Vinebots

supercharge Filevine with automation

Vinebots' Court Calendars automation for Filevine adds case information to calendar

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

Vinebots Get Weather automation generates weather reports directly in Filevine

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.

Vinebots Dynamic Sections automation for Filevine

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.

Add to Calendar Vinebot Automation for Filevine

Use Cases for Any Law Practice

File Sync
Backup Filevine documents and files and automatically sync them to a storage providerChange 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.

Find out which Vinebots plan is right for your firm.

Vinebots Filevine Automation Benefits

Filevine-Native

Native Filevine automations ensure users are working on the highest value tasks.

Pre-built library

The prebuilt Vinebots library ranges from simple actions to premium automations.

Easy to Use

Vinebots are user-friendly—no technical or development knowledge required!

Custom Automations

Neostella can work with Vinebots customers to develop custom Filevine automations.

Included Support

Neostella’s Vinebots client support is included at no extra cost (including upgrades!)

FREE Client Portal

Referring partners and end clients can access critical case data while remaining in Filevine.

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.

COMING SOON
Advanced Calculations
Send Tasks to Calendar
Quickbooks Sync

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

COMING SOON
Advanced Field Sync
Invoice Extraction
Check for Bankruptcy

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.

Learn more about File Sync for Filevine