← Filevine
Filevine role-play cheat sheet
For the mock cold call at the end of most SDR interviews.
What they sell, in one line
Case management software that helps law firms organize cases, documents, deadlines, and client work in one system.
Who you'd be calling
Managing partners, firm owners, and office administrators at small and mid-size law firms (often personal injury and similar practices).
Your opener
“Hi [Name], this is [You] from Filevine. I know I'm calling out of nowhere. I help small law firms keep cases and documents in one place. Have you got a minute to tell me how you manage that today?”
Problems you solve for them
- Case details and documents are spread over email, paper, and spreadsheets
- Missed deadlines and tasks cost the firm time and money
- Hard to keep clients updated without constant calls and emails
Discovery questions to ask
- What do you use today to track cases, tasks, and deadlines?
- How do you keep clients updated on where their case stands?
- What takes up the most time for you and your staff each week that isn't billable work?
Objections they'll throw at you
“I'm busy, I'm in the middle of a case.”
→ Understood, I won't take your time now. Is there a better time this week, maybe first thing in the morning, for a quick call?
“We're not interested.”
→ No worries. Can I ask how your firm tracks cases today? If it's working well, I'll leave you alone.
“We already have case management software.”
→ Good, many firms do. How happy are you with it, and does your team actually use it day to day? If there's frustration, a quick look could help.
“Send me an email.”
→ Happy to. So I send the right thing, are you more focused on organizing cases, deadlines, or client communication? Can we set a short follow-up after you've looked?
Competitors worth knowing
Clio, MyCase, Litify
Interview tips for this company
- This is a new field-sales motion. Be ready to talk about being self-starting, handling the unknown, and building a territory from nothing.
- Learn basic law firm roles: partner, associate, paralegal, and who decides on software.
- Lawyers are skeptical and value their time, so keep your pitch short and respectful.
Written from public information about Filevine to help you practice. Ask an insider what their role play looked like; it's the best prep there is.