Expert Filevine Support & Optimization for Legal Teams
Using Filevine 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 thousands of firms. Our team of 90+ experts provides dedicated Filevine support for legal teams of all sizes, for a fraction of the cost of a full-time hire.
We’re the only Filevine partner that is 100% focused on just this platform and its related ecosystem of tools (we’re not legal tech generalists; we’re truly dedicated Filevine experts!). 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 from 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 items 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
Team, role, and task review
Reporting
Optimizing your integrations
Optimization membership benefits
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.
Optimization Toolbox
We’ve built a highly helpful collection of automations called the Optimization Toolbox.
User surveys for custom training plans
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.
What it’s like working with Vineskills
Optimization plan FAQs
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.
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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.
Full-time staffing is available; please reach out for details.
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The process starts with a discovery 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.
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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.
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Once you pick an Optimization plan, we send a straightforward Master Services Agreement that covers all the services Vineskills provides. View our sample Services Agreement here.
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Common areas we help legal teams with: optimization of your Filevine template, including audits, phase setup and taskflows; Document Assembly; Lead Docket implementation and customization; data migration; user training; dashboards and reporting; MedChron; Depositions’ integrations like Zapier and Workato automations, and beyond.
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 dedicated teams for 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!
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![A woman with long, reddish-blonde hair wearing glasses with dark frames and a leopard print top, smiling at the camera.]()
Anna Barnes
Optimizer
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![Professional headshot of a woman with curly black hair, smiling, wearing a black blazer, against a beige background.]()
Kayla Cargiulo-Garcia
Optimizer
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![A smiling woman with long, straight, light brown hair and light skin, wearing a black top, against a plain beige background.]()
Sarah Cocchiola
Optimizer
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Derek Hoffmann
Optimizer, Attorney & Advanced Reporting
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![A woman with long dark hair, smiling, wearing a green top and a gold necklace, against a plain beige background.]()
Eydi Hughes
Optimizer - Lead Docket
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![A smiling woman with long braided hair wearing earrings and a dark top against a plain light background.]()
Jasmine Knighten
Optimizer - Doc Assembly
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![Close-up of a woman with pulled-back dark hair, blue eyes, well-defined eyebrows, wearing a black top, against a plain beige background.]()
Nikki Landrio
Chief Services Officer
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![A close-up portrait of a smiling young woman with long brown hair, blue eyes, and light skin, wearing a white shirt against a plain light beige background.]()
Suzy Lewis
Automations
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![A smiling woman with long dark brown hair, wearing glasses, a nose piercing, earrings, a gold necklace, and a green sweater.]()
Zoe Ludkowski
Optimizer
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![Close-up of a smiling woman with long, curly brown hair and blue eyes, wearing a black top and a delicate necklace with a horizontal bar pendant.]()
Kendall McLaughlin
Optimizer and AI
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![Close-up of a smiling woman with long, brown hair, light makeup, and light clothing, against a plain, light background.]()
Jordan Miller
Optimizer - Doc Assembly
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![A woman with dark hair styled in a high bun, smiling, wearing a dark blazer over a patterned blouse, against a plain beige background.]()
Shadae Pete
Optimizer - Lead Docket
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![A woman with curly red hair wearing glasses, earrings, and a white top, smiling at the camera.]()
Lindsey Ransford
Optimizer
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![A woman with short curly hair, round glasses, and earrings, smiling at the camera.]()
Val Reason
Optimizer
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![Close-up portrait of a smiling woman with long red wavy hair and light eyes, wearing a white top.]()
Jen Rhodes
Optimizer
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![Hillary Richards]()
Hillary Richards
Optimizer
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![Close-up of a smiling woman with black hair, light skin, blue eyes, wearing a nose ring and a denim shirt.]()
Amanda Richardson
Optimizer
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![Headshot of a smiling man with short dark hair, facial hair, and wearing a white dress shirt.]()
Ivan Rodrigues
Optimizer - Lead Docket
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![Close-up of a smiling woman with long brown hair, wearing glasses, a dark blazer, and a blue shirt. The background is beige.]()
Jacky Tilton
Optimizer
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![Close-up portrait of a woman with short black hair, light makeup, and a subtle smile, wearing a white turtleneck sweater against a plain light background.]()
Shannon Wong
Optimizer
Dedicated support 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.
We can help you get more from Filevine
It’s tough to know what it’s like to work with someone until you actually work together. So we make it easy.
We start with a hands-on Discovery Call where we review your current situation and demo ways we may be able to help. Feel free to bring an idea or challenge, share your screen, and often we can improve something for you during that free call.