Migrate your firm’s data and documents into Filevine
Data migration plans are typically used alongside a Filevine Launch plan. Your data's security is our top priority.
Data migration you can trust
Do you need to migrate your data into Filevine from another platform? Or did your previous migration leave something to be desired? We can help!
At Vineskills, we understand the importance of data security. That's why we're proud that our migrations remain within the United States, ensuring the highest standards of confidentiality and reliability. When you choose Vineskills, you're not just selecting a service; you're opting for peace of mind, knowing that our US-based data migrations team are seasoned ex-Filevine engineers.
No one in the world has handled more migrations into Filevine than our team of experts. Led by Vineskills' top engineer, who spearheaded Filevine's data migrations department, our team boasts unparalleled experience completing over 2,000 successful migrations. Whether you're a small or large firm, we offer seamless data transfers at flexible prices.
Spreadsheet Import
$1,250
Ideal for small firms looking to get core contact and case information loaded into Filevine. Available for all Sprint plans.
If you can get your data into this format, you're a good fit for a spreadsheet migration — just click here and here for the preferred formats.*
You select the data you want to be migrated, and we’ll provide a spreadsheet template for you to enter the data.
Spreadsheet imports do not include: Tasks, Calendar items, Documents, Deadline Chains, Collection Sections, Roles, Emails, Teams, Time & Billing.
Documents must be manually added to Filevine via Docs+ drag/drop to the top-level folder in the Docs section.
*Hourly support is available to assist in formatting your data into the import spreadsheets if needed.
Data and Documents Migration Plans
Core Migration
$4,500 up to 50 users
For teams who want access to the most important data that they choose to migrate. Available in the Sprint Plus plan, but not available for Sprint Lite or Sprint launches due to the timeframe.
Contact data
Case or Project data
Documents
Limited to 50 fields of any type. Need more? You can purchase additional fields for $500 per 10 data fields
Additional Filevine project templates are $1,000 each
100% Complete Migration
$7,500 up to 50 users
$12,500 50-100 users
$20,000 100-150 users
Custom pricing for 150+ users
“Everything in its place” The most common migration plan includes everything. It is ideal for firms that use prior platforms extensively and want to bring everything into Filevine. Available in all our mid-market and enterprise launch plans.
All contact data
All case or project data
All custom sections in your Filevine template, including both static and collection sections. (e.g.: Insurance, Case Summary, Intake, Meds, Negotiations)
Documents
Additional Filevine project templates are $1,000 each
Documents only migration - $2,500
This is helpful if you have your cases in Filevine already, or as an add-on to a Spreadsheet Import.
Manual migration $0 (free!)
Ideal for small teams with less than 100 active cases to migrate to Filevine. We train your team to enter your cases and move docs manually.
Copying/pasting the field and dragging the top-level folder into the Docs section takes an average of 15 minutes per case.
The downside is that this is a manual process for your team, but the upside is that it’s a chance to correct your data and get very familiar with Filevine.
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The United States has stringent data protection laws, such as the Health Insurance Portability and Accountability Act (HIPAA), the Gramm-Leach-Bliley Act (GLBA), and the California Consumer Privacy Act (CCPA). By keeping data migrations within the U.S., organizations can ensure compliance with these regulations, reducing the risk of data breaches and legal consequences.
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Keeping data migrations within the U.S. allows organizations to control their data more. They can establish and enforce strict access controls and data handling procedures to safeguard sensitive information.
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Working with a U.S.-based data migration team provides better quality and reliability compared to outsourcing overseas.
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Outsourcing data migrations overseas introduces additional risks, such as data exposure to foreign entities and differences in data protection standards. Keeping data operations within the U.S. can mitigate these risks and provide better data integrity and confidentiality assurance.
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Having data migration operations within the U.S. enables easier access to support services and legal recourse in case of issues or disputes. Local vendors are subject to U.S. laws and regulations, which can give organizations more leverage and protection in case of contractual breaches or service failures.
Why work with a U.S.-based migration team?
How the migration process works
The process starts with a scoping call to understand what needs to be migrated, and, more importantly, how extensively is the legacy platform(s) being used and how many sections and fields need to be scripted for migration. This can be done in a 25-minute call where the client shares their screen and walks through a couple of example cases.
The migration process includes the following stages:
Mapping: Determining where fields in the legacy platform(s) will land in Filevine.
Scripting: Coding work to facilitate the mapping, normalizing any data into a format that accommodates Filevine fields.
Testing: Importing a subset of cases into a Filevine sandbox. This is where the client gets to work with real cases, take them for a spin, and, most importantly, confirm that the data all landed correctly. Updates to mapping and scripting are done based on this feedback, along with additional rounds of testing if needed.
Go live: Typically, the client stops working in the legacy system(s) on a Friday, uploads a backup, then the migration happens over the weekend, and the client is live in Filevine on a Monday.
Document migration happens alongside the data migration and requires an alignment of which folder names belong to which projects in Filevine. For large enterprise migrations, we work on sequencing the migration to minimize downtime. For example, we would migrate all active cases during the weekend downtime, and then archived cases can be added once active cases are completed.
The list of platforms below are supported for full and custom migrations and includes data and document migration from a single legacy platform into a single Filevine template. If you are doing a Sprint Launch, full migration is only available in the Sprint Plus offering due to the time needed to map, script, test, and import.
If you have a different platform, it’s not a problem, and we will confirm everything on the scoping call.
Abacus Law
Abacus Accounting
Act! CRM
Action Step
Aderant Expert
Aderant
Amicus Accounting
Amicus Attorney
Amicus Cloud
Amicus Small Firm
Bill4Time
Blue Dot AI
Box
Calendly
Caret Legal
Case Advantage
Case Peer
CenterBase
Cerenade
Client Profiles
Clio Grow
Clio Manage
CosmoLex
Coyote Analytics
Curo365
Docketwise
Document Locator
Drop Box
eDocs:OpenText
Elite
Gladiate
Firm Central
Goldmine
Google Drive
Harvest
iManage Cloud
Hubspot
iManage
Intact
Jarvis
Juris
Justice Center Online
Keap
Keyhouse
Laser Fiche
Law Base
Law Cloud
Lawcus
Lawmatics
Leap 365
Leap Desktop
Legal Suite
Litify
Local Folders
MailChimp
Merus Case
Microsoft Dynamics
MyCase
Needles
NEOS
NetDocuments
Network Drives
Network Folders
Network Servers
OneDrive
Orion
Outlooks PSTs
PC Law
Perfect Law
PIKA
Practice Panther
Prevail
Proclaim
ProLaw
ProTempus
QuickBooks Online
RocketMatter
Salesforce
Sharepoint
Smokeball
Soluno
Tabs 3 Accounts Payable
Tabs3 Trust Accounting
Tabs3
Time Matters
Time Slips
Time59
TimeSolv
Trial Works*
triConvey
TriTek
Tx Docs
USB Drives
Wix
*Requires Custom Migration to maintain document mapping.
FAQs
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Clients will assist with and participate in the migration process. Clients are responsible for providing their data, either in spreadsheet or database format, to our data migration team.
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Core and complete migrations require the client to request a database backup from the legacy system provider or an admin login to your cloud provider. Our data migration team will provide instructions for uploading that database to an Amazon S3 bucket, and the client will be responsible for uploading the data.
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Once each section of your Filevine project template is completed and signed off on, we will start mapping the data fields from the legacy system to Filevine. During mapping, we will align your existing data with the appropriate fields in Filevine. This will be a collaborative effort, and someone from your team familiar with your legacy system data will need to participate in working sessions with our data migration engineer.
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After completing the mapping process, the client will be provided an opportunity to review their data and documents in a test environment. The test environment is a staging org that mirrors the production org where the final migration will be completed. This will allow the client to review and confirm the accuracy of the data as it will look inside Filevine at launch. This is a critical step in the launch process. The client must thoroughly and carefully review the test to ensure the data is in the proper fields. There may be multiple iterations of testing until the accuracy of the data is approved by the client.
Book a scoping call
Every day we help law firms navigate the change of switching to Filevine. 80% of our staff previously worked at law firms and were a part of the change from a legacy platform over to Filevine. It’s never too soon to talk about what’s involved in helping you move to Filevine. We can demo a best practices template and discuss the migration, training plan, and what to expect in the process.