Filevine Managed Services

simplify Filevine management

(Billable) time is literally money. With Filevine Managed Service, Neostella helps with expert management and optimization, ensuring your investment is maximizing results, and freeing up more time for your client focus.

Managed Service Benefits

Minimizes disruption to Filevine implementation

Makes scaling Filevine faster and easier

Frees up internal time to focus on clients

Let Neostella take the wheel.

Managed Service Plan

With your Filevine Managed Service plan, we will meet with your team to prioritize how to best build, maintain, and enhance your Filevine Project Template(s). Between meetings, we will do the work as prioritized by your team. This may include:

  • Customizing sections
  • Creating document templates
  • Adding new processes to your Filevine project workflow
  • Training
  • Task flow management
  • Report building
  • And more!

What to Expect

Months 1-3

Focus on implementation (or health checks if already implemented) to ensure the practice is built for success.

Months 4-6

Focus shifts to training and standard support ensuring that internal teams are prepared and feeling confident.

Months 7+

In addition to standard support, Neostella’s team will help enhance Filevine practices.