Vineskills partnered with The Wilhite Law Firm as a strategic guide, focusing on the building blocks of operational efficiency and automation.
- Automating with Auto-Tasks
We began by helping the team harness Filevine’s auto-task functionality to eliminate manual busywork.
When a case phase changes, the system now automatically generates a checklist of tasks, assigns them to the right people, and sets accurate deadlines — putting best practices on autopilot. No more missed steps, no more confusion mean clear accountability and consistent execution.
- Smart Email Templates
Next, we streamlined communication with smart email templates built directly in Filevine.
Using dynamic field codes, each template automatically pulls in details such as the client’s name or attorney’s email address. Now, with a single click, team members can generate a perfectly drafted follow-up email that’s accurate, personalized, and ready to send — turning a five-minute task into a five-second one.
- Standard Naming Conventions & SOPs
We introduced standardized naming conventions for documents, making everything easy to find and track. Finally, we helped the firm develop Standard Operating Procedures (SOPs), formalizing their best practices into a repeatable, scalable blueprint for every automation and workflow.