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.
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.
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.
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.
Filevine automation built for legal ops. Mass-update case data, exchange documents, and monitor workflows — all from one platform.
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.
Scale Your Case Management
Handle more cases without adding staff. Automate routine Filevine updates and free your team for higher-value work.
Deliver Faster Client Results.
Reduce administrative tasks and focus on delivering better outcomes for your clients.
No Training Required
Your team will be up and running in minutes, not weeks. Intuitive design meets powerful automation - no complicated setup.
Eliminate Manual Entry Errors
Reduce mistakes and rework with automated updates. Consistent, accurate data across all your cases, every time
Bulk Document Exchange
Download, upload, lock, and unlock Filevine documents across thousands of projects. Manage metadata and export with flexible folder structures.
Choose the right plan for your business
Subscribe monthly or annually. Cancel anytime.
Essential
1,000 credits included per month
Purchase credit packs for additional usage
Excel-style mapping interface
Basic validation
Standard processing queue
Email support
Enhanced
5,000 credits included per month
Purchase credit packs for additional usage
Excel-style mapping interface
Preview & validation
Job history
Priority processing queue
Email + chat support
Premium
20,000 credits included per month
Purchase credit packs for additional usage
Excel-style mapping interface
Audit logs & compliance tracking
Dedicated processing queue
Priority support (SLA)
Enterprise
Customizable credit allocation
Discounted credit packs for additional usage
Excel-style mapping interface
Advanced security & compliance
Dedicated processing queue
Custom SLA & priority support
Dedicated account manager
Access to Document Exchange Center
Frequently Asked Questions
Common questions about VineMerge and Filevine automation.
What Filevine operations can I automate?
How does the credit system work?
Is there a free trial?
Is my Filevine data secure?
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