Vineskills

Vineskills is a team of 40+ Filevine experts with decades of experience.  They become a part of your team and focus on improving your business results and streamlining your workflows, so you can focus on what matters — client-facing work.  Offerings include:

Filevile Launch and Optimiation

By taking on the heavy lifting, and optimizing your Filevine to fit your process, Vineskills will free you up to focus on what really matters – driving strategy and moving cases forward. Whether you are new to Filevine or have been using it for years, they can help you with custom workflows, tasks, sections, and document templates.

Filevine Software Integeration

Vineskills is building some integrations to Filevine:

QuickBooks to Filevine Skill - Sync the case costs directly from QuickBooks into a section of each Filevine project. 100% accurate case costs right inside Filevine.

Smart Mailroom - Automatically route scanned or emailed documents into the correct Filevine project.  We will provide a fast way to print a QR code page that knows to route the mail to the correct project. It will not need anything third-party software and can be used with any scanner that can scan to email. Eventually, we will use some AI to match the contents to a project without the need to print the QR code.