Mid-Market Launch Plans
Your team will get started with a Vineskills best practices template configured to your unique needs. You’ll receive a Filevine Skills training template filled with a library of Vineskills-recorded custom training videos and a comprehensive training plan with an option for on-site training. We’ll touch base with you regularly during our scheduled check-in calls to stay on track with additional ad hoc calls as needed.
All launch plans include flexible payment plans. Clients do not need to pay all upfront but instead are billed in monthly increments based on the services being done that calendar month. This allows clients to spread out the investment throughout the implementation timeframe.
Filevine Account Executives — feel free to quote clients from this menu of options and if you have questions or need something unique, please contact us.
Core
$7,500
Launch within 3 months
Focus on one practice area with one Filevine template using our best practices
15 DocGens and 1 Fusion Report
Vinesign connected, SMS registration and fax number set up
ProjectsAI (Sidebar, AI Doc Review, AIFields) is enabled for the client to configure and utilize
Timeframe:
One month dedicated to template configuration.
Two months dedicated to training, task flows, DocGens, and data migration.
Full
$10,000
Launch within 3 months
Twice the resources for the first month of template configuration to fine-tune to your business process
Option for up to two additional practice areas
20 DocGens and 2 Fusion Reports
Vinesign connected, SMS registration and fax number set up
ProjectsAI (Sidebar, AI Doc Review, AIFields) is enabled for the client to configure and utilize
Timeframe:
One month dedicated to template configuration
Two months dedicated to training, task flows, DocGens, and data migration
Pro
$15,000
Launch within 4 months
Twice the resources during the first two months for template configuration to fine-tune to your business process
Option for up to three additional practice areas
25 DocGens and 3 Fusion Reports
Vinesign connected, SMS registration and fax number set up
ProjectsAI (Sidebar, AI Doc Review, AIFields) is enabled for the client to configure and utilize
Timeframe:
Two months dedicated to template configuration
Two months dedicated to training, task flows, DocGens, and data migration
Data and document migration
Trust in Vineskills for your migration journey. Your data's security is our top priority.
At Vineskills, we understand the importance of security when migrating your data into a new operating system. That's why we're proud to emphasize that all our migrations remain within the United States, ensuring the highest standards of confidentiality and reliability.
When you choose Vineskills for your migration needs, you're not just selecting a service; you're opting for peace of mind, knowing that our US-based data migrations team are seasoned ex-Filevine engineers. Led by Vineskills' top engineer, who spearheaded Filevine's data migrations department, our team boasts unparalleled experience executing over 2000 successful migrations. No one in the world has handled more migrations into Filevine than our team of experts. Whether you’re a small firm or a large enterprise, our migration options can cater to your needs, offering seamless data transfers at flexible prices.
Spreadsheet Data Migration ($1,250)
This is a fast way to get your contact and case information loaded into Filevine. If you can get your data into this format, you're a good fit for a spreadsheet migration — just click here and here for the preferred formats.
You select the data you want to be migrated, and we’ll provide a spreadsheet template for you to enter the data.
What’s NOT Migrated? Tasks, Calendar items, Documents, Deadline Chains, Time & Billing.
Documents must be manually added to Filevine via Docs+ drag/drop to the top-level folder in the Docs section.
(NEW) Full Migration ($5,000)
“10/10”
Ideal for firms who want access to the most important data that they choose to migrate. Available in the Sprint Plus plan. Not available for DIY or Sprint launches due to the timeframe.
Includes migration of 10 data points and summary of 10 sections, covering a range of vital information
Documents
Standard data included:
Contacts (SSN, Notes, Marital Status); Projects (Date of Incident, Phase/Status, Create Date); Notes; Associated Projects/ Contacts; Tasks; Calendar; Deadlines/Reminders; Time and Billing (limited to open time entries)
Need more? You can purchase additional fields and sections for migration:
Additional data points can be migrated for $500 per 10 data points
Additional sections can be migrated for $250 per section
Custom Migration ($7,500)
“Everything in its place”
The most common migration plan includes everything. It is ideal for firms that use prior platforms extensively and want to bring everything into Filevine.
All of the Standard Migration items
All custom sections in your Filevine template, including both static and collection sections. (eg: Insurance, Case Summary, Intake, Meds, Negotiations)
Documents
Additional Filevine project templates are $1,000 each
For 25+ users, a scoping call is required
Docs-only migration is $2,500. This is helpful if you have your cases in Filevine already, or as an add-on to a Spreadsheet Migration.
Why work with a U.S.-based migration team?
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The United States has stringent data protection laws, such as the Health Insurance Portability and Accountability Act (HIPAA), the Gramm-Leach-Bliley Act (GLBA), and the California Consumer Privacy Act (CCPA). By keeping data migrations within the U.S., organizations can ensure compliance with these regulations, reducing the risk of data breaches and legal consequences.
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Keeping data migrations within the U.S. allows organizations to control their data more. They can establish and enforce strict access controls and data handling procedures to safeguard sensitive information.
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Working with a U.S.-based data migration team provides better quality and reliability compared to outsourcing overseas.
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Outsourcing data migrations overseas introduces additional risks, such as data exposure to foreign entities and differences in data protection standards. Keeping data operations within the U.S. can mitigate these risks and provide better data integrity and confidentiality assurance.
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Having data migration operations within the U.S. enables easier access to support services and legal recourse in case of issues or disputes. Local vendors are subject to U.S. laws and regulations, which can give organizations more leverage and protection in case of contractual breaches or service failures.
The list of platforms below are supported for Full and Custom Migrations and includes data and document migration from a single legacy platform into a single Filevine template.
If you have a different platform, it’s not a problem, and we will confirm everything on the scoping call.
Abacus Law
Abacus Accounting
Act! CRM
Action Step
Aderant Expert
Aderant
Amicus Accounting
Amicus Attorney
Amicus Cloud
Amicus Small Firm
Bill4Time
Blue Dot AI
Box
Calendly
Caret Legal
Case Advantage
Case Peer
CenterBase
Cerenade
Client Profiles
Clio Grow
Clio Manage
CosmoLex
Coyote Analytics
Curo365
Docketwise
Document Locator
Drop Box
eDocs:OpenText
Elite
Gladiate
Goldmine
Google Drive
Harvest
Firm Central
iManage Cloud
Hubspot
iManage
Intact
Jarvis
Juris
Justice Center Online
Keap
Keyhouse
Laser Fiche
Law Base
Law Cloud
Lawcus
Lawmatics
Leap 365
Leap Desktop
Legal Suite
Litify
Local Folders
MailChimp
Merus Case
Microsoft Dynamics
MyCase
Needles
NEOS
NetDocuments
Network Drives
Network Folders
Network Servers
OneDrive
Orion
Outlooks PSTs
PC Law
Perfect Law
PIKA
Practice Panther
Prevail
Primafact
Proclaim
ProLaw
ProTempus
QuickBooks Online
RocketMatter
Salesforce
Sharepoint
Smokeball
Soluno
Tabs 3 Accounts Payable
Tabs3 Trust Accounting
Tabs3
Time Matters
Time Slips
Time59
TimeSolv
Trial Works*
triConvey
TriTek
Tx Docs
USB Drives
Wix
*Requires Custom Migration to maintain document mapping.
Optional add-ons:
We have a deep bench of experts certified in all things Filevine.
Lead Docket implementation ($2,500) details
Under 10 Lead Docket users
Unlimited integrations
Unlimited training (the secret to any successful intake platform implementation)
Post-Launch check-in
Customized training resources available
Option for ongoing support
Document Assembly (FVDA) ($2,500)
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 10 standard Document Assembly templates
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
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 ($3,500) details
$1,750 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.
ProjectsAI full implementation ($1,250)
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
Vineskills apps
Smart Mailroom for routing physical mail directly to a project
Magic Box of Skills to automate phase change notifications, recycle obsolete fields, and organize your Docs
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. We can demo a best practices template, discuss the migration and training plans, and chat about what to expect when implementing a new platform.
Launch FAQs
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We’re a group of 25+ 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.
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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
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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
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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.