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.

Vineskills can help you to 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.

COST: $2500

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)

Standard Periscope Launch

Vineskills can help you customize and use 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.

Cost: $5000+
Time and Billing board: $5000
Each custom board: $2500
Each practice area: $2500

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)

Custom* Periscope Launch

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. Her work there focused on directly interacting with clients to understand their use cases and build out a range of customized 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.

  • Katie Gole

    Katie is an experienced legal tech consultant and former paralegal with a strong background in Filevine implementation and project management. She worked as an Implementation Consultant at Filevine, and previously served as the internal Filevine Project Manager at a personal injury law firm.

  • Zoe Ludkowski

    Zoe is a legal tech and case management pro. As an Implementation Consultant at Filevine, she guided legal teams in software adoption and workflow optimization. Zoe previously worked as a paralegal and case manager at several personal injury and medical malpractice firms.