Launch Plans and Pricing

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.

Sprint Launch Plans

Launch quickly using our best practice configurations. Commonly chosen by teams between 2 - 15 users.

Sprint Lite

$937.50 $1,250
Launch within 2 weeks

Ideal for tech-savvy clients who are comfortable configuring Filevine. We provide assistance and our best-practice templates.

Live Sessions (2)

  • All-user Q&A live help session

  • Admin Q&A live help session (highlights the Customs Editor)

Post Launch Support

  • Free Help every Wednesday forever

  • Post-launch check-in call

Spreadsheet import available.

Sprint

$1,875 $2,500
Launch within 1 month

Our most popular plan for small teams. Uses our best-practice templates, limited configuration, comprehensive training sessions and resources.

Custom Configuration

  • Focused on primary practice area

  • Configure the intake and case summary sections (two sections)

  • 11 custom features (includes 3 reports, 5 task flows, 3 DocGen templates)

Live Sessions

  • Kick-off call

  • 3 all-user Q&A live help sessions

  • Admin Q&A live help session (highlights the Customs Editor)

Post Launch Support

  • Free Help every Wednesday forever

  • Post-launch check-in call

Spreadsheet import available.

Sprint Plus

$3,750 $5,000
Launch within 2 months

Ideal for teams that want more customization to fit their unique business practices, or want to do a spreadsheet import or core migration.

Custom Configuration

  • Additional month focused on your unique configuration of Filevine

  • Expanded template configuration changes to our best practices template sections

  • Custom-built templates or unique practice areas may require a larger launch plan

  • ProjectsAI (SidebarAI, AI Doc Review, AIFields) basic setup

  • 22 custom features (includes 5 reports, 2 email templates, 8 task flows, 1 deadline chain, 1 reminder schedule, and 5 DocGen templates)

Live Sessions

  • Kick-off call

  • 3 - 4 customization sessions

  • 2 - 3 all-user Q&A live help sessions

  • 2 admin Q&A live help sessions (highlights the Customs Editor)

Post Launch Support

  • Free Help every Wednesday forever

  • Post-launch check-in call

Spreadsheet import and core migration available.

Mid-Market Launch Plans

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.

Launch 1

$10,000

Launch within 4 months

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.

Launch 2

$15,000

Launch within 4 months

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

Launch 3

$25,000

Launch within 5 months

Ideal for larger teams or multiple practice areas. This plan has twice the resources and allows for two Vineskills experts to be deeply involved.

  • 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 30 DocGens)

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

Enterprise and Custom Launch Plans

We help the largest organizations launch with Filevine.

Many of our team members have previously worked at Filevine as implementation consultants for large enterprise clients. Most team members also have a background in legal, so they understand the business process and the technology that powers it. We enjoy being creative and solving challenging problems. Often, enterprise clients have unique processes and goals that require unique configurations of Filevine and connected technology.

Our team approach includes a primary point of contact who manages the entire process and dedicated specialists for things like Lead Docket and automations. We provide a comprehensive training plan with both remote and on-site options.

Enterprise launches start with a discovery call. We talk through your firm’s goals, and there are typically multiple options and price points available to get launched.

Enterprise launch examples

3-Month Launch
100-user firm

We helped a 100-user firm launch in 3 months. They had three practice areas (personal injury, workers comp, and criminal defense) with data coming from two legacy platforms.

This was an opportunity to save them from renewing Neos for an additional year, so we worked quickly to launch with Filevine using our best practice templates for each practice area (60k to launch). Then, we worked post-launch on custom configurations.

6-Month Launch
500+ user government agency

This is a current project with 10-month launch plan where we are using a phased approach to take specific departments live each month. True partnership with the agency's internal teams around configuration, migration, and user onboarding.

Change management for large-scale adoption, third-party integrations, and ongoing data sync of legacy systems were creative challenges in our design process. Vineskill is CJIS security certification to work with government agencies.

12-Month Launch
300-user firm

We had multiple team members working intimately with this client to remodel their business processes to be optimized prior to launch. This involved Filevine Core, Lead Docket, Document Assembly, and custom API development.

One of their goals was for us to push them toward innovation and not simply rebuild their prior platform, Needles, which they had used for 10+ years prior (140k to launch).

Data and Documents Migration

Vineskills’ 100% US-based migrations team can migrate your data and documents into Filevine

Optional add-ons:

Lead Docket implementation (starting at $1,875) details

  • 1 - 3 users $1,875 with up to 3 integrations

  • 4 - 10 users $2,500 with unlimited integrations

  • 10+ users starts at $5,000 (requires scoping)

  • Unlimited training (the secret to any successful intake platform implementation)

  • Post-Launch check-in

  • Customized training resources available

  • Option for ongoing support

  • If added post-launch:

    • Automations Only: Starts at $750.00

    • Leads AI Only: Starts at $750.00

We have a deep bench of experts certified in all things Filevine.

Document Assembly (FVDA) (starting at $1,250) details

  • Filevine org setup with Document Assembly (if needed)

  • Document Assembly themes setup for the company brand, logo, letterhead

  • Training sessions for users and admins

  • Training videos library provided to the client

  • Build-out of up to 5 standard Document Assembly templates, $1,250

  • Build out of up to 10 standard Document Assembly templates, $2,500


Automations with Workato
($2,500) details

  • Scoping to plan any contingency template changes, field updates, timing, testing, and rollout.

  • Typically to 3 standard automations (can vary based on complexity)

  • Documentation and admin training


Immigration AI
($0)

We include the setup of Immigration AI in your launch plan at no additional cost.


Periscope 2.0, Domo
($2,500)

Our team can configure dashboards with Periscope to measure your performance as a firm. This includes getting Filevine reports set up with the correct data points, setting up the S3 bucket, connecting Filevine to S3 to DOMO, and then updating the data sets for the standard reports.

With a scoping call, we can go beyond the standard data sets and configure custom views.

Onsite launch support
($3,000) details

  • $1,500 per day plus travel costs with a minimum of 2 days, unless it’s local to the team member doing the training

  • Training agenda developed ahead of time with client input to ensure the correct topics are covered

  • Ideal for launch support and also a refresher plan to re-energize your team to improve their Filevine skills


QuickBooks Connect implementation
($0) details

If you purchased QuickBooks Connect from Filevine, we help you implement it at no additional cost.

Settlement Calculator setup ($500)

We can setup Filevine’s Settlement Calculator for your firm. If you’re looking for a more custom template, we’ll work with you to provide services at an additional cost.


ProjectsAI full implementation
($1,250) details

ProjectsAI is enabled in all of our launch plans, and a full implementation and training is available as an add-on. The bundle includes a kick-off call, planning for how to best use the new tools, configuration, video documentation, training, and any necessary fine-tuning. We will get your firm set up and trained with the suite of Filevine AI tools:

  • AIFields

  • AI Doc Review

  • SidebarAI

Additional month of template configuration ($2,500 - $5,000)

By request, all launch plans can extend the configuration time by a calendar month.

Interested?

Every day we help law firms navigate the change of switching to Filevine. 80% of our staff previously worked at law firms and were a part of the change from a legacy platform to Filevine. It’s never too soon to talk about what is involved in helping you move to Filevine.

Launch 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.