At this time, our team is focused on Filevine, NetDocuments, and Actionstep. We hold certifications in sales, implementations, migrations, training, and managed services across these platforms and their respective ecosystems.

Automating and simplifying data and document migration, import, and management at scale is the solution gap Matterflow solves. VineConnect is a communications and workflow automation tool for Filevine. VineHelper allows firms to consolidate their practice documentation and SOPs into a single source for the staff, wrapped in an attractive and help AI-chatbot browser plugin. And VineCalc allows plaintiff's firms to charge interest on their soft and hard costs for case management natively within Filevine.

For firms considering a move to a cloud-based system for matter, document, or workflow management, Matterflow offers a robust discovery, audit, and consultative approach for helping you understand the legal tech landscape, and uncover the best possible solution or platform for your unique needs, challenges, and style of practice.

After nearly fifteen years in legal tech, we've come to believe that no one software is perfect for every firm, and no platform can be everything to everyone. However, by identifying and matching needs to solutions and aliging cost to value, we can find the perfect fit for any firm. We have spent many years evaluating all styles, shapes, and flavors of legal tech offerings, and we have determined that these three platforms in particular are best in class for their individual and unique features and capabilities. Plus, we have the most experience working in these three ecosystems.

We think in terms of a five-step approach: (1) Customization: we focus on platforms with a high degree of capability for customization to wrap software around our customer's firm, not the other way around; (2) Modernization: We are partial to legal tech that operates on the cutting edge of intelligence and automation; (3) API Capabilities: Integration compatibility is reliant on a robust, flexible API, so we look for platforms that allows customers to access and interact with their own data; (4) Security & Compliance: Attorneys in particular need to be constantly aware of the importance of data protection, contool, and access management; (5) Support: We want to work with platforms that invest in their customer and partner support so we can get more work done together in less time.