5/7/26

Free Help Wednesdays: Filevine Feed, Task Management and Calendaring

In this Free Help replay, Optimizers Shannon and Jasmine focused on best practices for productivity in Filevine, from internal communication to streamlining workflows with the activity feed and task management. They demoed how to use project teams, roles, and automated document filing to stay organized and ensure that your team stays aligned on important case updates. The training also covered advanced tools like auto-scheduled reporting, custom email templates, and the Outlook add-in to improve day-to-day efficiency and data management.

Next

#tiptuesday: Create Notes Anywhere and Pin Key Updates in Filevine