Blog: Filevine, Salesforce and Legal Tech

Andrea Telquist and Tara Haverkamp of Telaré Law on the sofa in the Micronetbd podcast studio in Hamilton, New Jersey, with George Ayub and Safayet Zamil of Micronetbd

How Telaré Law moved to a new law firm CRM in 3.5 months with no data loss

Andrea Telquist and Tara Haverkamp of Telaré Law join the Micronetbd Podcast to explain how a growing personal injury firm moved to a new law firm CRM in three and a half months with no data loss: the decision, the partner, the work on the firm's side and what comes…

A developer at his desk reviews the Lead Docket API lead endpoints on a large monitor, with a code editor open on a laptop beside it.

Lead Docket API and Integrations: What Firms Connect

What firms connect to Lead Docket through its API and webhooks, from website forms to case systems, and why every connection needs careful design.

An attorney and her client smile across a glass table after he signs his retainer on a tablet, while her laptop shows the Lead Docket list ready to post to Filevine.

Post to Filevine: From Signed Lead to Filevine Project

When a client signs in Lead Docket, the case can move to Filevine in one click. What a complete handoff looks like, and where it goes wrong.

An intake specialist with a headset works her lead queue on a monitor showing the Lead Docket intake dashboard.

Lead Docket: From First Inquiry to Filevine Project

What Lead Docket does for a law firm's intake, from first inquiry to a Filevine project, and what separates a good rollout from a frustrating one.

A client holds a phone showing a security code prompt beside a laptop with a sequential signing order, client then attorney

Signing Order and Signer Security in Vinesign

Several documents, several signers, one envelope: signed in the right order, with identity checks where they matter.

A Vinesign admin reviews the Filevine notification settings while colleagues talk nearby

Vinesign Login and Admin Setup, Done Right for Your Firm

Branding, signer security, notifications, reminders, expiration and users, decided once so every send behaves the same way.

A laptop shows a Vinesign certificate of completion with Verification Complete beside a signed agreement

Verify an Electronic Signature: The Proof Vinesign Keeps for You

Each signed document carries a certificate of completion and a full history: who signed, in what order and when.

A client signs a retainer agreement auto-filled from Filevine on a tablet while her attorney looks on

An Attorney Retainer Agreement That Fills Itself from Filevine

Client name, address, case type and attorney on the page straight from the Filevine case, then signed by client and attorney in Vinesign.

A legal assistant places client and attorney signature fields on a reusable Vinesign template

One Signature Template for Every Matter in Vinesign

One signature template per document, reused on every matter, with every signer's fields already in place.

A paralegal sends a retainer agreement for e-signature from the Filevine case file with Vinesign on her laptop

Send a Document for Signature Without Leaving Filevine

With Vinesign set up well, a document goes from the case file to signed and back on the matter, with every step noted for the team.

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