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Vineskills - The Preferred Filevine Partner
Vineskills - The Preferred Filevine Partner
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
Magic Box of Skills
Benchmark Dashboard
Lead Docket Dashboard
Smart Mailroom
Contact & Our Team
Testimonials
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Get Support
Let's Connect
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3/27/23

Filevine Contact Card Best Practices

Maintaining accurate and up-to-date contacts in Filevine is critical, especially when it comes to client information. Optimizer Stephanie explains the best practices of how to fill out contact cards in Filevine.

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