Filevine Document Assembly

Simplify how you generate, manage, and collaborate on contracts and documents. We build smart templates that pull data straight from Filevine, so the right document is ready with one click, with the right name, case number, and dollar amount every time.

WHAT WE DO

Manage documents and contracts at scale with expert-built dynamic templates

Quickly generate documents, set up templates, and streamline your contract management process with help from our highly experienced team. We can set up conditional logic and automatic calculations that populate from your case data, so there’s less copy-pasting, fewer errors, and more time for actual legal work.

Say goodbye to Fusions

We can help you move your DocGens and fusions into robust document templates with FVDA, consolidating your DocGens into a fewer number of dynamic templates. FVDA allows you to pull in data from multiple collection sections, static sections and project data, all at once.

Flexible options

We can build docs at your pace, whether you’re looking to do something fast or on retainer for ongoing documents; we have you covered. We can do it all for you, or we can show you how to do it and train your staff on the process.

Fully customized training plans

Depending on your needs and goals, we can offer fully customizable training plans for your firm — plus access to dozens of our document assembly training and troubleshooting videos, which you can access any time.

Deep Filevine & FVDA experience

We work with teams of all sizes that don't have their own internal dedicated expert. We become a part of your team and use our in-depth knowledge of Filevine and FVDA to streamline your processes and improve your results.

Launch pricing

Sprint

Outlaw and docs assembly: $1,250

2 templates 

  • - 1 template we build on the training call 

  • - 1 template offline

    - Your firm will need to provide 2 documents for our Optimizers to create your 2 templates

1 caption template that your team can use to build litigation documents (if needed)

Filevine org setup with Document Assembly

Outlaw team setup with letterhead and logo (if needed), custom theme setup

Template build training for admins (users who want to learn how to code and build Outlaw templates)

Quick reference guide dropped into your Outlaw account to assist with template building (currently working on building this out, not done)

100+ FVDA training videos provided to the client to keep after the implementation

Mid-market

Outlaw and docs assembly: $2,500

5 templates 

  • - 1 template we build on the training call 

  • - 4 templates offline

  • - Your firm will need to provide 5 documents, which will be used to create your 5 templates

1 caption template that your team can use to build litigation documents (if needed)

Filevine org setup with Document Assembly (exchanging of API keys)

Outlaw team setup with letterhead and logo (if needed), custom theme setup

Template build training for admins (users who want to learn how to code and build Outlaw templates)

Quick reference guide dropped into your Outlaw account to assist with template building (currently working on building this out, not done)

100+ FVDA training videos provided to the client to keep after the implementation

Enterprise

Custom pricing

Launch within 6 months

If you have a large-scale project, contact us and we’ll work with you to chat about your needs and determine the pricing.

Please note that we can also do Outlaw-only implementations (with no Filevine).

How it works

Here’s how we typically work with clients on Filevine Document Assembly projects and what you can expect from the process.

Optional add-ons:

Hourly services ($150/hour)

Need additional services? We’re here to help!

We offer hourly support for the following:

  • End-user document generation training 

  • Legacy migration (Importing old documents and contracts into Outlaw)

  • Legacy migration training

  • Batch operations training

  • BlocksAI setup

  • BlocksAI training 

  • ContractsAI variable extraction setup

  • ContractsAI variable extraction training

  • Custom workflows 

  • Custom themes

  • Custom checkpoint setup

  • Custom training (admin or end-user)

  • Additional templates

  • Additional support

Settlement Calculator

We have launched 100+ firms on our Settlement Calculator templates. Your Optimizer will work with you to select the right template for you from our template library.

Vineskills or Finance Skills best practices template for Vineskills Launch clients (starting at $500)

  • Each template is two templates in one: Projected Settlement and Final Settlement Statement

  • The Settlement Calculator will be set up, tested, and you will receive training during a 50-minute Zoom call

  • Ideal for firms that are launching with Vineskills and looking to get up and running with their settlement sheet quickly

  • Option to add on additional customization or training for $150/hour

Vineskills or Finance Skills best practices template for firms that did not launch with Vineskills Launch (starting at $1250). Ideal for firms that want a pre-built settlement sheet.

  • Each template is two templates in one: Projected Settlement and Final Settlement Statement

  • Option to add on additional customization or training for $150/hour

Custom Settlement Calculator build ($2500+ per template). Ideal for firms that want to use their existing settlement template, but rebuilt using Outlaw

Get expert help with Filevine Document Assembly