Free Help Wednesdays
Every week at 11 AM PST/12 PM ET/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 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
January 14, 11 AM PST | 12 PM MT | 2 PM EST
Learn the ropes of ImmigrationAI, from how to create a filing, share questionnaires with clients, and sync data with your Filevine project. We will also discuss tips, tricks and common errors that users make when trying to fill out immigration forms.
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Filevine Reporting
January 21, 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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Lead Docket
January 28, 11 AM PST | 12 PM MT | 2 PM EST
Join experts from our Lead Docket team as we discuss and demo best practices, and explore some of the newest Lead Docket features. Bring your questions and issues to this work session, and we’ll help you troubleshoot them.
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Filevine AMA
February 4, 11 AM PST | 12 PM MT | 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, and of course, answer any questions you may have along the way.
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Mass Updates and Contact De-Duping in Filevine
February 11, 11 AM PST | 12 PM MT | 2 PM EST
Learn how to clean up data in Filevine using the Mass Update tool as an Admin User. We’ll also discuss using the Contact De-duping tool in Filevine to provide better consistency and accuracy overall.
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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.
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.