Filevine training videos

[WATCH TIME: 45 MINUTES] In this replay of a special edition of Free Help, we were joined by Zac from Finance Skills, our accounting and bookkeeping team. He introduced some new features from QuickBooks Connect, as well as key updates to Filevine's Time and Billing, and went over tips to improve your firm's finance workflows. Get bookkeeping and accounting help from the expert team at Finance Skills: https://financeskills.com/

[WATCH TIME: 55 MINUTES] In this replay of a past live Free Help Wednesdays, Optimizers Amanda and host Jasmine answered live audience questions on a wide range of topics, from how to deal with contacts for medical providers who have multiple addresses, to using notes and tags, to tips for using the Settlement Calculator, and more. Join the next Free Help and view our upcoming topics: https://vineskills.com/free-help

Ahead of our live Filevine AMA tomorrow for Free Help Wednesdays, Optimizer Amanda offers a tip on her favorite shortcut, "Note This. " This shortcut is a quick and easy way to attach documents to tasks in Filevine. Get more tips and ask the experts your questions in our weekly webinar, Free Help Wednesdays, live over Zoom. Sign up to get the link: https://vineskills.com/free-help

[WATCH TIME: 40 MINUTES] In this replay of a past live Free Help, Optimizers Anna and Jasmine went through the basics of using Customs Editor, where users with Advanced tool access can add built-in and custom sections and customize phases, vitals, and folders. Sign up for the next live Free Help Wednesdays and view our upcoming topics: https://vineskills.com/free-help

In this brief walkthrough, Optimizer Ivan shows off the brand new Leads Report feature in Lead Docket. He offers a step-by-step guide on how to customize your reports, filter leads based on specific criteria, and save your configurations for future use. Have fun exploring the new tool, and let us know if you have any questions or need assistance with the setup: https://vineskills.com/lead-docket

[WATCH TIME 41 MINUTES] In this replay of a past live Free Help, our experts Zoe and Jasmine reviewed top tips on creating Fusions in Filevine, including some pointers on formatting, simple formulas to know, and some of the most common pitfalls to avoid. View topics for upcoming Free Help sessions and sign up to get the Zoom link: https://vineskills.com/free-help

[WATCH TIME: 35 MINUTES] In this replay of our May edition of Lead Docket Free Help, our expert team discussed common automation best practices in LD, from tips on how to use the platform's native built-in automations, to some of the more advanced add-on features available through LD Automations Rules. Sign up for next month's Lead Docket Free Help: https://vineskills.com/free-help/#lead-docket

Tired of manually updating letterhead every time your firm changes? Whether a partner joins or leaves, or your office moves, updating every document individually is a hassle. In this quick walkthrough, Optimizer Jordan shows you how to simplify the process by using dynamic letterhead in your Filevine DocGens. Make one change, and have it reflect across all your documents—saving time and eliminating errors.

[WATCH TIME: 37 MINUTES] In this replay of a past live Free Help session, Optimizers Val and Jasmine reviewed the basics of Filevine deadline chains and taskflows, to help you streamline your firm's workflows and stay on top of important tasks, for both admin and end users. View upcoming Free Help topics and sign up to get the Zoom link to join: https://vineskills.com/free-help

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help session, Optimizers Suzy and Jasmine went over the basics of Periscope 2.0/Domo, from setting up your AWS account, connecting it to Filevine, and how those data points then get pulled into Domo from Filevine. Want to attend Free Help live? View our upcoming topics and sign up to get the Zoom link: https://vineskills.com/free-help

In this replay of our live webinar, co-presented with our friends at Proof, we explored how litigation firms can make the very most of Filevine. Watch to learn:
- Smarter ways to organize pleadings, discovery, and court events with Filevine sections
- Automation tips for task deadlines and deadline chains - Seamless service of process inside Filevine with the Proof integration
- Time-saving strategies to cut follow-ups and speed up turnaround

[WATCH TIME: 50 MINUTES] In this replay of a past live Free Help Wednesdays, Optimizers Lindsey and Jasmine covered Filevine best practices for features like the Customs Editor, Deadline Chains, how to try out new Beta features, and more. Sign up to join the next Free Help: https://vineskills.com/free-help

Optimizer Lindsey explains how to automate your project hashtags in Filevine, including the two essential steps you need to complete in the main menu: building a report and creating your tag using the advanced tools. If you don’t see the options, you might need admin access, so contact your team's admins if necessary. Learn more at our weekly live Free Help Wednesdays: https://vineskills.com/free-help

[WATCH TIME: 52 MINUTES] In this replay of a past live Free Help, Optimizers Sarah and Jasmine went over the essentials of Filevine DocGens, from understanding DocGen fields to basic coding and template set up, and beyond. View upcoming Free Help Wednesday topics and sign up to get the Zoom link to join: https://vineskills.com/free-help

Ahead of our live Free Help Wednesdays session this week about all things DocGen-related, Optimizer Sarah offers a quick tip on how to code the titles of your DocGens in Filevine. Attend the Zoom session and view our upcoming topics: https://vineskills.com/free-help

[WATCH TIME: 1 HOUR] In this replay of a past live Free Help, Optimizers Peggy and Jasmine covered the essentials of effectively managing documents in Filevine. Peggy offered tips on navigation, how to keep documents organized, some of her favorite features, and how to use advanced tools like Bates Stamping. Sign up to attend Free Help live and view upcoming topics: https://vineskills.com/free-help

Ahead of our Free Help Wednesdays session this week focused on document management in Filevine, Optimizer Peggy shows off a quick tip for using the Bates Stamp feature, from selecting the correct documents to configuring options and how to apply Bates Stamps without losing your original documents. Join the live Free Help session to learn more and view upcoming topics: https://vineskills.com/free-help

With Filevine's new 100 vitals, you have more options than ever to choose from when it comes to surfacing key data in your Filevine projects. Optimizer Kayla shows you how to configure Filevine's new 100 vitals from the admin view, as well as how it looks to users in the project.

[WATCH TIME: 49 MINUTES] In this replay of a past live Free Help, the expert AI team at Filevine joined Optimizer Kendall to showcase Filevine's suite of AI tools, which help law firms work much more efficiently and with better data accuracy. Follow along as we explore how to use AIFields, AI Doc Review, AI Data Mapping, ValidationAI, and SidebarAI: Chat with your Case. Get started with Filevine AI: https://vineskills.com/projects-ai

[WATCH TIME: 57 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Shannon reviewed the basics of using Filevine's Customs Editor, accessible in your advanced menu. Customs Editor allows you to make edits to your entire org, or to a specific project template. Sign up to attend Free Help Wednesdays live and view upcoming topics: https://vineskills.com/free-help

Optimizer Danielle walks through how to set up a default folder structure in Filevine for new projects, explaining the steps necessary to create folders and subfolders, and how these will affect future projects. It's important to remember that the folder structure will be displayed in alphabetical order once saved.

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help Wednesdays session, Optimizers Kayla and Jasmine covered the top tips you need to know for reporting in Filevine, including how to build a report, add your columns and criteria, and export reports, as well as some recent feature updates. Sign up to attend Free Help Wednesdays live and view upcoming topics: https://vineskills.com/free-help

In this replay of a past live Free Help session, Optimizers Jordan and Jasmine reviewed the basics of Filevine Document Assembly (FVDA) and Outlaw for front-end users and some tips for admin users setting up templates on the back end. Sign up to attend Free Help Wednesdays live: https://vineskills.com/free-help

#TipTuesday: Ahead of this week's Free Help Wednesdays, Kayla Cargiulo-Garcia offers some expert tips on making the most of Filevine's reporting tool. She shows how to quickly locate additional base reports if you can't find the one you're looking for. Learn more at the live Zoom session on Wednesday: https://vineskills.com/free-help

[WATCH TIME: 26 MINUTES] In this replay of a past live Free Help, Optimizers Katie and Hillary went over how to clean up data in Filevine with the Mass Update tool for admin users. We also discussed how to use the Contact De-Duping tool to provide overall consistency for contact data. Sign up to attend Free Help Wednesdays and see upcoming topics: https://vineskills.com/free-help

Optimizer Katie Gole offers a couple tips on how to reduce duplicate contacts by merging them, and how to do mass updates in Filevine ahead of our live Free Help Wednesdays session on March 12. Sign up to attend Free Help and view our upcoming topics: https://vineskills.com/free-help

[WATCH TIME: 50 MINUTES] In this replay of a past Free Help Wednesdays session, Optimizers Jen and Jasmine fielded some general Filevine questions in our live AMA format. They answered audience questions on using the Report Builder, Filevine's new Feed + Activity feature, updates to the Time and Billing tool, and more. View upcoming Free Help topics and register to attend: https://vineskills.com/free-help

Optimizer Jen Rhodes shares a quick tip on mastering the Report Builder in Filevine ahead of our live Filevine AMA Free Help Wednesdays session on March 5. Sign up to attend Free Help and view our upcoming topics: https://vineskills.com/free-help

In this brief video, Optimizer Jordan demos how to force-add extra rows into a table in Outlaw. Get more help using FDVA and Outlaw with the experts at Vineskills: https://vineskills.com/filevine-document-assembly-outlaw

[WATCH TIME: 53 MINUTES] Calling all Time and Billing firms! In this replay of a past live Free Help session, Optimizers Jacky and Jasmine covered the basics of using the Time and Billing feature for front-end users. Learn how to bill time differently throughout Filevine so you can streamline your firm’s day-to-day workflows and save time.

Optimizer Jacky Tilton explains how to set up user permissions for viewing billing rates and codes in Filevine ahead of our live Free Help session on February 26th for Time and Billing firms. Join us for Free Help Wednesdays live and view upcoming topics: https://vineskills.com/free-help

Learn the best practices for maintaining a clean feed in Filevine in two minutes: Former paralegal Peggy Sheppard explains how the feed helps you track the day-to-day goings-on of your cases at a glance, and offers some tips on how to manage it with just a few minutes of effort per day.

[WATCH TIME: 55 MINUTES] In this replay of a past live Free Help, Filevine experts Hillary and Jasmine reviewed tips for managing your feed, tasks, and calendars. These best practices are important basics to master so you can stay organized and ensure that you're properly leveraging Filevine. Sign up to attend a live Free Help Wednesdays and view topics for sessions: https://vineskills.com/free-help

[WATCH TIME: 49 MINUTES] In this replay of a past live Free Help Wednesdays session, expert Frances went over some best practices to consider when it comes to using and navigating Workato. From a high-level overview of the types of things you can (and should!) automate, to specific tips and tricks, learn about the many ways that Workato can help you automate workflows for more efficiency.

[WATCH TIME: 53 MINUTES] In this replay of a past live Free Help Wednesdays, experts Derek and Jasmine reviewed the basics of DocGens in Filevine. You'll learn how to create a DocGen, edit, and save, and the steps you can take once it's been generated. See a list of upcoming Free Help topics and sign up to get the Zoom link: https://vineskills.com/free-help

Are you a Time and Billing firm looking to launch with Filevine? Properly setting up your rate schedules and adjusting invoice settings is crucial to ensuring a smooth and successful launch. Vineskills CFO Zac walks you through the top five key considerations and concepts to keep in mind, from understanding your billing settings to setting up Filevine Payments, customizing invoice templates, reporting, and bulk billing.

In this video walkthrough, Optimizer Danielle explains the different types of sections within a Filevine Project, and demonstrates how to customize static and collection sections to better organize your firm's tasks and more effectively manage project data.

Looking for a specific transaction in QuickBooks Online? In this brief training video, Kari shows a few different ways you can search for and filter through transactions. Get more help using QuickBooks with the expert team at Finance Skills: https://financeskills.com/

[WATCH TIME: 56 MINUTES] In this replay of past Free Help Wednesdays session, Optimizers Danielle and Jasmine went over some Filevine basics in a live AMA. They covered everything from adding users to your Filevine org (including permissions/role assignment) and recent updates to the Team feature, to integrating Outlook with your Filevine calendar. Sign up for Free Help Wednesdays and view upcoming topics: https://vineskills.com/free-help

In this video, Kari shows how to use the Bank Register in QuickBooks Online. She demonstrates how to navigate to your Bank Register, edit the settings, export to Excel, and how to easily sort and filter by specific criteria like date and reconciliation status.

In this video, Kari offers a brief demo of a few ways you can manage your vendor list in QuickBooks Online, including how to see your full list of vendors, edit an existing vendor or add a new one, identify duplicates, and more. Get more help using QuickBooks Online with Finance Skills: https://financeskills.com/

[WATCH TIME: 54 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Amy went over how to set up deadline chains and taskflows in Filevine to keep your firm on-task and ensure that nothing slips through the cracks.

[WATCH TIME: 49 MINUTES] In this replay of a past live Free Help Wednesday, Optimizers Val and Jasmine demoed the best practices for effectively managing your firm's documents in Filevine, including reviewing Docs+ and some other helpful features.

Cleaning up duplicate customers can help you avoid errors in your customer list. In this video, Kari briefly demonstrates how to get rid of duplicate customers in QuickBooks Online, including merging and changing customer details. Get more help using QuickBooks Online with the experts at Finance Skills: https://financeskills.com/

In this video, Kari walks you through how to navigate your firm's Chart of Accounts in QuickBooks Online, including sorting your list of accounts, filtering, activating or deactivating an account, and editing your settings. Get more help using QuickBooks Online with Finance Skills: https://financeskills.com/

[WATCH TIME: 55 MINUTES] Staying on top of project management is so much easier when you know how to make the most of Filevine's Customs Editor. In this replay of a past live Free Help session, Optimizers Jasmine and Val went over the basics of what the Customs Editor does, how you can use it to set up your sections in Filevine, as well as some nuances to keep in mind.

In this video, Optimizer Kayla shows how to use Filevine's new Protected Sections, a new feature announced at LEX 2024. She goes over how to set up and manage your protected folders, granting access to team members, adding new protected folders, and offers some tips for working with the documents within them.

In this training video, Optimizer Jordan shows how to use the Settlement Calculator in Filevine for negotiations or settlements. You'll learn how to access, name, and generate settlement documents, ensuring that all necessary information is accurate.

In this video walkthrough, Optimizer Erica guides you through adjusting which statuses appear in your Lead Docket dashboard. She demonstrates how to remove and add statuses from the dashboard view, the importance of permissions, and how to filter by user name, author, region, or case type for a further tailored view.

[WATCH TIME: 46 MINUTES] In this replay of a past live Free Help Wednesdays, Optimizers Jasmine and Peggy reviewed the basics of managing your documents in Filevine. We discussed some of the features available through Docs+ and went over some helpful features like document and folder sharing.

In this video, Optimizer Kayla guides you through configuring your user settings in Filevine. You'll learn how to set up your profile, sync your calendar, manage notifications, and enhance security with two-factor authentication.

Since we received so many great audience questions at our webinar "Simplify Your Finances with QuickBooks Connect and Filevine Payments," we held a follow-up interactive Q&A session on all things QBC. Still have questions, or want to know more about something we discussed here? Get help using QuickBooks and Filevine: https://financeskills.com/

In this replay of our live webinar with Filevine, Optimizers Zac and Zoe delved into how you can use QuickBooks Connect to drastically streamline your finance workflows. We reviewed how to sync billable expenses and payments from Filevine to QuickBooks Online, how to automate batch transfers, how to manage transactions across multiple bank accounts, and more.

In this replay of our December edition of live Lead Docket Free Help, Optimizers Erica and Eydi discussed how to manage tasks in Lead Docket and how you can set up customized templates for your firm's task workflows. Need more Lead Docket help? Chat with the Vineskills team to discover ways that we can optimize Lead Docket use at your firm: https://vineskills.com/lead-docket

Optimizer Jordan demonstrates how to generate the Settlement Calculator for custom sections in Filevine, including static sections, collection sections, case summaries, settlement sections, and negotiation sections.

In this video, Optimizer Erica shows you how to delete an unwanted lead with "rejected" or "lost" status with Lead Docket. Need more Lead Docket help? Connect with the Vineskills team of experts: https://vineskills.com/lead-docket

In this Outlaw walkthrough, Optimizer Jordan demonstrates how to add, remove, and approve changes within a document, for better collaboration and clarity. She'll guide you through the steps of editing sections, approving specific changes, and even approving entire contracts.

Have you seen Lead Docket's new feature, the Dashboard Filter? It can help you narrow down your leads based on specific criteria. Optimizer Erica offers a brief walkthrough of how it works, including how to filter by office and user.

[WATCH TIME: 53 MINUTES] In this replay of a past live Free Help Wednesdays, Optimizers Derek and Jasmine covered the basics of DocGens in Filevine, from how to create them, to editing and saving, plus the next steps to take once your doc has been generated. Register to get the Zoom link for future Free Help Wednesdays: https://vineskills.com/free-help

[WATCH TIME: 47 MINUTES] In this replay of a past live Free Help Wednesdays session, we explored some of the basics of using FVDA and Outlaw. Optimizers Jordan and Jasmine went over document templates, editing, adding clauses, and some general tips and tricks.

In this replay of our November edition of Lead Docket Free Help monthly, Optimizers Erica and Ivan reviewed some of the newest features available in Lead Docket, from advanced filtering options to lead management. Get expert help using Lead Docket from the Vineskills team: https://vineskills.com/lead-docket

Optimizer Zoe shows a walkthrough of the QuickBooks Connect integration with Filevine for contingency firms. This integration allows you to seamlessly push your expenses into QuickBooks and manage trust check requests. Learn more about QBC: https://vineskills.com/quickbooks-to-filevine

In this video, Optimizer Kayla guides you through managing new member access in Filevine's setup menu, also known as "new teams." She explains how to navigate the Members, Teams, and Projects tabs, including adding, editing, and removing members and teams, as well as updating permissions, org access, and team assignments for members.

[WATCH TIME: 49 MINUTES] In this replay of a past live Free Help session, Optimizers Derek and Jasmine covered the basic practices for managing your Filevine feed, tasks, and calendars to improve your firm's effectiveness and workflows. Register to get the Zoom link to join our next Free Help Wednesdays: https://vineskills.com/free-help

In this Filevine walkthrough, Optimizer Jordan goes through source linking with AI fields and Projects AI, side-by-side analysis to compare the AI-generated output with the original document, as well as editing the final result.

[WATCH TIME: 46 MINUTES] In this replay of a past live Free Help Wednesdays session, Optimizers Anna and Jasmine shared tips and best practices for managing your firm's documents in Filevine, how to use Docs+, as well as document and folder sharing.

Personalizing the messages you send to leads can help improve conversion rates and avoid the dreaded "generic" messaging that many firms use. Optimizer Ivan shows how to set up custom chase messages in Lead Docket.

API keys in Filevine allow you to integrate it with different tools. Optimizer Jordan shows off a quick demo of how to create an API key for the Settlement Calculator.

Optimizer Kendall explains Filevine's new AI feature, side-by-side Doc Review. This feature allows you to compare a source document directly with its AI analysis side-by-side and make edits. Get expert help using Filevine AI: https://vineskills.com/projects-ai

[WATCH TIME: 43 MINUTES] In this replay of a past live Free Help Wednesdays session, Optimizers Amy and Jasmine showed off how you can use Filevine deadline chains and taskflows to maximize the efficiency of your workflows and ensure that critical dates are met. Sign up to get the link to join Free Help: https://vineskills.com/free-help

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help session, Optimizers Jacky and Jasmine covered the basics of using Filevine's Report Builder, from selecting the right report type to setting up columns and choosing the criteria, as well as how to export and share your report.

In this replay of our October edition of Lead Docket Free Help Optimizer Shadae reviewed some questions we've received recently, including best practices for mapping data in Lead Docket to Filevine.

[WATCH TIME: 47 MINUTES] In this replay of a past live Free Help session, Vineskills Skills Director Nikki Landrio, and Optimizer Jasmine Knighten reviewed key best practices and tips for litigation firms using Filevine. Learn how to use sections effectively, allowing you to categorize files, tasks, events, and other items to keep everything organized logically, from pleadings to discovery, court events, and more.

In this video, Optimizer Ivan walks you through the steps required to implement the new Leads AI in Lead Docket. There's no implementation fee for this feature. Follow along, and if you need any help in the process, don't hesitate to reach out to us: https://vineskills.com/lead-docket

[WATCH TIME: 46 MINUTES] In this replay of a past live Free Help, Optimizers Derek and Jasmine explain the basics of creating a Fusion report in Filevine. We reviewed general formatting, basic formulas, and common pitfalls, and answered audience questions in real time.

In this video, Ivan explains the new feature Leads AI, available now in Lead Docket. It helps you summarise key elements of lead information and predict the likelihood of the lead generating a fee—all with very high accuracy. He shares some use cases we have seen and how to set up this feature.

Filevine's new protected sections allow you to limit user access and permissions based on what you'd like each user to be able to see and do. Optimizer Sarah shows you how it works and takes you through a few different user views.

In this video, Optimizer Sarah guides you through setting up Filevine's new feature, Protected Sections. She explains how to protect sections, who can manage this feature, and how it impacts user access. Watch to learn how to secure your sections effectively!

One of the most frequently asked questions we get is, "My vendor said they sent me an opportunity, but I can't find it. Where is it?" In this video, we show you how to find past opportunities that may have been disregarded or turned into leads. This is especially useful for setting up vendors and integrations.

How well do you know Lead Docket? Even advanced users may be surprised to learn a few of these little-known tricks. Optimizer Ivan shows you 3 things you didn't know your Lead Docket could do!

In this quick walkthrough, Optimizer Ivan shows off the new Lead Docket Payments feature, including how to configure it and some possible use cases to consider. Note that you'll need to have Filevine Payments set up in order to use this feature.

Lead Docket expert Ivan demonstrates how to use and set up a new feature called Status Required Fields; it's a very useful tool for ensuring data integrity and that no fields are missed.

[WATCH TIME: 52 MINUTES] Optimizers Jasmine and Danielle reviewed the basics of using Filevine DocGens in this replay of our weekly live Free Help session. They showed how DocGens appear and work within Filevine projects and how to build them on the back end.

[WATCH TIME: 48 MINUTES] In this replay of a past live Free Help Wednesdays, Vineskills Director of Skills, Nikki, and Optimizers Val and Jasmine went through the basics of using deadline chains and taskflows in Fileine to work more effectively for both front and back-end users.

CFO Zac shows a quick video demonstration of the QuickBooks Connect Trust Account functionality section in Filevine, which can help with any projects that require a trust balance (for example, a retainer for time and billing firms, or settlement funds for a contingency firm).

If you've noticed that Filevine has been running slowly, it may be because you have too many obsolete fields. Optimizer Laurie explains why this occurs and how Vineskills can help in this quick overview.

Optimizer Amanda gives a walkthrough of the standard dashboards and cards set up for Periscope implementation, which pulls in data from Filevine reports so you can visualize your firm's key metrics.

CFO Zac shows off a demo of the expense request feature in QuickBooks Connect. This feature can save your team a ton of time by eliminating double entries between Filevine and QuickBooks. It allows you to record expenses, like case costs or bills, and then push that transaction into QuickBooks to be reconciled or, in the case of a check, printed and paid out.

[WATCH TIME: 57 MINUTES] In this Free Help Wednesdays replay, Optimizers Jasmine and Derek covered some of the most common customizations for project sections using Filevine's Customs Editor, including editing, adding, removing, and rearranging fields.

CFO Zac offers a quick demo of our new QuickBooks Connect feature set. It works seamlessly with Filevine's Time and Billing tool, so you can use Filevine as your one-stop, stand-alone billing solution.

In this replay of a very special edition of Free Help Wednesdays, we were joined by Madison Doyle, Enterprise Sales Engineer at Filevine, for a live demo of how to use their AI suite of tools to work more efficiently, reduce human error, and ultimately, allow your firm to handle more cases. Learn more about Filevine AI and get started with help from Vineskills: https://vineskills.com/projects-ai

Tags are labels you can assign to many items across Filevine to help with categorization, searching, and reporting data. Optimizer Jen offers some best practices and ways to use tags in Filevine, from your activity feeds to customer communication, documents, and more.

From time to time, you may need to connect companion cases together in Filevine (for example, when your firm is representing two individuals who are involved in the same accident). You can do this by using related cases, which links two Filevine projects together — Optimizer Danielle shows how in this quick walkthrough.

What's it like working with Vineskills? Litigator Shervin Lalezary, co-founder of the LA-based personal injury firm The Law Brothers, joined us at our annual team retreat to talk to the team about his Vineskills experience.

[WATCH TIME: 47 MINUTES] This replay of a past live Free Help session covered everything you need to know about high-volume reports in Filevine, including choosing criteria and template creation, as well as sharing reports, creating auto-reporting schedules, and more.

"I don't view them as a vendor; I view them as a partner." Nick Movagar of M&Y Personal Injury Lawyers chats about his experience working with Vineskills and how his firm leverages automations to eliminate errors and ensure that critical dates, like the statute of limitations, are never missed.

[WATCH TIME: 27 MINUTES] In this replay of a past live Free Help session, Optimizer Jordan went through key tips and tricks for Filevine Docs Assembly (FVDA) for front-end users, as well as how admin users can set up templates.

Optimizer Danielle goes through how to assign Teams within Filevine and shows you how to update settings to ensure that each team member has been given the appropriate role.

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help Wednesdays, we dove into the basics of creating a Fusion report in Filevine. Learn about the best practices for general formatting, the basic and essential formulas you should know, and how to avoid some of the most common pitfalls.

In this replay of our June edition of Lead Docket Free Help, Ivan demoed some of the most useful automations you can set up in Lead Docket to simplify workflows and streamline lead management.

[WATCH TIME: 52 MINUTES] In this replay of a past live Free Help, our experts Jackie and Jasmine went through some tried-and-true best practices to keep in mind for most effectively managing your feed, tasks, and calendars in Filevine.

In this video, Optimizer Frances shows how to access browser settings to clear cached images and files from your browser (it's essential to do this regularly to ensure that platforms like Filevine run smoothly). If you ever encounter any issues or odd behavior, support at Filevine will likely ask you to clear your cache as a first step—so here's how it's done!

[WATCH TIME: 40 MINUTES] In this replay of a past live Free Help Wednesdays session, Optimizers Jasmine and Anna covered everything you need to know about high-volume reports in Filevine, including choosing criteria and template creation, sharing reports, and creating auto-report schedules.

Optimizer Danielle shows you how to create a new project in Filevine, including some tips and best practices to follow.

[WATCH TIME: 42 MINUTES] In this replay of a past live Free Help session, our experts Suzy and Frances explained some of the most useful automations you can set up for Filevine, and how you can leverage them to improve your firm's workflows and boost efficiency.

In this replay of our live May edition of Lead Docket Free Help monthly, Optimizers Ivan and Eydi offered tips, tricks, and best practices for communicating more effectively with your leads to maximize results. Explore how our team of experts can help you make the very most of your Lead Docket: https://vineskills.com/lead-docket

Your firm needs to maintain a clean, accurate contact database in Filevine to stay up-to-date and organized. Optimizer Danielle discusses some best practices for adding and managing your firm's contacts in Filevine.

[WATCH TIME: 27 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Jacky went over the basics of DocGens in Filevine. They covered how to create DocGens, how to edit and save, as well as the next steps to take once your document has been generated.

Optimizer Danielle goes through the basics of managing calendars in Filevine, including both project and individual user calendars (from how to sync your Google or Outlook calendar with the one in Filevine, to editing calendar events, and more).

[WATCH TIME: 51 MINUTES] Up your project management game with Filevine's Customs Editor! This replay of a past live Free Help session covered everything you need to know about the Customs Editor. Optimizer Jasmine reviewed how to customize your project sections by editing, adding, removing, and rearranging fields, plus some of the most commonly used customizations.

Optimizer Jordan shows off a quick demo of how to add a footnote variable to your Outlaw documents, such as demand letters or contracts.

[WATCH TIME: 45 MINUTES] In this edition of Free Help, Optimizers Jasmine and Derek showed off best practices for managing documents in Filevine, including some of the features available through Docs+, and reviewed helpful how-tos like document and folder sharing.

In this replay of our April edition of our monthly Lead Docket Free Help, Optimizers Ivan, Shadae, and Eydi went through some key LD integrations, from native integrations to opportunity pushes, as well as custom setups using the open API.

[WATCH TIME: 48 MINUTES] In this replay of a Free Help Wednesdays session, we reviewed the basics of how to use deadline chains & taskflows in Filevine in order to make your firm’s workflows more efficient. We covered tips for both front-end and Admin users.

Optimizer Erica goes through how to use the notes section of your DemandsAI template, so you can include notes and comments for each demand, outlining relevant information for your firm and case. Learn more about using DemandsAI and get expert help from the Vineskills team: https://vineskills.com/demands-ai

Optimizer Erica shows off a step-by-step guide on how to resize your photos to enter them into demand letters using Filevine's DemandsAI.

[WATCH TIME: 39 MINUTES] Optimizers Jordan and Jen take you through everything you need to know about reporting in Filevine in this replay of a live past Free Help Wednesdays session. They covered all of the basic features, how to set up criteria in the report builder, as well as how to save, export, and share your reports.

[WATCH TIME: 42 MINUTES] Learn how to use Lead Docket’s custom fields in your intake process and get an overview of some of the newest features in this replay of our March edition of Lead Docket Free Help.

Optimizer Kayla demos ProjectsAI + FVDA, allowing your team to use generative AI to create demands at the click of a button. ProjectsAI includes AIFields, SidebarAI, and AI Document Review — when paired with FVDA, you can supercharge your demands process by leveraging the power of AI to automate demands and drastically reduce the time required to generate them.

[WATCH TIME: 44 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Derek (our internal Excel expert) went over the basics of Fusions in Filevine. They offered some tips and tricks, from how to set up your default report templates to troubleshooting common issues.

From automating demand generation to summarizing and extracting key data from project documents — and a whole lot more — AI can help your firm be more effective and cost-efficient. In this replay of a live webinar, we explored Filevine’s new AI suite of features and solutions, including a demo of a few common time-saving workflows with AIFields, AIDoc Review, SidebarAI, and DemandsAI. Learn more: https://vineskills.com/projects-ai

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help, Optimizers Jasmine and Danielle went over the basics of DocGens in Filevine. They covered where to place put your DocGens template widget with the Customs Editor, how data gets pulled in that is client or project-specific, and how to generate your documents.

Optimizer Kendall goes through an overview of Filevine's AI Doc Review and a step-by-step walkthrough of how it works. Learn more and get help using and implementing Filevine's AI tools here: https://vineskills.com/projects-ai

Optimizer Jen shows off a quick demo of Filevine's SidebarAI.

Learn more and get help using and implementing Filevine's AI tools here: https://vineskills.com/projects-ai

[WATCH TIME: 49 MINUTES] In this replay of a past Free Help Wednesdays session, Optimizers Jordan and Jasmine went over some Filevine Document Assembly (FVDA) and Outlaw basics, how to add and pull in different variables, and even touched on Filevine's new Settlement Calculator.

In this replay of our February edition of Lead Docket Free Help, we covered tips and tricks to help you take your Lead Docket to the next level using simple tools to do things you may not have thought were doable, from Filevine phase mapping to integrating your LD with Slack, and more.

Optimizer Jordan goes through some formatting basics for using columns in Outlaw, and what happens when you try to add conditional logic to columns (spoiler: you can't, it only works for paragraphs!).

Founder and CEO Troy shows a quick walkthrough of how to set up Filevine notifications for Slack. You can choose the appropriate channel, and you'll receive a notification and Filevine link right within Slack alerting you to priority items.

[WATCH TIME: 39 MINUTES] In this replay of a past live Free Help Wednesdays session, we reviewed the basics of how to use task flows and create deadline chains in Filevine to help you track important due dates, automate reminders, and more. View upcoming topics and register to join Free Help: https://vineskills.com/free-help

In this Outlaw walkthrough, Optimizer Jordan gives an overview of the range of variable types that you can put into an Outlaw template, their different use cases, and how to build them into your template.

[WATCH TIME: 38 MINUTES] In this replay of a past Free Help session, we delved into how to use the Time and Billing feature to improve your firm’s day-to-day workflows, including covering the basics for front-end users and how to bill time differently throughout Filevine.

[WATCH TIME: 49 MINUTES] In this replay of a past live Free Help session, we went through an all-things setup session of Periscope 2.0. We chatted about how to review your Filevine templates for the necessary data points to create base reports, how to connect those reports to your S3 bucket, and how to connect S3 to DOMO.

Want to add a conversation from your Sidebar in Filevine to a Project's Activity feed? Optimizer Amy takes you through a quick how-to tutorial.

[WATCH TIME: 40 MINUTES] In this replay of a past live Free Help Wednesdays session, we covered high-volume reports, including choosing criteria and template creation. We also discussed how you can share reports, and how to create auto-report schedules.

[WATCH TIME: 40 MINUTES] In this replay of our live January edition of Lead Docket Free Help, we tackled some of the most frequently asked questions about using Lead Docket, from "what are Wanted Leads?" to how to set up Leads Reports and more.

[WATCH TIME: 47 MINUTES] In this replay of a past live Free Help session, Optimizer Jasmine explained how to navigate the Customs Editor to enhance your project management game. We went over how to customize your project sections by editing, adding, removing, and rearranging fields, as well as some of the most common customizations.

Finance Optimizer Toogii offers a quick tutorial on how admins can add and manage their team's users in QuickBooks Online, as well as set up individual user permissions.

This replay of a past live Lead Docket Free Help session focused on how Filevine and Lead Docket work together, from how to map data and connect the tools to how to troubleshoot some of the most common problems you may run into.

Automating communication can help you educate and engage clients at every stage of their legal journey while freeing up precious time for your team to take on more strategic work. Attorney and Optimizer Derek Hoffman and Hona Co-Founder Matt McClellan cover everything you need to know, including tips and tools to send messages, texts, drip campaigns, and more to your clients.

Optimizer Ivan explores the Lead Docket Dashboard and shows an overview of its features and functionalities. Learn more and get started with the Dashboard: https://vineskills.com/lead-docket-dashboard

[WATCH TIME: 45 MINUTES] In this replay of a live Free Help Wednesdays session, we covered the basics of using deadline chains and taskflows in Filevine. We went over the best practices for front-end users and how Admin Users can set them up.

[WATCH TIME: 50 MINUTES] In this replay of a past live Free Help session, we reviewed the basics of creating a report in Filevine, including setting the criteria. We discussed how you can easily share reports, as well as how to set up your auto-reporting schedules.

Optimizer Jordan shows a brief overview of how you can easily sort a collection section table in Filevine with FVDA.

Optimizer Jordan offers a brief walkthrough of how to send out completed FVDA documents, including options for sharing via texting from Filevine, email, or link.

[WATCH TIME: 52 MINUTES] In this replay of a live Free Help session, Optimizers Jasmine and Derek went over the best practices you need to know to effectively use your feed, tasks, and calendars in Filevine so you can boost your firm's efficiency and stay organized.

[WATCH TIME: 50 MINUTES] In this replay of a past live Free Help session, we went over how to manage and organize tags, as well as the best practices to keep in mind for communication in Filevine and how law firms can leverage it for more efficient internal communication.

[WATCH TIME: 45 MINUTES] In this replay of a past live Free Help session, Optimizers Jasmine and Amanda explored how to build reports in Filevine. We chatted about how to share reports with other stakeholders and how to create auto-report schedules.

Optimizer Jordan gives a brief walkthrough of how to download or export your finalized document using FVDA.

In this replay of our November edition of Lead Docket Free Help, Optimizers Ivan and Eydi reviewed everything you need to know about LD reporting to get better visibility and the insights you need to improve your marketing and intake efficiency.

Optimizer Jordan goes through how to set up custom headers and letterhead with FVDA.

Optimizer Jordan shows you how to set up custom footers with Filevine Document Assembly (FVDA).

[WATCH TIME: 50 MINUTES] In this replay of a live Free Help Wednesdays session, Optimizer Stephanie took us through the basics of Periscope 2.0, including setup. She went over how to review your Filevine templates for the necessary data points to create base reports, connecting those reports to your S3 bucket using the data connector, and connecting S3 to DOMO.

[WATCH TIME: 47 MINUTES] In this replay of a past Free Help Wednesdays live session, we chatted about how to bill time differently throughout Filevine to enhance your team’s day-to-day workflows. We covered the basics of using the Time and Billing feature in Filevine for front-end users.

If you're billing from Filevine and pushing invoices into QuickBooks, you can apply a trust retainer manually if your trust balance is lower than the invoice. In this video, Zac offers a walkthrough of exactly how to apply a trust retainer amount against an invoice manually.

Zac shows a walkthrough of the QuickBooks Connect auto-apply trust feature. When you push a Filevine invoice into QuickBooks, the integration applies the positive trust balance against the invoice, marking it as paid and subtracting it from the total trust balance in QuickBooks.

[WATCH TIME: 51 MINUTES] In this replay of a past Free Help Wednesdays session, Optimizers Derek and Jasmine answered live audience questions and chatted about a wide range of Filevine-related topics, from DocGens to Workato, the Customs Editor, and more.

[WATCH TIME: 50 MINUTES] In this replay of a live Free Help session, Optimizer Jordan covered the essential tips and tricks you need to know about Filevine document assembly (FVDA) for both front-end and admin users.

In this video, Vineskills DemandsAI team members Kayla and Jordan review the Vineskills DemandsAI best practices template. They also share the process of connecting Outlaw's template to Filevine to generate a demand using AI in combination with your Filevine data.

In our October edition of Lead Docket Free Help Monthly, experts Schadae and Eydi reviewed the basics of setting up auto-generated documents in Lead Docket and Vinesign.

[WATCH TIME: 42 MINUTES] In this replay of a past Free Help Wednesdays session, we chatted about streamlining your firm’s workflows with Filevine taskflows and deadline chains. We went through the basics of using deadline chains and taskflows for front-end users and how Admin Users can set them up.

In this Outlaw walkthrough, Optimizer Jordan shows you first how to add in a collection section table, and then how to add in a total within your collection section table that pulls together all of your collection section items in one column.

Optimizer Jordan explains how to use Outlaw and FVDA variables in your templates. She demonstrates how to add Outlaw variables and set them to different values, how to create calculated fields using these variables, and how to perform basic calculations like addition, subtraction, multiplication, and division. She also takes you through the process of pulling in FEDA variables and using them in your formulas.

In this webinar replay, Juliette Faraone, Product Owner at Filevine, joined Optimizer Kendall and Founder Troy to take us through Filevine's exciting new feature, AIFields, and offer a live demo of exactly how it works.

AIFields can help your firm summarize and extract key information from documents and other project files so you can save time, do more accurate fact-checking, and refocus your team's energy on more strategic work.

Zac shows you how to generate and save a customer report in QuickBooks Online. This allows you to organize your case costs by client, so you can pull that report whenever you need it and it will reflect accurate data.

Zach explains the QuickBooks Connect integration and how it can streamline case costs and trust transactions. By initiating transactions in QuickBooks, you can have multiple line items for a single check or expense, with each assigned to a different client. He'll demonstrate how to draft a check with multiple line items, show you how the integration ensures that the amounts are properly allocated to specific cases, and how it seamlessly syncs with Filevine for accurate balances.

Zac shows you how to use the QuickBooks Connect Expense Request feature in Filevine, which allows you to choose from 3 different transaction types — check, credit card, or bill — and push expense requests directly into QuickBooks.

In this video walkthrough for contingency firms, CFO Zac explains the QuickBooks Connect feature for case costs. He went through how it works in QuickBooks, how it looks in Filevine, and how client balances are organized in QuickBooks.

In this video, Zac will show you how to use the Trust Check Request feature. It gives Filevine users the ability to draft checks from within Filevine, which are then pushed into QuickBooks Connect to be printed and subsequently mailed out. This method allows for funds to be dispersed directly from your trust funds or settlement funds.

Optimizer Jordan walks you through how to redline, edit, and comment on a document and the notifications that contract users get. Who can suggest, approve, and reject edits? Jordan will take you through some of these document basics.

Optimizer Jordan shows you how to building your Clause Library in Outlaw. In generated documents that you wish to add a clause into, you can start in the title area of the section, add a "/" forward slash (which will activate your clause library), then search the phrase of your clause and hit enter once you find the clause you want to add to your library.

In this Outlaw walkthrough, Optimizer Jordan shows a couple of different ways to use the "preview as" button to see how data is going to be pulled in, and explains how to do it with both Web Flow and PDF.

Optimizer Suzy shows you a Workato automation that can hide or reveal a section in your Filevine project, depending on your needs. It helps keep your projects as simple as possible so they're easy to navigate and use. If you're interested in implementing this, reach out for a consultation with our automation team: https://vineskills.com/get-started

In this demo, Optimizer Suzy shows you how to use Filevine Automations to calculate the statute of limitations (SOL) for a case. The automation automatically calculates the SOL date and updates it in the case summary by inputting the incident date. She explains why the SOL date may be on the 29th instead of the 30th and how we can customize the calculation to fit your practice's needs.

Optimizer Suzy shows you a spreadsheet automation that uses Workato to convert Google Sheets rows into Filevine projects. She built an automation that uses a template folder in Google Drive to house the sheets. The automation process starts by copying the template into a "to run" folder, which is processed and moved to a "completed" folder. If you’re interested in implementing this automation, schedule a time to chat with us here: https://vineskills.com/get-started

In April 2023, Vineskills had our very first team retreat at Strange Farms in Georgia. We had a wonderful time getting to know one another in person and collaborating in work sessions. Of course, we also ate a ton of good food — and did some very bad karaoke. Check out this recap of our week.

[WATCH TIME: 48 MINUTES] In this replay of a past live Free Help Wednesdays, we chatted about how to navigate using the Customs Editor to up your project management game. We went over how to customize project sections by editing, adding, removing, and rearranging fields and covered some of the most common customizations.

In this replay of our September monthly Lead Docket Free Help, we covered about the best practices and the most common mistakes surrounding managing your Lead Docket Chase leads. To sign up for future sessions, visit our Free Help page here: https://vineskills.com/free-help/#ld-free-help

In this video, Vineskills CFO and QuickBooks Connect Lead Zac walks you through an example of an advanced case costs charge from the initial charge, to the Expensify workflow and QuickBooks, and lastly into Filevine.

In this video, Optimizer Jordan explains why your clause template may not be pulling in the right data, shows you how to make sure your template is active and searchable in the clause library. She also demonstrates how to properly insert a clause into your template and troubleshoot issues with connected variables, as well as how to connect your template to Filevine and resolve any missing reference sections.

Optimizer Jordan guides you through the process of generating a document using FVDA. She'll show you how to navigate to a section, choose a template, and customize the file name, as well as how to fill in client information and generate the document.

Optimizer Stephanie shows you how to save emails and documents into a Filevine project, so they're easy to find and always associated with the relevant project, using the Outlook app for your mobile phone.

In this video, Optimizer Kayla takes you through Filevine's new AIFields and shows you how two use case examples — Police Reports and Medical Records Analyses — are reviewed.

[WATCH TIME: 50 MINUTES] In this Free Help Wednesday replay, Optimizers Derek and Jasmine went through all of the basics you need to know about creating Fusion reports in Filevine, as well as general formatting tips, essential formulas, and common pitfalls.

Looking to up your Filevine skills? Optimizer Jen takes you through a brief tutorial on how to access free Filevine training classes through Filevine University.

[WATCH TIME: 48 MINUTES] In this replay of our very first Lead Docket Free Help monthly, we reviewed some of the most common mistakes and misuses of LD. Learn all about the best practices for managing your chase leads, tasks, and more. View upcoming sessions and register to attend here: https://vineskills.com/free-help

Optimizer Stephanie takes you how to use the Outlook add-in for Office.com to save emails and documents into a Filevine project, so that all of the relevant materials for that project are saved in one spot.

[WATCH TIME: 57 MINUTES] With Workato, there are many automation options that can improve your firm’s workflow efficiency and reduce manual work. In this replay of a live Free Help Wednesdays session, we reviewed tips and tricks for automation best practices, including what types of things we can and should we automate and what considerations need to be made in the process.

[WATCH TIME: 35 MINUTES] In this live Free Help session, we reviewed how to set up sections for your litigation files in Filevine, allowing you to categorize files, tasks, events, and other items. Learn about creating sections for pleadings, discovery, court events, and more to help streamline your litigation workflow.

[WATCH TIME: 40 MINUTES] This session covered all the must-know best practices for document management in Filevine. We discussed how to leverage Docs+, and reviewed some helpful key features like document and folder sharing.

Optimizer Jordan shows you how to create custom spacing and indenting, allowing you to separate different elements effectively to get around some of the limitations of indentations in Outlaw and FVDA. By using a shift/enter, you can drop a line to a new level and then use the spacebar to create custom indentation.

Optimizer Stephanie takes you through the steps of using the Outlook add-in for Desktop to save emails and relevant documents into a Filevine project, so that all of the relevant materials for that project are saved in one spot.

[WATCH TIME: 40 MINUTES] In this replay of a live Free Help session, we covered the basics of Filevine DocGens, from creating them to editing and saving, as well as the next steps once a document has been generated.

[WATCH TIME: 42 MINUTES] Optimizers Jasmine and Sarah take you through the basics of Filevine Tags and how to use them as customized filters for notes, tasks, docs, and projects. We also covered how to set up Project Auto-Tags and use the Tag Manager for enhanced uniformity.

[WATCH TIME: 58 MINUTES] In this Free Help Wednesdays session, we went through the basics of customizing your Filevine project sections by editing, adding, removing, and rearranging fields. We chatted about the most common customizations and took viewers through the process of using the Customs Editor to up your project management game.

[WATCH TIME: 45 MINUTES] This live Free Help session covered how to clean up data in Filevine using the Mass Update tool for Admin Users. We also chatted about the best practices of using Contact De-duping to continuously clean up your firm's data in Filevine, ensuring it's always accurate and consistent.

Optimizer Stephanie shows you how to email project documents straight from Filevine by using the Outlook add-in for Office.com.

Optimizer Stephanie shows you how to email project documents straight from Filevine by using the Outlook add-in for Desktop.

This webinar explored how to maximize the use of Lead Docket and leverage it to its full potential, from Lead Docket's most underutilized features to tips and tricks you may not have thought of, a "show and tell" with special guest Joseph Fantini from Rosen Injury Lawers, how to read critical reports and more!