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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Periscope 2.0
May 7, 11 AM PST | 12 PM MT | 2 PM EST
Join us for an all-things-set-up session on Periscope 2.0. Learn how to review your Filevine templates for the data points needed to create your base reports, connect those reports to your S3 bucket using the data connector, and connect S3 to Domo.
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Deadline Chains
May 14, 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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Fusions
May 21, 11 AM PST | 12 PM MT | 2 PM EST
This session will dive into the basics of creating a Fusion report in Filevine. We’ll be reviewing tips for general formatting, basic formulas, and some of the most common pitfalls. Follow along and our experts can answer your audience questions in real-time.
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Customs Editor
June 4, 11 AM PST | 12 PM MT | 2 PM EST
Up your project management game with the Customs Editor! This interactive session will cover common customizations and teach you how to customize your project sections by editing, adding, removing, and rearranging fields.
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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 Automations
May 7 @ 12 PM PST | 1 PM MT | 3 PM EST
Join us as we review Lead Docket automations and do a live audience Q&A.
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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.