The hard part of this move is not the export. It is the difference in how the two systems think. Filevine works in project records; Neos works in case records. Get that mapping wrong and every report built on it afterwards is wrong too. This page covers the field map, what does not survive, what it costs, and the reconciliation step that decides whether anyone trusts Neos in month two.
The two systems, side by side
| Filevine | Neos | |
|---|---|---|
| Primary record | Project | Case |
| Grouping | Project type, phases and teams | Case type, plan and parties |
| Activity history | Notes, deadlines and activity feed on the project | Notes, tasks and plan-driven deadlines |
| Documents | Documents and templates on the project | Documents on the case |
| Getting data out | Vendor-assisted export plus the Filevine API. | Vendor-assisted export plus API access. |
| Who administers it | An internal operations owner, or Filevine services. | An internal operations owner. |
| Pricing | Custom quoted, commonly per user. | Custom quoted. |
What breaks
- Filevine works in project records and Neos works in case records. That is a re-modelling exercise, and it is the first decision, not a mapping detail.
- Grouping changes: Project type, phases and teams becomes Case type, plan and parties. Somebody has to define what a group means in the target before load.
- Activity history moves with partial fidelity. Filevine stores it as notes, deadlines and activity feed on the project; Neos expects notes, tasks and plan-driven deadlines.
- Automations, reports, dashboards and permissions never transfer. Budget them as build work.
- Every connected system has to be repointed and retested: the DMS, billing, e-signature and the shared inbox.
Known hazards on each side
Leaving Filevine:
- Projects are not matters: phases, sections and custom project types need explicit mapping.
- The activity feed is chronological rather than typed, so it does not slot into note and task objects cleanly.
- Document volume is usually the largest single part of the extract.
Arriving in Neos:
- Case plans generate deadlines, and the plan logic does not export with the dates.
- Party and provider records are richer than most targets expect.
- Legacy Needles data carried into Neos may hold two generations of field conventions.
The field map
| Concept | In Filevine | In Neos | What to watch |
|---|---|---|---|
| Primary record | Project | Case | Different shape. Decide the mapping before any data moves. |
| Grouping | Project type, phases and teams | Case type, plan and parties | The target groups records differently, so grouping is created rather than copied. |
| Activity history | Notes, deadlines and activity feed on the project | Notes, tasks and plan-driven deadlines | Expect partial fidelity. Types, timestamps and authorship survive; structure often does not. |
| Documents | Documents and templates on the project | Documents on the case | Usually a separate extract and load from the record data. |
| Owner and assignment | Assigned user or advisor fields | Assigned user or team fields | Map departed staff explicitly. Records assigned to nobody disappear from every view. |
| Custom fields | Firm-specific fields added over time | Created to match, or consciously dropped | The audit here is the work. Undocumented fields that reports depend on are the usual surprise. |
Cost and timeline
| Phase | Typical range |
|---|---|
| Data audit and cleanup | $3,000 to $25,000 |
| Migration execution | $5,000 to $50,000 |
| Target configuration | Two to six weeks |
| Ongoing administration | Absorbed by existing operations staff |
The five phases
- Audit Filevine. Count records per object, find duplicates and orphans, and decide what does not come with you. Get that decision signed off before mapping.
- Map against real records. Use the table above as the starting point, then walk fifty live records field by field.
- Dry run into a Neos sandbox. Load the full set, not a sample. Sample loads hide the failures that only appear at volume.
- Cut over on a quiet window. Freeze writes in Filevine, load, repoint every integration, unfreeze. Keep Filevine read-only for at least a quarter.
- Reconcile. Compare Neos to Filevine record by record and field by field, and produce a variance report.
The full version of this plan, with the failure evidence behind it, is in the CRM migration playbook.
The compliance clause
State retention rules and the firm's duties over the client file survive the migration. A matter that lands in the target without its history is a records gap, not a cosmetic issue. Keep the field map, the variance report and the mapping sign-offs with the records, because the decisions you made in phase two are part of the record too.
Where Caddi fits
Caddi does the mechanical half and then keeps doing it. Show it the task once and it reads Filevine, applies your field map, loads Neos, and then compares both sides record by record and hands back a variance report you can act on. Because it runs over APIs across your stack, the same agent covers the parts a migration tool ignores: documents filed to the right case with the right metadata, and the post-cutover hygiene that otherwise becomes someone's Monday.
Caddi automation for these systems: Filevine and Neos.
Related migrations
- Clio Grow to Filevine
- Clio Manage to Filevine
- Filevine to Clio Grow
- Filevine to Clio Manage
- Filevine to Litify
- Filevine to Salesforce
Migration without the manual pass
Move and reconcile Filevine into Neos
Caddi reads Filevine, applies your field map, loads Neos, then compares both sides record by record and reports the variances.
Frequently asked questions
How do you migrate from Filevine to Neos?
Audit the Filevine data first, then map fields against fifty real records rather than against the schema, dry run the full set into a Neos sandbox, cut over on a quiet window with writes frozen, and reconcile record by record afterwards. Vendor-assisted export plus the Filevine API. Neos then needs the records loaded in dependency order, with documents as a separate pass.
What does not transfer from Filevine to Neos?
Filevine works in project records and Neos works in case records. That is a re-modelling exercise, and it is the first decision, not a mapping detail. Grouping changes: Project type, phases and teams becomes Case type, plan and parties. Somebody has to define what a group means in the target before load. Activity history moves with partial fidelity. Filevine stores it as notes, deadlines and activity feed on the project; Neos expects notes, tasks and plan-driven deadlines.
How long does a Filevine to Neos migration take?
Six to twelve weeks is realistic for a clean mid-size move, and three to six months where Neos is being implemented at the same time. Firms with years of history in Filevine should budget several weeks of cleanup before any data moves.
Who administers Neos afterwards?
An internal operations owner. That is one of the reasons this move is lighter than a platform migration.
What are the compliance implications for law firms?
State retention rules and duties over the client file survive the migration. A gap in matter history is a finding, not a cosmetic issue, so keep the field map, the variance report and the sign-offs with the records.