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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.

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

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

  • Additional Filevine project templates are $1,000 each

  • Additional system migrations may be extra

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

  • Additional system migrations may be extra

Anchor 1

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

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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