Certified Filevine Partner

    Filevine Partner & Consultant

    As a Certified Filevine Partner, Big Mode Consulting delivers expert Filevine implementation, custom automation, and data migration services. Our legal IT services help law firms unlock the full power of Filevine's case management platform.

    By Mauro Gonzalez·8 min read

    What Is Filevine?

    Filevine is a powerful, highly customizable case management platform designed for law firms that need flexible workflows. Known for its robust automation engine and document generation capabilities, Filevine helps firms manage complex cases with precision.

    Why Choose Filevine for Your Law Firm?

    Highly Customizable Workflows

    Build custom phases, fields, sections, and automations that match exactly how your firm handles each matter type. No two Filevine environments look the same.

    Filevine Docs (Outlaw)

    Generate documents automatically from case data using Outlaw's powerful template engine. Demand letters, retainer agreements, and correspondence in seconds.

    Advanced Automation Engine

    Trigger tasks, emails, status changes, and notifications automatically based on case events, deadlines, and field values. Reduce manual work dramatically.

    Built for Complex Litigation

    Handle multi-party, multi-phase litigation with ease. Track discovery, depositions, expert witnesses, and settlement negotiations in structured workflows.

    Robust Task & Deadline Management

    Assign tasks with dependencies, set deadlines with reminders, and track progress across the entire firm with Kanban and list views.

    Advanced Reporting & Dashboards

    Build custom reports across any data in your system. Track case values, settlement timelines, attorney workload, and firm-wide KPIs in real time.

    Role-Based Permissions

    Granular permission controls let you define exactly who can see, edit, or manage different sections, fields, and matter types.

    API & Integration Capabilities

    Filevine's open API allows deep integrations with payment processors, CRMs, phone systems, and custom internal tools.

    How Big Mode Consulting Helps with Filevine

    As a Certified Filevine Partner, our law firm managed service team handles everything, from initial implementation to ongoing optimization. Here's how our legal IT services make the difference:

    Full Environment Build

    We build your Filevine environment from scratch: custom sections, phases, automations, user permissions, and role-based access tailored to each practice area.

    Data Migration & Cleanup

    We migrate your data from legacy systems — Clio, MyCase, spreadsheets, or paper — into Filevine cleanly, mapping fields and preserving case history.

    Document Generation Setup

    We configure Outlaw templates for your firm's most common documents: demand letters, engagement letters, correspondence, and court filings.

    Automation Engineering

    We design and build multi-step automations that trigger tasks, send notifications, update statuses, and route cases through your workflows automatically.

    Custom Reporting

    We build the dashboards and reports your leadership needs: case pipeline, revenue forecasts, attorney performance, and operational metrics.

    Ongoing Optimization & Training

    We continuously refine your workflows, add new automations, train new staff, and conduct quarterly reviews to ensure your firm keeps getting more from Filevine.

    Why Choose Big Mode Consulting?

    As a Certified Filevine Partner, Big Mode Consulting has deep hands-on experience building Filevine environments for firms of all sizes. Our law firm managed service approach means we handle everything so you can focus on your clients.

    Certified Filevine PartnerLaw Firm Managed ServiceLegal IT Services

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    Ready to Get Started with Filevine?

    As a Certified Filevine Partner, we'll help you implement Filevine the right way, with expert legal IT services and law firm managed service support.