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Migrate From

Filevine

Filevine

Universal Migrator makes leaving Filevine easy.

Filevine

Filevine

Action Step

Action Step

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Migrate from Filevine to Action Step
Filevine

Filevine

Box

Box

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Migrate from Filevine to Box
Filevine

Filevine

Centerbase

Centerbase

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Migrate from Filevine to Centerbase
Filevine

Filevine

Clio Manage

Clio Manage

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Migrate from Filevine to Clio Manage
Filevine

Filevine

Dropbox

Dropbox

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Migrate from Filevine to Dropbox
Filevine

Filevine

Filevine

Filevine

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Migrate from Filevine to Filevine
Filevine

Filevine

Gladiate

Gladiate

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Migrate from Filevine to Gladiate
Filevine

Filevine

Google Drive

Google Drive

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Migrate from Filevine to Google Drive
Filevine

Filevine

iManage Cloud

iManage Cloud

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Migrate from Filevine to iManage Cloud
Filevine

Filevine

Lawmatics

Lawmatics

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Migrate from Filevine to Lawmatics
Filevine

Filevine

Lex Workplace

Lex Workplace

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Migrate from Filevine to Lex Workplace
Filevine

Filevine

Litify

Litify

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Migrate from Filevine to Litify
Filevine

Filevine

Microsoft SQL Server

Microsoft SQL Server

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Migrate from Filevine to Microsoft SQL Server
Filevine

Filevine

MyCase

MyCase

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Migrate from Filevine to MyCase
Filevine

Filevine

Neos

Neos

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Migrate from Filevine to Neos
Filevine

Filevine

NetDocuments

NetDocuments

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Migrate from Filevine to NetDocuments
Filevine

Filevine

OneDrive

OneDrive

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Migrate from Filevine to OneDrive
Filevine

Filevine

PowerBI

PowerBI

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Migrate from Filevine to PowerBI
Filevine

Filevine

Quickbooks Online

Quickbooks Online

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Migrate from Filevine to Quickbooks Online
Filevine

Filevine

Rocket Matter

Rocket Matter

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Migrate from Filevine to Rocket Matter
Filevine

Filevine

Server Drives

Server Drives

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Migrate from Filevine to Server Drives
Filevine

Filevine

Sharepoint

Sharepoint

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Migrate from Filevine to Sharepoint
Filevine

Filevine

SimpleLaw

SimpleLaw

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Migrate from Filevine to SimpleLaw
Filevine

Filevine

Smart Advocate

Smart Advocate

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Migrate from Filevine to Smart Advocate
Filevine

Filevine

Smokeball

Smokeball

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Migrate from Filevine to Smokeball
Filevine

Filevine

Soluno

Soluno

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Migrate from Filevine to Soluno
Filevine

Filevine

SQLite

SQLite

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Migrate from Filevine to SQLite
Filevine

Filevine

Sync.com

Sync.com

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Migrate from Filevine to Sync.com

Where can I migrate Filevine to?

Just need an export from Filevine instead?

Who do you want to do your migration?

basic

Do It Yourself

For organizations with available IT personnel.

starts at

$3,500

USD

what.you.need

An IT Person who knows SQL

A dedicated computer for migrations

what.you.get

Access to the Universal Migrator software

Prebuilt mappings and training

Unlimited 9/5 Support

Direct access to developers

recommended

Hire a Partner

For organizations who just want to get it done.

full-service, starts at

$4,500

USD

what.you.need

Pick a partner (we'll recommend one)

Pick a migration date

what.you.get

A vetted partner ideal for your project

Confidence your project is handled right

The easiest migration you've ever had

Most partners deliver within 72 hours

What a Migration Specialist Should Know

about

Filevine

Filevine is a:

Browser-Based Application

This means that firm members can typically access Filevine from anywhere with an internet connection. When they need to use Filevine, they enter Filevine credentials into a Filevine website and are able to access all their data from there.

Filevine is a:

Immigration Practice Management System

Immigration practice management systems are highly optimized for the needs and workflows of immigration law firms.

Universal Migrator extracts data from Filevine via:

Non-API Connections

Other Notes:

Document Name Humanization

In Filevine's backend, documents often have illegible file names like "1357219.pdf". Universal Migrator will automatically humanize these names to familiar ones, like "Motion for Private Process.pdf", ensuring firm members see the same human-readable names post-migration as they do when viewing documents directly through Filevine.

The following credentials are required:

Admin Filevine Credentials (Dedicated)

The Migration Specialist will need an Administrator username and password into Filevine in order to extract data.
This account must be fully dedicated to the Migration Consultant for the duration of the migration. If anyone else logs into this account, it will interrupt the migration.

The computer used to migrate from Filevine:

Can be located Anywhere

Because data is extracted from Filevine via the internet, the migration can be run from any suitable location.

In order to migrate from Filevine:

The Firm Administrator must complete a User Mapping spreadsheet.

A member of the firm will need to complete a small spreadsheet mapping users from Filevine to users in the new system.

The Firm Administrator must complete a Custom Field Mapping spreadsheet.

Firms migrating from Filevine tend to have tons of unused custom fields. For an optimal migration experience, a member of the firm should identify any unnecessary fields that can be pruned as part of this migration.

Backing up communications from Filevine includes:

Text Messages

When Filevine stores text messages, it keeps key information like to/from/message. This information can be backed up and transferred to compatible systems.

Fax Logs / Summaries

Filevine stores logs/summaries that keep track of different fax messages. This information can be backed up and transferred to other systems.

The following people are required for a migration from Filevine:

Migration Specialist

The Migration Specialist is the person who will be performing this migration. They may be a member of Universal Migrator's own Internal Migration Team or any IT professional who has completed the Universal Consultant training program.

Firm Administrator

The Firm Administrator is a member of the law firm who can serve as a dedicated point of contact, make decisions, and answer any questions the Migration Consultant may have. This person should be readily available and is typically the managing partner or office manager of the firm.

To migrate from Filevine, the Migration Specialist needs:

A Universal Migrator Subscription

Migration tools for Filevine are available to:

IT Professionals with an active Diamond Migration Specialist subscription

IT Professionals with an active Gold Migration Specialist subscription

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Have Questions?

Get in-depth answers from a member of our team.

Have lots of migrations?
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