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Vineskills - The Preferred Filevine Partner
Vineskills - The Preferred Filevine Partner
Why Vineskills
Launch Plans
Data Migration
Optimization Plans
Lead Docket
Document Assembly & Outlaw
Domo/Periscope
Automations
Finances
Custom Training
Filevine Training Videos
Free Help Wednesdays
The Lead Docket Book
Zapier
Finance Connect for QuickBooks
Optimization Toolbox
Benchmark Dashboard
Lead Docket Dashboard
Smart Mailroom
Contact & Our Team
Testimonials
Careers
Get Support
Let's Connect
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  • Filevine,
• 7/17/25

Filevine's Client Portal: How to Set Up the Display

Optimizer Jordan shows how to set up various display options within Filevine's Client Portal. She goes over the steps needed to customize the client view, including uploading logos, selecting header colors, and displaying project information.

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Free Help Wednesdays: Filevine Clean Up, Mass Update & Contact De-Duping

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Filevine's Client Portal: What the Firm Sees When Sending & Receiving Messages

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