Home $ Product $ Doc Gen & Report Fusion Templates


Doc Gen & Report Fusion Templates

We know building and migrating Document Generation Templates (“doc gen”) for Filevine is time consuming and frustrating. You have better ways to spend your valuable time, like managing your clients, your case load, your team, and your firm. That’s where Yessio comes in!

Doc Gens and Report Fusions are one of the most powerful core tools available for firms and companies that operate on Filevine. Doc gens create efficiency and accuracy in how data is exported for your team. This has been a timesaver for many firms that don’t want to spend their staff’s hours or lack the expertise in developing these. We’ve worked with over 100 + firms to make the process simple and seamless for your firm.

Sampling of Doc Gens:

  • Letters to people (clients, witnesses, adjusters, defendants, opposing counsel) and companies (insurance companies, state agencies, and defendant corporations)
  • Form documents in Word or fillable PDF templates that are distributed by local, state, and federal agencies
  • Demand letters, standard request letters, and settlement statements
  • Case Overview or Case Summary docs for export, intake documents, or other docs that collect & combine project/case data for export
  • Collection Section exports in Word or Excel

If you’ve been struggling to plan, design, and build working doc gens or Report Fusions within your Filevine Org, you’re in the right place!

“Our experience with Yessio was simply great. Thanks to their expertise, they understood exactly what was needed and was able to get our customized doc gen up and running in a timely fashion. This has improved our efficiency and overall service experience with our clients. We would definitely use their services again!”
– The Advocates Injury Attorneys

Document Quantity

5-30 Documents, 30-99 Documents, 100+ Documents


Yessio is a family owned business that’s been providing business outsourced sales and client services for 15 years. Yessio creates doc gen and reporting templates for firms on Filevine.

Send the vendor an email or visit their website

SKU: N/A Category: Tags: , ,

Recommended Products & Services

SuperVine 2023 Ticketing

SuperVine 2023 Ticketing

Supervine™ is the premier conference for Filevine superusers led by the pioneers in Filevine implementations, ...
Vinetegrate® T-Shirts

Vinetegrate® T-Shirts

Get the iconic Filevine Mastered tee from Vinetegrate, available in a recycled, lightweight fabric fit for men or ...
Vinetegrate® Polos

Vinetegrate® Polos

Our Nike-branded Vinetegrate moisture-wicking sports Polos will help you keep cool and look great on your next ...

How to Access Our Products


All of our products are offered on a self-service model. Simply register using our quick, convenient signup forms. Request a demo anytime from our Solutions Team.


Our applications follow different billing models based on the product usage. All billing is configured and occurs monthly from within the app. Start today for free and cancel anytime.



Build automations with VineConnect®, import data to Filevine with VineMigrator, and configure automatic interest calculations with VineCalc. Support always included!

Vinetegrate Full Suite Logo

Vinetegrate Full Suite™ for Filevine

Stop the "guesswork" in your Filevine build. With Vinetegrate Full Suite™, we launch you on Filevine faster.

VineConnect Menu Logo

VineConnect™ Client Portal

truly integrated Client Portal and automations tool exclusively for Filevine. Automate everything.

VineMigrator Logo

Data Migrations

Offering custom data migrations solutions and VineMigrator™, a data import tool for Filevine users.

Vinetegrate Marketplace™

Looking for help with Filevine? Visit our Marketplace to purchase ad-hoc services and integrations.

Managed Services Plans

Get dedicated expert support for Filevine and related products for your firm.
Plans start at only $1,000/month

Everyday Vine

Free videos and resources for improving and upgrading your Filevine build!