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.
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.
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.
Signing Order and Signer Security in Vinesign
Several documents, several signers, one envelope: signed in the right order, with identity checks where they matter.
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.
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.
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.
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.
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.
Filevine at Micronetbd HQ: TJ Michaelson’s visit to Hamilton, New Jersey
TJ Michaelson, Implementation Consultant at Filevine, spent a day at Micronetbd headquarters in Hamilton, NJ: the first official Filevine visit to our office. Watch the video.