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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Reporting
September 24, 11 AM PST | 12 PM MT | 2 PM EST
This session will cover high-volume reports in Filevine, including choosing criteria and creating templates. We will also discuss sharing reports, creating auto-report schedules, and, if time allows, using collection section exports.
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Tips and Best Practices for Attorneys
October 8, 11 AM PST | 12 PM MT | 2 PM EST
Whether you’re a sole practitioner or run a large law firm, this session, hosted by Optimizer and Attorney Derek Hoffman, will help you make the most of Filevine. We’ll delve into how to leverage Filevine’s capabilities to decrease time spent on non-client work, as well as how to maximize team efficiency. Bring your questions, and our experts will provide the answers!
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AMA
October 15, 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, and of course, answer any questions you may have along the way. -
Fusions
October 22, 11 AM PST | 12 PM MT | 2 PM EST
This session will dive into the basics of creating a Fusion report in Filevine. We’ll be reviewing general formatting, basic formulas, and common pitfalls you may encounter (and how to avoid them). Follow along and our experts can answer your Fusion-related questions in real-time.
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Filevine Document Assembly (FVDA)
October 29, 11 AM PST | 12 PM MT | 2 PM EST
Expert Jordan Miller will take 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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Recorded Sessions
Couldn’t make it to a past live Filevine Free Help session?
Check out our library of past recorded training sessions, as well as other follow-along videos on a range of Filevine-related topics.
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
Next session November 5 @ 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 is joined by other subject matter experts on the Vineskills team, depending on each week’s topic.
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.