Filevine Training Videos

Your firm needs to maintain a clean, accurate contact database in Filevine to stay up-to-date and organized. Optimizer Danielle discusses some best practices for adding and managing your firm's contacts in Filevine.

[WATCH TIME: 27 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Jacky went over the basics of DocGens in Filevine. They covered how to create DocGens, how to edit and save, as well as the next steps to take once your document has been generated.

Optimizer Danielle goes through the basics of managing calendars in Filevine, including both project and individual user calendars (from how to sync your Google or Outlook calendar with the one in Filevine, to editing calendar events, and more).

[WATCH TIME: 51 MINUTES] Up your project management game with Filevine's Customs Editor! This replay of a past live Free Help session covered everything you need to know about the Customs Editor. Optimizer Jasmine reviewed how to customize your project sections by editing, adding, removing, and rearranging fields, plus some of the most commonly used customizations.

Optimizer Jordan shows off a quick demo of how to add a footnote variable to your Outlaw documents, such as demand letters or contracts.

[WATCH TIME: 45 MINUTES] In this edition of Free Help, Optimizers Jasmine and Derek showed off best practices for managing documents in Filevine, including some of the features available through Docs+, and reviewed helpful how-tos like document and folder sharing.

In this replay of our April edition of our monthly Lead Docket Free Help, Optimizers Ivan, Shadae, and Eydi went through some key LD integrations, from native integrations to opportunity pushes, as well as custom setups using the open API.

[WATCH TIME: 48 MINUTES] In this replay of a Free Help Wednesdays session, we reviewed the basics of how to use deadline chains & taskflows in Filevine in order to make your firm’s workflows more efficient. We covered tips for both front-end and Admin users.

Optimizer Erica goes through how to use the notes section of your DemandsAI template, so you can include notes and comments for each demand, outlining relevant information for your firm and case. Learn more about using DemandsAI and get expert help from the Vineskills team: https://vineskills.com/demands-ai

Optimizer Erica shows off a step-by-step guide on how to resize your photos to enter them into demand letters using Filevine's DemandsAI.

[WATCH TIME: 39 MINUTES] Optimizers Jordan and Jen take you through everything you need to know about reporting in Filevine in this replay of a live past Free Help Wednesdays session. They covered all of the basic features, how to set up criteria in the report builder, as well as how to save, export, and share your reports.

[WATCH TIME: 42 MINUTES] Learn how to use Lead Docket’s custom fields in your intake process and get an overview of some of the newest features in this replay of our March edition of Lead Docket Free Help.

Optimizer Kayla demos ProjectsAI + FVDA, allowing your team to use generative AI to create demands at the click of a button. ProjectsAI includes AIFields, SidebarAI, and AI Document Review — when paired with FVDA, you can supercharge your demands process by leveraging the power of AI to automate demands and drastically reduce the time required to generate them.

[WATCH TIME: 44 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Derek (our internal Excel expert) went over the basics of Fusions in Filevine. They offered some tips and tricks, from how to set up your default report templates to troubleshooting common issues.

From automating demand generation to summarizing and extracting key data from project documents — and a whole lot more — AI can help your firm be more effective and cost-efficient. In this replay of a live webinar, we explored Filevine’s new AI suite of features and solutions, including a demo of a few common time-saving workflows with AIFields, AIDoc Review, SidebarAI, and DemandsAI. Learn more: https://vineskills.com/projects-ai

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help, Optimizers Jasmine and Danielle went over the basics of DocGens in Filevine. They covered where to place put your DocGens template widget with the Customs Editor, how data gets pulled in that is client or project-specific, and how to generate your documents.

Optimizer Kendall goes through an overview of Filevine's AI Doc Review and a step-by-step walkthrough of how it works. Learn more and get help using and implementing Filevine's AI tools here: https://vineskills.com/projects-ai

Optimizer Jen shows off a quick demo of Filevine's SidebarAI.

Learn more and get help using and implementing Filevine's AI tools here: https://vineskills.com/projects-ai

[WATCH TIME: 49 MINUTES] In this replay of a past Free Help Wednesdays session, Optimizers Jordan and Jasmine went over some Filevine Document Assembly (FVDA) and Outlaw basics, how to add and pull in different variables, and even touched on Filevine's new Settlement Calculator.

In this replay of our February edition of Lead Docket Free Help, we covered tips and tricks to help you take your Lead Docket to the next level using simple tools to do things you may not have thought were doable, from Filevine phase mapping to integrating your LD with Slack, and more.

Optimizer Jordan goes through some formatting basics for using columns in Outlaw, and what happens when you try to add conditional logic to columns (spoiler: you can't, it only works for paragraphs!).

Founder and CEO Troy shows a quick walkthrough of how to set up Filevine notifications for Slack. You can choose the appropriate channel, and you'll receive a notification and Filevine link right within Slack alerting you to priority items.

[WATCH TIME: 39 MINUTES] In this replay of a past live Free Help Wednesdays session, we reviewed the basics of how to use task flows and create deadline chains in Filevine to help you track important due dates, automate reminders, and more. View upcoming topics and register to join Free Help: https://vineskills.com/free-help

In this Outlaw walkthrough, Optimizer Jordan gives an overview of the range of variable types that you can put into an Outlaw template, their different use cases, and how to build them into your template.

[WATCH TIME: 38 MINUTES] In this replay of a past Free Help session, we delved into how to use the Time and Billing feature to improve your firm’s day-to-day workflows, including covering the basics for front-end users and how to bill time differently throughout Filevine.

[WATCH TIME: 49 MINUTES] In this replay of a past live Free Help session, we went through an all-things setup session of Periscope 2.0. We chatted about how to review your Filevine templates for the necessary data points to create base reports, how to connect those reports to your S3 bucket, and how to connect S3 to DOMO.

Want to add a conversation from your Sidebar in Filevine to a Project's Activity feed? Optimizer Amy takes you through a quick how-to tutorial.

[WATCH TIME: 40 MINUTES] In this replay of a past live Free Help Wednesdays session, we covered high-volume reports, including choosing criteria and template creation. We also discussed how you can share reports, and how to create auto-report schedules.

[WATCH TIME: 40 MINUTES] In this replay of our live January edition of Lead Docket Free Help, we tackled some of the most frequently asked questions about using Lead Docket, from "what are Wanted Leads?" to how to set up Leads Reports and more.

[WATCH TIME: 47 MINUTES] In this replay of a past live Free Help session, Optimizer Jasmine explained how to navigate the Customs Editor to enhance your project management game. We went over how to customize your project sections by editing, adding, removing, and rearranging fields, as well as some of the most common customizations.

Finance Optimizer Toogii offers a quick tutorial on how admins can add and manage their team's users in QuickBooks Online, as well as set up individual user permissions.

This replay of a past live Lead Docket Free Help session focused on how Filevine and Lead Docket work together, from how to map data and connect the tools to how to troubleshoot some of the most common problems you may run into.

Automating communication can help you educate and engage clients at every stage of their legal journey while freeing up precious time for your team to take on more strategic work. Attorney and Optimizer Derek Hoffman and Hona Co-Founder Matt McClellan cover everything you need to know, including tips and tools to send messages, texts, drip campaigns, and more to your clients.

Optimizer Ivan explores the Lead Docket Dashboard and shows an overview of its features and functionalities. Learn more and get started with the Dashboard: https://vineskills.com/lead-docket-dashboard

[WATCH TIME: 45 MINUTES] In this replay of a live Free Help Wednesdays session, we covered the basics of using deadline chains and taskflows in Filevine. We went over the best practices for front-end users and how Admin Users can set them up.

[WATCH TIME: 50 MINUTES] In this replay of a past live Free Help session, we reviewed the basics of creating a report in Filevine, including setting the criteria. We discussed how you can easily share reports, as well as how to set up your auto-reporting schedules.

Optimizer Jordan shows a brief overview of how you can easily sort a collection section table in Filevine with FVDA.

Optimizer Jordan offers a brief walkthrough of how to send out completed FVDA documents, including options for sharing via texting from Filevine, email, or link.

[WATCH TIME: 52 MINUTES] In this replay of a live Free Help session, Optimizers Jasmine and Derek went over the best practices you need to know to effectively use your feed, tasks, and calendars in Filevine so you can boost your firm's efficiency and stay organized.

[WATCH TIME: 50 MINUTES] In this replay of a past live Free Help session, we went over how to manage and organize tags, as well as the best practices to keep in mind for communication in Filevine and how law firms can leverage it for more efficient internal communication.

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Amanda explored how to build reports in Filevine. We chatted about how to share reports with other stakeholders and how to create auto-report schedules.

Optimizer Jordan gives a brief walkthrough of how to download or export your finalized document using FVDA.

In this replay of our November edition of Lead Docket Free Help, Optimizers Ivan and Eydi reviewed everything you need to know about LD reporting to get better visibility and the insights you need to improve your marketing and intake efficiency.

Optimizer Jordan goes through how to set up custom headers and letterhead with FVDA.

Optimizer Jordan shows you how to set up custom footers with Filevine Document Assembly (FVDA).

[WATCH TIME: 50 MINUTES] In this replay of a live Free Help Wednesdays session, Optimizer Stephanie took us through the basics of Periscope 2.0, including setup. She went over how to review your Filevine templates for the necessary data points to create base reports, connecting those reports to your S3 bucket using the data connector, and connecting S3 to DOMO.

[WATCH TIME: 47 MINUTES] In this replay of a past Free Help Wednesdays live session, we chatted about how to bill time differently throughout Filevine to enhance your team’s day-to-day workflows. We covered the basics of using the Time and Billing feature in Filevine for front-end users.

If you're billing from Filevine and pushing invoices into QuickBooks, you can apply a trust retainer manually if your trust balance is lower than the invoice. In this video, Zac offers a walkthrough of exactly how to apply a trust retainer amount against an invoice manually.

In this video, Zac goes through the expense request functionality in Filevine for time and billing firms. It is a collections section that allows Filevine users to initiate accounting transactions — either a check, credit card, or bill — in Filevine, which can then be pushed to QuickBooks (or not, depending on your workflow).

Zac shows a walkthrough of the QuickBooks Connect auto-apply trust feature. When you push a Filevine invoice into QuickBooks, the integration applies the positive trust balance against the invoice, marking it as paid and subtracting it from the total trust balance in QuickBooks.

[WATCH TIME: 51 MINUTES] In this replay of a past Free Help Wednesdays session, Optimizers Derek and Jasmine answered live audience questions and chatted about a wide range of Filevine-related topics, from DocGens to Workato, the Customs Editor, and more.

[WATCH TIME: 50 MINUTES] In this replay of a live Free Help session, Optimizer Jordan covered the essential tips and tricks you need to know about Filevine document assembly (FVDA) for both front-end and admin users.

In this video, Vineskills DemandsAI team members Kayla and Jordan review the Vineskills DemandsAI best practices template. They also share the process of connecting Outlaw's template to Filevine to generate a demand using AI in combination with your Filevine data.

In our October edition of Lead Docket Free Help Monthly, experts Schadae and Eydi reviewed the basics of setting up auto-generated documents in Lead Docket and Vinesign.

[WATCH TIME: 42 MINUTES] In this replay of a past Free Help Wednesdays session, we chatted about streamlining your firm’s workflows with Filevine taskflows and deadline chains. We went through the basics of using deadline chains and taskflows for front-end users and how Admin Users can set them up.

In this Outlaw walkthrough, Optimizer Jordan shows you first how to add in a collection section table, and then how to add in a total within your collection section table that pulls together all of your collection section items in one column.

Optimizer Jordan explains how to use Outlaw and FVDA variables in your templates. She demonstrates how to add Outlaw variables and set them to different values, how to create calculated fields using these variables, and how to perform basic calculations like addition, subtraction, multiplication, and division. She also takes you through the process of pulling in FEDA variables and using them in your formulas.

In this webinar replay, Juliette Faraone, Product Owner at Filevine, joined Optimizer Kendall and Founder Troy to take us through Filevine's exciting new feature, AIFields, and offer a live demo of exactly how it works.

AIFields can help your firm summarize and extract key information from documents and other project files so you can save time, do more accurate fact-checking, and refocus your team's energy on more strategic work.

Zac shows you how to generate and save a customer report in QuickBooks Online. This allows you to organize your case costs by client, so you can pull that report whenever you need it and it will reflect accurate data.

Zach explains the QuickBooks Connect integration and how it can streamline case costs and trust transactions. By initiating transactions in QuickBooks, you can have multiple line items for a single check or expense, with each assigned to a different client. He'll demonstrate how to draft a check with multiple line items, show you how the integration ensures that the amounts are properly allocated to specific cases, and how it seamlessly syncs with Filevine for accurate balances.

Zac shows you how to use the QuickBooks Connect Expense Request feature in Filevine, which allows you to choose from 3 different transaction types — check, credit card, or bill — and push expense requests directly into QuickBooks.

In this video walkthrough for contingency firms, Zac explains the QuickBooks Connect feature for case costs. He'll go through how it works in QuickBooks, how it looks in Filevine, and how client balances are organized in QuickBooks.

In this video, Zac will show you how to use the Trust Check Request feature. It gives Filevine users the ability to draft checks from within Filevine, which are then pushed into QuickBooks Connect to be printed and subsequently mailed out. This method allows for funds to be dispersed directly from your trust funds or settlement funds.

Optimizer Jordan walks you through how to redline, edit, and comment on a document and the notifications that contract users get. Who can suggest, approve, and reject edits? Jordan will take you through some of these document basics.

Optimizer Jordan shows you how to building your Clause Library in Outlaw. In generated documents that you wish to add a clause into, you can start in the title area of the section, add a "/" forward slash (which will activate your clause library), then search the phrase of your clause and hit enter once you find the clause you want to add to your library.

In this Outlaw walkthrough, Optimizer Jordan shows a couple of different ways to use the "preview as" button to see how data is going to be pulled in, and explains how to do it with both Web Flow and PDF.

Optimizer Suzy shows you a Workato automation that can hide or reveal a section in your Filevine project, depending on your needs. It helps keep your projects as simple as possible so they're easy to navigate and use. If you're interested in implementing this, reach out for a consultation with our automation team: https://vineskills.com/get-started

In this demo, Optimizer Suzy shows you how to use Filevine Automations to calculate the statute of limitations (SOL) for a case. The automation automatically calculates the SOL date and updates it in the case summary by inputting the incident date. She explains why the SOL date may be on the 29th instead of the 30th and how we can customize the calculation to fit your practice's needs.

Optimizer Suzy shows you a spreadsheet automation that uses Workato to convert Google Sheets rows into Filevine projects. She built an automation that uses a template folder in Google Drive to house the sheets. The automation process starts by copying the template into a "to run" folder, which is processed and moved to a "completed" folder. If you’re interested in implementing this automation, schedule a time to chat with us here: https://vineskills.com/get-started

In April 2023, Vineskills had our very first team retreat at Strange Farms in Georgia. We had a wonderful time getting to know one another in person and collaborating in work sessions. Of course, we also ate a ton of good food — and did some very bad karaoke. Check out this recap of our week.

[WATCH TIME: 48 MINUTES] In this replay of a past live Free Help Wednesdays, we chatted about how to navigate using the Customs Editor to up your project management game. We went over how to customize project sections by editing, adding, removing, and rearranging fields and covered some of the most common customizations.

In this replay of our September monthly Lead Docket Free Help, we covered about the best practices and the most common mistakes surrounding managing your Lead Docket Chase leads. To sign up for future sessions, visit our Free Help page here: https://vineskills.com/free-help/#ld-free-help

In this video, Vineskills CFO and QuickBooks Connect Lead Zac walks you through an example of an advanced case costs charge from the initial charge, to the Expensify workflow and QuickBooks, and lastly into Filevine.

In this video, Optimizer Jordan explains why your clause template may not be pulling in the right data, shows you how to make sure your template is active and searchable in the clause library. She also demonstrates how to properly insert a clause into your template and troubleshoot issues with connected variables, as well as how to connect your template to Filevine and resolve any missing reference sections.

Optimizer Jordan guides you through the process of generating a document using FVDA. She'll show you how to navigate to a section, choose a template, and customize the file name, as well as how to fill in client information and generate the document.

Optimizer Stephanie shows you how to save emails and documents into a Filevine project, so they're easy to find and always associated with the relevant project, using the Outlook app for your mobile phone.

In this video, Optimizer Kayla takes you through Filevine's new AIFields and shows you how two use case examples — Police Reports and Medical Records Analyses — are reviewed.

[WATCH TIME: 50 MINUTES] In this Free Help Wednesday replay, Optimizers Derek and Jasmine went through all of the basics you need to know about creating Fusion reports in Filevine, as well as general formatting tips, essential formulas, and common pitfalls.

Looking to up your Filevine skills? Optimizer Jen takes you through a brief tutorial on how to access free Filevine training classes through Filevine University.

[WATCH TIME: 48 MINUTES] In this replay of our very first Lead Docket Free Help monthly, we reviewed some of the most common mistakes and misuses of LD. Learn all about the best practices for managing your chase leads, tasks, and more. View upcoming sessions and register to attend here: https://vineskills.com/free-help

Optimizer Stephanie takes you how to use the Outlook add-in for Office.com to save emails and documents into a Filevine project, so that all of the relevant materials for that project are saved in one spot.

[WATCH TIME: 57 MINUTES] With Workato, there are many automation options that can improve your firm’s workflow efficiency and reduce manual work. In this replay of a live Free Help Wednesdays session, we reviewed tips and tricks for automation best practices, including what types of things we can and should we automate and what considerations need to be made in the process.

[WATCH TIME: 35 MINUTES] In this live Free Help session, we reviewed how to set up sections for your litigation files in Filevine, allowing you to categorize files, tasks, events, and other items. Learn about creating sections for pleadings, discovery, court events, and more to help streamline your litigation workflow.

[WATCH TIME: 40 MINUTES] This session covered all the must-know best practices for document management in Filevine. We discussed how to leverage Docs+, and reviewed some helpful key features like document and folder sharing.

Optimizer Jordan shows you how to create custom spacing and indenting, allowing you to separate different elements effectively to get around some of the limitations of indentations in Outlaw and FVDA. By using a shift/enter, you can drop a line to a new level and then use the spacebar to create custom indentation.

Optimizer Stephanie takes you through the steps of using the Outlook add-in for Desktop to save emails and relevant documents into a Filevine project, so that all of the relevant materials for that project are saved in one spot.

[WATCH TIME: 40 MINUTES] In this replay of a live Free Help session, we covered the basics of Filevine DocGens, from creating them to editing and saving, as well as the next steps once a document has been generated.

[WATCH TIME: 42 MINUTES] Optimizers Jasmine and Sarah take you through the basics of Filevine Tags and how to use them as customized filters for notes, tasks, docs, and projects. We also covered how to set up Project Auto-Tags and use the Tag Manager for enhanced uniformity.

[WATCH TIME: 58 MINUTES] In this Free Help Wednesdays session, we went through the basics of customizing your Filevine project sections by editing, adding, removing, and rearranging fields. We chatted about the most common customizations and took viewers through the process of using the Customs Editor to up your project management game.

[WATCH TIME: 45 MINUTES] This live Free Help session covered how to clean up data in Filevine using the Mass Update tool for Admin Users. We also chatted about the best practices of using Contact De-duping to continuously clean up your firm's data in Filevine, ensuring it's always accurate and consistent.

Optimizer Stephanie shows you how to email project documents straight from Filevine by using the Outlook add-in for Office.com.

Optimizer Stephanie shows you how to email project documents straight from Filevine by using the Outlook add-in for Desktop.

This webinar explored how to maximize the use of Lead Docket and leverage it to its full potential, from Lead Docket's most underutilized features to tips and tricks you may not have thought of, a "show and tell" with special guest Joseph Fantini from Rosen Injury Lawers, how to read critical reports and more!

Optimizer Jordan goes over how to connect your Outlaw template to Filevine, as well as how to add connected variables.

Optimizer Zac and Founder Troy explored the best practices for Contingency Firms using QuickBooks, from setup to maintaining client balances, closing accounting processes upon Settlement, setting up automations, and more.

Optimizer Stephanie shows you a quick tutorial on how to get the Filevine Add-In for Outlook Office.com.

Optimizer Stephanie shows you a quick tutorial on how to add a report to your favorites in Filevine, so that it appears at the top of your reports list.

Optimizer Kayla shows you how to allow pop-ups and redirects in Google Chrome, in case you have trouble opening links from Filevine's web app.

[WATCH TIME: 50 MINUTES] In this edition of our live Wednesday Free Help sessions, we cover all the basics of deadline chains and taskflows in Filevine for front-end users and how to set them up as an Admin User. We also discussed how to best use deadline chains and taskflows to enhance your Firm's workflow.

Filevine Demands AI helps you do more with less, preparing demands faster and at scale. With Demands AI, you can increase the quality, quantity, and accuracy of demands, settling faster and freeing up your time to better serve your clients. This demo shows how easy it is to request a demand from inside Filevine.

[WATCH TIME: 45 MINUTES] In our weekly live Free Help session for Filevine users, Optimizer Derek and host Jasmine cover the best practices of creating a Fusion report, as well as reviewing general formatting, basic formulas, and common pitfalls.

Optimizer Stephanie shows you a brief tutorial on tasking and mentioning users within the Activity Feed of a Filevine Project.

Optimizer Zac explains Expensify settings, from how to select QuickBooks accounts used in Expensify, to how to sync a client or customer list from QuickBooks into Expensify, and how to enforce a reviewer workflow within Expensify.

[WATCH TIME: 53 MINUTES] In our weekly live Free Help session for Filevine users, Optimizer Derek and host Jasmine go over the basics of reporting, including creating a report, sharing it, setting up auto-report schedules, and more.

Optimizer Jordan goes over how to use templates in Outlaw, including adding and formatting captions; adding in a signature block; all the formatting options in outlaw; adding/removing a page break; and creating columns.

It's easy to keep on top of your firm's performance when you schedule reports to be sent directly to your email, known as "auto-reporting." Optimizer Stephanie takes you through a brief tutorial on scheduling reports for your account in Filevine.

Optimizer Kayla gives a brief overview of how individual Deadline/Reminder fields work and how the notifications/calendar entries appear in Filevine.

Optimizer Zac demonstrates a quick overview of how to set up your general ledger accounts in Quickbooks, including your advanced case costs, unrecoverable case costs, trust bank account, and trust settlement.

Optimizer Kayla shows you how to become the owner/editor of a report in Filevine and how to share it with members of your team.

Optimizer Jordan takes you through the best practices for using conditional logic in Outlaw. She'll show you how to build conditional logic with regular variables as well as connected variables.

Optimizer Kayla explains how to save reports to become the owner and how to update those reports within the report fusion to become the owner/editor of the fusion and all corresponding reports.

[WATCH TIME: 46 MINUTES] In our weekly live Free Help session for Filevine users, Optimizer Kendall and host Jasmine delved into team management, setting up roles, and how to allocate tasks effectively based on individual roles.

There's a lot to know about Outlaw's Team tab. Optimizer Jordan goes over all of the basics, including how to update your logo and company details, how to add team members and set up roles and permissions, creating and using themes, and more.

Having duplicate contacts in Filevine can cause confusion and lead to issues like inaccurate reports. Optimizer Stephanie walks you through the best practices for avoiding unintentional duplicates.

When someone leaves your firm, you'll want to ensure that their tasks and projects are transferred and that their user is deleted. Optimizer Kayla goes through the best practices, including how to do it manually, and also how to do it in bulk for users that have many tasks or projects on the go.

Optimizer Jordan shows you an overview of the Contracts tab in Outlaw. She'll walk you through how to create custom filters, how to create a new contract, as well as how to delete a contract.

Optimizer Jordan gives an overview of the Templates tab in Outlaw. She goes over how to activate/deactivate a template, create and delete a template, as well as how to rename a template.

Optimizer Stephanie goes through the best practices around tasks in Filevine, how to assign and reassign tasks within a project, and how to start a new task thread.

Optimizer Stephanie goes over the basics of project calendars in Filevine, how they're used, the different project calendar views, and how to view the history of calendar events (which can be especially helpful when it comes to viewing past depositions).

Filevine recommends clearing your cached images and files daily to keep workflows running smoothly. Optimizer Stephanie shows you a quick how-to in Chrome.

Optimizer Jordan takes you on a brief tour of Outlaw's dashboard, how it works, how to create custom dashboard reports and custom filters for dashboard reports, as well as how to set up reports to be emailed out immediately, daily, weekly, or monthly.

[WATCH TIME: 51 MINUTES] In our weekly live Free Help session for Filevine users, host Jasmine and Optimizer Zoe take you through the basics of creating and generating documents, editing and saving them, and the next steps.

Optimizer Kayla explains how to create a Tag in Filevine's Tag Manager. She'll walk you through the best practices to keep in mind, and how to add descriptions that will help your team understand how to best use that tag.

There are eleven different kinds of statuses in Lead Docket. Optimizer Ivan takes you through what each one means and how to use them. Depending on your firm's process, you can customize statuses to suit your needs — Ivan will explain the default setup for each, and then show you how to customize a status if needed.

Optimizer Kayla demonstrates a quick overview of how to set up Gmail or Outlook as your default email app within Chrome.

Did you create a duplicate contact by mistake, or have multiple contacts you need to consolidate? No problem. Optimizer Kayla explains how to use Merge Contacts to merge two or more contacts into one.

With DocGens, you can automatically generate documents that pull in data from Filevine projects. Vineskills Optimizer Kayla explains the best practices and shows how to upload into an existing template box or button within Filevine.

It's likely my team will recommend you make a Loom video to ask your questions to help us understand your needs better, so here's how to make a Loom account!

How to add and utilize the new Microsoft Add-In for Filevine in Microsoft Word.

A quick demo of the new Sidebar feature that was announced at LEX 2023. Create conversations, notes, and tasks within the Sidebar menu. Add to a Sidebar conversation from the activity feed. Silence and customize notifications.

A much-awaited integration is now live! You can now use your Calendly account right inside Lead Docket, allowing for several creative ways to schedule time with your leads.

This video shares with the user how to set up auto-reports from the saved reports screen in Filevine.

A big picture view of Lead Docket by Filevine. You will learn several of its features and understand most capabilities of this great intake management tool.

Vineskills is a 100% remote team. This video shares about an internal team building tool we implemented via Slack to more publically share affirmations and thanks between team members.

Filevine walkthrough on how to invite someone as a guest to access a specific section of a Filevine project.

Covering general reporting for My Reports and Build reports. Building a Project list, Task list report, and collection sections (specifically lien sections).

Custom Filevine template to manage our operations guide and onboarding process 100% inside Filevine.

Demo of how to create documents inside Filevine and send out for signature via Vinesign without leaving Filevine.

Vineskills rebrand with Luke Mysse. This video is an excerpt from our team meeting.

This is a fast way to print a QR code routing page that knows to route the mail to the correct Filevine project.

We've bundled some of our favorite automations to extend the functionality of Filevine.

Syncs Filevine projects as QuickBooks customers. When an invoice is Finalized in Filevine, it is immediately pushed to QuickBooks with payment status syncing back to Filevine.

Syncs Filevine projects as QuickBooks customers allowing for automatically and accurately pushing over case costs and trust balances to Filevine.

Wish you could update all your letterhead documents at the same time? This video shows you how to host the letterhead image online and use that in your Word templates.

Automatically populate required court provided PDF forms from inside Filevine.

One of a few ways to automate building the Proof of Service including having email buttons that include all notify parties.

Discovery collection section example of how to have dynamic layouts based on the type of discovery, including custom reminder schedules driving the follow-up process.

Demo of how to use Expensify to speed up the process of categorizing credit card costs to projects in Filevine.

How to setup an Admin project inside Filevine to track non-case related activities.

Automatically populate required court-provided PDF forms from inside Filevine. PDF DocGen is different from Word as you can not merge multiple Filevine fields into a single PDF form field, so this shows some workarounds.

When a new project is opened in Filevine, the account that created it, is initially the Primary and Project Admin. Right away you will want to assign the correct team and subscriber status.

Demo of how to build a collection section report in Filevine. These can be built in Word or Excel or one of each if you want different formats or sets of data.

Push the roles from Lead Docket to Filevine saving the intake team the time and effort to adjust things inside Filevine manually. Additionally, push back the settlement status from Filevine to Lead Docket.