Vinebots
supercharge Filevine with automation
What are Vinebots?
Vinebots are cutting-edge Filevine automations that listen and respond to changes natively in the platform. Exclusive for Filevine clients, the Vinebots pre-built library of automations help your firm optimize legal case management operations.
Meet Vinebots
Learn how Vinebots Filevine automations enhance case management with user-friendly automations that can be live in a matter of days.
Vinebots for Every Type of Legal Practice
Use Cases for Personal Injury Firms
Get Weather Button
Quickly use the Incident Date + Location of Incident fields to automatically generate and upload a weather report for the date and time of the incident.
Create Collection Item
- Take quick notes regarding Insurance information in the Intake section, then generate a collection item in the “Insurance” section with one click
- Enter first responders (such as Ambulance or Hospital) into Intake, then automatically generate entries in the “Medical” section
Change PhaseWhen referring cases to another law firm, enter the referral attorney information and click one button to automatically change the project phase to “Referred Out.”
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.
Use Cases for Mass Tort Firms
Parent Projects Sync
Mass Tort firms often create master projects to store high-level case details. With the Parent Projects automation, individual projects for injured parties/plaintiffs can be linked to the master project and update automatically when data such as case status or settlement details is updated.
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.
Social Security Disability Use Cases
Change Phase
Automatically update the phase of a project to “Reconsideration” when an initial disability claim is denied, thus triggering the Reconsideration automatic tasks.
Add to Calendar Button
Create a calendar event with one click when hearing date, time, location, and attendees are added to the hearings section.
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 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
Ensures the Team section is set up correctly and assigned team members have the appropriate permissions and don’t miss deadlines or auto-tasks.
Activity Updater
Alerts project subscribers when a new item is created in a collection section, such as a new Award being entered into the “Awards” section by posting on the Activity Feed.
Use Cases for Any Law Practice
File Sync
Backup Filevine documents and files and automatically sync them to a storage provider
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.
Vinebots Automation Library
Included Vinebots
Change Phase Button: Assign a button to change a phase with a single click
Get Weather Button: Add the weather report for accident time & location
Add to Calendar Button: Create appointments from project data
Create Item Button: Create a collection item pre-filled with field data
Add Person to Team Button: Add one or more person fields to a preconfigured team
Duplicate Collection Item: Put a button to copy collection item into any collection
Standard Vinebots
CSV Collection Item Import: Use a csv to bulk create/update collection items
Field Sync: Sync static section data to other static or collection sections
Parent Projects: Auto sync data from sections of a parent project to its children
Dynamic Section Visibility: Add toggle section visibility based on phase change or field input
CMS 1500: Specific to Neurology Clinics using “Elite” template
Get Location Data: Click a button to get the county or geocode for an address
Calendar Collection: Creates calendar events when items are added to a collection section
Activity Updater: Creates note or task in activity feed for subscribed events in a project
Advanced Links: Builds links using field codes from project and forms in a URL template
Auto Case Number: Upon the creation of a Filevine project, automatically generate an incremented case number based on a variety of supported patterns, such as by template, year, or client.
Premium Vinebots
Simply Convert Integration: Sync data between SimplyConvert and Filevine
LA Court Calendar Sync: Identifies and syncs changes from LA County Court Calendars
Scan to Project: Easily and securely scan documents directly into your Filevine projects
API Intake: Create projects from data sent by referring firms or external data sources
Custom Vinebots
File Sync: One-way or two-way sync of Filevine documents to a select group of storage providers – as well as the ability to interact with these documents via local network shares on your computer.
