Filevine
Insightly
| Feature | Filevine | Insightly |
|---|---|---|
| Pricing | Contact sales | Free / from $29/mo |
| Free Plan | ✗ No | ✓ Yes |
| Rating | 4.3 / 5 | 4 / 5 |
| Best For | plaintiff-firms, insurance-defense, personal-injury, litigation-teams | growing-businesses, project-based-companies, professional-services, mid-market |
| Founded | 2014 | 2009 |
| Case Management | ✓ | ✗ |
| Document Automation | ✓ | ✗ |
| Ai Contracts | ✓ | ✗ |
| Task Management | ✓ | ✗ |
| Reporting | ✓ | ✓ |
| Client Portal | ✓ | ✗ |
| Contact Management | ✗ | ✓ |
| Pipeline Management | ✗ | ✓ |
| Project Management | ✗ | ✓ |
| Workflow Automation | ✗ | ✓ |
| Email Tracking | ✗ | ✓ |
✓ Filevine Pros
- Excellent for litigation firms
- Good document automation
- AI contract tools
- Strong task management
✗ Filevine Cons
- Not ideal for transactional practice
- Pricing not transparent
- Implementation timeline long
✓ Insightly Pros
- CRM plus project management
- Good workflow automation
- AppConnect integration platform
- Affordable pricing
✗ Insightly Cons
- Interface feels dated
- Limited marketing features
- Reporting could be stronger
The Verdict
Filevine is built for plaintiff firms and insurance defense, with a focus on case-management and document-automation. Insightly targets growing businesses and project based companies and leads with contact-management and pipeline-management.
Filevine uses custom enterprise pricing, while Insightly starts at $29/mo — a tangible advantage for teams with a fixed budget.
Insightly has a free plan, which gives it a meaningful edge for individuals and small teams exploring their options. Filevine requires a paid subscription from day one.
Bottom line: Filevine has a slight overall edge — but if crm plus project management matters most to you, Insightly may still be the right call.