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Filevine Implementation Pricing

(9 - 40 Users​)

Standard

$7,500

Launch:

3 Months

Overview​

  • One Practice Area

  • For firms who have have unique processes and want to customize Filevine

  • Custom setup of Filevine that covers all of your firm's processes and workflows, plus custom trainings on your firm's unique setup

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Template Setup

  • Fully customized template, sections, and fields

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System Configuration

  • Setup of 20 custom items (DocGens, Fusions, Reports, Task Flows, Deadline Chains, Email Templates, Settlement Statement, Auto Tags)

  • Coordination of Filevine ancillary products i.e. Vinesign, Docs+, Fax

  • Setup of Org roles and permissions

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Meetings

  • 15 Working Meetings

    • Project Scoping

    • Custom Setup & Configuration

    • Project Updates

    • Admin Training

    • User training, Post Launch Follow-up 

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Professional

$10,000

Launch:

3 Months

Overview​

  • Two Practice Areas

  • For firms who have have unique processes and want to customize Filevine

  • Custom setup of Filevine that covers all of your firm's processes and workflows, plus custom trainings on your firm's unique setup

​

Template Setup

  • Fully customized template, sections, and fields

​

System Configuration

  • Setup of 25 custom items (DocGens, Fusions, Reports, Task Flows, Deadline Chains, Email Templates, Settlement Statement, Auto Tags)

  • Coordination of Filevine ancillary products i.e. Vinesign, Docs+, Fax

  • Setup of Org roles and permissions

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Meetings

  • 20 Working Meetings

    • Project Scoping

    • Custom Setup & Configuration

    • Project Updates

    • Admin Training

    • User training, Post Launch Follow-up 

Professional+

$12,500

Launch:

4 Months

Overview​

  • Three Practice Areas

  • For firms who have have unique processes and want to customize Filevine

  • Custom setup of Filevine that covers all of your firm's processes and workflows, plus custom trainings on your firm's unique setup

​

Template Setup

  • Fully customized template, sections, and fields

​

System Configuration

  • Setup of 30 custom items (DocGens, Fusions, Reports, Task Flows, Deadline Chains, Email Templates, Settlement Statement, Auto Tags)

  • Coordination of Filevine ancillary products i.e. Vinesign, Docs+, Fax

  • Setup of Org roles and permissions

​

Meetings

  • 25 Working Meetings

    • Project Scoping

    • Custom Setup & Configuration

    • Project Updates

    • Admin Training

    • User training, Post Launch Follow-up 

Mountain Range
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 entire team is located in the United States.

  • Certified and Compliant in Filevine Data Migration. 

  • Enterprise, Mid Market, and Small Companies.

Spreadsheet Migration

$1,500

​Overview​

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

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What is included

  • Cases​

  • Contacts

  • Static Sections Only 

  • Limit 25 Fields

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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

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- 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

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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.

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- 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

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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.

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

Data & Docs Migration

$7,500

Overview​

  • Our most popular package​

  • Designed for firms who need everything migrated to Filevine

 

What is included 

  • Cases

  • Contacts

  • Documents

  • Custom Data

  • Time/Billing, Calendar, etc

  • Limit 75 fields

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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.

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

Multi system data migrations need to be scoped with Rops and may have additional cost

Marketplace Extras

Outlaw / Doc Assembly

$1,500+​

  • Outlaw / Doc Assembly Org Set Up

  • Integration & Widget Set Up

  • Training sessions for users and admins

  • Build out of Document templates

  • Build out of Company Theme (Logo, Header, Footer) 

  • Advanced Configuration

Filevine Automations
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$2,000+​

  • Field Mirroring

  • Team/Role Assignment

  • In-Browser Calculations

  • Section Toggling

  • Days since last phase change

  • and more..

Integrations

$2,000+​

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​​We understand the importance of automating work between all of your software tools. With our integration package, we will scope your integration needs and design an architecture that creates a seamless work flow for your customers and employees. ​

Case History

$2,500​

​​Case History by Rops allows you to track changes made in your Filevine org.  Field Changes, Items Created, Phase Updates, and much more. Track who did what and when. Learn more here.

Immigration AI
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$1,500

Unboxing, Setup and Configuration, Filevine Integration, and Training of your ImmigrationAI hub. Please schedule a scoping call to learn more about pricing.
 

Batch Upload / Edit

$2,500​

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Do you have data that you need loaded into Filevine? Our Batch Upload Tool allows you to create new records or edit existing records, in bulk! 

Lead Docket

$1,500+

Lead Docket.png

Unboxing and Configuration of your Lead Docket environment. Setup your Filevine Integrations, Users, and Custom Fields. We will provide an in-depth walk-through of your Lead Docket environment. Learn More.
 

Interested? Let's talk!

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