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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Document Management 101
September 10, 11 AM PST | 12 PM MT | 2 PM EST
In this session, we’ll be going over the best practices you need to know for effective document management in Filevine. We’ll also discuss some of the features available through Docs+, and review helpful tools like document and folder sharing.
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Deadline Chains and Taskflows
September 17, 11 AM PST | 12 PM MT | 2 PM EST
Learn how to best use deadline chains and task flows in Filevine to simplify your firm’s workflows. We’ll cover the basics of using deadline chains and task flows as a front-end user and how to set them up as an Admin User.
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Reporting
September 24, 11 AM PST | 12 PM MT | 2 PM EST
This session will cover high-volume reports in Filevine, including choosing criteria and creating templates. We will also discuss sharing reports, creating auto-report schedules, and, if time allows, using collection section exports.
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Tips and Best Practices for Attorneys
October 8, 11 AM PST | 12 PM MT | 2 PM EST
Whether you’re a sole practitioner or run a large law firm, this session, hosted by Optimizer and Attorney Derek Hoffman, will help you make the most of Filevine. We’ll delve into how to leverage Filevine’s capabilities to decrease time spent on non-client work, as well as how to maximize team efficiency. Bring your questions, and our experts will provide the answers!
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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, as well as other follow-along videos on a range of Filevine-related topics.
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
September 3 @ 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.