Your firm on Filevine.
Every matter. Every document. Every field.
We build it, move you onto it, and run it after go-live.
One matter, end to end on Filevine
Six things firms hire us for
Implementation
Project types, sections, phases, deadline chains, teams and permissions, built to your practice areas.
Migration
Your old system into Filevine, field by field, documents with the folder tree intact.
Documents and Vinesign
Templates, merge fields and Vinesign builds. The paperwork writes itself.
Lead Docket intake
Forms, routing and follow-up tuned to your marketing sources.
API and integrations
Texting, dialers, contact center, accounting, medical records, call tracking, portals.
Fractional Filevine admin
A named admin, a ticket queue and monthly enhancements on a flat subscription.
How a move to Filevine runs
One partner from the old system to the first day live.
Kickoff to cutover in four to eight weeks
No frozen files, no guesswork, no surprise on go-live day.
Design
Project types and sections mapped to how your firm actually works.
Build
Configured in your org, with templates, automation and intake wired up.
Migrate
Data and documents loaded, then a delta pass so nothing goes stale.
Go live
Reconciliation signed off, team trained, support queue open.
Why firms move the second time with us
Most of our Filevine work starts as somebody else's first attempt.
What goes wrong on a DIY build
- Fields dumped into notes, unsearchable forever
- Documents flattened out of their folder tree
- No record counts, so nobody knows what did not arrive
- Files frozen for a weekend, or longer
- Go-live day is the first time staff see the system
How we run it
- Every field mapped in writing before anything moves
- Folder structure preserved, document by document
- Reconciliation report signed off before cutover
- Two-stage cutover with a delta pass, so nothing is frozen
- Sandbox first, so your team trains on your own data
We have moved firms onto Filevine from
A sample of the systems we have moved firms off.
Legacy case management
Cloud case management
Document stores
The reconciliation report
Source counts against destination counts, field by field, document by document.
- Signed off by your team before anyone goes live
- Every exception listed, with a reason
- SOC 2 Type 2 controls on your client data during the move
- The same report is your audit trail afterwards
MatterOrbit keeps Filevine and SharePoint in sync, both ways.
The Filevine-approved integration for true two-way document sync with SharePoint, OneDrive or Dropbox. Built by this team.
Send us your old system, get a map back
An export or a database schema is enough. You get a written field-by-field map of what moves, what needs cleanup, and what will not come across.