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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Automations
June 17, 11 AM PST | 12 PM MT | 2 PM EST
Learn all about automation best practices, starting with “what types of things can we and should we automate?” We’ll chat about things to consider when making that decision. We’ll show how to set up error handling and efficient automations, plus how to document your automation workflows. -
General Filevine AMA
June 24, 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, chat about new features, and of course, answer any audience questions you may have along the way. -
Deadline Chains and Taskflows
July 1, 11 AM PST | 12 PM MT | 2 PM EST
Learn all about how to best use deadline chains and taskflows in Filevine to simplify your work and make sure nothing slips through the cracks. We’ll cover the basics of using deadline chains and task flows as a front-end user, as well as how to set them up as an Admin User.
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Filevine Document Assembly (FVDA)
July 8, 11 AM PST | 12 PM MT | 2 PM EST
Join FVDA pro Jordan as she takes you through tips and tricks for Filevine Docs Assembly (FVDA) for front-end users. We’ll also go over how Admin users can set up templates—and of course, answer any and all of your FVDA-related questions!
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Filevine Document Management 101
July 15, 11 AM PST | 12 PM MT | 2 PM EST
In this session, we’ll go over best practices for effective Filevine document management. We’ll discuss some of the features available through Docs+, and review some helpful tools like document and folder sharing. -
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.