FILEVINE MIGRATIONMigrate Your Data and Documents into Filevine
Trust the team that has done more migrations into Filevine than anyone else. Your data’s security is our top priority.
Data Migration Plans are typically used alongside a Filevine Launch Plan.
EXPERT DATA MIGRATIONData and Document Migration Plans
Need to migrate data and documents into Filevine? Or did a previous migration leave something to be desired? We can help.
At Vineskills, we understand the importance of data security. That's why we're proud that our migrations remain within the United States, ensuring the highest standards of confidentiality and reliability. When you choose Vineskills, you're not just selecting a service; you're opting for peace of mind, knowing that our US-based data migrations team are seasoned ex-Filevine engineers.
No one in the world has handled more migrations into Filevine than our team of experts. Led by Vineskills' top engineer, who spearheaded Filevine's data migrations department, our team boasts unparalleled experience completing over 2,000 successful migrations. Whether you're a small or large organization, we offer seamless data transfers at flexible prices.
$1,250
Spreadsheet Import
Ideal for small firms looking to get core contact and case information loaded into Filevine. Available for all Sprint and Launch plans.
If you can get your data into this format, you're a good fit for a spreadsheet migration — just click here and here for the preferred formats.*
Custom sections can be added for $150 each. You select the data you want to be migrated, and we’ll provide a spreadsheet template for you to enter the data.
Spreadsheet imports do not include: Tasks, Calendar items, Documents, Deadline Chains, Roles, Emails, and Teams. Documents must be manually added to Filevine via Docs+ drag/drop to the top-level folder in the Docs section.
*Hourly support is available to assist in formatting your data into the import spreadsheets if needed.
$3,000
Sprint Migration
Ideal for legal teams doing a Sprint Launch from Clio, CasePeer, TrialWorks or MyCase.
Launch with our best practice templates designed for maximum compatibility with your legacy system.
Includes all of the built-in fields from Clio, CasePeer, TrialWorks or MyCase (including Tasks, Calendar items, Documents, Deadlines, Roles, Emails, and Teams).
Plus, up to 50 custom fields. Need more? You can purchase additional fields for $500 per 10 data fields.
Documents and folder structure from any legacy file storage with folder naming that can be matched to cases
Additional Filevine project templates: $1,000 each
$5,500 UP TO 50 USERS
Core Migration
For teams that want access to the most important data that they choose to migrate. Available in the Sprint Plus, Sprint Custom and Launch plans, but not available for Sprint due to the timeframe.
Includes all of the 166 Filevine built-in fields (including Projects, Contacts, Calendar, Notes, Tasks, Email, Deadlines, Document Metadata, Billable Items, and Trust Balances).
Plus 10 custom fields.
Need more custo fields? You can purchase additional fields for $500 per 10 data fields. If more than 100 custom fields, then our100% Complete Migration plan is recommended.
Documents and folder structure
Pre-launch testing and 30 days post-launch migration adjustments
Additional Filevine project templates are $1,000 each
Additional Org requires scoping
STARTING AT $10,000
100% Complete Migration
“Everything in its place.” The most common migration plan includes everything. It is ideal for firms that use prior platforms extensively and want to bring everything into Filevine. Available in all our mid-market and enterprise launch plans.
$10,000 up to 50 users. $15,000+ for 50 - 100 users. $25,000+ for 100 - 150 users. Custom pricing for 150+ users.
Includes all of the 166 Filevine built-in fields (includes Projects, Contacts, Calendar, Notes, Tasks, Email, Deadlines, Document Metadata, Billable Items, and Trust Balances).
All custom sections in your Filevine template, including both static and collection sections, and custom contact fields. (e.g.: Insurance, Case Summary, Intake, Meds, Negotiations)
Documents and folder structure
Pre-launch testing and 30 days post-launch migration adjustments
Additional Filevine project templates are $1,000 each
Additional Org or more than 50 users requires scoping
Includes up to 500 data fields, which is over double the average number of fields. Additional fields can be added with scoping.
Document-only migration: starting at $2,500
This is helpful if you already have your cases in Filevine, or as an add-on to a Spreadsheet Import.
Manual migration: $0
Ideal for small teams with less than 100 active cases to migrate to Filevine. We train your team on how to enter your cases and move documents manually. Copying and pasting the field and dragging the top-level folder into the Docs section takes an average of 15 minutes per case. The downside is that this is a manual process for your team—but the upside is that it’s a chance to correct your data and get very familiar with Filevine in the process.
What to knowHow the data migration process works
The process begins with a scoping call to understand what needs to be migrated, and, more importantly, how extensively the legacy platform(s) used, and how many sections and fields need to be scripted for migration. This can be done in a 25-minute call where the client shares their screen and walks through a couple of example cases.
The migration process includes mapping, scripting, testing, and go-live. We’re happy to share more about it on our scoping call.
Why work with a U.S.-based migration team?
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The United States has stringent data protection laws, such as the Health Insurance Portability and Accountability Act (HIPAA), the Gramm-Leach-Bliley Act (GLBA), and the California Consumer Privacy Act (CCPA). By keeping data migrations within the U.S., organizations can ensure compliance with these regulations, reducing the risk of data breaches and legal consequences.
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Keeping data migrations within the U.S. allows organizations to control their data more. They can establish and enforce strict access controls and data handling procedures to safeguard sensitive information.
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Working with a U.S.-based data migration team provides better quality and reliability compared to outsourcing overseas.
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Outsourcing data migrations overseas introduces additional risks, such as data exposure to foreign entities and differences in data protection standards. Keeping data operations within the U.S. can mitigate these risks and provide better data integrity and confidentiality assurance.
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Having data migration operations within the U.S. enables easier access to support services and legal recourse in case of issues or disputes. Local vendors are subject to U.S. laws and regulations, which can give organizations more leverage and protection in case of contractual breaches or service failures.
Optional migration plan add-ons
These options may be added to Core and Complete Migration Plans.
You may have additional migration needs beyond what’s included in our standard Migration Plans. We have flexible options available and are here to help.
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$1,000 each
Allows for migrating into more than one Filevine template, most often used for multiple practice areas
Each Filevine template requires specific mapping, scripting, and testing
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$2,500
Core and Complete migrations allow for a single document import source
For example, importing from Sharepoint and a local file server would be one additional doc source
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Import Work In Progress (WIP)
Unbilled Time
Unbilled Flat Fees
Unbilled Expenses
Trust Balances imported into Filevine Project Funds as opening balance.
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Starting at $2,500
Invoices with unpaid balances
Typically imported as a single flat fee item on each invoice that equals the total amount of outstanding balance
Requires a scoping call
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$1,250 per month
For clients new to Vineskills who require migration-only support, we will assign a dedicated Optimizer to work closely with one of our migration engineers. Your Optimizer will oversee the process and ensure a smooth transition into Filevine, from kick-off through to project completion.
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Starting at $1,250. Get more details here.
Pricing depends on the number of users, the source legacy system, and the size of the data import (to be determined on a scoping call).
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Starting at $2,500. Get more details here.
Historical financial data includes all active and closed projects for which invoices have been paid and are therefore part of the case’s financial history. Requires scoping to verify data format and that projects/matters can be associated with the legacy system.
The platforms below are supported for Core and Complete migrations. Different platform? Not a problem. Let’s have a quick scoping call. If your legacy CRM does not provide a database backup, which is common for many cloud-based CRM solutions, we partner with Universal Migrator. We can then use an admin login to extract a copy of the database for you.
Abacus Law
Abacus Accounting
Act! CRM
Action Step
Aderant Expert
Aderant
Amicus Accounting
Amicus Attorney
Amicus Cloud
Amicus Small Firm
Bill4Time
Blue Dot AI
Box
Caret Legal
Case Advantage
Case Peer
CenterBase
Cerenade
Client Profiles
Clio Grow
Clio Manage
CloudLex*
CosmoLex
Coyote Analytics
Curo365
Docketwise
Document Locator
Drop Box
eDocs:OpenText
Elite
Gladiate
Firm Central
Goldmine
Google Drive
iManage Cloud
iManage
Intact
Jarvis
Juris
Justice Center Online
Keap
Keyhouse
Laser Fiche
Law Base
Law Cloud
Lawcus
Lawmatics
Leap 365*
Leap Desktop*
Legal Suite
Litify*
Local Folders
Merus Case
Microsoft Dynamics
MyCase
Needles
NEOS
NetDocuments
Network Drives
Network Folders
Network Servers
OneDrive
Orion
Outlooks PSTs
PC Law
Perfect Law
PIKA
Practice Panther
Prevail
Proclaim
ProLaw
ProTempus
RocketMatter
Salesforce
Sharepoint
Smart Advocate*
Smokeball
Soluno
Tabs 3 Accounts Payable
Tabs3 Trust Accounting
Tabs3
Time Matters*
Time Slips
Time59
TimeSolv
Trial Works*
triConvey
TriTek*
Tx Docs
*Due to the complexity of data, these platforms require the 100% Complete Migration package.
Migration FAQs
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Clients will assist with and participate in the migration process. Clients are responsible for providing their data, either in spreadsheet, database format, or for some cloud-based systems an admin login can be used. Clients will also help in reviewing the field mapping and test migrations to confirm everything is moving over as expected prior to go live.
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Core and complete migrations require the client to request a database backup from the legacy system provider or an admin login to your cloud provider. Our data migration team will provide instructions for uploading that database to an Amazon S3 bucket, and the client will be responsible for uploading the data.
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Once each section of your Filevine project template is completed and signed off on, we will start mapping the data fields from the legacy system to Filevine. During mapping, we will align your existing data with the appropriate fields in Filevine. This will be a collaborative effort, and someone from your team familiar with your legacy system data will need to participate in working sessions with our data migration engineer.
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After completing the mapping process, the client will be provided an opportunity to review their data and documents in a test environment. The test environment is a staging org that mirrors the production org where the final migration will be completed. This will allow the client to review and confirm the accuracy of the data as it will look inside Filevine at launch. This is a critical step in the launch process. The client must thoroughly and carefully review the test to ensure the data is in the proper fields. There may be multiple iterations of testing until the accuracy of the data is approved by the client.
GET STARTEDBook a scoping call
Every day, we help legal teams navigate the move into Filevine. It’s never too soon to start talking about what’s involved or what to expect from the process.