VineConnect™ offers the following features: 

Document Uploads Syned to Filevine

Documents uploaded by your clients from within VineConnect™ Client Portal automatically sync to the Filevine project following whatever logic you define. Create an organization scheme to sync docs to specific template fields or collection sections.

Filevine Forms - Collect More Data

Filevine Forms by VineConnect™ is the most innovative way to collect, sync, and store client data to Filevine. Form fields submitted from within Client Portal map back to the project with intelligent logic that supports all custom field types including Collection Sections.

Automated Workflows for Filevine

Supercharge Filevine and Automate Everything with VineConnect™ Automated Workflows! Tell our platform what to listen for coming out of Filevine - projects creates, specific tasks, button clicks, phase changes - and have VineConnect® take just about any action within Filevine automatically in a no-code, drag-and-drop interface.

Mass Text Messaging for Filevine

With the Mass Text tool, you can create an automated mass SMS job that targets existing contacts in Filevine, segmented by Person Type; or, upload a Filevine Report spreadsheet export. Now featuring detailed delivery logs, job buffers, and more.