Filevine Implementation Pricing
(1 - 8 Users)
Assisted Self-Serve
$1,250
Estimated Launch:
1 Month
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Great for our tech-savvy customers who feel comfortable implementing software themselves, but need some support as they get ramped up
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One pre-configured project template to expedite the onboarding process
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Kick Off Meeting
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Two working meetings to review your progress, make updates to your Org and consult on best practices
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Provide you with a walkthrough and outline of Filevine's self-learning platform, Filevine University
Dash
$2,500
Estimated Launch:
1 - 2 Months
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One pre-configured project
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Lite spreadsheet migration of standard case and contact fields
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Kick Off Meeting
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Weekly working meetings to review implementation progress, make updates to your Org and consult on best practices
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Setup of 10 custom items (DocGens, Fusions, Reports, Task Flows, Deadline Chains)
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Coordination of Filevine ancillary products i.e. Vinesign, Docs+, Fax
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Setup of Org roles and permissions
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Provide you with a walkthrough and outline of Filevine's self-learning platform, Filevine University
Standard
$4,000
Estimated Launch:
2 Months
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One - two pre-configured project templates
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Lite spreadsheet migration of standard case and contact fields
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Kick Off Meeting
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Weekly working meetings to review implementation progress, make updates to your Org and consult on best practices
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Setup of 15 custom items (DocGens, Fusions, Reports, Task Flows, Deadline Chains)
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Coordination of Filevine ancillary products i.e. Vinesign, Docs+, Fax
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Setup of Org roles and permissions
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Provide you with a walkthrough and outline of Filevine's self-learning platform, Filevine University
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Custom Launch Training for your team prior to going live
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.
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Certified and Compliant in Filevine Data Migration.
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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.
Documents Only
$3,500
Best for firms who are migrating from a Local Drive or Cloud Drive. We will work with you on a strategy to migrate your folders to Filevine and create cases for each folder.
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Cases / Projects
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Contact Records
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Documents
- Multi system migrations need to be scoped with our team to determine price.
- Additional Filevine project templates are $1,000 each.
- Add additional data for $500 per 10 data points.
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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Cases / Projects
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Contact Records
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Documents
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Custom Sections, Time and Billing, Notes, Events, etc
- Multi system migrations need to be scoped with our team to determine price.
- Additional Filevine project templates are $1,000 each.
Marketplace Extras
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.
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
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!
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.