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

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.

In this session, Optimizer Kendall explored three Filevine AI tools: AI Doc Review for running custom prompts on individual documents, Ask LOIS for project-level chat that can generate notes and tasks, and how to use LOIS Console for agentic actions across all your projects. She also covered why keeping AI inside Filevine protects sensitive client data. Tune in to learn the ropes of Filevine AI!

This week's Tip Tuesday from Kendall walks through how voice dictation works inside LOIS, ahead of Free Help Wednesday's deeper dive on Filevine's AI. Attorneys already know how to dictate, and that familiar habit now doubles as an AI prompt! In Filevine's LOIS Console, just hit the microphone and talk through what you need: pull a list of projects where you're primary with no activity in the last 14 days, then create a task to follow up in two days.

In this session, Optimizers Jasmine and Alex covered Document Management in Filevine, including tips for folder navigation, layout customization, and share link controls. The training also covered edit-in-place for Word/Excel/PowerPoint files, document tools like Bates Stamping and Combine Documents, and global document search with OCR.

In this webinar replay, Vineskills Zapier engineer David and attorney and automations expert Trent Turner show legal teams how to connect Filevine and Zapier. They cover real, practical use cases, including intake triggers, task creation, and contact syncing, and run a live demo of automations built to save time on manual work. You'll also learn how to weigh DIY automation against bringing in outside support.

Need help with Zapier and Filevine? Book a time with David.

This week's Tip Tuesday from Optimizer Alex covers how to navigate the 'Use New Project Docs' toggle in your Docs section. Turn it on and you'll get drag-and-drop folder reordering, new columns for filtering by uploader, sender, recipient, tags, and dates, and a clear prompt anytime you move or copy a file. Quick reminder: move cuts the file and relocates it with its metadata intact, while copy duplicates it as a new, independent file.