Use Filevine and AI better with expert help
Filevine is more powerful than ever and the gap between firms that use it well and firms that don't is widening. Vineskills is the team that closes that gap: AI built in, not bolted on, backed by deep legal expertise in every practice area.
No one knows Filevine, AI, or legal like we do
We’ve worked with 1600+ legal teams, from small to large firms, to corporate in-house counsel and government, to help them get better results across implementation, operations, finance, reporting, and marketing.
Filevine keeps shipping powerful capabilities, LOIS above all. Most teams won't maximize it.
Not because the tools aren't great, but because getting real value requires the right setup, configuration, and training to ensure adoption and a strong return on your investment.
The firms that get there first, and get there properly, will be hard to catch. That’s where we come in.
What we optimize
We have dedicated expert teams for every area of Filevine, and a range of related tools.
Filevine Core
Make Filevine work better for your team with continuous expert Optimization and customization, including phases, taskflows, tags, and checklists that match your workflows and exact needs.
Lead Docket
Boost marketing and intake performance with expert Lead Docket help. Speed up your intake process, automate critical tasks, track marketing spend and conversions, set up seamless automations, and more.
Reporting and analytics
Make sense of your numbers. From visualizing key information to better tracking and understanding important trends, we help you make data-informed decisions with our Insights Dashboard and custom Periscope by Domo services.
Training
The only way to get the best results from Filevine is to make sure your team is trained to use it properly. We offer custom training plans, whether virtual over Zoom or in-office.
Document Assembly
We can help you with all things FVDA, including streamlining your contract management and setting up dynamic templates to pull in data from collection sections, static sections, and projects.
Data migration with GoVine
Our tool GoVine gives you the ability to DIY import, bulk update, and organize Filevine data. It’s the easiest way to make mass updates, remove outdated fields, import referrals or mass tort info, and bring project data into Filevine.
LOIS and AI
Work smarter and get your team using AI confidently, from LOIS to Claude. From prompt libraries to workflows and team training, backed by our in-depth legal experience, we can help you make the most of it.
Automation
Automate away time-consuming manual work that’s bogging down your team and set up smart workflows with Workato, Zapier, and LOIS.
Finance and billing workflows
We don’t just know Filevine billing; we’re the experts in all things legal finance and accounting, and can help you with everything from fractional CFO work to Ramp setup, syncing QuickBooks to Filevine with Finance Connect, and more.
Optimization plan FAQs
Our optimization plans give you a direct point of contact and a dedicated Filevine expert focused on optimizing your business processes.
We’ll develop a customized work plan with frequent check-ins and fast responses. We see ourselves as an “insourced” team member who gets to know your business and your challenges and truly become part of your team.
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Pricing can scale up or down as needed, whether your firm is looking for a fractional or full-time engagement.
We offer month-to-month contracts with no long-term obligation.
Full-time staffing is available; please reach out for details.
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The process starts with a discovery call to explore how we can help. During our call, we will discuss goals, share screens, and often solve a problem or two. After the call, we can decide if we're a good fit to work together.
Then, we have a kick-off call with your team where we document the goals and current pain points. By the end of the call, we confirm the top priorities for the month ahead. Often we start with a general audit of Filevine in your organization. We consider ourselves part of your team and get to know your people, processes, and technology. Together we identify key areas to help move the business forward.
For example, we may spend a month focused on Lead Docket and intake, then shift to litigation, building automation, integrating a third-party application, or focus on training the team and building out training for new employees.
Once we have an Optimization plan in place, we’ll have regular check-in calls as we work through tasks according to the priorities we’ve set together.
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This is where the magic happens. We provide continuous improvement every month based on the priorities we set together. We typically execute on one to two larger items and a handful of smaller tasks.
We involve company stakeholders along the way, so everyone has input and ownership in the results.
We believe that “Good thinking is like long division; you have to show your work."
We share updates through video screencasts for you to review when convenient. These same videos serve as a helpful set of training videos for new staff.
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Once you pick an Optimization plan, we send a straightforward Master Services Agreement that covers all the services Vineskills provides. View our sample Services Agreement here.
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Common areas we help legal teams with: optimization of your Filevine template, including audits, phase setup and taskflows; Document Assembly; Lead Docket implementation and customization; data migration; user training; dashboards and reporting; MedChron; Depositions’ integrations like Zapier and Workato automations, and beyond.
Drive continuous improvement with Vineskills Optimization
You get a dedicated expert point of contact. We’ll start by identifying your business processes, challenges, and goals. From there, we prioritize our work plan, then take on the heavy lifting of Optimization for you, with regular check-ins along the way and periodic strategy reviews. Here’s an idea of the types of projects we can work on.
Optimize your core Filevine template
Phase review
Taskflows, tags, and checklists
DocGens and Fusions
Set up and customize your integrations
Stabilize for launch or “relaunch” your Filevine
Training your team, whether remotely or on-site
Template audit
Addressing data issues
Measuring KPIs for better efficiency
Team, role, and task review
Reporting
MEMBERSHIP BENEFITSFree tools and resources for Optimization members
Benchmark dashboard
Our Benchmark Dashboard can give you key insights into your firm’s Filevine usage and how it stacks up against the competition.
Free Help Wednesdays
Level up your users and get real-time access to our experts in our weekly live webinar. We cover a different topic each week.
Optimization Toolbox
We’ve built a helpful bundle of tools for Filevine called the Optimization Toolbox to help you stay organized and work more efficiently.
New user onboarding
We offer free monthly training sessions through your primary Optimizer to get new users up to speed and answer questions.
Custom training plan surveys
Not sure what your team needs training on? We can send custom surveys to assess their Filevine knowledge and build a detailed training plan.
Library of training videos
We can install an extensive library of quick-reference training videos right inside of your Filevine, for easy access anytime.
About our team
With experience as paralegals, attorneys, case managers, legal marketing experts, and project managers, our team has previously worked at law firms, Filevine, or in many cases, both.
As Filevine-certified tech professionals, we can work quickly to build the right solutions for your exact needs and practice area.
We don’t just have the technical skills; we’re also a fun group of people to work with!
Vineskills is an employee-owned company, so we all have a personal stake in our clients’ success.
Get help using Filevine to its fullest
It's hard to know what working together is like until you do, so we make it easy: a free Filevine evaluation where we review your current setup and demo ways we can help.