Legal Document Assembly
Your data, one click away
Utilize dynamic templates with connected variables pulling from your Filevine data to make drafting and authoring demand letters, court proceedings, contracts, and mass mailings. Filevine’s .vine format allows for collaboration and one click export to PDF and Word.
Built for the future of legal
Move beyond outdated Microsoft Word based merge tools and create living documents that seamlessly connect with your source of record. Bulk operations to generate custom documents and deliver via email or a secure link.
Streamline your documents
Coordinate and connect every person, step and datapoint related to your documents. Review and redline together, and resolve issues in real-time. Reduce your template count while increasing flexibility and customization and decreasing human error risk by eliminating dual data entry.
What is Filevine Document Assembly?
Possibly copy from Outlaw.com. Describe user experience is native inside Filevine with patented .vine documents. Examples of how it’s used.
Document Assembly Q&A
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Item description
Scheduled Delivery
Receive an easy-to-read report in your email to keep track of performance and take action.
Continuous Improvement
Our dashboard is constantly improving and all new features are automatically released on your dashboard. At Vineskills, feedback is always welcomed!
Campaign Insights
Track your individual campaigns or Google Local Service Ads performance based on fields that are hidden in Lead Docket
Act Quickly
Visibility of trends in your intake and marketing allows you to take action before an issue arises.
Pricing
$2,500 for a one-month plan that includes:
Filevine Org setup with Document Assembly (if needed)
Document Assembly themes setup for the company brand, logo, letterhead
Training sessions for users and admins
Training videos library provided to the client
Build out of 5-10 standard Document Assembly templates
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We love to build creative, custom solutions and have implemented thousands of Document Assembly templates. If you have a large or unique project, let’s connect.
Interested? Let’s connect.
Learn More About Document Assembly
Are you a Time and Billing firm looking to launch with Filevine? Properly setting up your rate schedules and adjusting invoice settings is crucial to ensuring a smooth and successful launch. Vineskills CFO Zac walks you through the top five key considerations and concepts to keep in mind, from understanding your billing settings to setting up Filevine Payments, customizing invoice templates, reporting, and bulk billing.
Are you a Time and Billing firm looking to launch with Filevine? Properly setting up your rate schedules and adjusting invoice settings is crucial to ensuring a smooth and successful launch. Vineskills CFO Zac walks you through the top five key considerations and concepts to keep in mind, from understanding your billing settings to setting up Filevine Payments, customizing invoice templates, reporting, and bulk billing.