Deliver better outcomes for your clients with our world-class services teams. From refining your workflows and configuring your Filevine build, to training your teams and providing ongoing support—we’re here to help you do your best work.
We’re here to elevate the way your firm works.
Lines of data migrated
Consulting & Implementation
We fit Filevine into your day-to-day. Your processes are uniquely yours—we’re passionate about fitting Filevine to the way you work.
From day one, we’ll work with you to get to know your team, your processes, how you want to get notified of updates, how you want to task others on your team, and what integrations you want to utilize—all to ensure Filevine is configured exactly for your team and your goals.
Leverage our experience and expertise implementing thousands of customers.
We understand how critical it is for you to have your data available to use in Filevine. We will partner with you to chart a path for any legacy data and documents you would like to move over into Filevine.
Our operations team is committed to delivering a fully-configured solution, including any integrations, customizations or migrations.
Filevine functionality can be extended with our open API. Don’t have a technical resource in-house? Work with our technical experts to build any customizations or automations above what Filevine can accommodate out of the box.
Empower your team with on-demand and live training. From the basics of Filevine and advanced features to best practices and new feature releases, Filevine grows with your team and we will be with you every step of the way.
Support & Success
Our customer success team is by your side as you and your firm use Filevine, helping to identify new ways to improve your work, deliver better outcomes, and get the most from Filevine products.
The Customer Success Team is really good. Rob reached out to me to make sure my firm was maximizing Filevine's value in our practice, and I very much appreciated that. He set up some additional training to make sure that we could utilize some of the more advanced automation features, while also making sure new employees got the onboarding training they needed. Filevine talks about building long-term partnerships with its customers, and from my experience, they mean what they say.”
Attorney at Law
Jacobs + Ward