Filevine vs SmartVault
Filevine
filevine.comSmartVault
smartvault.comSide by side
| Figure | Filevine | SmartVault |
|---|---|---|
| Price from | Free | $85/mo |
| Free plan | Yes | — |
| Free trial | Yes | Yes |
| Open source | — | — |
| Web | Yes | Yes |
| Windows | — | Yes |
| macOS | — | Yes |
| iOS | — | Yes |
| Android | — | Yes |
| API | Yes | Yes |
| Plans published | 4 | 4 |
| Spec score · Legal Document Management Software | 8.2 (#7) | 7.8 (#13) |
| Integrations | Filevine lists native integrations across billing and timekeeping, email and calendar, data visualization, law management, and communication. | Listed integrations include Intuit Lacerte, ProConnect, ProSeries, Thomson Reuters UltraTax CS, DrakeTax, CCH, QuickBooks, and DocuSign. |
| Security | Filevine describes encryption for data at rest and in transit, centralized governance controls, and identity and access management. | SmartVault says it is SOC 2 Type 2 compliant and holds ISO 27001 and ISO 22301 certifications; it also describes IRS Publication 4557 and FTC Safeguards Rule support. |
| Support | Filevine says Customer Success and Support teams provide ongoing guidance, and Certified Implementation Partners help with setup and workflow customization. | The pricing page lists U.S.-based phone, email, and chat support, plus an on-demand training portal. |
Plans
Filevine
- Custom quotePrice not published
- Custom quotePriced on request
- LOIS ExploreFree
- Filevine packagesPriced on request
SmartVault
- SmartRequestAI bundle$12.50, paid once
- Accounting Pro$85 a month
- Business Pro$85 a month
- Accounting Unlimited$110 a month
In their own words
Filevine
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.
SmartVault
SmartVault has no write-up on Specifiction yet; its figures are above.