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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Filevine Reporting
March 26, 11 AM PST | 12 PM MT | 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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Customs Editor
April 2, 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 AI
April 9, 11 AM PST | 12 PM MT | 2 PM EST
Interested in exploring Filevine’s new AI tools, but not exactly sure where to start? In this Free Help, we’ll do a real-time training session on the AI suite of tools. You’ll see a live step-by-step demo of Filevine AI in action and get trained up on how it works, followed by a Q&A .
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Document Management 101
April 16, 11 AM PST | 12 PM MT | 2 PM EST
In this session, we’ll go over best practices for document management in Filevine. We will discuss some of the features available through Docs+, and review helpful features like document and folder sharing.
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DocGens
April 23, 11 AM PST | 12 PM MT | 2 PM EST
We’ll be reviewing the basics of creating DocGens in Filevine, editing and saving them, and the next steps to take once they've been generated. If anyone needs help with the backend of coding the template and placing the widget, we can go over that as well.
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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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Lead Docket Free Help and FAQ
The first Wednesday of every month @ 12 PM PST/3 PM EST
Join us as we review how to use some of Lead Docket best practices and do a live audience Q&A as we go.
*There will be no LD Free Help in March or April. -
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.