Hitting A Wall With Filevine Development?
“Do I have to customize Filevine?”
“I want everything Filevine has to offer.”
“I don’t have time to build Filevine right.”
“I shouldn’t be handling this all myself.”
“I need to go live on Filevine faster.”
“I need help from Vinetegrate.”
How We Took 1 Firm From Months of Aimless Toiling to Filevine Launch in ONLY 6 WEEKS.
A Florida Personal Injury law firm was excited to start working on Filevine, but after months of developing their Project Type Template on their own, they were burnt out and still no where ready to launch on the new software.
Their plan? Hire Vinetegrate instead.
Full Suite Package developed in only 3 weeks
Data Migration came in days, not months
Launched on Filevine with just 4 hours training
My law firm switched over to Filevine in early 2021. We needed help with optimizing the system for a personal injury practice in Florida. Vinetegrate helped tremendously by assisting us with developing our template, customizing our forms, and getting up and running on Filevine. Their work saved a ton of time that we otherwise would have spent trying to ‘reinvent the wheel’. We are very grateful for his help, and we are now up and running smoothly on Filevine. I can’t say enough good things about the Full Suite we purchased from Vinetegrate. We were using Filevine before, but not to its max potential. The templates not only increased productivity but also provided us a roadmap for how we can grow our small firm into a much larger one. Tom from Vinetegrate took the time to listen to my goals for my firm and helped me problem-solve some coding issues with Filevine. More importantly, he showed me a different view for my setup which ended up working much better.
I would highly recommend it!
My law firm switched over to Filevine in early 2021. We needed help with optimizing the system for a personal injury practice in Florida. Vinetegrate helped tremendously by assisting us with developing our template, customizing our forms, and getting up and running on Filevine. Their work saved a ton of time that we otherwise would have spent trying to ‘reinvent the wheel’. We are very grateful for his help, and we are now up and running smoothly on Filevine.
I can’t say enough good things about the Full Suite we purchased from Vinetegrate. We were using Filevine before, but not to its max potential. The templates not only increased productivity but also provided us a roadmap for how we can grow our small firm into a much larger one.
Tom from Vinetegrate took the time to listen to my goals for my firm and helped me problem-solve some coding issues with Filevine. More importantly, he showed me a different view for my setup which ended up working much better.
FILEVINE SOLUTIONS FAQS
What is Full Suite™ for Filevine implementations?
Full Suite™ is our flagship licensed Filevine product, service, and support for launching on Filevine for the first time, or for firms that want to re-launch on Filevine with a better system. Full Suite™ includes a highly proficient Project Type Template with pre-programmed and fully compatible Merge Docs, Custom Task Flows, Deadline Chains, Reports, & Report Fusions all built-for-you in your Filevine environment. We offer Full Suite™ packages for any practice of law in any state or jurisdiction. Full Suite™ is offered as a one-time cost with no ongoing fees, and includes dedicated staff training on the template along with a library of documents, tools, and reference materials to help you get the most out of your new Filevine environment!
Is Full Suite™ only for new firms coming onto Filevine?
Full Suite™ was initially designed for firms who were already operating on Filevine, but without the confidence, experience, or knowledge to fully leverage all of Filevine’s unique features and tools. Full Suite™ was our answer to retro-fit firms with a proven system of data collection, reporting, doc merge, and legal workflow process for these firms. However, Full Suite™ is also a great option for firms coming onto Filevine for the first time as a solution for a faster, more comprehensive implementations solution.
What if I'm already operating on Filevine and just need some additional help?
If you’re already up and running on Filevine efficiently, then our Managed Service Plans (MS Plans) are for you! We offer dedicated Filevine admin support as a monthly subscription service at an affordable, flexible price. Make your requests for edits, additions, updates, and customizations to your Filevine core environment and we deliver! MS Plans cover support for templates, tasks, reporting, docs, deadline chains, team assignments, best practices, and so much more! We’re not consultants – we’re doers. Sign up for an MS Plan here!
Can you design a Filevine environment for all my practice areas?
Yes! Our Full Suite™ solution relies on a templated, pre-built and proven system for your Filevine Org. Our process starts with identifying all your various practice areas, and importantly, how they inter-relate within your firm: by team, by jurisdiction, or by process. We have single or multi-template designs for personal injury, worker’s compensation, social security/disability, catastrophic injuries, family law, labor, employment, and mass tort, among others.
My firm is unique. Do you build custom Filevine environments?
No. We believe that while most firms may be unique in their team or process structure, the practice of law is not particularly unique. We do account for jurisdictional or civil process uniqueness – your pleading header and service of process may be specifically defined, for example. We’ll build that in, of course. But we do not design completely customized Filevine systems from scratch. There are other Filevine partners out there who offer this approach.
Do you handle data migrations to Filevine?
Yes! Vinetegrate is one of the few and most experienced Certified Implementations Partners of Filevine that does and has offered data migrations solutions. We can migrate contact data, client data, and projects and static/collections section data into Filevine. Through our partner network, we are also able to provide solutions for doc migration as well. We’re working hard on internal tools that make migrations more accurate, more efficient, and cost-effective for firms of all sizes.
How much does Full Suite™ cost?
Full Suite™ is not a great solutions for firms on a limited implementations budget. Quality and experience does not come cheaply, and though we have some pricing flexibility with each firm, we do not substantially disocunt our Filevine implementations product or service. If you are on a limited budget, you may be able to purchase Full Suite™ Filevine templates and materials and self-manage your implementation with some limited guidance from us from our Marketplace!
VINECONNECT™ CLIENT PORTAL FAQS
What is VineConnect™?
VineConnect™ Client Portal is a proprietary software-as-a-service (“Saas”) that provides a simple, clean, powerful, and secure front-end Client Portal for your clients, and a robust back end admin with rich features and tools for automating communications and workflows within Filevine. VineConnect™ directly and exclusively integrates with Filevine’s API. Primary features include auto-texting, mass text messaging, fully customizable phases and timelines, whitelabel branding, and so much more!
Can I try VineConnect™ for free?
YES! Every new registration on VineConnect™ automatically comes with a 30-day trial period before you receive your first subscription charge. Prices are affordable and range based on usage and project count. You can sign up for free now or learn more about pricing.
How long does VineConnect™ take to set up?
Great question, and the answer is that it’s completely up to you. VineConnect™ is a fully automated, standalone soluition that you can self-manage. We offer Launchpad, our internal guided setup tool within the admin side that you can follow along to get setup in days, not weeks or months. We offer Timeline Templates to make populating your Client Portal easy. Best of all, every aspect of VineConnect™ is customizable. If you want a standard and quick setup, use our default configurations. If you want to build complex workflows and customizations, you can do that. Either way, you don’t have to do it alone – we offer dedicated implementations support M-F from 9a-5p in all time zones.
What makes VineConnect™ different from other client portals?
That’s an easy one – TRUE integration with Filevine. “Automation” and “integration” are often little more than buzzwords for most of our competitor client portal products. Because our competitors have built client portal solutions that are designed to work for lots of different case management services, they can’t focus on making any one integration really powerful. VineConnect™ is built exclusively for Filevine. We believe because of that narrow focus, we can and have built a better solution for Filevine users. Further, most of our competitor products are difficult to adopt either for you, your legal staff, or your clients. VineConnect™ requires no additional apps or software for any legal staff or clients to download, password-protect, or maintain. It’s fast, simple, and secure for both clients and admin. Read more about the secrets our competitors don’t want you to know 🤫
Can you help me create custom integrations for Filevine?
Absolutely! Software integrations are the backbone of Web 2.0 and the future of how law firms will work most efficiently today, and tomorrow. Our founders and developers of VineConnect Client Portal not only have extensive experience working within the Filevine API, but we’ve even helped advise Filevine’s dev team on API features and service improvements. We may even have the record for “most bugs discovered” because we’ve done so much work within the API. OK, maybe that one is a stretch…but the point is, we love building custom integrations, apps, services, and solutions on the Filevine API. Let’s do it for you, too.
VINECONNECT™ CLIENT PORTAL
VineConnect™ aims to automate every aspect of your Filevine environment from client communications to tasks and team assignments to how your project data is collected and stored. With no apps to download or passwords to create or remember, it’s the easiest way to keep your clients connected to their case, their legal team, and your firm – and the best part is your legal staff continues their work in Filevine uninterrupted.
VineConnect™ is fast, secure, and affordable! If you run on Filevine, give your clients a better overall experience with VineConnect Client Portal. Register for free today!
VineConnect™ Client Portal is the 1st truly automated communications application exclusively integrated with Filevine’s API. Give your clients instant access to their case status, automate your client communications, Filevine Workflows, multi-location Google Reviews, and so much more! Affordable monthly pricing with a FREE 30-day trial and implementations included!
THE CLIENT PORTAL
VineConnect™ is designed as a standalone web-based application secured by 2-factor authorization so there are no complicated applications to download or passwords to remember for your clients. Branded with your logos, the front-end of the Client Portal allows your clients to interact with rich text, media, messaging, custom forms, document uploads, and much, much more!
THE ADMIN PANEL
Configure VineConnect™ with Launchpad, our supported implementations guide. 1-time configurations will connect to your Filevine environment, set phase descriptions, timelines, automated SMS messages, Google review requests, Automated Workflows, and notifications.
Invite your clients to VineConnect™ with mass texting tools, and monitor usage and adoption statistics. Chat with our implementations team in real time, get notified of new features, and browse our robust Support Center to fully leverage all the value VineConnect™ offers.