fileplan
Reviews
Star rating
Rank in Document Management
Pros and cons
Pros
- Ease of Use
- Data Management
- Reliability
- Security
- Team Collaboration
- File Sharing
Cons
- Slow Loading
- Inefficient Searching
- Mobile Limitations
- UX Improvement
- Search Difficulties
- Slow Performance
Traffic & LLM citations
Source: G2 review data
Losing to
Key stats
Adoption by company size
| Segment | Share of reviews |
|---|---|
| Small Business | 45.1% |
| Mid-Market | 43.1% |
| Enterprise | 11.8% |
Quarterly history
| Quarter | Reviews | Star rating |
|---|---|---|
| 2025 Q3 | 1 | 5.0 |
| 2025 Q4 | 1 | 4.0 |
| 2026 Q1 | 1 | 4.0 |
| 2026 Q2 | 2 | 3.8 |
| 2026 Q3 | 1 | 4.5 |
Satisfaction ratings
What reviewers say
Thoughtfully Designed but Needs Speed Enhancement
“I use Fileplan for document management, and I really like the version control feature. It's my favorite because of how thoughtfully it's designed around real workflows. I appreciate that I can work on a private draft of the current version and use it in another, which helps turn ”
Excellent Version Control for Accurate, Reliable Information
“The best feature definitely has to be version control which lets you access versions and maintain the correct information that you would to store.”
Effortless Compliance, Needs UX Improvement
“I use Fileplan to organize, classify, retain, and securely dispose of documents and records, which helps me meet regulatory and legal compliance requirements. I like that it makes it easier to find records quickly using metadata and classification rules. The initial setup was ver”