Filevine training videos

In this video walkthrough, Optimizer Erica guides you through adjusting which statuses appear in your Lead Docket dashboard. She demonstrates how to remove and add statuses from the dashboard view, the importance of permissions, and how to filter by user name, author, region, or case type for a further tailored view.

In this replay of our December edition of live Lead Docket Free Help, Optimizers Erica and Eydi discussed how to manage tasks in Lead Docket and how you can set up customized templates for your firm's task workflows. Need more Lead Docket help? Chat with the Vineskills team to discover ways that we can optimize Lead Docket use at your firm: https://vineskills.com/lead-docket

In this video, Optimizer Erica shows you how to delete an unwanted lead with "rejected" or "lost" status with Lead Docket. Need more Lead Docket help? Connect with the Vineskills team of experts: https://vineskills.com/lead-docket

Have you seen Lead Docket's new feature, the Dashboard Filter? It can help you narrow down your leads based on specific criteria. Optimizer Erica offers a brief walkthrough of how it works, including how to filter by office and user.

In this replay of our November edition of Lead Docket Free Help monthly, Optimizers Erica and Ivan reviewed some of the newest features available in Lead Docket, from advanced filtering options to lead management. Get expert help using Lead Docket from the Vineskills team: https://vineskills.com/lead-docket

Personalizing the messages you send to leads can help improve conversion rates and avoid the dreaded "generic" messaging that many firms use. Optimizer Ivan shows how to set up custom chase messages in Lead Docket.

In this replay of our October edition of Lead Docket Free Help Optimizer Shadae reviewed some questions we've received recently, including best practices for mapping data in Lead Docket to Filevine.

In this video, Optimizer Ivan walks you through the steps required to implement the new Leads AI in Lead Docket. There's no implementation fee for this feature. Follow along, and if you need any help in the process, don't hesitate to reach out to us: https://vineskills.com/lead-docket

In this video, Ivan explains the new feature Leads AI, available now in Lead Docket. It helps you summarise key elements of lead information and predict the likelihood of the lead generating a fee—all with very high accuracy. He shares some use cases we have seen and how to set up this feature.

One of the most frequently asked questions we get is, "My vendor said they sent me an opportunity, but I can't find it. Where is it?" In this video, we show you how to find past opportunities that may have been disregarded or turned into leads. This is especially useful for setting up vendors and integrations.

How well do you know Lead Docket? Even advanced users may be surprised to learn a few of these little-known tricks. Optimizer Ivan shows you 3 things you didn't know your Lead Docket could do!

In this quick walkthrough, Optimizer Ivan shows off the new Lead Docket Payments feature, including how to configure it and some possible use cases to consider. Note that you'll need to have Filevine Payments set up in order to use this feature.

Lead Docket expert Ivan demonstrates how to use and set up a new feature called Status Required Fields; it's a very useful tool for ensuring data integrity and that no fields are missed.

In this replay of our June edition of Lead Docket Free Help, Ivan demoed some of the most useful automations you can set up in Lead Docket to simplify workflows and streamline lead management.

In this replay of our live May edition of Lead Docket Free Help monthly, Optimizers Ivan and Eydi offered tips, tricks, and best practices for communicating more effectively with your leads to maximize results. Explore how our team of experts can help you make the very most of your Lead Docket: https://vineskills.com/lead-docket

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: 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.

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.

[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.

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.

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

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.

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.

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

[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

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.

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.

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.

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.