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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 entire team is located in the United States.

  • Certified and Compliant in Filevien Data Migration. 

  • Enterprise, Mid Market, and Small Companies.

Anchor 1
Spreadsheet Migration

$1,500

​Overview

  • Great for firms who can get all of their data into a csv or excel spreadsheet.

What is included

  • Cases

  • Contacts

  • Static Sections Only 

  • Limit 25 Fields

How does it work

  • We will provide you with a an excel template for you to enter the data into. 

  • Data will be loaded into Filevine to create Cases and Contacts

- Additional Filevine project templates are $1,000 each.

Document Only Migration

$4,000

Overview

  • Perfect for firms who are moving from a Local Drive or Cloud Drive.

 

What is included 

  • Cases

  • Contacts

  • Documents

How does it work

  • We will work with you to get a backup of your Documents

  • Our team will turn your existing Documents and Folder structure into Filevine Projects, Contacts, with a matching Folder structure.

  • We will work with you on mapping and testing to ensure a seamless transition.

- Additional Filevine project templates are $1,000 each.

Data Only Migration

$4,000

Overview

  • Perfect for firms who are moving from a previous system and plan to move their documents themselves

 

What is included 

  • Cases

  • Contacts

  • Limit 50 fields

How does it work

  • We will work with you to get a backup of your Data.

  • Our team will map of your existing Case Data and Contact Data into its correct place in Filevine.

  • We will work with you on mapping and testing to ensure a seamless transition.

 

- Additional Filevine project templates are $1,000 each.

Data & Docs Migration

$6,500

Overview

  • Our most popular package​

  • Designed for firms who need everything migrated to Filevine

 

What is included 

  • Cases

  • Contacts

  • Documents

  • Limit 75 fields

How does it work

  • We will work with you to get a backup of your Documents & Data.

  • Our team will map of your existing Case Data, Contact Data, and Documents into its correct place in Filevine.

  • We will work with you on mapping and testing to ensure a seamless transition.

- Additional Filevine project templates are $1,000 each.

Please note that additional systems and data sources will need to be scoped as an additional data migration

Mountain Range

Interested? Let's connect!

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