Filevine Automations

Simplify your workflows with highly customizable automations that save your firm time, effort, and manual work. Enterprise Automations are powered by Workato, and licensed by Filevine. At Vineskills, we design and implement automation solutions. We can also provide training for your admins, so you can manage your own automations.

Do more with less work

  • Streamline your workflows

    Simplify your day-to-day workflows with automations that save time and allow you to focus on what matters.

  • Customized to any Filevine template

    No matter your Filevine setup and practice area, we can build out custom automations for your exact template and specific workflows.

  • Connect to Filevine and hundreds of other platforms

    No matter your software ecosystem, you can connect Filevine and other tools together with automation that seamlessly passes data.

  • Save time and keep your data clean

    Ensure immaculate data cleanliness and cut out time-consuming manual work with automation.

Harness (almost) limitless automation possibilities

Hide/reveal sections automation: display litigation on phase change

Keep your projects neat and your workflows simple by only displaying relevant sections when you need them. Based on your phase or a Case Type field, you can toggle on and off relevant sections.

Date calculation automation: calculate an SOL

Make any necessary date calculations using a simple automation with Workato. We can use a logic-based automation that automatically calculates the SOL date based on your data and updates it in the case summary by inputting the incident date.

Google Sheets automation

Regularly import cases from Google Sheets with custom automation. We can build out a Google Sheets template in your Shared Drive to automatically import cases.

Standard mirror: intake to collection section

Automatically create one collection item from another. With Workato Automations, you can mirror any field in a static section — or create a collection item based on existing information.

Mirror between projects: related cases

Link Projects with a Linked Projects list field to send project data to related cases. Static sections, one-time pushes of collection items, and additional tagging and re-naming options keep your workflow clean!

…and whatever else you need!

Reach out today to talk to our specialists about what you can automate in your Filevine template with Workato. Interested in Workato training so you can build out automations yourself? Let us know!

Pricing & FAQs

  • Our pricing starts at $2500. We’ll work with you to design a set of automations custom to your needs, document them, and build a way to capture errors. We also provide admin training in case you want to be self-sufficient in the future and work on your automations internally without our help.

  • Our Workato automations are the only automations sold and supported by Filevine.

  • Once we’ve set up your automations, you can maintain and modify them internally (we offer admin training!) or work with another firm in the Filevine ecosystem — we don’t lock you into a license or contract. Of course, Vineskills is always happy to help out as well, should you ever need it in the future.

Free Help replay: Workato and Filevine

Meet your automations team

  • Suzy Lewis

    When it comes to automation and Filevine, Suzy really knows her stuff. She has a background in API support engineering and previously was an Automation Specialist at Filevine where she worked directly with clients to understand their use cases and build out a range of custom automations.

  • Frances McGrew

    Frances previously worked at Filevine in several roles before leading the Workato automations team. She excels in with creative solutions for clients while considering the larger goals and all the details involved. Before Filevine, she worked at a large insurance defense firm.

  • Stephanie Cowan

    With many years as a paralegal and legal admin under her belt, Stephanie has a deep first-hand understanding of how Filevine and automation can transform a firm’s operations and improve efficiency. She’s officially certified in all things Workato.