Filevine Implementation

Every Filevine product. One certified team.

From a first Filevine build to a full rebuild, we configure every product around how your firm actually works, then train your team to run it.

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New implementation

Moving to Filevine for the first time. We design the build, migrate your data and launch your team.

Expansion

Adding Lead Docket, LOIS, Periscope / Domo or Outlaw / FVDA to the Filevine org you already run.

Rebuild

Your firm outgrew its setup. We clean it up and rebuild around how you work today.

01
Filevine
Certified

Filevine

Case management, built around your practice.

We configure Filevine around your practice areas, roles and workflows, then migrate your data so your team starts with clean, complete cases on day one.

“Jyme was an excellent partner throughout our Filevine implementation process.”
Jessie N. · Trustpilot
What we set up
Project types, sections & fields
Data migration from your current system
Taskflows & automations
Roles, permissions & teams
Document & email templates
Dashboards & reports
Hands-on team training
What we set up
Intake forms & questionnaires
Lead statuses, routing & assignments
Marketing & referral source tracking
Automated follow-ups
Seamless hand-off into Filevine
Intake reporting
02
Lead Docket
Certified

Lead Docket

Intake that never lets a case slip.

We build Lead Docket around your intake team and connect it to Filevine, so every signed case arrives complete without re-keying a thing.

“Ensuring Lead Docket and Filevine work seamlessly together.”
Adriene B. · Trustpilot
03
LOIS
Certified

LOIS

Put Filevine's AI to work across your whole firm.

We roll out LOIS with the right workflows, permissions and training, so AI produces consistent, trustworthy work instead of one-off experiments.

LOIS Console

The central place to direct LOIS across many cases at once.

Ask LOIS

Question your case files and documents right inside Filevine.

LOIS for Word

Drafting, review and redlining inside Microsoft Word.

Med Chron

Medical chronologies built straight from the records.

LOIS Workflows

Standardized AI workflows: same input, same quality output.

AI Fields

Case fields filled automatically from your documents.

Plus every new LOIS capability as Filevine releases it.

04
Periscope / Domo
Certified

Periscope / Domo

See what your data is really saying.

We turn Filevine's data visualization tool into the reports your partners actually use to decide when to hire, what to prioritize and where work is stalling.

What we set up
Firm KPI dashboards
Caseload & staff productivity views
Custom charts & filters
Reporting rollout & training
05
Outlaw
Certified

Outlaw / FVDA

Contracts and documents that assemble themselves.

Outlaw powers Filevine Document Assembly. We build templates, clause logic and contract workflows that pull straight from case data, then connect them to the systems you already use.

“Rops made our onboarding experience great with Outlaw.”
Trustpilot review
What we set up
Outlaw onboarding & configuration
Document templates & conditional logic
Field mapping to Filevine data
Contract workflows
Integrations with CRM & ticketing tools
Team training

Implementations firms talk about.

4.8 from 87 reviews
“Working with Rops.io on our Filevine implementation has been an outstanding experience.”
Gladys Y.
“Takes the time to guide you in best practice.”
Ralph M.
“Corey has been so patient in working to customize Filevine.”
Hope S.

Ready to get more out of Filevine?

Schedule a consultationTell us where you are today. We'll map the path from there.