Filevine Fitness Club
The Filevine Fitness Club is a premium subscription-based consultation and support service for companies of all ...
Price range: $2,000.00 through $5,000.00
Managed Services Plans
Vinetegrate® Managed Services Plans (MSP) offers an affordable, done-for-you solution for firms to completely outsource the administration and management of their Filevine Org and related products including Lead Docket, Periscope, Outlaw, Project AI, API-connected apps, and more.
How We Deliver Value with MSP
- STANDING CONSULTATIONS: We'll be meeting at minimum once a month for a standing consultation meeting to review/audit your firm's use of Filevine, as well as helping resolve any outstanding issues, questions, concerns, or work requests from your stakeholders.
- WORK REQUESTS: Work Requests are create by you and your firm for work to be performed and delivered by our expert MSP Project Managers. Valid Work Requests include:
- Filevine Project Template changes, edits, customizations
- Merge document template creation, edit, audit or fixes, both native in Filevine and Outlaw/FVDA
- Task flow creation, cleanup, or management
- Individual or Group Training Sessions: Basics, Advanced, and Refresher training session led by our expert dedicated Training Team
- Reporting assistant, including creating, auditing, or managing Filevine Reports and features
- Mass data management using Filevine internal tooling and our own tooling, including VineMigrator
- Any kind of customization requested in Lead Docket
- Any kind of customization requested in Periscope
- ACCESS TO OUR TRAINING LIBRARY AND MATERIALS: All MSPs gain access to our training library and materials available on Marketplace at no additional cost!
All plans come with access to our Filevine Fitness Club, a perfect substitute option for small and solo SMB firms who are self-guided on Filevine but are looking for a low-cost, high-impact relationship our Filevine experts!
Choose Your MSP Level
| Features | Professional | Professional+ | Enterprise |
| Monthly Price | $2,500 | $3,500 | Custom |
| Minimum Hours per Month | 10 | 14 | 20+ |
| Vinetegrate® Products Access | 25% | 50% | Included |
| Project Management Support | Filevine Core | PLUS Lead Docket & Periscope | PLUS all third-party apps / API work |
| Access to Vinetegrate Training Library | ✓ | ✓ | ✓ |
| Weekly Webinar Trainings for staff | ✓ | ✓ | ✓ |
| Monthly consultation & support calls | ✓ | ✓ | ✓ |
| Basic email Q&A support | ✓ | ✓ | ✓ |
| Dedicated project manager | ✓ | ✓ | ✓ |
| Quarterly business review | ✓ | ✓ | |
| Weekly planning/reporting calls | ✓ | ✓ | |
| Priority support with improved response times | ✓ | ✓ | |
| Dedicated slack channel | ✓ | ||
| Support calls on demand | ✓ | ||
| Two (2) dedicated expert Product Managers | ✓ |
Payments are made in the beginning of the month of service. Hourly overages for special projects are billed at $250/hour and only incurred on approval. Minimum three (3) month commitment with a "cancel anytime" clause.
| Managed Services Plans | Basic-FFC ($500), Professional ($2,500), Professional+ ($3,500), Enterprise ($5,000) |
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| Vendors |
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How to Access Our Products
SIGN UP
All of our products are offered on a self-service model. Simply register using our quick, convenient signup forms. Request a demo anytime from our Solutions Team.
01
CONFIGURE BILLING
Our applications follow different billing models based on the product usage. All billing is configured and occurs monthly from within the app. Start today for free and cancel anytime.
02
GO TO WORK
Build automations with VineConnect®, import data to Filevine with VineMigrator™, and configure automatic interest calculations with VineCalc™. Support always included!
03