Legal Automation Use Cases

for a more agile law practice

Explore legal automation use cases and see how to streamline operations so legal professionals can focus on what matters most: providing top-quality service to clients.

Neostella’s Legal Solutions


Easily generate invoices and sync financial information both ways between Filevine and QuickBooks.

Create Appointments

Use Vinebots “Add to Calendar” automation to create appointments from project data natively within Filevine.

Pull Weather Reports

Use Vinebots “Get Weather” automation to pull weather report information for an accident time and location.

Securely Share Data

Vineportal provides a simple place for clients and referring attorneys to access their case details within Filevine.

Filevine Management

Filevine Admin Services can include report building, custom sections, workflow management and more.

RPA Managed Services for Legal Industry

Utilizing Neostella’s RPA managed services can help legal teams stay on top deadlines for negotiating and closing contracts while providing the ability to adapt to the rapidly changing needs of clients, all while offering cost savings. Examples of RPA-eligible tasks include:
  • Building a log of regulatory changes
  • Automating conflict of interest disclosure and verification
  • Automatically backing up legal documents, improving audit trails
  • Reporting, verifying signatures, and migrating executed documents
  • Responding to common, recurring legal inquiries over email and providing answers in real time, 24/7

Legal Automation by the Numbers


lawyers report that legal technology improves the services they provide to clients



of work done by lawyers can be automated by existing technology


top legal challenges are case/contract management, automating routine tasks, and legal costs.