Let's get VineHelper built and deployed to your staff! This article covers each section of the admin tooling in your administrative dashboard. As a reminder, your admin account will be located at:
https://[firmname].vinehelper.ai
Firm Profile
This section allows you to manage the primary tenant admin (you) by name and email, physical addresses, helpful links, and your firm's logo for branding.
Helpful Links
These links will publish on the front end of the VineHelper extension in a prominent section. This is a great tool for publishing import links that are commonly requested or required. Think of it as a "shortcut" of sorts for your most important external tools or websites your firm and staff use on a daily basis.
User Management
Inviting Users
The number of seats (users) you purchased at the time of billing are now provisioned here. Invite your team members one-by-one to the platform by supplying their name and email address.
Roles
We offer two roles when assigning a seat: Admin and User. Admin users will be invited to the administrative dashboard in addition to the extension. They will create a username and password combo, and will have access to all the tooling you do. Users, however, will only receive an invitation to create a password and install the Chrome Extension.
Statuses
Statuses will automatically update as the users sign on and in. If a user status is "Pending", you'll see a feature to Resend Invitation.
Deleting Users
You can delete users at any time. When you do, the open seat license will be added back to your total number of available licenses. Please note that deleting a user does not change your billing. If you want to delete a user and the available seat associated to that user, head to Account Management tab to reduce the number of seats you are licensing by one. The changes will take effect on the next billing cycle.
In all cases, invitees will receive a branded email from VineHelper explaining that they've been invited to the tool and can now create their account and password for logging into the front end of the extension.
Let your staff know beforehand that they will be receiving this email, and that it is "legit". This will boost open rates and acceptance.
Be sure to remind them to check their JUNK folder if they don't receive the invite in their inbox.
Knowledge Library
The Knowledge Library is the beating heart of VineHelper! This is where you can bulk-upload all your firm's SOP documentation and materials to begin training the AI model that powers the front-end extension.
The drag-and-drop uploader allows you to bulk upload whole batches of content at once. Each upload will be ingested, read, and stored in your tenant's AI model.
Currently, you can upload PDF, Word, and text files (May 2025).
We have exciting plans underway to vastly expand the utility of the library ingest tooling, including:
Syncing to third-party document repos like Google Drive and SharePoint
Manage folders and documents and add tags for organizational structure, clarity, and indexing (search-ability)
Edit, delete, manipulate the uploaded resources
Control, add, and edit resources stored in the core AI model, which is currently trained on a vast trove of Filevine, Lead Docket, Outlaw, and Vinetegrate documentation
Query Management
We all know that AI can sometimes return unpredictable or incomplete results, and it's for that reason we feel it is important to provide you tools for curating queries and the results that are returned. In this section, you can do just that.
Every query submitted to VineHelper from users is logged along with the response the AI provided that the user selected as most accurate.
From here, you can click in to edit both the query and the response to further train your backend AI model. You can also delete queries entirely to wipe the model's memory of the query and result for irrelevant or wholly incorrect results.
Content Management
Similar to Query Management, this section allows admins to control the front-end content displayed in the plugin for users. You can use this section in any way you'd like:
Suggest instructions for using the tool
Let the users know what the model is capable of, or what's been uploaded
Suggest tips for best practices in using AI
Instructions for help or support should a user need it
...anything else you can think of!
That's it! You've deployed VineHelper! Way to empower your staff and help your whole firm operate more efficiently and on the same page!