Backup & Sync

Always-on backup for Filevine, LeadDocket, and Microsoft 365. Accessible when systems are down, restorable at any point in history.

Independent encrypted backup and archive for critical firm data.

Inside Backup & Sync

Your live system on top. An independent foundation beneath it.

Filevine stays the system of record — a copy of its data also lives in three places your firm controls, so it’s always current, recoverable, and queryable.

Filevine

Your case system · system of record

⇅ Documents

↓ Documents

↓ Field data

Two-way Sync

SharePoint · Google Drive
Files, live and editable

Nightly Backup

Encrypted Vault · AES-256
Every file, full history

Data Warehouse

Case fields & numbers
Queryable · your reports

Always current · Always recoverable · Always queryable

Solutions & pricing

Backup & Sync

File Backup

Filevine Vault

Filevine Backup mirrors your case data and documents to an independent encrypted archive. If Filevine is unavailable, your records remain accessible. Deleted or overwritten files restore from any point in backup history. Protection against accidental deletion, ransomware, and system outages. Built for malpractice compliance and HIPAA retention.

Standard

$199 /firm

Member

$0 /firm

LeadDocket Vault

LeadDocket Vault mirrors your lead data and documents to an independent encrypted archive. If LeadDocket is unavailable, your records remain accessible. Protects against accidental deletion, data loss, and system outages. Built for firms that cannot afford gaps in their intake records.

Standard

$199 /firm

Member

$0 /firm

Microsoft 365 Vault

Microsoft 365 Vault captures your email, files, and SharePoint data in a separate encrypted archive. HIPAA-aware and immutable. Restores from any point in history when data is lost, deleted, or compromised. Protection against ransomware, accidental deletion, and account compromise.

Standard

$10 /user

Member

$5 /user

File Sync

Filevine Sync

Keeps case documents in sync between Filevine and SharePoint or Google Drive in both directions, so your team can edit in Office and the changes flow back to Filevine. You choose which cases sync, edits made in both places are kept rather than overwritten, and a daily check re-syncs anything that was missed.

Filevine SharePoint Google Drive

Standard

$250 /firm

Member

$125 /firm

Data Operations

Data Warehouse

Flagship

A reporting database loaded nightly from Filevine and LeadDocket. It powers your dashboards and gives your firm a queryable copy of its own data.

Standard

$350 /firm

Member

$0 /firm

See all Backup & Sync solutions and pricing →