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Vineskills: AI-Native Filevine Expertise, From the Team That Knows Legal Inside Out
Vineskills: AI-Native Filevine Expertise, From the Team That Knows Legal Inside Out
Why Vineskills
Small Law Firms
Mid-Size Law Firms
Large Law Firms
Corporate Teams
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Filevine Training Videos
Free Help Wednesdays
The Lead Docket Book
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  • Filevine,
• 4/25/23

Filevine Basics: Avoiding Duplicate Contacts

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.

Previous

Becoming Owner/Editor of a Report Fusion & Corresponding Reports

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Transferring Tasks & Projects and Deleting Users

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