Helping you grow with Filevine:
your tech and legal business process experts

In this replay of a past live Free Help, Jen and Jasmine walked through the basics of report building in Filevine, including audit reports for compliance, calendar and deadline reports, project list reports with dynamic filters, and collection section reports for medical and settlement data, plus tips on naming conventions, sharing, and permissions.

Did you know you're not stuck with the default "62 days before today" range on Filevine Audit Reports? To report on any date range historically, remove the default criteria, type "log" in the criteria search, and select Log Time between range. Enter your start and end dates and run the report on any period you need.

Paper checks mean mailing delays, manual reconciliation, and staff time you'd rather spend on cases. In this replay of a live webinar, we teamed up with our friends at Hona, Joshua Christensen and Matt McClellan, to show how firms are replacing disbursement checks with fast digital payouts. Our own Zac Meyer demoed how it fits directly into your finance workflows.

In this Free Help replay, Optimizers Jasmine and Stacy shared practical ways to clean up your Filevine instance, including merging duplicate contacts, mass updating teams, transferring tasks when offboarding users, mass document generation, safely deleting project phases, and criteria-based bulk edits with GoVine.

Comparing a full prior year against a partial current one gives you misleading change percentages. Derek shows how to build Beast Modes in Domo Periscope that compare year-to-date against prior year-to-date for numbers that reflect real performance.

Stop your team from recreating contacts that already exist with this quick Filevine tip from Optimizer Stacy, who shows you how a blank Limit to Contact Type setting in the Customs Editor keeps existing contacts from showing up in search.

In this session, we solved some common pain points using the Customs Editor: team members filling out irrelevant fields, messy document folders, losing track of case value, rebuilding templates from scratch, and missed deadlines. We showed how field conditionality, DocGen automation, calculated fields, and deadline chains fix each one, plus how to hide unused sections until needed.

In this week's Tip Tuesday, Optimizer Andrea shows you how to add a Vital in Customs Editor that automatically totals the entries in any collection section — so your liens, damages, or other collections show a live count at a glance.