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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
Careers
Get Support
Let's Connect
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  • Filevine,
• 4/30/24

Best Practices for Managing Contacts in Filevine

Your firm needs to maintain a clean, accurate contact database in Filevine to stay up-to-date and organized. Optimizer Danielle discusses some best practices for adding and managing your firm's contacts in Filevine.

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Lead Docket Free Help: Communicating Effectively with Leads

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Free Help Wednesdays: Using DocGens in Filevine

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