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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Finance Skills for Law Firms
June 18, 11 AM PST | 12 PM MT | 2 PM EST
Let’s talk numbers! This will be a general accounting & finance Free Help session about anything you want to know. Our Finance Optimizers will take you through live how-to demos, review best practices to keep in mind, and do a live audience Q&A.
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Time & Billing
June 25, 11 AM PST | 12 PM MT | 2 PM EST
This session will cover the basics of using the Time and Billing feature to streamline your firm’s day-to-day workflows for front-end users and how to bill time differently throughout Filevine.
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Filevine Basics
July 2, 11 AM PST | 12 PM MT | 2 PM EST
In this general session, we’ll be going back to Filevine basics, reviewing the essentials and key best practices. This is an excellent resource for new Filevine users and a helpful refresher for those who have been using it for a while.
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Filevine Clean Up: Mass Update & Contact De-Duping
July 9, 11 AM PST | 12 PM MT | 2 PM EST
Learn how to clean up data in Filevine with the Mass Update tool for admin users, as well as how to use the Contact De-Duping tool for better data consistency.
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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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LD Free Help
July 2 @ 12 PM PST | 1 PM MT | 3 PM EST
Join us as we go over common Lead Docket best practices, show how-to live demos, and solve your problems in real-time.
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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.