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Switching guide
How to migrate from Filevine
Get your matters, contacts, and billing out of Filevine cleanly, know what the export leaves behind, and see where Referent picks up.
Get your data out of Filevine
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Build the reports
In Report Builder, pick the project and contact fields your firm actually uses, including the Filevine IDs and custom fields. Run and read the report before exporting.
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Export the complete result
Use Save/Export, then Export for Excel. Filevine caps Excel exports at 30,000 rows; split large exports by project type or date and note the partitions.
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Handle collections and files
Custom collection sections and documents are not in the project report. Inventory them separately and map project types, phases, and contact roles explicitly.
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Test a live project
Pick one active project with several contacts and collection items. If it lands intact, move the rest.
What the CSVs do not carry
Filevine is built for volume; most small firms leaving it want less structure and less admin. Referent builds the matter list from your inbox and lets AI do the routine follow-ups.
Before you cancel anything, run the same five checks every firm should: record counts against the screen, client-to-matter links, a few documents opened on the right matter, balances reconciled with your bookkeeper, and an untouched copy of every export kept as the archive. Download the checklist (CSV) and tick it off as you go.
Where Referent fits
Move the records. Let your inbox do the rest.
Referent is practice management rebuilt AI-native. You connect your email, calendar, and documents; the AI reads the correspondence and builds your clients and matters from it. From there, agents run intake, follow-ups, deadlines, and billing prep, and you approve every client-facing step.
- Workspace built from your inbox. The thread history a Filevine CSV never had.
- A person on your side. Bring the exports to a 20-minute onboarding call; your manager sets the workspace up with you.
- Your data stays yours. No training on firm data, full audit trail, delete means delete.
Frequently asked questions
Can I export Filevine documents in bulk?
Documents download per project, or via the Filevine API for large sets. Count files against the project list either way.
Does Referent import my Filevine data automatically?
Not from a CSV, no. Referent builds your workspace from the mailbox, calendar, and documents you connect: the AI reads your correspondence and sets up clients, matters, and files from it. For the Filevine exports, your personal manager loads and checks them with you during onboarding. There is no button that swallows a Filevine file today, and we would rather say so than surprise you.
When should I cancel my Filevine subscription?
After you have counted records in the new system against your exports, opened a few documents on the right matters, and reconciled balances with your bookkeeper. Keep read access for a month past cutover if the contract allows it. Export first, cancel last.
Sources
Checked September 7, 2026. Menus, plans, and connectors change; the links above are the place to confirm the current state. Filevine is a trademark of its owner; this guide is not affiliated with or endorsed by Filevine.