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Filevine Data Migrations

Do you need to migrate data from your current system into Filevine. We understand the importance of data accuracy and security.

  • Our team works with the Engineer who ran the Data Migration Team at Filevine.

  • No Team has more experience with Filevine Migrations.

  • Enterprise, Mid Market, and Small Companies.

Spreadsheet Migration


Great for firms with fewer cases or firms without extensive use of prior CRM's.  

  • Data import from a Excel File or CSV.

  • Can Import: Sections, Items, Fields & Contacts.

  • Can't Import: Tasks, Calendar items, and Documents, Deadline Chains.

  • Faxes, Emails, Phone Calls & Text Messages are created as a note on the activity feed.

Standard Data & Docs


Best for firms with data from a prior software. Software tools we work with.

  • Cases / Projects

  • Contact Records

  • Notes

  • Tasks

  • Calendar Events

  • Reminders / Deadlines

  • Documents

  • Time & Billing

*Standard Data Fields & Records Only

Custom Data & Docs


Our most common migration plan that includes everything. Perfect for firms who have extensive use of prior platforms and want to bring everything into Filevine.

  • All Standard Migration items

  • We build custom sections into your Filevine template, this includes both static and collection sections. 

  • Additional Filevine project templates are $1,000 each

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Self Serve


Best for firms with smaller data sets.
Our team will show you how you can move data from your previous system into Filevine, one case at a time. This manual process takes time 


*SMB Packages Only

Supported Migration Platforms

  • Abacus

  • Aderant Total Office

  • Amicus

  • CASEpeer

  • Client Profiles

  • Clio

  • MyCase

  • Needles

  • Needles NEOS

  • PracticeMaster

  • Prevail

  • ProLaw

  • SmartAdvocate

  • Smokeball

  • Trialworks 

Mountain Range

Interested? Let's connect!

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