Optimize Your Filevine Experience! We provide Al a Carte Projects with No Contract or Upfront Payment.  The Project is Customized to Fit Your Needs at the Right Time!

**** We are sponsoring Jake Gyllenhaal's keynote speech at LEX Summit. If you learned about us from LEX and would like some help, mention that in your message below to receive a 25% discount on custom project hours. ****

Yessio has partnered with Filevine since 2019, and assisted over 200 firms in optimizing their Filevine layout and workflow.  Filevine offers many amazing products and features to help you save time and keep organized.  Configuring a new product, tool or template can take some precious time and extra work. Yessio can help offload the task of configuring and assisting to train your staff on these items. Connect with us for a free discovery and best practice assessment on how we can help optimize your Filevine usage.  

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Here's a summary of the services we provide: 

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•Project Section Custom Build Out and Edits
•Lead Docket Setup and Customization
•Document Generation Creation 
•Outlaw or FVDA template creation

•Report Creation and Custom Exports
•Report Fusions Build Outs
•Deadline Chains and Task flow Setups
•Staff Training 

                 * All Projects are first reviewed in a free 30-minute review call where we discuss needs and I'll share a no charge some best practices. Our goal in the first call is to identify all the needs or wants you have. And then I'll discuss a plan on how I can help. If I am able to help with the small item you needed in just 30 minutes. I just ask you remember me in the future.