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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Periscope
August 12, 11 AM PST | 12 PM MT | 2 PM EST
Join us for an all-things set up session on Periscope 2.0, from how to review your Filevine templates for the data points needed to create your base reports, to how to connect those reports to your S3 bucket using the data connector, as well as how to connect S3 to Domo. -
Filevine Reporting 101
August 19, 11 AM PST | 12 PM MT | 2 PM EST
Learn all about high-volume reports in Filevine, including considerations for choosing criteria and the basics of template creation. We will also discuss sharing reports, creating time-saving auto-report schedules, and touch on how to use collection section exports, if time allows.
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Lead Docket
August 26, 11 AM PST | 12 PM MT | 2 PM EST
In this session we’ll be diving into Lead Docket. Join us to learn about some new features you may not yet be using, to general tips and tricks that will help you get more out of your marketing and intake efforts. As always, our experts will also be taking your questions live.
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Filevine Tips for Paralegals and Case Mangers
September 2, 11 AM PST | 12 PM MT | 2 PM EST
Calling all paralegals or case managers! In this session, we’ll explore some tried-and-true tips that can help you maximize your efficiency in Filevine and put its features to work for you, including how to stay organized and keep on top of important details and deadlines.
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General Filevine AMA (Ask Us Anything!)
September 9, 11 AM PST | 12 PM MT | 2 PM EST
Ask us anything! In this general Filevine AMA, we’ll be taking your burning questions, as well as covering the best practices you need to know to get more out of Filevine and put its features to work for you. We’ll be going over some common client problems we’ve helped solve and demo ways that you can do the same.
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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.