Filevine Data Migrations
Do you need to migrate data from your current system into Filevine. We understand the importance of data accuracy and security.
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Our team works with the Engineer who ran the Data Migration Team at Filevine.
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No Team has more experience with Filevine Migrations.
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Enterprise, Mid Market, and Small Companies.
Spreadsheet Migration
$1,500
Great for firms with fewer cases or firms without extensive use of prior CRM's.
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Data import from a Excel File or CSV.
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Can Import: Sections, Items, Fields & Contacts.
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Can't Import: Tasks, Calendar items, and Documents, Deadline Chains.
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Faxes, Emails, Phone Calls & Text Messages are created as a note on the activity feed.
Standard Data & Docs
$3,500
Best for firms with data from a prior software. Software tools we work with.
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Cases / Projects
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Contact Records
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Notes
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Tasks
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Calendar Events
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Reminders / Deadlines
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Documents
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Time & Billing
*Standard Data Fields & Records Only
Custom Data & Docs
$6,500
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.
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All Standard Migration items
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We build custom sections into your Filevine template, this includes both static and collection sections.
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Additional Filevine project templates are $1,000 each
Self Serve
$0
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
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Abacus
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Aderant Total Office
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Amicus
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CASEpeer
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Client Profiles
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Clio
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MyCase
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Needles
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Needles NEOS
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PracticeMaster
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Prevail
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ProLaw
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SmartAdvocate
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Smokeball
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Trialworks
