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.
Upcoming Free Help sessions
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Reporting in Filevine
January 22, 11 AM PST/2 PM EST
We’ll cover high-volume reporting, including choosing criteria and creating templates. We’ll also discuss sharing reports, auto-reporting schedules, and if time allows, collection section exports.
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AMA
January 29, 11 AM PST/2 PM EST
This will be a general Filevine AMA 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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Doc Gens in Filevine
February 5, 11 AM PST/2 PM EST
In this session, we will go over the basics of creating Doc Gens in Filevine, editing and saving them, and the next steps once it's been generated. If anyone needs help with the backend of coding the template and placing the widget, we can also cover that as well.
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Workato
February 12, 11 AM PST/2 PM EST
What types of things can we and should we automate? We’ll chat about things to consider, tips on automation best practices, how to set up error handling, documenting automation workflows, and more.
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Feed, Tasks and Calendaring
February 19, 11 AM PST/2 PM EST
Our experts will take you through some tried-and-true strategies for best managing your feed and tasks in Filevine to improve your firm’s effectiveness and efficiency.
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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 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.
Lead Docket Free Help
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Lead Docket Free Help and FAQ
The first Wednesday of every month @ 12 PM PST/3 PM EST
Join us as we review how to use some of Lead Docket best practices and do a live audience Q&A as we go.
*There will be no LD Free Help in February. The next session will be on March 5th, 2025. See you then! -
Recorded Sessions
Couldn’t make it to a past session? Check out our library of recordings.
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.
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.