharing. Intake tools capture, qualify and route leads, including through AI-powered features; client intake forms and a client portal are also listed. Deposition tools cover scheduling, live transcription, AI summaries and a searchable library. LOIS AI Drafting generates, edits and reviews documents using matter context, with human-verified output. The Matters package includes time tracking, invoice management and online payments. Native integrations span billing and timekeeping, email and calendars, data visualization, law management and communication. Filevine describes encryption at rest and in transit, governance controls, and identity and access management, and says it is hosted on AWS. Packages are tailored to the organization, with pricing on request. LOIS Explore is free but does not connect to Filevine Case Management.

Open Practice is a legal practice management system developed with Australian legal professionals for mid-to-large law firms. It combines matter-centric workflows with trust accounting, financials, mobile support, fixed-fee requirements, and traditional practice management functions. Listed tools include customisable forms and precedents, reports, CRM, tasks, and diary functions, with role-based security. Its data integration supports search, electronic contracts, and document management; integrations include GlobalX information searches, PEXA and other national conveyancing and settlement services, Microsoft Office, and document management systems. The maker describes capacity from 5 to hundreds of concurrent users across multiple branches. It offers implementation, data conversion, project management, online or onsite training, upgrades, and customisation. Pricing is per user, but no amount is published; the maker states there are no long-term contracts. Free helpdesk services are part of an annually renewed Annual Maintenance and Support Agreement. Open Practice is available on Android, iOS, web, and Windows.