Get Filevine Help:
Free Help Wednesdays
Every week at 11 AM PST/12 PM MT/2 PM EST, we host a Free Help session for Filevine users.
Our experts take you through best practices, offer hands-on advice and live demos, and answer any questions you may have along the way. Sign up below to get a weekly email reminder.
Sign up for Free Help
We’d love to see you at our weekly Free Help Zoom for Filevine users. Sign up to be notified about upcoming sessions and get the link to join.
Upcoming Free Help sessions
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Filevine Document Management 101
July 15, 11 AM PST | 12 PM MT | 2 PM EST
In this session, we’ll go over best practices for effective Filevine document management. We’ll discuss some of the features available through Docs+, and review some helpful tools like document and folder sharing. -
Filevine AI and LOIS
July 22, 11 AM PST | 12 PM MT | 2 PM EST
Interested in exploring Filevine’s new AI tools, but not sure where to start? In this session, you’ll see a live step-by-step demo of Filevine’s AI in action and get trained up on how it works, then we’ll follow up the demo with a Q&A so you can ask any questions you may have.
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Customs Editor
July 29, 11 AM PST | 12 PM MT | 2 PM EST
Up your project management game with the Customs Editor! Discover how to customize your project sections by editing, adding, removing, and rearranging fields. This interactive session will cover some of the most common and useful customizations.
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Filevine Cleanup: Mass Update and Contact De-Duping
August 5, 11 AM PST | 12 PM MT | 2 PM EST
We’ll be covering how to clean up data in Filevine with the Mass Update tool as an Admin User. We’ll also discuss using the Contact De-duping tool to remove duplicate contacts, ensuring better consistency. -
Periscope
August 12, 11 AM PST | 12 PM MT | 2 PM EST
Join us for an all-things set up session on Periscope 2.0, from how to review your Filevine templates for the data points needed to create your base reports, to how to connect those reports to your S3 bucket using the data connector, as well as how to connect S3 to Domo. -
Recorded Sessions
Couldn’t make it to a live Filevine Free Help session? Check out our extensive library of past Free Help recordings, as well as other follow-along videos on a range of Filevine-related topics.
Director of Operations, Personal Injury Law
“So much value packed into one hour! Thank you so much Jasmine.”
Partner, Mass Tort Firm
“You should start charging for this.”
Free Help is hosted by Optimizer and Solutions Coach Jasmine Knighten, who will be joined by a different subject matter expert from our team each week.
Meet your host
Need more help?
Whether you want to implement Filevine for the first time, or are already up and running and need help using and customizing it, our team of Filevine experts can do it all. Get in touch with us to find out more.