CloudLex vs Filevine
Filevine scores 8.1/10 vs 7.2/10. Best for: Mid-size to large litigation firms that need a highly customizable case management system with task automation and team collaboration at scale.
Filevine scores higher overall at 8.1/10 vs 7.2/10. Filevine is purpose-built for litigation firms that handle high volumes of cases and need customizable workflows. If you're running PI, mass tort, or insurance defense with 5+ attorneys, it's worth the demo. Solo practitioners should look elsewhere.
CloudLex 
Filevine Rank
#20 of 39
Rank
#3 of 39
Features
17/18
Features
18/18
Starting at
Custom
Starting at
Custom
User reviews
4.7/5 (80)
User reviews
4.7/5 (350)
What they cost
| CloudLex | Filevine | |
|---|---|---|
| Starting at | Contact for pricing | Contact for pricing |
| Free trial | No | No |
| Number of plans | Custom | Custom |
What the pricing really means
Both CloudLex and Filevine use custom pricing, which means you need to talk to sales. In our experience, custom pricing usually means the product is targeting larger operations and the monthly cost will be higher than products with published prices. Ask specifically about total year-one cost, including setup, onboarding, and training.
Where CloudLex wins
- Medical records module tracks providers, treatments, liens, and balances in one timeline view
- Demand package builder assembles settlement demands from case data automatically
- G2 rating of 4.7 shows strong satisfaction among PI firms that use it
- Built in the cloud from day one, unlike competitors that migrated from desktop
Where Filevine wins
- Highly customizable with custom fields, sections, and workflows that adapt to any practice area without developer help
- Built-in AI tools for contract review and document analysis, which are genuinely useful not just marketing fluff
- Task automation and deadline tracking is best-in-class for litigation workflows
- Acquired Lead Docket for intake and DeadlineDocket for court rules, so the full suite is now comprehensive
Where CloudLex falls short
- No public pricing — custom quotes only
- Only useful for personal injury and related practice areas
- No trust accounting built in
- Smaller ecosystem and fewer integrations than generalist tools like Clio
Where Filevine falls short
- No public pricing — you have to sit through a demo call, which usually means it's expensive
- No trust accounting built in, so you'll still need CosmoLex or QuickBooks for IOLTA compliance
- Overkill for solo attorneys or 2-3 person firms — the customization power becomes complexity you don't need
- Steeper learning curve than Clio or MyCase because of all the configuration options
Who is each product built for?
CloudLex
Target: 1-25 attorneys
CloudLex competes directly with CASEpeer for PI firms. The medical records module and demand builder are strong. Get demos from both CloudLex and CASEpeer and pick based on which workflow fits your firm better.
Filevine
Target: 5-500+ attorneys
Filevine is purpose-built for litigation firms that handle high volumes of cases and need customizable workflows. If you're running PI, mass tort, or insurance defense with 5+ attorneys, it's worth the demo. Solo practitioners should look elsewhere.
Feature comparison
| Feature | CloudLex | Filevine |
|---|---|---|
| Case Management | ||
| Case / matter management | ||
| Contact management | ||
| Conflict checks | ||
| Client intake forms | ||
| Client portal | ||
| Documents & Automation | ||
| Document management | ||
| Document automation | ||
| E-signatures | ||
| Email management | ||
| Billing & Accounting | ||
| Time tracking | ||
| Billing & invoicing | ||
| Trust / IOLTA accounting | ||
| Scheduling & Deadlines | ||
| Calendar management | ||
| Task management | ||
| Court rule deadlines | ||
| Platform | ||
| Reporting / analytics | ||
| Mobile app | ||
| API access | ||
Common questions
Filevine scores 8.1/10 vs CloudLex's 7.2/10 in our ranking. Filevine is the better pick for 5-500+ attorneys. CloudLex is better if you need pi firms that want a cloud-native case management system with medical records tracking, demand package creation, and settlement management.
CloudLex uses custom pricing (contact sales). Filevine uses custom pricing (contact sales). Watch for add-on costs — the base price often does not include all features. Pricing last verified 2026-04-11.
CloudLex: No free trial. Filevine: No free trial. Always test with your actual workflow before committing to an annual plan.
CloudLex covers 17 of 18 features we track. Filevine covers 18 of 18. Filevine has broader feature coverage, but more features does not always mean better — pick the tool that covers what your business actually needs.
Yes, CloudLex has a mobile app. Filevine does too.
Yes. The main effort is migrating your data (customer lists, job history, invoices). Plan for 1-2 weeks of overlap where you run both. Most legal practice management tools can import CSV data. Ask both vendors about migration support before you sign.
The bottom line
Pick CloudLex if...
PI firms that want a cloud-native case management system with medical records tracking, demand package creation, and settlement management.
Pick Filevine if...
Mid-size to large litigation firms that need a highly customizable case management system with task automation and team collaboration at scale.