Filevine training videos

From automating demand generation to summarizing and extracting key data from project documents — and a whole lot more — AI can help your firm be more effective and cost-efficient. In this replay of a live webinar, we explored Filevine’s new AI suite of features and solutions, including a demo of a few common time-saving workflows with AIFields, AIDoc Review, SidebarAI, and DemandsAI. Learn more: https://vineskills.com/projects-ai

Automating communication can help you educate and engage clients at every stage of their legal journey while freeing up precious time for your team to take on more strategic work. Attorney and Optimizer Derek Hoffman and Hona Co-Founder Matt McClellan cover everything you need to know, including tips and tools to send messages, texts, drip campaigns, and more to your clients.

In this webinar replay, Juliette Faraone, Product Owner at Filevine, joined Optimizer Kendall and Founder Troy to take us through Filevine's exciting new feature, AIFields, and offer a live demo of exactly how it works.

AIFields can help your firm summarize and extract key information from documents and other project files so you can save time, do more accurate fact-checking, and refocus your team's energy on more strategic work.

Optimizer Zac and Founder Troy explored the best practices for Contingency Firms using QuickBooks, from setup to maintaining client balances, closing accounting processes upon Settlement, setting up automations, and more.

This webinar explored how to maximize the use of Lead Docket and leverage it to its full potential, from Lead Docket's most underutilized features to tips and tricks you may not have thought of, a "show and tell" with special guest Joseph Fantini from Rosen Injury Lawers, how to read critical reports and more!