Optimize Documents in Filevine

Why start from scratch?

We’re here to give you a huge head start! We launch with our Vineskills Best Practices Templates and configure them to fit your unique needs. Then we add as many Filevine best-practice templates as you need at no additional charge.

All your purchased technology is set up, including Vinesign, ProjectsAI (SidebarAI, AI Doc Review, AIFields), SMS registration, and faxing.

We provide all the customization and personal training to ensure your success with Filevine. Not sure which plan you need? Let’s connect.

We’re focused on training

Our "Filevine Skills" training template, includes over 100 quick-access videos (1-5 minutes each) to help your team. Additionally, we offer recommendations for Filevine University tailored for your team.

All training sessions are recorded and accessible in your account. We also provide ongoing weekly Filevine group training with rotating topics, available year-round at no cost. Plus the option for onsite training.

Flexible monthly payment plans

All launch services include flexible payment plans. Clients do not need to pay everything upfront but are billed monthly based on the services performed that calendar month. This allows clients to spread out the investment throughout the implementation timeframe.

We’re here for you long term

Post-launch support, including additional live work sessions and email support, is provided via our managed services.

Document Assembly

Configure Filevine to your unique business processes. Commonly chosen by teams between 10 - 75, or teams with multiple practice areas. Weekly scheduled check-ins and additional work sessions as needed. The timeframes allow for a complete data and document migration.

Outlaw

Ideal for teams focused on one practice area using our best practices template.

  • Review legacy systems and adjust best practice template to align with migration needs

  • Custom configuration of processes, workflows, tasks, roles, and teams

  • Vineskills completes up to 10 DocGens

  • Training users, super users, and admins so everyone is in Filevine prior to launch

Customization of additional practice areas may require a larger plan.

Docs Plus

Ideal for teams that want more customization to fit their unique business practices, or who have multiple practice areas to focus on.

  • Review legacy systems and adjust best practice templates to align with migration needs

  • Custom configuration of processes, workflows, tasks, roles, and teams

  • Admin training for backend systems, including Customs Editor, DocGens, and Reporting (Vineskills completes up to 20 DocGens)

  • Training users, super users, and admins so everyone is in Filevine prior to launch

Document FAQs

  • We’re a group of 45+ legal and technology experts — most of our team has legal experience or has worked at Filevine (or both!).

    Unlike many other firms who employ out-of-country employees with a largely technical focus and little legal know-how, we’re based right here in the U.S. and have a deep understanding of both American legal business processes, and extensive technical expertise in all things Filevine, Lead Docket, Outlaw/DocAssembly, Workato Automations, Periscope, and custom API development.

  • Once you pick a launch plan, we send a straightforward Master Services Agreement that covers all the services Vineskills provides, including one-time services, annual app licenses and monthly post launch support services. View our sample MSA here

  • Our team loves building custom solutions so feel free to bring us your unique situation and we can make it happen. Additionally, we have a number of pre-configured templates to support a number of practice areas, including:

    • Personal Injury

    • Patent Law

    • Real Estate

    • Medical Malpractice

    • Medicaid

    • Civil Rights

    • Sexual Abuse

    • Small Business

    • Insurance Defense

    • Immigration

    • Estate Planning

    • Probate

    • Family

    • Criminal Defense

    • Employment

    • Bankruptcy

  • Yes! Once you’re up and running in Filevine, you may find that you want further customizations. We’re happy to continue to work with you on a month-to-month basis for as long as you’d like.