Filevine Document Assembly

Simplify how you generate, manage, and collaborate on your firm’s contracts and documents. Vineskills can help you with all things related to Filevine document assembly, including using Outlaw.

Manage documents and contracts at scale

  • Quickly generate documents

    Let templates do the heavy lifting! Dynamic templates with connected variables make it easy to draft and generate all kinds of documents like demand letters, contracts, and more.

  • Streamline the contract management process

    With Outlaw, you can streamline contract workflows and do more with automation, from generation to approvals and more, helping you reach agreement faster.

  • Collaborate on documents and work more efficiently

    Your team can work together on case files and documents collaboratively in real-time within Filevine, so you can share information, track changes, and make edits.

  • Reduce errors and improve consistency

    When using conditional logic and automatic calculations, it’s easy to ensure the accuracy of your documents, without any worry about human error or data entry problems.

How Vineskills can help

Say goodbye to Fusions

We can help you move your DocGens and fusions into robust document templates with FVDA. It’s a chance to consolidate your DocGens into a fewer number of dynamic templates. Filevine Document Assembly allows you to pull data from multiple collection sections, static sections and project data all at once.

Fully customized training plans

Depending on your needs and goals, we can offer fully customizable training plans for your firm — plus access to our 60+ training and troubleshooting videos, which you can access any time.

Deep Filevine and FVDA expertise

Both of our FVDA experts previously worked at Filevine on the Outlaw team, so it’s safe to say that we really know our stuff. We work with firms of all sizes that don't have their own internal dedicated expert. We become a part of your team and use our in-depth knowledge of Filevine and FVDA to streamline your processes and improve your business results.

Flexible options depending on your needs

We can build docs at your pace, whether you’re looking to do something fast or on retainer for ongoing documents, we have you covered. We can do it all for you or we can show you how to do it and train your staff.

Launch Pricing

Sprint

Outlaw and Docs Assembly — $1250

  • 2 templates 

    • 1 template we’ll build on the training call 

    • 1 template offline

    • Your firm will need to provide us with 2 documents, which will be used to create your 2 templates

  • 1 Caption template that your team can use to build litigation documents (if needed)

  • Filevine org setup with Document Assembly

  • Outlaw team setup with letterhead and logo (if needed)

  • Custom theme setup

  • Template build training for admins (for users who want to learn how to code and build outlaw templates)

  • A quick reference guide dropped into your Outlaw account to assist with template building

  • 100+ FVDA training videos provided to the client to keep after the implementation

Mid-Market

Outlaw and Docs Assembly — $2500

  • 5 templates 

    • 1 template we’ll build together on the training call 

    • 4 templates built by Vineskills

    • Your firm will need to provide us with 5 documents, which will be used to create your 5 templates

  • 1 Caption template that your team can use to build litigation documents (if needed)

  • Filevine org setup with Document Assembly (exchanging of API keys)

  • Outlaw team setup with letterhead and logo (if needed)

  • Custom theme setup

  • Template build training for admins (for users who want to learn how to code and build Outlaw templates)

  • A quick reference guide dropped into your Outlaw account to assist with template building

  • 100+ FVDA training videos provided to the client to keep after the implementation

Enterprise

Custom pricing

If you have a large-scale project, contact us and we’ll work with you to determine the pricing.

We can do Outlaw-only implementations (with no Filevine).

How it works

The process starts with a Scoping Call, so we can understand the needs of your firm and the specifics of what you’re looking for.

As we go, we use a Project Tracker to help us track progress across documents, tasks and timelines.

We offer fully customized Launch and Training plans to teach your team how to build and modify templates in Outlaw. Need post-launch support? We’ve got you covered.

Optional add-ons:

Hourly services ($150/hour)

  • End-user document generation training 

  • Legacy migration (importing old documents and contracts into Outlaw)

  • Legacy migration training

  • Batch operations training

  • BlocksAI setup

  • BlocksAI training 

  • ContractsAI variable extraction setup

  • ContractsAI variable extraction training

  • Custom workflows 

  • Custom themes

  • Custom checkpoint setup

  • Custom training (admin or end-user)

  • Additional templates

  • Additional support

Settlement Calculator (starting at $500)

Vineskills or Finance Skills best practices template ($500)

  • We have launched 80+ firms on our Settlement Calculator templates. Your Optimizer will work with you to select the right template for you from our template library

  • Each template is two templates in one: Projected Settlement and Final Settlement Statement

  • The Settlement Calculator will be set up, tested, and you will receive training during a 50-minute Zoom call

  • Ideal for firms who are looking to get up and running with their settlement sheet quickly

  • Option to add-on additional customization or training for $150/hour

Custom Settlement Calculator build ($2500+ per template)

  • Ideal for firms who want to use their existing settlement template but rebuilt with Outlaw

Learn more about FVDA and Outlaw

Calculated variables

Optimizer Jordan explains how to use Outlaw and FVDA variables in your templates, demonstrating how to add Outlaw variables, create calculated fields, and perform basic calculations. She also takes you through how to pull in FVDA variables and use them in your formulas.

Conditional logic

Optimizer Jordan takes you through the best practices for using conditional logic in Outlaw and how to build conditional logic with regular and connected variables.

Custom headers and letterhead

Optimizer Jordan goes through how to set up custom headers and letterhead with FVDA.

Redline, edit and comment

Optimizer Jordan shows how to redline, edit, and comment on a document and the notifications that contract users get. Who can suggest, approve and reject edits? Jordan takes you through some of the document basics.

More FVDA resources

Check out our video library of FVDA walkthroughs, and tips and tricks.

You may also want to explore Outlaw’s Help Center, which offers a wide range of articles on drafting, flows, FVDA, and more.