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
Standard
Premium
Custom
Change Phase Button
Automatically advance the project to the next project phase with a single click
Instead of the dropdown features, use a button to change a change a project phase, allowing you to put the control of that action in the context of the project and use logic in the project to determine when and where it shows.
Get Weather Button
Include accurate weather data in case files
Click a button to add the weather report for an accident time and location into your case.
Add to Calendar Button
Click a button to create calendar events from project data
Increase the visibility of important dates and events by sending that data to the project calendar in Filevine and any synced third party calendars—all with a button click.
You can also use project-level field codes in the content of the event created so when viewing those events in a third party calendar (Ex: Outlook), there is a differentiation by project in the event’s description.
Create Item Button
Create a collection item pre-filled with field data
Ensure consistency and save time entering data into multiple fields by clicking a button to create a collection item pre-filled with data from other fields in your project.
Add Person to Team Button
Add/Update project team members in one click
Click a button to add one or more person fields (such as Primary Attorney) from your Staff Assignments to a preconfigured team level and org role for the current project.
Duplicate Collection Item
Save time repeating data entry by copying a collection item into another collection
Use a button in any collection, and simply click it to duplicate that item into another collection.
CSV Collection Item Import
Manage large collections with ease
Use a csv to bulk create/update collection items in Filevine for data use, reporting, and integrity.
Field Sync
Sync data to eliminate redundant entry
Sync static section data to other static or collection sections within a project. Triggered either by the source field being updated or a new collection item created in the destination collection section.
Parent Projects
Push master data from one project to multiple related cases
Auto sync data from defined sections of a “Parent” project to all its children in the same template. That parent-child project relationship is defined by either a project list field or a report.
Dynamic Section Visibility
Create a better user experience by only showing relevant case data
Add toggle section visibility based on phase change or field input to keep your project sidebar limited to the sections relevant to that case.
CMS 1500
Specific to Neurology Clinics using “Elite” template
Save valuable time by generating CMS 1500 documents with your Filevine data.
Get Location
Get the county or geocode for an address with just one click
Create a button to retrieve the county or geocode for an address, and easily use defendant addresses to determine the method of service based on home county in Parties collection section.
Collection Calendar
Ensure calendar data is up-to-date
Simplify calendar management by automatically creating calendar events when items are added to a specified collection section. This automation also updates corresponding calendar events when the items in the collection section are updated, and removes calendar events linked to collection items that are updated to a specific value in their watched field.
Activity Updater
Keep users informed of important project changes
Create a Note or a Task in the activity feed for subscribed events in a project such as phase changes, watched field changes, new calendar events and new collection items.
Advanced Links
Easily create links using project data
The Advanced Links automation is designed to create dynamic links that include data from your Filevine project as parameters or values within the link. These fields can be any field from any static section within the Filevine project.
Auto Case Number
Easily generate customized case numbers
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.
Add Team to Project
Ensure the correct team has access to a project
Automatically add or remove a Filevine team to a project based on project data triggered by a button click, phase change, or field value.
Project Sync
Ensure consistency across sections and fields in related projects
Update sections and fields in child projects automatically based on any changes made in the parent project.
Simply Convert Integration
Save time and ensure data accuracy between systems
Sync data from SimplyConvert to Filevine and Filevine to SimplyConvert.
LA Court Calendar Sync
Never miss a court appearance!
Identifies changes to LA County Court Calendars and syncs those changes to Filevine and, in turn, to your calendar using Filevine’s integration. Compatible with Outlook or Google calendars.
Scan to Project
Improve file security and save time manually scanning, uploading, and organizing files
Securely scan documents of any size directly to your Filevine projects. With user-defined preferences and customizable options, this bot streamlines the process of organizing and storing your scanned files in Filevine.
API Intake
Automatically create projects in Filevine from data sent by referring firms
Accept full case data, including documents, via a single API endpoint, which is mapped for a specific source. Our source-based mapping system allows flexibility in the structure of the data received in order to accommodate the wide variety of possible structures from other systems including the ability to complete lookup functions to ensure duplicate contacts are not created.
File Sync
Backup and interact with Filevine files
One-way or two-way sync of Filevine documents to AWS, SharePoint, or Dropbox– as well as the ability to interact with these documents via local network shares on your computer.
Data Stream
Securely stream your case data
Securely stream all Filevine project changes to another storage system for disaster recovery.
Data Stream Aurora
Keep a secure copy of your case data
Maintain a copy of your Filevine data (including historical roll-back) for audit, search, analytics and BI reporting in an AWS Aurora database controlled by you.
Collection Item Sync
Keep specific field data in sync across collection items in different sections
Collection Item Sync links the 2 related collection items and keeps the specific fields synced.
