If you have been using FileVine and want to bring data over from that system into LollyLaw, below is an overview of the procedure. Please contact us today to schedule your data import <sales@lollylaw.com> or call us as (323) 607-9023.

Note: it is important to get your data into a useable format so that you can ensure the quality of the data that is provided to us. If the data is improperly formatted, incomplete, or otherwise corrupted, data migration may be impaired. Talk with our migration specialists before proceeding.

Typically, the following data can be exported from FileVine and imported into LollyLaw: 

  • Contacts
  • Matters
  • Events
  • Users
  • Tasks
  • Notes

 

Thinking about trying LollyLaw? Click here to start a trial account.

Have questions? Contact us at sales@lollylaw.com or support@lollylaw.com.

Objectives:

  • Migrate my Contacts and Matters from FileVine to LollyLaw
  • Export Contact and Matter data from FileVine
  • FileVine migration
  • Import data from FileVine
  • Get data from FileVine to LollyLaw

 

How to Export Contacts from FileVine

  1. Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​
  2. On the right hand of the page select List of Contacts for all Contacts or List of Clients for Clients only.
  3. By default the report builder will include relevant columns you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.
  4. Once you have selected all the desired fields you can hit next at the bottom right hand side of the page if you would like to filter by specific criteria or you can directly hit run report if you are finished.
  5. After pressing run report the report builder will show you your results on screen where you can review. If there are missing fields go back to add the necessary columns or click on the Excel icon at the bottom portion of the page to prepare the export. 
  6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin the download to your computer.

How to Export Matters from FileVine

  1. Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​
  2. On the right hand of the page select List of Projects
  3. By default the report builder will include relevant columns you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.
  4. Once you have selected all the desired fields you can hit next at the bottom right hand side of the page if you would like to filter by specific criteria or you can directly hit run report if you are finished.
  5. After pressing run report the report builder will show you your results on screen where you can review. If there are missing fields go back to add the necessary columns or click on the Excel icon at the bottom portion of the page to prepare the export. 
  6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin the download to your computer.

How to Export Notes from FileVine

  1. Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​
  2. On the right hand of the page select List of Notes
  3. By default the report builder will include relevant columns you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.
  4. Once you have selected all the desired fields you can hit next at the bottom right hand side of the page if you would like to filter by specific criteria or you can directly hit run report if you are finished.
  5. After pressing run report the report builder will show you your results on screen where you can review. If there are missing fields go back to add the necessary columns or click on the Excel icon at the bottom portion of the page to prepare the export. 
  6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin the download to your computer.

How to Export Tasks from FileVine

  1. Navigate to the Report Builder by going to the Menu > My Reports > Build Reports. ​
  2. On the right hand of the page select List of Tasks
  3. By default the report builder will include relevant columns you can customize the report by adding additional columns by selecting them and then clicking on the right arrow to add or left arrow to subtract those fields.
  4. Once you have selected all the desired fields you can hit next at the bottom right hand side of the page if you would like to filter by specific criteria or you can directly hit run report if you are finished.
  5. After pressing run report the report builder will show you your results on screen where you can review. If there are missing fields go back to add the necessary columns or click on the Excel icon at the bottom portion of the page to prepare the export. 
  6. A hyperlink will pop up in the middle of your screen with the name of your report press on it to begin the download to your computer.