Two Powerful Tools, One Platform
Everything you need to automate Filevine operations at scale.
Mass Data Updates
Update thousands of Filevine project records in minutes instead of hours — fields, phases, hashtags, teams, notes, and tasks.
- ✓Update fields, phases, hashtags, and team assignments in bulk
- ✓Create notes and tasks across thousands of projects
- ✓Use Excel templates for complex data mapping
- ✓Real-time validation before execution
- ✓Schedule recurring automation workflows
Document Exchange
Move documents in and out of Filevine at scale — download, upload, lock, unlock, and manage metadata across all your cases.
- ✓Download documents from Filevine projects in bulk
- ✓Upload documents to multiple projects at once
- ✓Lock and unlock documents across cases
- ✓Update document metadata in batch
- ✓Export with nested or flat folder structures
Why Law Firms Are
Replacing Manual Filevine Updates
Manual Filevine data entry wastes hours and introduces errors.
VineMerge automates updates and document operations at scale.
Manual Approach
- Manual data entry eating hours of valuable case time.
- Downloading and uploading Filevine documents one by one.
- Error-prone bulk operations with no validation.
- Limited visibility into workflow progress.
- Complex automation setup requiring IT support.
- Slow processing that creates bottlenecks.
- High costs for basic Filevine integrations.
- No real-time monitoring or status updates.
With VineMerge
- 🚀Mass-update thousands of Filevine records in minutes.
- 📁Bulk document download, upload, and management.
- ✅Validated operations that eliminate data errors.
- 📊Real-time progress monitoring and dashboards.
- 🎯Simple, visual workflow builder—no IT required.
- ⚡Process thousands of records simultaneously.
- 💰Transparent, value-based pricing.
- 🔔Live alerts and detailed status updates.
How VineMerge Automates Your Filevine Workflows
From mass updates to document exchange — start automating Filevine in minutes with our streamlined three-step process.
1
Connect Your Filevine Integration
Set up your Filevine connection in seconds. Our intuitive integration wizard guides you through OAuth authentication and configuration with zero technical complexity.
2
Configure Your Automation Workflow
Follow our step-by-step configuration guide to define your mass updates or document exchange. Intelligent validation and real-time previews ensure accuracy at every step.
Source
2
Map Fields3
Validate4
ScheduleClient Name
Case Type
Status
Contact Name
Project Type
Phase
3
Automate & Monitor at Scale
Launch your workflow and track progress in real-time. Automated execution handles thousands of records while you monitor status, metrics, and completion from your dashboard.
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Complete Filevine automation
Filevine automation built for legal ops. Mass-update case data, exchange documents, and monitor workflows — all from one platform.
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Bulk Workflow Automation
What used to take your team hours across multiple cases now completes in minutes. Reclaim your day for higher-value client work.
0cases updated
Scale Your Case Management
Handle more cases without adding staff. Automate routine Filevine updates and free your team for higher-value work.
Phase updatedJust now
Documents uploaded2m ago
Team assigned5m ago
Fields mapped8m ago
Cases processed12m ago
Deliver Faster Client Results
Reduce administrative tasks and focus on delivering better outcomes for your clients.
1
Upload2
Map3
DoneNo Training Required
Your team will be up and running in minutes, not weeks. Intuitive design meets powerful automation - no complicated setup.
Case #StatusPhase
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Actve
IntakEliminate Manual Entry Errors
Reduce mistakes and rework with automated updates. Consistent, accurate data across all your cases, every time
medical_records.pdf
demand_letter.docx
police_report.pdf
billing_summary.xlsx
signed_release.pdf
expert_opinion.docx
case_notes.pdf
evidence_log.docx
medical_records.pdf
demand_letter.docx
police_report.pdf
billing_summary.xlsx
signed_release.pdf
expert_opinion.docx
case_notes.pdf
evidence_log.docx
medical_records.pdf
demand_letter.docx
police_report.pdf
billing_summary.xlsx
signed_release.pdf
expert_opinion.docx
case_notes.pdf
evidence_log.docx
settlement.pdf
intake_form.docx
court_filing.pdf
insurance_claim.xlsx
deposition.pdf
contract_draft.docx
witness_stmt.pdf
lien_request.docx
settlement.pdf
intake_form.docx
court_filing.pdf
insurance_claim.xlsx
deposition.pdf
contract_draft.docx
witness_stmt.pdf
lien_request.docx
settlement.pdf
intake_form.docx
court_filing.pdf
insurance_claim.xlsx
deposition.pdf
contract_draft.docx
witness_stmt.pdf
lien_request.docx
Bulk Document Exchange
Download, upload, lock, and unlock Filevine documents across thousands of projects. Manage metadata and export with flexible folder structures.
Pricing Detail
Pay only for what suits you
Subscribe monthly or annually. Cancel anytime.
MonthlyAnnually
Essential
$0/month
For small teams getting started with VineMerge.
Monthly credits: 1,000 credits included per month.
Credit packs: Purchase additional usage as needed.
Mapping interface: Excel-style data mapping.
Validation: Basic validation only.
Processing queue: Standard processing queue.
Support: Email support.
Enhanced
Popular$0/month
For growing teams that need more power.
Monthly credits: 5,000 credits included per month.
Credit packs: Purchase additional usage as needed.
Mapping interface: Excel-style data mapping.
Preview & validation: Full preview and validation.
Processing queue: Priority processing queue.
Support: Email + chat support.
Premium
$0/month
For teams that need maximum throughput.
Monthly credits: 20,000 credits included per month.
Credit packs: Purchase additional usage as needed.
Mapping interface: Excel-style data mapping.
Audit & compliance: Audit logs & compliance tracking.
Processing queue: Dedicated processing queue.
Support: Priority support with SLA.
Enterprise
For organizations with custom needs.
Custom credits: Customizable credit allocation.
Discounted packs: Discounted credit packs.
Document Exchange: Access to Document Exchange Center.
Security & compliance: Advanced security & compliance.
Processing queue: Dedicated processing queue.
Support: Custom SLA & dedicated account manager.
Frequently Asked Questions
Common questions about VineMerge and Filevine automation.
What Filevine operations can I automate?
VineMerge supports mass updates to fields, phases, hashtags, team assignments, notes, and tasks. You can also exchange documents in bulk — downloading, uploading, locking, unlocking, and updating metadata across thousands of projects.
How does the credit system work?
1 credit equals 1 project record operation in Filevine. Your subscription includes monthly credits that refresh each billing cycle. You can purchase additional credit packs anytime if you need more capacity.
Is there a free trial?
Yes — every new account starts with 250 free operations, no credit card required. This lets you test VineMerge with your actual Filevine data before committing to a subscription.
Is my Filevine data secure?
Absolutely. VineMerge connects to Filevine through their official API using OAuth authentication. Your credentials are stored securely, and we never store your case data — operations are processed in real-time and results are written directly to Filevine.
Ready to Automate Your Filevine Workflows?
Join law firms saving hours every week with mass updates and bulk document exchange. Start processing thousands of cases in minutes, not hours.
Start Free Trial