What’s Inside

• A self-assessment across six categories: email, phone systems, document management & cloud storage, accounting, AI tools (including LOIS), and client communication
• Simple Yes / No / Not Sure scoring for every integration point, so gaps are easy to spot at a glance
• A scoring guide to interpret your results and prioritize what to fix first

This checklist focuses specifically on integrations — not implementation or migration. If FileVine is already up and running at your firm, this will help you see exactly where your Projects are still operating in isolation from the rest of your tech stack.