Filevine training videos

Optimizer Amanda gives a walkthrough of the standard dashboards and cards set up for Periscope implementation, which pulls in data from Filevine reports so you can visualize your firm's key metrics.

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.

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

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

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.

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

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.