5 Legal Solutions to Streamline Filevine Operations

As far as legal case management software goes, Filevine is one of the best solutions out there. And, when enhanced with our Vinebots automations and easy-to-use client portal, your firm will be set up for even greater success.

Keep reading for five new Neostella legal solutions that streamline Filevine operations and empower legal clients and attorneys.

Streamline Case Management with Vinebots Automations for Filevine

Exclusive for Filevine clients, Vinebots uses a pre-built library of automations to optimize legal case management natively within Filevine. With automations for every type of practice, this cutting-edge legal technology can simplify menial tasks such as project phase changes, calendar updates, pulling location and weather data, and more.

Check out how these three new Vinebot automations can automate your case management operations in Filevine.

Activity Updater

Standard

Keep users informed of specific actions and tasks, natively, in Filevine. The Activity Updater allows admins to generate custom notes or tasks when:

• A new item is added in a specific section
• A specific field changes or is populated
• A calendar event is created
• The project phase changes
  
  

Advanced Links

Standard

The basic link button only includes project level field codes—none of the data in the project. Luckily, with the new Advanced Links automation, you can build links dynamically using 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.

Scan to Project

Premium

Say goodbye to relying on email to share documents, which comes with security issues and document-size limitation. The Scan to Project Vinebot allows Filevine users to securely scan documents directly into a project.

Simplify Filevine operations with Vinebots →

Empower Clients with Vineportal

Free for our legal clients, Vineportal is a simple and convenient place for your firm’s clients and referring attorneys to access case details in Filevine. Give your clients the convenience they need with these premium features that level-up Vineportal with enhanced communication and customization.

Email Stats

Available with Vineportal Premium

Dive into your email communications in this new Vineportal dashboard that provides your firm with email statistics including:

• Delivered
• Opened
• Bounced
• Dropped
• Marked as spam
• Plus, a timeline of email opens over time

Assign Project Data Update Task to a Role

These new options for task setup allow you to assign a Filevine role to receive the task based on your organization’s Global Role settings.