Get Filevine Help:
Free Help Wednesdays
Every week at 11 AM PST/12 PM MT/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 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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Feed, Task Management and Calendaring
May 6, 11 AM PST | 12 PM MT | 2 PM EST
All the best practices you need to know, in one hour. 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 to improve efficiency. -
Finance Skills
May 13, 11 AM PST | 12 PM MT | 2 PM EST
Let’s talk numbers! This will be a general accounting & finance session about anything you want to know. Our Finance Optimizers 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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Customs Editor
May 20, 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 Reporting 101
May 27, 11 AM PST | 12 PM MT | 2 PM EST
This session will cover high-volume reporting in Filevine, including choosing criteria and template creation. We will also discuss sharing reports, auto-report schedules, and touch on how to use collection section exports if time allows. -
Recorded Sessions
Couldn’t make it to a live Filevine Free Help session? Check out our extensive library of past Free Help recordings, 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.