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$2,800.00$7,725.00

Lead Docket Implementation

As a Certified Implementation Partner for Filevine and Lead Docket, our team has the skill, experience, and process to get your Lead Docket and Filevine environments launched better and faster than trying to do it yourself or hiring another company.

LEAD DOCKET IMPLEMENTATION PLANS*

  • Lite Package Setup – Covers 1 Marketing Source Connection, 1 Case Type Intake Template, 1 Integration, Field Mapping & Connection to Filevine, & Training; 5 Users or Less
  • Expanded Package Setup – Covers 3 Marketing Source Connections, 3 Case Type Intake Templates, 3 Integrations, Field Mapping & Connection to Filevine, Training, Limited Post-Training Support; 5-12 Users
  • Enterprise Package Setup – Covers 6 Marketing Source Connections, 6 Case Type Intake Templates, 6 Integrations, Field Mapping & Connection to Filevine/Case Management Solution, Office/Referral Source Connections, Training & Post-Delivery Support; 12 Users+

*Billed in one (1) payment. Expect 4-6 weeks for Base and 6-8 weeks for Scale for development, training, and go-live. Data migrations, additional case types, extensive modifications and customizations, forms & automation, and extended training available for additional costs.

Who Does the Work
Our Certified Implementations staff are full-time, stateside experts in Filevine and Lead Docket. Much of our staff is comprised of former Filevine employees and paralegals!

How We Do the Work
By perfecting Case Type Intake Questionnaire Templates, we take the guess work out of what a great intake template and process looks like. Whether you’re a firm with a staff of three or three-hundred, our Case Type-specific Lead Docket intake templates are designed logically and efficiently for ease of use, simplicity, and a goal – to either accept, reject, or refer an Opportunity and/or qualified Lead.

Need a Lead Docket license for your firm? Let us know!

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Vendors

Lead Docket Implementations

Enterprise Package, Expanded Package, Lite Package

I have a Lead Docket License

Yes, No

Vinetegrate™ offers products and services for firms operating on Filevine. Primary products include Full Suite™ implementations solution; VineConnect™ Client Portal; and various apps available on Marketplace.

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Vinetegrate's Marketplate is full of various licensed products, services, subsriptions, and offerings to Supercharge your Filevine environment!

01

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Marketplace is a fully enabled e-Commerce solution. Find your product or service, select configurations, and checkout with secure SSL payments.

02

Product Delivery

Depending on the product or service you've chosen, various methods of delivery may occur, including installation directly into your Filevine Org for you.

03

Come Back

At Vinetegrate, we're constantly innovating new products and services that enrich, extend, and enhance your Filevine environment and experience. Check back often!

04

GOT A GREAT FILEVINE PRODUCT OR SERVICE TO SELL?

Our marketplace is now OPEN for resellers and vendors of great Filevine materials like templates, docs, report fusions, tasks, maps, training materials, apps, and more! As a Marketplace vendor, you'll sell your materials, components, application, or services in a licensed agreement for which you retain copyright. Vinetegrate facilitates the sale and service for a small commission fee.

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