Software export guide
Selling your Filevine data to AI buyers
Filevine firms, often personal injury and mass tort practices, have activity feeds, Mailroom email, intake answers and task chains for each case type.
Most of it already sits in Filevine projects, Mailroom, intake forms and reports. Buyers want the written trail of how your team actually does the work, so most owners lead with SOPs and training material, then add day-to-day records once personal details are dealt with.
- Key figure
- 2
- Buyers' published range
- $100K to $2M+
- Time to a written offer
- Days to 2 weeks
- Owner time, per buyers
- 1 to 3 hours
01 / What buyers value
The Filevine records buyers look for
Project activity feeds
Where it lives
Filevine
Why a buyer wants it
Every action on a case
Raise first
Client facts
Mailroom and project email
Where it lives
Filevine Mailroom
Why a buyer wants it
Case communication
Raise first
Privileged content
Intake form answers
Where it lives
Filevine intake
Why a buyer wants it
Screening decisions
Raise first
Personal and medical details
Task chains per case type
Where it lives
Filevine
Why a buyer wants it
Standard work
Raise first
Usually little
Report-ready case fields
Where it lives
Filevine reports
Why a buyer wants it
Structured case data
Raise first
Client identities
| Record | Where it lives | Why a buyer wants it | Raise first |
|---|---|---|---|
| Project activity feeds | Filevine | Every action on a case | Client facts |
| Mailroom and project email | Filevine Mailroom | Case communication | Privileged content |
| Intake form answers | Filevine intake | Screening decisions | Personal and medical details |
| Task chains per case type | Filevine | Standard work | Usually little |
| Report-ready case fields | Filevine reports | Structured case data | Client identities |
02 / Value
Putting a number on a Filevine firm's data
No buyer publishes a price list by industry. What they do publish is a range for a whole company: micro1, Polyshares and Ventra each advertise deals from roughly $100K to $2M or more, and Pewter's licensing partner cites examples between $350K and $650K. Read those as the buyers' own marketing figures, not offers.
For a Filevine firm of about 50 people, three things move the number most: how many years of history you have, how much of the work is written down in one place, and how cleanly client and employee details can be removed. Try the worth estimator for a range based on your size.
03 / Buyers
Which buyers take Filevine data
On Troveo's intake form, the closest category ("legal") sits in the second of its four demand tiers, which it describes as above-average demand. Polyshares lists legal as one of its premium industries.
Published size rule
Asks for at least 30 staff, with no upper limit
A 50-person Filevine firm
Fits at 50
Published size rule
At least 20 full-time US office employees, or 10 for accounting and 6 for law
A 50-person Filevine firm
Fits at 50
Published size rule
At least 20 W-2 staff in the US and three years of history
A 50-person Filevine firm
Fits at 50
Published size rule
At least 20 people and three years, with a higher bar in some sectors
A 50-person Filevine firm
Fits at 50
Published size rule
At least 30 US staff and three years of data
A 50-person Filevine firm
Fits at 50
Published size rule
Around 30 people or more
A 50-person Filevine firm
Fits at 50
Published size rule
No headcount floor; it weighs how deep the record goes
A 50-person Filevine firm
No size floor
Published size rule
Publishes no minimum
A 50-person Filevine firm
No size floor
Published size rule
Publishes no minimum (its calculator begins at 20)
A 50-person Filevine firm
No size floor
| Buyer | Published size rule | A 50-person Filevine firm |
|---|---|---|
| micro1 | Asks for at least 30 staff, with no upper limit | Fits at 50 |
| Mode | At least 20 full-time US office employees, or 10 for accounting and 6 for law | Fits at 50 |
| Nyne | At least 20 W-2 staff in the US and three years of history | Fits at 50 |
| Pewter | At least 20 people and three years, with a higher bar in some sectors | Fits at 50 |
| Ventra | At least 30 US staff and three years of data | Fits at 50 |
| Endless | Around 30 people or more | Fits at 50 |
| Polyshares | No headcount floor; it weighs how deep the record goes | No size floor |
| Mercor | Publishes no minimum | No size floor |
| Troveo | Publishes no minimum (its calculator begins at 20) | No size floor |
Some buyers pay us a referral fee. It never changes your price, and it never changes the order of our rankings.
04 / Export
Getting your data out of Filevine
- 1Use Filevine's Data Connector or DataBridge, its two official export tools.
- 2Export activity feeds and task chains for closed cases first.
- 3Pull intake answers with personal and medical fields removed.
- 4Review Filevine's API license before granting any tool access.
05 / Typical week
What one ordinary week produces
- Monday: intakes completed from the weekend.
- Tuesday: activity on fifty cases.
- Wednesday: Mailroom email sorted to projects.
- Thursday: task chains advance after records arrive.
- Friday: a case report reviewed by partners.
Illustrative. Multiply one week by every year you have kept, and that is the record a buyer is looking at. The written decisions matter more than the totals.
06 / Segments
More on law firms
07 / Process
How a deal works
- 1
Check the fit
Answer a few questions about headcount, years of records and the systems you use. No files change hands.
- 2
Inventory call
A buyer walks through what you hold and what it wants. Most say the owner spends one to three hours in total.
- 3
Written offer
Buyers usually send terms within days to two weeks: price, scope, term and whether the deal is exclusive.
- 4
Clean and deliver
Personal details are removed under the agreed method, then a copy is exported. Your originals stay where they are.
micro1
What it asks for
Procedures, internal wikis, project and task history, CRM activity
Offer and payment
Up to 30 days to review, then paid within 30 days of invoice
Ask about
Its master terms describe a perpetual license. It says it strips personal details "when relevant", so ask exactly how.
Ventra
What it asks for
Mainly inboxes, recorded calls and helpdesk tickets
Offer and payment
Offer in 3 to 7 days, then net 30 or 60
Ask about
Its terms warn it may be unable to erase data after delivery.
Polyshares
What it asks for
Inboxes, recorded calls, helpdesk tickets and ERP extracts
Offer and payment
Offer in 1 to 2 weeks, paid in 30 to 60 days
Ask about
Licenses are exclusive by default.
Pewter
What it asks for
Operating records for the industries on its list
Offer and payment
No fee to the owner, it says
Ask about
Launched October 2026 by a Florida sales agency. Its licensing partner, not Pewter, signs and pays.
| Buyer | What it asks for | Offer and payment | Ask about |
|---|---|---|---|
| micro1 | Procedures, internal wikis, project and task history, CRM activity | Up to 30 days to review, then paid within 30 days of invoice | Its master terms describe a perpetual license. It says it strips personal details "when relevant", so ask exactly how. |
| Ventra | Mainly inboxes, recorded calls and helpdesk tickets | Offer in 3 to 7 days, then net 30 or 60 | Its terms warn it may be unable to erase data after delivery. |
| Polyshares | Inboxes, recorded calls, helpdesk tickets and ERP extracts | Offer in 1 to 2 weeks, paid in 30 to 60 days | Licenses are exclusive by default. |
| Pewter | Operating records for the industries on its list | No fee to the owner, it says | Launched October 2026 by a Florida sales agency. Its licensing partner, not Pewter, signs and pays. |
08 / Timing
If you are selling or winding down
A data license can sit alongside a sale or a wind-down. If you are selling the business, agree with the acquirer who keeps the right to license the archive. If you are closing down, keep the workspace and inboxes alive until a buyer has seen them. A closed company is not out of options: SimpleClosure reports more than 150 completed sales of shut-down startups' archives.
FAQ
Questions, answered
Which Filevine export tool should we use?
Filevine's support article on data export options compares its two official tools, Data Connector and DataBridge. Ask Filevine which one your plan includes.
Is a 50-person Filevine firm big enough?
9 of the 9 buyers in our size check take a Filevine firm that size, going by their own published rules. Below 20 people your options narrow to the buyers with no stated minimum.
Do we lose our records if we license them?
No. A license gives the buyer a copy for agreed uses and your originals stay put. Read the term and deletion clauses closely: micro1's master terms describe a perpetual license, and Ventra warns it may be unable to erase data after delivery.
Find the buyers that fit your company
Answer a few questions about your size, tools and history. We show which buyers want a company like yours. Free, no files.
Keep reading
Sources
Every number on this page links back to one of these.
- 1support.filevine.com: Activity Feedsupport.filevine.com
- 2support.filevine.com: Data Export Optionssupport.filevine.com
- 3support.filevine.com: Data Connectorsupport.filevine.com
- 4filevine.com: Api license agreementfilevine.com
- 5filevine.com: Filevine security addendumfilevine.com
- 6Troveo: Business data programtroveo.ai
- 7Polyshares: Sell company datapolyshares.com
- 8micro1: Company referral programmicro1.ai
- 9Beri: micro1 enterprise data partnerships, terms and risksberi.net
- 10Mode: Data program requirementsdata.mode.inc
- 11Nyne: Sell company datanyne.ai
- 12Pewter: Company data licensingpewterdata.com
- 13Pewter: Partner examplespewterdata.com
- 14Ventra: Company datajoinventra.com
Spot something wrong? See our corrections policy. Some buyers pay us a referral fee. How we make money.