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

  • 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.

  • 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).

  • Standardize your most productive workflows

    See exactly which workflows and actions are yielding the best results and use those insights to create standardized workflows.

  • 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 with Periscope/Domo

Vineskills can help you to get set up in Periscope/Domo in one month! This includes connecting one of your Filevine templates to Periscope and setting up the standard boards. Note that additional project types or custom boards can be connected and created if you opt for post-launch Optimization.

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)

Periscope/Domo Optimization

Ready to get more out of Periscope and Domo? We can help you identify your team’s goals and key metrics and create customized boards based on your firm’s Filevine data. 

 Our Optimization services start at $2500 a month. There are no long-term contracts, so you can try us out and cancel at any time or scale our engagement up or down depending on your firm’s needs. Set up a scoping call to learn more!

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

  • 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.)

  • 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.

  • 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.

Ready to get started?

Meet your team

  • Suzy Lewis

    When it comes to Filevine, Suzy really knows her stuff. She has a background in API support engineering and was previously a specialist at Filevine where she worked directly with clients to understand their use cases and build out a range of custom solutions.

  • Amanda Richardson

    Amanda started out her career as a paralegal, then headed to Filevine as an Implementation Consultant, and then Customer Success Manager. She intimately understands both the challenges that law firms face, and how to maximize Filevine to overcome them and streamline workflows.