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Vineskills - Get more from Filevine with our expert team
Vineskills - Get more from Filevine with our expert team
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Data Migration
Optimization Plans
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Document Assembly & Outlaw
Domo/Periscope
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Filevine Admin Foundations
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Free Help Wednesdays
The Lead Docket Book
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Insights
GoVine
Finance Connect for QuickBooks
Optimization Toolbox
Lead Docket Dashboard
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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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