Filevine and LOIS automations
Simplify your workflows with highly customizable automations that save you time, effort, and manual work. Our expert team designs and implements custom solutions with Workato, Zapier, and LOIS workflows, and trains your team on how to use them.
WHAT WE DOAutomate the busywork in Filevine
We build custom Filevine automations — powered by Workato, Zapier, and Filevine's LOIS AI — that handle repetitive work with perfect consistency, so your team spends less time on data entry and more time on billable cases. Plus, we offer training for your admins, so you can manage your own automations.
Streamline your workflows
We can help simplify your day-to-day workflows with automations that save time and allow you to focus on what matters.
Customized to your Filevine template
No matter your Filevine setup and practice area, we can build out custom automations for your exact template and specific workflows.
Connect Filevine with hundreds of tools
We can connect Filevine and other tools in your software ecosystem together with automations that seamlessly pass data between them.
Do more with less work and keep your data clean
Ensure immaculate data cleanliness and cut out time-consuming manual work that’s weighing down your team.
Get expert help with Filevine Automations
There are (almost) limitless possibilities for what can be automated in Filevine, whether using Workato, LOIS, or Zapier. If you’re not sure which service you need or which would benefit your team the most, we’d love to chat and explore your options.
Automations powered by Workato
Starting at $2500
Scoping is required to plan for any contingency template changes, field updates, timing, testing, and rollout.
Typically 3 standard automations (this can vary based on automation complexity)
Includes documentation and admin training
LOIS Workflows
Starting at $2500
Scoping is required to plan for any contingency template changes, field updates, timing, testing, and rollout.
Typically includes 1-3 standard workflows (this can vary based on automation complexity)
Includes admin training
Automations powered by Zapier
We offer support services for setting up Zapier automations, or you can take the DIY route.
Automations FAQs
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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.
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Our Workato automations are the only automations sold and supported by Filevine.
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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.