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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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. -
Time and Billing in Filevine
June 3, 11 AM PST | 12 PM MT | 2 PM EST
Calling all Time and Billing firms! Join finance expert Tyler Chapman to learn the ins-and-outs of using the Time and Billing feature as a front-end user, and how to bill time differently throughout Filevine. -
Filevine Best Practices for Litigation Firms
June 10, 11 AM PST | 12 PM MT | 2 PM EST
Streamline your litigation workflow with sections to ensure that nothing falls through the cracks! We’ll show you some tips and tricks for staying organized and working more efficiently, plus cover some client success stories. -
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. -
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.