Filevine training videos
Learn something new with Vineskills
Learn something new with Vineskills
Having duplicate contacts in Filevine can cause confusion and lead to issues like inaccurate reports. Optimizer Stephanie walks you through the best practices for avoiding unintentional duplicates.
Optimizer Kayla goes through an overview of how to mass update a specific field within a Filevine section. This can really come in handy and can help streamline things when you have to, for example, update case summaries in bulk.
When someone leaves your firm, you'll want to ensure that their tasks and projects are transferred and that their user is deleted. Optimizer Kayla goes through the best practices, including how to do it manually, and also how to do it in bulk for users that have many tasks or projects on the go.
Optimizer Jordan shows you an overview of the Contracts tab in Outlaw. She'll walk you through how to create custom filters, how to create a new contract, as well as how to delete a contract.
Optimizer Jordan gives an overview of the Templates tab in Outlaw. She goes over how to activate/deactivate a template, create and delete a template, as well as how to rename a template.
Optimizer Stephanie goes through the best practices around tasks in Filevine, how to assign and reassign tasks within a project, and how to start a new task thread.
Optimizer Stephanie goes over the basics of project calendars in Filevine, how they're used, the different project calendar views, and how to view the history of calendar events (which can be especially helpful when it comes to viewing past depositions).
Optimizer Jordan takes you on a brief tour of Outlaw's dashboard, how it works, how to create custom dashboard reports and custom filters for dashboard reports, as well as how to set up reports to be emailed out immediately, daily, weekly, or monthly.
[WATCH TIME: 51 MINUTES] In our weekly live Free Help session for Filevine users, host Jasmine and Optimizer Zoe take you through the basics of creating and generating documents, editing and saving them, and the next steps.
Optimizer Kayla explains how to create a Tag in Filevine's Tag Manager. She'll walk you through the best practices to keep in mind, and how to add descriptions that will help your team understand how to best use that tag.
There are eleven different kinds of statuses in Lead Docket. Optimizer Ivan takes you through what each one means and how to use them. Depending on your firm's process, you can customize statuses to suit your needs — Ivan will explain the default setup for each, and then show you how to customize a status if needed.
It's easy to add new users and set up user permissions in Filevine. Optimizer Kayla shows you how.
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.
Optimizer Kayla demonstrates a quick overview of how to set up Gmail or Outlook as your default email app within Chrome.
Optimizer Stephanie explains how to use the pin-to-project and pin-to-feed features in Filevine.
Did you create a duplicate contact by mistake, or have multiple contacts you need to consolidate? No problem. Optimizer Kayla explains how to use Merge Contacts to merge two or more contacts into one.
With DocGens, you can automatically generate documents that pull in data from Filevine projects. Vineskills Optimizer Kayla explains the best practices and shows how to upload into an existing template box or button within Filevine.
It's likely my team will recommend you make a Loom video to ask your questions to help us understand your needs better, so here's how to make a Loom account!
How to add and utilize the new Microsoft Add-In for Filevine in Microsoft Word.
A quick demo of the new Sidebar feature that was announced at LEX 2023. Create conversations, notes, and tasks within the Sidebar menu. Add to a Sidebar conversation from the activity feed. Silence and customize notifications.
A much-awaited integration is now live! You can now use your Calendly account right inside Lead Docket, allowing for several creative ways to schedule time with your leads.
This video shares with the user how to set up auto-reports from the saved reports screen in Filevine.
A big picture view of Lead Docket by Filevine. You will learn several of its features and understand most capabilities of this great intake management tool.
Vineskills is a 100% remote team. This video shares about an internal team building tool we implemented via Slack to more publically share affirmations and thanks between team members.
Filevine walkthrough on how to invite someone as a guest to access a specific section of a Filevine project.
Covering general reporting for My Reports and Build reports. Building a Project list, Task list report, and collection sections (specifically lien sections).
Custom Filevine template to manage our operations guide and onboarding process 100% inside Filevine.
Demo of how to create documents inside Filevine and send out for signature via Vinesign without leaving Filevine.
Vineskills rebrand with Luke Mysse. This video is an excerpt from our team meeting.
This is a fast way to print a QR code routing page that knows to route the mail to the correct Filevine project.
We've bundled some of our favorite automations to extend the functionality of Filevine.
Syncs Filevine projects as QuickBooks customers. When an invoice is Finalized in Filevine, it is immediately pushed to QuickBooks with payment status syncing back to Filevine.
Syncs Filevine projects as QuickBooks customers allowing for automatically and accurately pushing over case costs and trust balances to Filevine.
Wish you could update all your letterhead documents at the same time? This video shows you how to host the letterhead image online and use that in your Word templates.
Automatically populate required court provided PDF forms from inside Filevine.
One of a few ways to automate building the Proof of Service including having email buttons that include all notify parties.
Discovery collection section example of how to have dynamic layouts based on the type of discovery, including custom reminder schedules driving the follow-up process.
Demo of how to use Expensify to speed up the process of categorizing credit card costs to projects in Filevine.
How to setup an Admin project inside Filevine to track non-case related activities.
Automatically populate required court-provided PDF forms from inside Filevine. PDF DocGen is different from Word as you can not merge multiple Filevine fields into a single PDF form field, so this shows some workarounds.
When a new project is opened in Filevine, the account that created it, is initially the Primary and Project Admin. Right away you will want to assign the correct team and subscriber status.
Demo of how to build a collection section report in Filevine. These can be built in Word or Excel or one of each if you want different formats or sets of data.
Push the roles from Lead Docket to Filevine saving the intake team the time and effort to adjust things inside Filevine manually. Additionally, push back the settlement status from Filevine to Lead Docket.