Vinebots

Use Cases for Worker's Comp Firms

Add to Calendar Button
When hearing date, time, location, and attendees are added into the Hearings section, you can click one button to create a Calendar Event with that information.
Add Person to Team
The “Person” field in Filevine templates is commonly used to identify “Hearings Attorney”, “Assigned Paralegal” etc. for reporting and document generation purposes. The “Add Person to Team” button allows firms to update the Team section to match those Person fields with one click, ensuring each assigned team member has the appropriate permissions and don’t miss deadlines or auto-tasks.
Dynamic Sections
When the project phase changes to “Court Appeals”, the Pleadings, Discovery, and Depositions sections will appear automatically.

Uses Cases for Family Law Practices

Change Phase
When referring cases to another law firm, enter the referral attorney information and click one button to automatically change the project phase to “Referred Out.”
Add Person to Team
The “Person” field in Filevine templates is commonly used to identify “Hearings Attorney”, “Assigned Paralegal” etc. for reporting and document generation purposes. The “Add Person to Team” button allows firms to update the Team section to match those Person fields with one click, ensuring each assigned team member has the appropriate permissions and don’t miss deadlines or auto-tasks.
Dynamic Sections
When the project phase changes to Litigation, the “Pleadings” “Discovery” and “Depositions” Sections appear automatically.
Field Sync
Mirror project information between sections to avoid duplicative data entry.
Duplicate Collection Item
When filing documents with the court, the fee associated with certain filings is often the same. Duplicate Collection Items automaton duplicates items and changes relevant information, reducing data entry time.
Add to Calendar Button
Click one button to create a Calendar Event when a deposition date, time, location, and attendees are added to the Depositions section.
Activity Updater
When a new item is created in a collection section, such as a new Pleading being entered into the “Pleadings” section, a note will get posted on the Activity Feed for the project’s subscribers to get updates.
Get Location Data
Easily use defendant addresses to determine method of service based on home county in Parties collection section.

Use Cases for Any Law Practice

Change Phase
When referring cases to another law firm, enter the referral attorney information and click one button to automatically change the project phase to “Referred Out.”
Add Person to Team
The “Person” field in Filevine templates is commonly used to identify “Hearings Attorney”, “Assigned Paralegal” etc. for reporting and document generation purposes. The “Add Person to Team” button allows firms to update the Team section to match those Person fields with one click, ensuring each assigned team member has the appropriate permissions and don’t miss deadlines or auto-tasks.
Dynamic Sections
When the project phase changes to Litigation, the “Pleadings” “Discovery” and “Depositions” Sections appear automatically.
Field Sync
Mirror project information between sections to avoid duplicative data entry.
Duplicate Collection Item
When filing documents with the court, the fee associated with certain filings is often the same. Duplicate Collection Items automaton duplicates items and changes relevant information, reducing data entry time.
Add to Calendar Button
click one button to create a Calendar Event when a deposition date, time, location, and attendees are added to the Depositions section
Activity Updater
When a new item is created in a collection section, such as a new Pleading being entered into the “Pleadings” section, a note will get posted on the Activity Feed for the project’s subscribers to get updates.
Get Location Data
Easily use defendant addresses to determine method of service based on home county in Parties collection section.