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.
Upcoming Free Help Sessions
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Periscope
May 1, 11 AM PST/2 PM EST
Join us for an all-things setup session on Periscope 2.0. Learn how to review your Filevine templates for the necessary data points to create base reports, connect those reports to your S3 bucket using the data connector, and connect S3 to DOMO.
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Reporting
May 8, 11 AM PST/2 PM EST
This session will cover high-volume reports in Filevine, including choosing criteria and template creation. We will also discuss sharing reports, creating auto-report schedules, and touch on how to use collection section exports if time allows.
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AMA
May 15, 11 AM PST/2 PM EST
Ask us anything! This will be a general Filevine Free Help session about anything you want to know. Our experts will explain some key best practices, offer hands-on advice and live demos, as wel as answer any questions you may have.
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Best Practices: Feed, Task Management, Calendaring
May 22, 11 AM PST/2 PM EST
In this live Free Help, our experts will take you through some tried-and-true strategies for best managing your feed and tasks in Filevine in order to improve effectiveness and efficiency.
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Filevine Document Assembly (FVDA)
May 29, 11 AM PST/2 PM EST
Our experts will take you through tips and tricks for Filevine Docs Assembly (FVDA) for front-end users. We’ll also go over how Admin users can set up templates—and of course, answer any and all of your FVDA-related questions.
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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 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.
Lead Docket Free Help
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Custom messages: communicating effectively with leads
Wednesday, May 1 @ 12 PM PST/3 PM EST
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LD automation: demos and suggestions for better workflows
Wednesday, June 5 @ 12 PM PST/3 PM EST
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Expenses and fees: measuring your spend and ROI in Lead Docket
Wednesday, July 3 @ 12 PM PST/3 PM EST
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Recorded Sessions
Couldn’t make it to a past session? Check out our library of recordings.
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.
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.