Filevine support plans

We do whatever it takes to make Filevine a success for your law firm.

Our team of 40+ Filevine experts has decades of experience. We work with firms of all sizes that don't have their own internal dedicated Filevine expert. We become a part of your team and focus on improving your business results.

Not yet using Filevine? Talk to us about our implementation services with free best-practice templates, which we can customize to your unique business.

Sort of using Filevine? You may have had Filevine for years but may not be utilizing its full potential. Or, since your initial launch, new Filevine features are ready to be implemented.

Our managed services plans

Learn about our various managed services options, from hourly support to optimization and full-time staffing.

Optimization

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. This is by far our most popular offering, especially for firms that want to grow.

Optimization is like hiring a part-time internal team member who has the support of our entire team. They are your primary point of contact to help your firm grow with Filevine and related technologies. We use regularly scheduled check-in calls to prioritize the work and lead the efforts to get things done.

  • Starting at $2500 per month. Month-to-month contracts with no long-term obligation, scale up or down as you need.

  • 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.

Hourly support

Get support from our Filevine experts at a competitive hourly rate. You’ll get same-day responses from an expert who gets right into your Filevine org, and can answer questions and tackle issues you send our way, train your staff, as well as complete work and document what’s been done.

Hourly Support is help whenever you need it. We document our work with video screencasts so you see the details and become more self-sufficient over time.

  • Plans start as low as $225 per month based on $150 per hour.

  • Whether you need setup and training for new employees, reports built, Filevine template changes, AI Fields configured, or third-party integrations configured, we’re here to help.

  • We’ll primarily communicate via email, but can also use Zoom calls as-needed to share screens and work through various topics together.

Full-time staffing

The full-time staffing option offers a Vineskills expert who is 100% dedicated to your firm. They’ll become a member of your in-house team and have all the benefits and resources of being part of Vineskills.

Full-time staffing is similar to Optimization, but your expert is fully dedicated to your firm — with the support of our entire team behind them.

  • Our Full-Time Staffing plan uses a cost-plus model where we recruit, train, and support your internal Filevine admin.

  • The process starts with a discovery call to explore how we can help and what you’re looking for in a full-time team member. Then, once we’ve had a chance to assess your needs, we can decide if it’s a good fit to work together. We then allow you to interview the candidates much like you would for an internal position.

    Then, we have a kick-off call with your team to document the goals and current pain points, and introduce you to your new full-time team member. By the end of the call, we confirm your top priorities and how we’ll work together in the coming months ahead. The process may start with a general Filevine audit.

    Your new full-time dedicated Filevine expert will quickly get to know your team, goals, and business processes. Together, we’ll identify key areas needing improvement to help move your firm forward, and from there, we’ll get to work.

  • Since this position is entirely dedicated to your firm full-time, you’ll always have a direct line to your in-house expert with fast responses and regular check-in calls.

    We will provide oversight and team input to ensure you are following best practices and leveraging our team’s input; this avoids the inherent problem of a single Filevine admin at a firm only knowing one org with gaps in their product knowledge.

    This is designed as a cost-plus model, making it more affordable than a direct hire since we train the oversee the quality of work being done.

About the Vineskills team

Our team has extensive legal business process expertise. We have experience as paralegals, attorneys, case managers, legal marketing experts, and project managers. Most of our team members have either previously worked at law firms, Filevine, or both! As technology professionals with certified Filevine credentials, we can work quickly to build the appropriate workflows to fit your business and practice area.

We have deep expertise across different product areas — not only are we certified in all things Filevine, but we also have teams dedicated to and only working with specific tools (like DOMO, Lead Docket, QuickBooks, Outlaw, and more). In other words, we have a huge amount of depth of knowledge as compared to partners who may have teams spread widely across multiple products.

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

Do you have a relationship with a ticketing system?

For our Optimization and Full-Time Staffing options, we’ll give you a direct point of contact who knows you and your firm and intimately understands your business model.

How do we compare to other partners?

Are you locked into a long-term contract?

We make it easy to scale services up or down, depending on your needs, with month-to-month contracts (though note that our Full-Time Staffing option does require a 6-month engagement).

Is your support reactive or proactive?

We pride ourselves on proactive, strategic support rooted in deep Filevine expertise and understanding of your business processes, as well as your long-term goals.

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.