We’re a group of 25+ legal and technology experts — most of our team has legal experience or has worked at Filevine (or both!). Follow us for expert intel, best practices and advice on how to use Filevine and related tech.

FILEVINE LAUNCH AND OPTIMIZATION

By taking on the heavy lifting, and optimizing your Filevine to fit your process, we’ll 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, we can help you with custom workflows, tasks, sections, and document templates.

FILEVINE SOFTWARE INTEGRATION
We are building some helpful 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.


Documentation

Legal Tech

Software

Vineskills

Troy Hickerson

Nikki Landrio

Kendall McLaughlin

Aja Butler George

Zac Meyer

Matthew Gallizzi

The Optimization Team at Vineskills specializes in enhancing the efficiency of Filevine for legal professionals through tailored workflows, document templates, and task management. They focus on seamless software integration, such as syncing QuickBooks for accurate case costs and implementing innovative solutions like the Smart Mailroom for document routing. By optimizing Filevine's functionality, the team empowers legal teams to concentrate on strategic case management and client service.

Optimization Team

Data and Analytics Team

Leadership Team

Optimization Team

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Data and Analytics Team

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