Filevine training videos

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.