We help you get the very most out of Filevine

Your firm’s “insourced” expert team

Using technology better can give you a huge leg-up on the competition.

But why waste time trying to figure things out on your own?

With Vineskills, you leverage the best practices we've learned from working with hundreds of firms. Our team of 45+ experts provides top-tier proactive support for a fraction of a full-time hire's cost.

We understand your business processes and technology inside and out; most of our team has worked at Filevine, law firms, or both.

What makes us different than other partners?

Our approach is unique

We're not "contractors" or a ticketing system; we are responsive experts who become part of your team and have a personal relationship with your firm.

We get to know your goals and challenges intimately, take a hands-on approach to optimizing Filevine, and work with your team to ensure they're using technology to its full potential.

It’s easy to try us out

We don't lock you into long contracts; our services are month-to-month (so we've really got to earn it), and you can scale up or down as necessary. If you're unsure where to start or what you need to focus on, we offer a free Filevine evaluation.

We’re all owners here

As an employee-owned company, we pride ourselves on being proactive. Our team is engaged, thinks long-term, cares deeply about strategy, and operates like owners in small and big ways.

Drive real business results with continous improvement

Our work starts with identifying your firm’s business processes, challenges, and goals. Whether you need a short list of to-dos tackled or are looking for a long-term partner, here’s an idea of the type of work we could do together.

Ongoing Communication:

  • Regular check-ins with recap emails

  • Speedy responses and a dedicated point of contact

  • Quarterly strategy reviews

Optimizing your core
Filevine template

  • Phase review

  • Taskflows, tags, and checklists

  • DocGens and Fusions

Stabilizing your Filevine
for launch or “relaunch”

  • Training your team, remotely or on-site

  • Template audit

  • Streamlining sections

  • Addressing data or migration issues

Measuring KPIs and boosting efficiency

Optimizing your integrations

Included for all Optimization clients

Benchmark Dashboard

Our Benchmark Dashboard can give you key insights into your firm’s Filevine usage.

Free Help Wednesdays

Level up your Filevine users with our weekly Zoom Free Help session.

Strategy
Check-ins

Periodic check-ins for all to review your firm’s strategy and long-term goals.

New User Onboarding

We hold a monthly training session to help get your new users successfully onboarded to Filevine.

The Magic
Box of Skills

We’ve built a highly helpful collection of automations called the Magic Box of Skills.

User Surveys for Custom Training

Assess how well your team knows Filevine and where we should focus our training efforts.

Library of
Training Videos

Brief 1 to 5-minute quick reference videos installed right inside Filevine, accessible when needed.

Dynamic
Letterhead Hosting

Easily update all of your document templates with a new letterhead image, hosted by us.

What it’s like working with Vineskills

Our optimization plans give you a direct point of contact and a dedicated Filevine expert focused on optimizing your business processes. We’ll develop a customized work plan with frequent check-ins and fast responses. We see ourselves as an “insourced” team member who gets to know your business and your challenges and truly become part of your team.

Optimization plan FAQs

  • Pricing can scale up or down as needed, whether your firm is looking for a fractional or full-time engagement. We offer month-to-month contracts with no long-term obligation.

  • The process starts with a free 50-minute call to explore how we can help. During our call, we will discuss goals, share screens, and often solve a problem or two. After the call, we can decide if we're a good fit to work together.

    Then, we have a kick-off call with your team where we document the goals and current pain points. By the end of the call, we confirm the top priorities for the month ahead. Often we start with a general audit of Filevine in your organization. We consider ourselves part of your team and get to know your people, processes, and technology. Together we identify key areas to help move the business forward.

    For example, we may spend a month focused on Lead Docket and intake, then shift to litigation, building automation, integrating a third-party application, or focus on training the team and building out training for new employees.

    Once we have an Optimization plan in place, we’ll have regular check-in calls as we work through tasks according to the priorities we’ve set together.

  • This is where the magic happens. We provide continuous improvement every month based on the priorities we set together. We typically execute on one to two larger items and a handful of smaller tasks.

    We involve company stakeholders along the way, so everyone has input and ownership in the results.

    We believe that “Good thinking is like long division; you have to show your work."

    We share updates through video screencasts for you to review when convenient. These same videos serve as a helpful set of training videos for new staff.

  • Once you pick an Optimization plan, we send a straightforward Master Services Agreement that covers all the services Vineskills provides. View our sample MSA here

About the Vineskills team

Our team has vast legal business process expertise. With experience as paralegals, attorneys, case managers, legal marketing experts, and project managers, we have previously worked at law firms, Filevine, or both!

As technology professionals with certified Filevine credentials, we can work quickly to build the appropriate workflows for your practice area. We also know deeply about related products like DOMO, Lead Docket, QuickBooks, Outlaw, and more.

We don’t just have the technical skills; we’re also a fun group of people to work with!

  • Anna Barnes

    Optimizer

  • Kayla Cargiulo-Garcia

    Optimizer

  • Sarah Cocchiola

    Optimizer

  • Katie Gole

    Optimizer

  • Derek Hoffmann

    Optimizer, Attorney & Advanced Reporting

  • Eydi Hughes

    Optimizer - Lead Docket

  • Jasmine Knighten

    Optimizer - Doc Assembly

  • Nikki Landrio

    Chief Services Officer

  • Suzy Lewis

    Automations

  • Zoe Ludkowski

    Optimizer

  • Amy McGovern

    Optimizer

  • Frances McGrew

    Optimizer & Automations

  • Kendall McLaughlin

    Optimizer and AI

  • Jordan Miller

    Optimizer - Doc Assembly

  • Erica Payne

    Demands AI & Lead Docket Optimizer

  • Shadae Pete

    Optimizer - Lead Docket

  • Lindsey Ransford

    Optimizer

  • Val Reason

    Optimizer

  • Jen Rhodes

    Optimizer

  • Hillary Richards

    Hillary Richards

    Optimizer

  • Amanda Richardson

    Optimizer

  • Ivan Rodrigues

    Optimizer - Lead Docket

  • Danielle Rooney

    Optimizer & Demands AI

  • Peggy Sheppard

    Optimizer

  • Jacky Tilton

    Optimizer

  • Shannon Wong

    Optimizer

Dedicated experts for all of your Filevine-related tech

We have specialists for the entire Filevine ecosystem of associated products, from automation to finance, customized solutions, and beyond.

Get a free Filevine evaluation

It’s tough to know what it’s like to work with someone until you actually work together. So we make it easy. We offer a free Filevine evaluation where we review your current situation and demo ways we may be able to help.