Client Portal /
Automations

VINECONNECT®

A BETTER CLIENT PORTAL AND AUTOMATIONS
TOOL FOR FILEVINE.

Our founders, Tom and Craig, wanted to use new technology to solve an old problem: Give their clients just the right amount of access to their case progress to reduce time-wasting and pestering phone calls. They were amazed to discover that though ‘case status’ and ‘client portal’ solutions exist, none of them are built specifically for Filevine, and as a result, none are very good.

So they built VineConnect™.

VineConnect™ automates Client Communications directly from Filevine and leverages the power of Filevine’s API to automate common and repeatable actions to extend the core functionality of the world’s most innovative legal case management software.

For clients, the front-end portal is simple and secure to access which keeps them coming back. Customize every aspect of their experience with our intelligent administrative tools, including controlling what information they see and when. For Firm Admins and Marketing Teams, it’s a powerful automation platform for collecting, storing, and processing data and workflows within the walls of Filevine.

With affordable pricing plans, self-managed or assisted configurations, a 14-day no obligation free trial, live support, and a consistent release of rich new features, there’s no reason to go anywhere else for your client communication needs.

Ditch the costly, cumbersome competitor client portals…
VineConnect™ does what you’re looking for for less, and more!

Check out our latest webinar to see a live demonstration of our software in action recorded in Fall 2023.
We release major new features approximately every six weeks.

New Feature Releases Covered:

2-Way Automated Document Sync | Filevine Forms w/ Document Uploads | Expanded Workflows
Mass Emailing Campaigns | SMS Replies Synced to Filevine Projects

No one wants to download another mobile app, or have to remember yet another username and password. VineConnect™ was created with that fact as a starting point. Our mobile-first web application secured by rigid 2-Factor Authentication (2FA) means your clients - and only your clients - can access their case whenever they want without the hassle.

Documents uploaded by your clients from within VineConnect™ Client Portal automatically sync to the Filevine project following whatever logic you define. Create an organization scheme to sync docs to specific template fields or collection sections.

Filevine Forms by VineConnect™ is the most innovative way to collect, sync, and store client data to Filevine. Form fields submitted from within Client Portal map back to the project with intelligent logic that supports all custom field types including Collection Sections.

Existing Clients' submissions update the Project.
Public forms create new Filevine projects for automated data collection.

Supercharge Filevine and Automate Everything with VineConnect™ Automated Workflows! Tell our platform what to listen for coming out of Filevine - projects creates, specific tasks, button clicks, phase changes - and have VineConnect® take just about any action within Filevine automatically in a no-code, drag-and-drop interface.

With over 20 powerful Triggers and Actions available out of the box, like dynamic mirrored fields, dynamic team assignments, and auto-task completions, you and your legal team are guaranteed to find time savings with our flexible and reliable Filevine automations.

Ditch the bloated cost of Zapier and the complexly of Workato for the easier, better solution of VineConnect® Automated Workflows for Filevine, and start automating today.

The first to bring mass text messaging to Filevine is still the best in class. With our Mass Text tool, you can create an automated mass SMS job that targets existing contacts in Filevine, segmented by Person Type; or, upload a Filevine Report spreadsheet export. Now featuring detailed delivery logs, job buffers, and more!

Simplifying repetitive work is at the heart of VineConnect’s purpose. You can automate SMS communications that keep your client coming back to and engaging with the Client Portal. Our sophisticated Review Collection system allows you to spread your 5-star reviews across multiple Google My Business profiles. And with Workflows, you can use preset Triggers and Actions to intelligently do more work with less. Best of all – you stay working in Filevine, reducing ‘app clutter’!

Automated Workflows

Like Zapier, but easier out of the box – map preset triggers and actions for execution.