Free Help Wednesdays
Every week at 11 AM PST/2 PM EST, we host a Free Help session for Filevine users. Our experts take you through best practices, offer hands-on advice, and answer any questions you may have. On the first Wednesday of every month, we also host a Lead Docket live Free Help event at 12 PM PST/3 PM EST, immediately following our regular weekly Free Help.
Sign up for Filevine 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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ImmigrationAI
July 30, 11 AM PST | 12 PM MT | 2 PM EST
This session will dive into ImmigrationAI! We will discuss how to create a filing, share questionnaires with clients, and sync data with the Filevine project. We’ll also offer some tips, tricks, and common errors that users make when trying to fill out immigration forms.
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DocGens
August 6, 11 AM PST | 12 PM MT | 2 PM EST
We will go over the basics of creating doc gens, editing/saving, and the next steps once they've been generated. If anyone needs help with the backend of coding the template and placing the widget, we can also cover that.
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Tips for Paralegals and Case Managers
August 13, 11 AM PST | 12 PM MT | 2 PM EST
Calling all paralegals or case managers! We’ll be diving into helpful tips and tricks to maximize your efficiency in your role and help put Filevine’s features to work for you. Bring your questions for this information-packed session.
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Recorded Sessions
Couldn’t make it to a past live Filevine Free Help session? Check out our library of past recorded training sessions.
Sign up for Lead Docket Free Help
We host a monthly Lead Docket Free Help session (immediately after our regular Free Help Wednesdays). Sign up to be notified about upcoming sessions and get the link to join.
Lead Docket Free Help
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LD Free Help
July 2 @ 12 PM PST | 1 PM MT | 3 PM EST
Join us as we go over common Lead Docket best practices, show how-to live demos, and solve your problems in real-time.
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Recorded Sessions
Couldn’t make it to a past session? Check out our library of recordings.
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 Jasmine Knighten, who will be joined by other subject matter experts on the Vineskills team depending on the topic of the 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.