Implement & Optimize Periscope
Periscope, powered by Domo, allows you to export Filevine report data into visualizations, giving you unparalleled insight into your firm’s performance so you can gather important information at a glance and track trends over time.
Visualize your firm’s key Filevine data
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Easily understand and track trends
Periscope and Domo give you a bird’s eye view of the day-to-day workings of your firm and surface important trends.
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Know when you need to hire
Drill down into caseload and performance insights to make data-informed decisions that impact the future of your firm, like when you need to make new hires (or not).
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Standardize your most productive workflows
See exactly which workflows and actions are yielding the best results and use those insights to create standardized workflows.
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Monitor team performance so you can improve it
Check in on your team’s active caseload assignments, track individual user activity, and identify top performers.
Launch packages
Standard Periscope Launch, Powered by Domo
$2,500
Vineskills can help you get set up in Periscope/Domo in one month!
This includes connecting one of your Filevine templates (one practice area) to Periscope and setting up the standard boards.
What’s included:
Walk through the setup of AWS account & S3 Bucket
Create Filevine reports & export them to AWS
Connect AWS to Domo
Set up standard boards and cards:
Active inventory/caseloads; case wrap up; demands; demographics; Filevine system user activity; intake metrics; medicals; projections; tasks
Training your team on how to use/edit dashboards (may include Looms)
Custom* Periscope Launch, Powered by Domo
$5000+
Time and Billing board: $5000
Each custom board: $2500
Each practice area: $2500
We’ll help you customize and use Periscope/Domo to its full potential.
We can work with you on an ongoing basis to connect data from multiple templates (across multiple practice areas), set up Time and Billing boards, or bring your custom vision to life.
What’s included:
Walk through the setup of AWS account & S3 Bucket
Create Filevine reports & export them to AWS
Connect AWS to Domo
Set up custom board and ETLs
Training your team on how to use/edit dashboards (may include Looms)
Domo historical financial import
Starting at $2500
Historical financial data includes all active and closed projects for which invoices have been paid and are therefore part of the case’s financial history. Please note that scoping is required to verify data format and project correlation.
Get to know Periscope/Domo
Periscope by Domo demo overview
Optimizer Amanda gives a walkthrough of the standard dashboards and cards set up for Periscope implementation.
FAQs
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Periscope 1.0:
Offers a limited number of reports. There are new charges on your contract for new reports
No ability to edit or change reports yourself
Limited number of users (Owners/Managers access only)
Only uses Filevine core data (no Lead Docket or other Filevine products' data)
With Periscope 2.0, you can:
Have unlimited dashboards/charts powered from 15 datasets (1 dataset can power hundreds of dashboards/cards/charts)
Get Admin access for users so that they can build dashboards/reports themselves, make edits and changes, and control other users' access
Invite other users and set report/content access
Integrate data from additional Filevine products like Lead Docket
Have the ability to upgrade to full Domo, meaning that you can pull in data from non-Filevine sources (such as QuickBooks, Call Rail, social media accounts, etc.)
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Let's set up a time to chat! We can help launch you on Filevine’s more advanced 2.0 system. We will work together to connect your data and set up the standard cards with the new system.
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Of course you can! We're happy to offer a training session with our Periscope launch plan. If you would like to learn more, we can also continue into Periscope Optimization so we can tackle longer-term projects together.