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.

Previous

Lead Docket Free Help: Communicating Effectively with Leads

Next

Free Help Wednesdays: Using DocGens in Filevine