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This week's Tip Tuesday from Optimizer Alex covers how to navigate the 'Use New Project Docs' toggle in your Docs section. Turn it on and you'll get drag-and-drop folder reordering, new columns for filtering by uploader, sender, recipient, tags, and dates, and a clear prompt anytime you move or copy a file. Quick reminder: move cuts the file and relocates it with its metadata intact, while copy duplicates it as a new, independent file.
In this session, we covered practical tips for using Filevine Document Assembly (FVDA), also known as Outlaw, covering document generation, interacting with variables, and regenerating documents with updated data. The training also covered FVDA vs. Report Fusion, master templates, conditional letterheads, and admin tools like Proofing IDs and Secret variables.
Learn how conditional variables in Filevine Document Assembly can change your document's content based on a single field. Switching a case's litigation status automatically rewrites a demand letter from conversational pre-lit language to a formal litigation notice, with no manual editing and no risk of sending the wrong tone. The same logic works across motions, settlement documents, and more.
In this session, we walked through managing tasks and deadlines in Filevine, including taskflows that assign work automatically by project phase and role, deadline chains that recalculate every dependent date when a trial moves, and reminder schedules that keep notifications on track. The training also covered deadline dashboards, dynamic text in tasks, and more.
Optimizer Jess explains how to use Filevine's Customs Editor to pull a deadline due date into a reference field, so your statute of limitations date shows up automatically in your vitals or case summary without any manual entry.
In this replay of a past live Free Help, Optimizers Jasmine Knighton and Lindsey covered a range of broad Filevine topics, from team permissions, to mass updates, project archiving, and the difference between linked and related projects, and more.
Did you know you can give the same person different permissions across different teams in your Filevine org? Someone might be an admin on the teams they work in day-to-day, and only a collaborator on others where they need minimal access. Lindsey Ransford shows you how in this Filevine tip.
In this walkthrough, Optimizer Jordan covers how to add collection section items into Client Portal forms, including form setup, pulling in collections like Insurance, configuring expiration days and auto-tags, using four key toggle controls, and previewing before publishing.
In this replay of a past live Free Help, Optimizers Jasmine Knighten and Suzy Lewis cover the basics of Filevine automations, including when to automate, how to set up PATs and service accounts, building workflows in Workato, and best practices for testing, error handling, and documentation.
Connecting Filevine to Zapier, Workato, or any other automation platform starts with a Personal Access Token, or PAT.
This Tip Tuesday walks through the full setup: activating your integration in the Advanced menu, creating a service account, and generating your token. Keep in mind, you only see the token once, so copy it before you close the window, and be sure to extend the expiration date after you create it so you're not scrambling to renew it every three months.
Insights evolved from hundreds of client engagements where we built custom dashboards and data analysis for legal teams. In this video, Lead Docket and data expert Ivan Rodrigues walks you through our tool, Insights, Vineskills' fully managed BI platform built for Filevine users, showing you how it surfaces only the key data that matters, with zero fluff or unnecessary noise to sort through.
In this replay of a past live Free Help, Optimizers walk through the InfoTrack integration with Filevine, covering court filing, service of process, Docket Sync, automated data extraction, expense tracking, Pacer enhancements, and how to get the integration live in under 10 minutes.
Managing high-volume litigation takes major coordination. InfoTrack makes a lot of that automatic. This Filevine integration pulls litigation service orders directly into each project, so your team can track e-filings, check process serving status, and see exactly where things stand without leaving Filevine.
Filevine Admin Foundations is an expert-led training program from Vineskills that teaches you how to configure and customize Filevine on your own. Through a series of live webinars and a one-on-one strategy session with our team, you'll learn to set up roles, build workflows, configure automations, manage documents, run reports, and handle time and billing, using best practices developed across 1,500+ legal teams. Learn more and sign up.
In this session, finance expert Tyler walked through Filevine's bulk billing functionality, covering invoice statuses, how to use tags to organize invoices by practice area or client preference, project funds settings, and tips for migrating AR balances from QuickBooks Online. The training also covered adding billing contacts, customizing invoice emails, and using merge fields in invoice templates.
Generating invoices in bulk is fast in Filevine. Keeping track of which projects have been invoiced and which haven't is where things slow down. Tags on the Unbilled and Invoices tabs let you group, filter, and organize projects through the batch billing process so nothing slips through.
In this replay of a past live Free Help, Optimizer Toni Allison walked through Filevine's Customs Editor, covering how to access and navigate the tool, manage templates and sections, build fields and widgets, set up contingency logic, configure vitals and phases, and pre-build document folder structures for new projects.
Did you know you can build one Filevine report and share it with your whole team without everyone seeing each other's cases? Using the "is me" criteria under Project Team in the Report Builder, the report dynamically filters to each person's own cases when they view it. No duplicate reports, no manual updates.
New to Domo? This quick intro from Optimizer Ivan breaks down the three core components you need to know: Dashboards, Data, and Admin. You'll learn how dashboards are organized, where your underlying data lives, how datasets connect to your visualizations, and what ETL/data flows do behind the scenes. This overview is perfect for anyone just getting started with Domo or trying to get their bearings before diving deeper.
Did you know you can format text in your instruction fields right inside the Customs Editor? Use single underscores for italic, double for bold, and triple for bold italic, perfect for calling out deadlines, flagging required fields, or breaking up long instructions so your staff can scan them quickly.
In this session, finance expert Kari highlighted financial best practices and recent Filevine updates to streamline billing and reporting, including the new billing discounts feature which allows you to apply percentage or flat-rate discounts to invoices, and explained the necessary template adjustments. The training also covered expense management/Ramp, three-way reconciliation, KPI analysis, and more.
Streamline your billing workflow with these brand-new Filevine invoicing updates from Finance Expert Kari Matthews. In this quick tip, you'll learn how to:
- Apply discounts by percentage or dollar amount directly on invoices
- Open a client payment link straight from the invoice screen to take payments over the phone
- Generate updated invoice PDFs with the right merge codes so nothing gets missed
Running into issues when merging contacts in your client portal? This troubleshooting tip from Optimizer Jordan explains why, and how to avoid it. When contacts are already linked to a client portal, merging them afterward can cause conflicts that prevent you from combining or overwriting them. Once invite information is tied to a portal, the email or phone number associated with it cannot be changed. The fix is simple: be sure to merge your contacts before inviting them to the client portal.
Optimizer Jordan offers a walkthrough of the Client Portal Management Bulk Invites feature. Learn how to review batch history, edit draft batches, view invite status details, and export results. She also shows how to create an invite by setting badge name, project name, or project type, selecting phases and contact types, adding optional tags and criteria, choosing a default or field-based language, and setting the contact method priority.
In this Free Help replay, Optimizers Shannon and Jasmine focused on best practices for productivity in Filevine, from internal communication to streamlining workflows with the activity feed and task management. Learn about using project teams, roles, and automated document filing, as well as advanced tools like auto-scheduled reporting, custom email templates, and the Outlook add-in to improve efficiency and data management.
Prevent key info from getting buried and keep your team aligned with these Filevine productivity tips from Optimizer Shannon Wong. Learn how you can create notes, tasks, calls, and messages from anywhere in the main feed (without needing to be inside a specific project) + pin important notes to the top of a project so they stay visible to your entire team.
Discover how to automate your law firm's workflow using the Filevine Zapier connector to streamline repetitive tasks and improve project management, in this Free Help replay. This session provides a step-by-step walkthrough for building an automation that unassigns project tasks when a project is archived, ensuring clean user feeds while preserving all note data. Learn advanced techniques including custom API requests, filtering, and looping to connect Filevine with over 9,000 other platforms.
Optimizer Jordan explores the Invite Insights report in the Client Portal. Learn how to see the invite date, accepted date, and last access, plus cases like invited but not logged in. She shows how to use filters and columns, including failure reasons and invite type, and how to export to CSV, as well as how to resend invites for eligible rows, and note statuses like queued, sending, failed to send, revoked, archived, and recently sent.
Join Filevine expert Anna Barnes for this general AMA Free Help replay. This open Q&A session focused on tasks like updating DocGen templates, managing project notifications, and applying payments to invoices. We also discussed strategies for project cleanup, archiving projects and advanced admin tools, including mass updates for reassigning large groups of projects, and methods for reporting on expenses by grouping data by vendor.
Did you know you can log activity in Filevine without ever leaving the project you're working in? Optimizer Anna Barnes breaks down the Create Activity toolbar button, a small feature that makes a big difference when you're juggling multiple cases and need to quickly log a call, note, or task to another project on the fly.
In this replay of a live Free Help session, expert Olivia Killmer provided a comprehensive overview of Lead Docket, with a focus on automations. She demoed advanced features such as automation rules that help eliminate manual intake tasks, creating client-facing lead forms, managing user licenses, setting required fields to improve data integrity, and using referral dashboards.
Optimizer Jordan demos how to set up auto-invites for your organization in the Client Portal Manager. Learn how to invite the primary contact based on project creation or phase change, setting up invite exclusions based on age and language preferences, and configuring the contact methods for sending invites.
Add or update users in Lead Docket with confidence in this quick walkthrough from Olivia Killmer, ahead of tomorrow’s Free Help session about all things LD. Learn the difference between licensed and non-licensed users, how to assign roles, and how to manage access, all from the Users section.
In this Free Help replay, expert Colby walked through the technical setup of Domo and Periscope for data visualization within Filevine. He showed a step-by-step walkthrough of how to set up an AWS S3 bucket to serve as a data intermediary, how to configure a Filevine report for export, and how to connect that data source to Domo. He also offered some tips for dashboard management, using page-level filters, and setting up personalized data permissions (PDP) for specific users.
Connecting Filevine to Domo starts with your S3 bucket. In this quick tip, expert Colby Harris breaks down the key requirements for setting up the Domo S3 connector, including where to find your access key, secret key, bucket name, and region.
In this Free Help replay, we covered the Filevine basics that every user should know, from essential features like navigation, mailroom management, and registering firm-wide texting numbers. Learn about integrating external calendars with Filevine, managing various deadline types, and setting up recurring tasks. You'll also learn how to troubleshoot, use AI to summarize project emails, and even add some personality to your feed with custom formatting and emojis.
In this Free Help session, Optimizer Attorney Trent demoed some of the ways legal teams can streamline their workflows in Filevine using Workato. He walked through some practical automations, such as auto-populating contact cards during project creation, calculating statute of limitations dates that account for weekends, and automatically triggering phase changes.
Did you know that with a simple Workato-powered automation, adding a team to a Filevine case can automatically assign roles and populate contact cards in your Case Summary? Optimizer and Attorney Trent Turner demos how to do it.
In this replay of a past live Free Help session, Optimizers Stacy and Jasmine walk through practical strategies for organizing and managing documents in Filevine, from building consistent project folder templates to using auto-mapping and tagging for cleaner workflows. They also demonstrate the new Project Documents List View, collaboration best practices, and tools for editing, combining, and Bates stamping files.
Did you know that when you code a DocGen in Filevine, you can automatically generate the title of your document? Optimizer Sarah Nealy shows you how to do it in this brief tip.
In this replay of a past live Free Help, Vineskills experts Stacy and Jasmine did a deep dive into the features and functionality of Filevine's Customs Editor. Tune in to learn how to edit sections, use reference fields, set up widgets, manage phases and folders, and more.
Automatically show the total monetary amount at the top of a Collection Section in Filevine with this quick adjustment in the Customs Editor. Filevine expert Andrea Caceres-Alarcon shows you how.
Paralegals and case managers: Get organized in Filevine so you can spend less time searching and more time moving cases forward. In this Free Help replay, former paralegal Libby Wilmore offers some tips on how to use Filevine more effectively in your day-to-day work, from the task feed to documents, internal communication, related projects, tagging, the new AI features available through LOIS, and more.
In this replay of a past live Free Help, Optimizers Syd and Jasmine went through an overview of Filevine cleanup best practices, focusing on mass updates, mass permissions, contact merging, and some tips for preventing duplicate contacts.
Avoiding duplicate contacts in your cases keeps your data clean, reduces confusion, and saves your team valuable time. In this quick tip, Optimizer Syd Connelly shows you how to use Person Fields in Filevine to avoid duplication and ensure that only the right people are entered into specific fields.
Ivan gives a quick demo of the Benchmark Dashboard, part of in the new Vineskills Insights platform. The Benchmark Dashboard shows you how well your team is using Filevine. It highlights key engagement signals, including overall usage, AI adoption, and document generation activity, and helps surface where your users are most active (and where there’s room to improve).
Learn how to sync QuickBooks trust balances in real time, so your legal team can see updates without needing QuickBooks access. Zac shows the trust accounting feature in our QuickBooks integration with Filevine. He demos how transactions impact trust balances and how to generate detailed reports for better visibility. Be sure to double-check that any deposits or disbursements are properly associated with the corresponding Filevine project to maintain accurate records.
Zac shows off the QB Accounting tab, or QuickBooks Balances feature, designed for firms with strong accounting departments and high case costs. It allows real-time tracking of case costs associated with Filevine projects, including a detailed report of itemized expenses without requiring QuickBooks access. He also discusses how to integrate with a range of tools, like Bill.com, Ramp, and Expensify, for more efficient expense management.
In this video, Zac discusses the best practices for managing trust accounting within Filevine, specifically through the Project Funds feature. He shows how to record deposits and disbursements, ensuring that all transactions sync seamlessly with QuickBooks. If you're managing multiple trust accounts, be sure to use the settings to target the correct account for each project.
Using project-level hashtags in the Vitals section can help you identify high-level alerts and easily sort through or filter projects in the project hub of Filevine. Optimizer Bonnie Robinson shows you how.
In this replay of a past Live Free Help Session, Optimizer Shadae walks through how to ensure a seamless, automated handoff when a potential client is signed up in Lead Docket and pushed into Filevine. The session focuses on making sure your data maps correctly and consistently, so nothing breaks, duplicates, or gets missed once a lead becomes a case.
When pushing a case from Lead Docket into Filevine, you can customize your project name before it even appears in Filevine—perfect for teams with specific naming conventions. Optimizer Shadae Pete breaks it down in this quick tip.
In this replay of a past live Free Help, Optimizers Jasmine and Derek covered the basics of reporting in Filevine, including accessing the Report Builder, creating a new Report, setting up your columns (datapoints), and filtering based on specific criteria. We also reviewed how to save and share reports, customize your report templates, and more.
In this replay of a past live Free Help session, Optimizers Jasmine and former immigration paralegal Jess demoed the basics of using Filevine's ImmigrationAI. We covered how to create a filing, tips for document intake, form selection, setting up questionnaires and form bundles, how to get case status updates, and more, as well as some FAQs.
Keep your Filevine ImmigrationAI filings organized with this quick tip from former immigration paralegal Jessica Chavez. Sign up to join her in our live Free Help session tomorrow for a deep dive into all things ImmigrationAI: https://vineskills.com/free-help
Optimizer Erica demos how to use a new feature in Vinesign called Smart Assistant Web Forms, which allows your clients to quickly pre-fill information in documents they need to sign. Smart Assistant Web Forms streamline the data entry process for clients, making it easier and faster to complete forms. You can enable this feature at the org level for all templates, at the template level for specific document types, or at the individual document level.
In this Free Help replay, Optimizers Zoe and Jasmine went through how to connect Filevine data to Domo, from how to create a report in Filevine, connecting to Amazon Web Services (AWS), to connecting AWS to Domo. We also delved into some general tips, including how to use dashboard filters and drill paths.
Optimizer Shannon Wong demos a quick tip on how to customize the order of columns in your report, making it easier to view related info together, and how to pin or hide columns for a more streamlined reporting experience.
In this replay of a past live Free Help, Optimizers Jacky and Jasmine went through everything you need to know about the Time and Billing feature in Filevine. Tune in to learn all about the set-up process (including rates, how to apply a rate to a project, invoice templates, and settings), plus time tracking and entries, and the billing workflow.
In this replay of a past live Free Help, Optimizers Jasmine and Danger went over some key tips and audience questions for using Filevine, including text formatting options, recent updates to the Activity Feed, expanded Vitals and reference fields, DocGens, and more.
Did you know you can format text in Filevine projects, including bolding, italicizing, hyperlinks, and more? Optimizer Danger Milanes Ruiz shows you how. Here is the accompanying syntax guide he's referencing: https://support.filevine.com/hc/en-us/articles/360004151232-Format-Items-and-Instructions
In this Free Help replay, we went over File Fusions, a fairly advanced tool that allows users to combine multiple reports into a single document using an Excel or Word template. Fusions are typically used for documents like settlement statements, demand letters, or KPI fusions. Anna demos how to create a simple settlement statement fusion using Excel and how to pull in static project information, as well as collection reports for items like medical bills, liens, and expenses.
In this Free Help replay, Optimizers Bonnie and Jasmine covered the key tips you should know for better managing Filevine's feed, calendars, and tasks, so you're always on top of what's happening with your cases and in the know about important details.
Filevine’s latest task updates make managing your workload easier than ever. Join Optimizer Bonnie as she walks through the new quick filter options that help you instantly view tasks due today, in the next week, and more.
In this Free Help replay, Optimizers Zoe and Jasmine demo how to connect data from reports in Filevine to Domo and guide you through the full setup process, including configuring everything on the backend of Domo. Get more help using Periscope/Domo with the expert team at Vineskills: https://vineskills.com/periscope
Optimizer Erica walks you through two methods for mapping a Lead Docket field to a corresponding field in Filevine. She demos how to map a new custom field directly in the advanced properties section, which is a big time saver that reduces manual work.
In this Free Help replay, Optimizers Syd and Jasmine took us back to Filevine basics. From setup essentials to using the feed, filtering through your project hub, managing tasks, and beyond, this is a great session to tune into if you're just starting out with Filevine—or need a refresher on the key concepts.
As you may have noticed, Filevine recently made some significant updates to the Activity Feed. In this brief tip, Vineskills Optimizer Syd Connelly demos some of the new features and functionalities of the Activity Feed.
In this replay of a past live Free Help, Optimizers Jordan and Jasmine went through key topics around Filevine Document Assembly (FVDA). Jordan introduced the new add-on ContractsAI feature, which allows you to set up AI prompts that extract key data and pull those values into your documents. She also went over some less commonly used tools under the "Add a new section" menu, like the "repeaters."
Ahead of tomorrow's live Free Help about all things FVDA, Optimizer Jordan quickly demos Filevine's new ContractsAI, allowing you to use AI-extracted variables for your documents by customizing prompts. Sign up to attend the session live: https://vineskills.com/free-help
In this Free Help replay, Optimizers Jasmine and Hillary answered some Filevine FAQs, including where to find new release announcements and join beta testing, how to access an audit log of user activity within a project, tips on running reports and doing a Mass Update, and more. Sign up to join the next session and ask your questions to our experts live: https://vineskills.com/free-help
Sharing our Vineskills Operating System (VOS) template including a generic version so any other Filevine organizations can use it as a starting point for all things HR and onboarding. Contact us to get a copy of our template.
In this quick tip, Optimizer Anna Barnes gives a sneak peek of what’s coming in tomorrow’s Free Help Wednesdays, all about Filevine Fusions. She demos how Fusions let you combine multiple reports into one clear, comprehensive view, perfect for KPIs, settlement statements, and more.
Opportunities in Lead Docket are new leads coming in from various sources: website forms, chatbots, or even weekend phone calls. Lead Docket Optimizer Erica dives into the topic of opportunities—when should you disregard them, and when should you take action?
Learn more best practices in The Lead Docket Book: https://vineskills.com/lead-docket-book
In this Free Help replay, Optimizer and Attorney Angie Zimmer shares practical insights on how attorneys can maximize their use of Filevine to boost efficiency and streamline daily workflows. She highlights key best practices such as tracking case activity and managing notifications, leveraging the Outlook Add-In for seamless communication, and organizing work through the Project Hub. Sign up to get the Zoom link to attend the next Free Help live: https://vineskills.com/free-help
Attorneys — here's a quick pointer on how to easily navigate your Filevine Project Hub to find the case details you need, from Optimizer and attorney Angie Zimmer. Join our live Free Help session tomorrow to uncover more practical tips for attorneys using Filevine: https://vineskills.com/free-help
In this replay of a past live Free Help Wednesdays, Optimizers Jasmine and Hillary dived into the basics of Filevine reporting. They reviewed what types of reports you can generate and some of the most common use cases, how to set up criteria, as well as how to save, export, and share your reports.
How can you quickly analyze the workload of your attorneys? Hillary Forshay shows how to run a high-level report in Filevine to identify who might need new cases assigned to them. We'll be doing a deep dive into Filevine reports this week in our live Free Help Wednesdays session tomorrow! Sign up to get the Zoom link to join: https://vineskills.com/free-help
Taskflows and deadline chains in Filevine can help your firm simplify project management, automate workflows, and ensure nothing falls through the cracks. In this replay of a past live Free Help Wednesdays, Optimizer Jasmine showed off some of key best practices and tips to keep in mind. Sign up to get the Zoom link to attend upcoming Free Help sessions: https://vineskills.com/free-help
In this quick Tip Tuesday, Optimizer Sarah shows how to leverage grouping in Filevine Deadline Chains. She demos how completing any of the items in a group can satisfy the overall deadline, specifically in the context of filing a suit and the subsequent tasks. Join our live Free Help session tomorrow for a deep dive into all things Deadline Chains: https://vineskills.com/free-help
In this replay of a past live Free Help session, Optimizers Amanda and Jasmined showed off some tips and best practices for managing your firm's documents more effectively inside of Filevine. They went over the key features you need to know in Docs+, as well as document and folder sharing, settings in Customs Editor that auto-sort uploaded documents into specific folders, and more.
In this Tip Tuesday, Optimizer Amanda shares a quick tip on how to automatically store documents in specific folders based on your file upload fields using the Customs Editor. This small tweak can help your firm streamline the document management process significantly! Learn more about Filevine document management best practices in our live Free Help session tomorrow: https://vineskills.com/free-help
In this Free Help replay, Optimizer Jasmine and Chief Operating Officer Nikki Landrio showed how litigation firms can use Sections in Filevine to streamline workflows and ensure that nothing falls through the cracks, allowing you to categorize files, tasks, events, and other items to keep everything organized logically. Tune in to learn how to create Sections for pleadings, discovery, court events, and more.
In this tip for litigation firms, Nikki Landrio shows how to use deadline chains to automatically populate your suit filed done date—just enter the completed date, and Filevine does the rest! Learn more in tomorrow's live Free Help Wednesdays, where we’ll dive deeper into how sections can streamline your litigation workflows and ensure nothing slips through the cracks. Sign up here: https://vineskills.com/free-help
In this Free Help replay, Optimizers Lindsey and Jasmine reviewed the basics of the Customs Editor on Filevine's backend and showed how to use it to customize the front-end experience for your users, from creating and editing your Sections, to adding fields and widgets, and more. Join the next live Free Help session: https://vineskills.com/free-help
Quick tip from Vineskills Optimizer Lindsey Ransford—did you know you can customize wording on the front end of a project in Filevine? Here's how. Join our live weekly Free Help session tomorrow to learn more and ask our experts your questions in real time: https://vineskills.com/free-help
If you're a paralegal or case manager using Filevine, you won't want to miss this one. In this Free Help replay, Optimizers Jasmine and Jacky discussed some of the best practices for using it for maximum efficiency in your role, from general tips on navigating Filevine faster and surfacing the key information you need, to reporting and beyond.
Join the journey of what happened when the Vineskills team came together for our April 2024 retreat in L.A. Learn more about what it's like working at Vineskills and view our open roles: https://vineskills.com/careers
Lead Docket recently introduced a new and improved Leads Report tool, which will replace the legacy reports by October 2025. All firms will need to transition their Scheduled Reports to this updated version. Optimizer Ivan walks you through the transition from the old reports tool to the new, more powerful reports tool in Lead Docket. He provides a step-by-step guide on how to recreate your reports, including managing columns and filters.
Ask us anything! In this replay of a live Free Help session, Optimizers Kayla and Jasmine went over some new features from Filevine, like the Doc Utility app, some common questions about Reports, how to edit Vitals for your org, and more. Sign up to join the next session and ask our experts your Filevine questions live: https://vineskills.com/free-help
Ahead of our live Filevine Free Help session tomorrow, Optimizer Kayla shows you how to get started with Filevine's new Dock Utility app. It allows you to open and edit documents in native programs like Microsoft Word or Excel, with all changes automatically syncing back into Filevine. Sign up to join the live Free Help session over Zoom: https://vineskills.com/free-help
In this replay of a past live Free Help, Optimizers Libby and Jasmine went over the basics of creating DocGens in Filevine, including how to edit and save your documents, share them, and code them on the back end. Join our next weekly Free Help Wednesdays session: https://vineskills.com/free-help
[WATCH TIME: 57 MINUTES] In this replay of a past live Free Help, Optimizers Jess Chavez (a former paralegal in immigration law) and Jasmine Knighten reviewed the best practices for using Filevine's ImmigrationAI tool. They discussed how to create a filing, share questionnaires with clients, and sync data with the Filevine project, along with some tips, tricks, and common errors that users make when trying to fill out immigration forms.
Tired of manually tracking USCIS case status updates? In this week’s Tip Tuesday, Optimizer Jessica Chavez walks you through how to automatically post case status updates into your Filevine project activity feed using ImmigrationAI. Join us for a whole hour-long session about all things ImmigrationAI in this week's Free Help Wednesdays—sign up to get the Zoom link to attend live: https://vineskills.com/free-help
[WATCH TIME: 50 MINUTES] Are you interested in exploring Filevine’s new AI suite tools but not sure where to start? In this replay of a past live Free Help, we went through a full training session with our experts on all things Filevine AI, including step-by-step demos showing each tool in action.
Optimizer Jordan walks through the new Document page within the Client Portal, showing how your firm's clients can easily upload documents or send them through existing messages. She demos how clients can select a document type, attach a message, and send it to your law firm (with everything time and date stamped for easy reference). She also shows how clients can reply to messages and attach documents, which will also appear in the document section.
Optimizer Jordan shows you how to set up effective intake forms within Filevine's Client Portal Manager, specifically for personal injury projects. She shows how to add fields (such as the date of intake and incident type), customize the layout, set expiration dates for forms, and tailor the messages that your clients receive.
In this replay of a past live Free Help, Optimizers Eylen and Jasmine covered the basics of cleaning up contact data in Filevine. They offered tips on using the Mass Update tool and contact de-duping to reduce duplicate contacts. Join the next live Free Help session by signing up to get the Zoom link: https://vineskills.com/free-help
Optimizer Jordan shows how to set up various display options within Filevine's Client Portal. She goes over the steps needed to customize the client view, including uploading logos, selecting header colors, and displaying project information.
In this Filevine Client Portal walkthrough, Optimizer Jordan demonstrates how your firm can view and respond to client messages, including the ability to send attachments and add internal tags for organization. It's important to note that while clients can see the messages and attachments, internal tags are for your team's use only. Learn more here: https://support.filevine.com/hc/en-us/articles/28865773457563-Client-Portal-by-Filevine
Timelines in Filevine's Client Portal help keep your clients up-to-date with the latest updates and progress in their case. Optimizer Jordan demos how to create Timelines from existing templates or start from scratch. Note that you'll need to have at least one timeline activated for the Client Portal to function properly. She also shows how to customize Timelines for different case types, such as personal injury or motor vehicle accidents.
In this video, Optimizer Jordan demonstrates how to invite clients on a case-by-case basis; you can toggle the portal on or off for each case. She also shows how to troubleshoot some common errors. Before inviting clients, you'll want to be sure to check the timeline settings.
Optimizer Jordan offers a walkthrough of what your clients receive and how they interact with messages from your law firm with Filevine's Client Portal. She shows what the notifications look like in their email, as well as how they can access the Message Center within the portal.
If your firm is using Filevine's Client Portal, we recommend turning on immediate notifications for client responses to ensure that you don't miss a message. Optimizer Jordan shows how to set up immediate notifications and demos the steps required to access notification settings and toggle on alerts for incoming messages.
Optimizer Jordan explains the Client Portal's communications setup, including notifications, automated messages, and language support. She also explores how you can customize messages for initial invites, project updates, and new messages to clients to ensure that they receive timely information from your firm.
In this video, Optimizer Jordan shows what it looks like for your clients when they first set up Filevine's Client Portal. They'll receive an email invitation and a confirmation code and can easily install the Portal to receive communications and updates from your firm.
[WATCH TIME: 24 MINUTES] In this replay of our July edition of Lead Docket Free Help, our experts Ivan and Eydi went over the basics of how leads are pushed from Lead Docket into Filevine, how phase mapping works, plus some of the most common Lead Docket integrations using webhooks. Sign up to get the Zoom link for next month's Lead Docket Free Help: https://vineskills.com/free-help/#lead-docket-sign-up
Optimizer Jordan demonstrates how to stay organized and quickly identify source documents by using auto-hashtags in the Client Portal. This feature is especially helpful for managing documents submitted by clients. Once set up, any documents uploaded by you or your clients will automatically be tagged with your chosen labels, making them easier to locate and manage.
Optimizer Jordan walks through Filevine's Client Portal Manager, specifically focusing on how to set up and view reports. Learn about the different types of data available, including total invites, portal logins, and client messages.
Optimizer Eylen offers a quick tip on how to easily clean up duplicate contacts in Filevine for better data consistency. Join us for a whole hour-long session about all things Filevine data cleanup in this week's Free Help Wednesdays—sign up to get the Zoom link to attend live: https://vineskills.com/free-help
Optimizer Jordan walks through the steps required to activate Filevine's Client Portal in your organization, how to set up necessary user permissions, and how to access the Client Portal Manager. If you do not see a Client Portal user (under "Members"), contact your Filevine account manager or managed services partner to get it set up.
Optimizer Jordan shows how to check the delivery status of messages sent to your clients through the Client Portal in Filevine. You'll learn how to send a message, understand what different statuses mean—pending, delivered, and read—and how to navigate client responses.
[WATCH TIME: 42 MINUTES] In this replay of a past live Free Help, accountant-by-trade Kari delved into the essentials of Time and Billing in Filevine, including some of the newest features, best practices to keep in mind, and how to simplify your process with Finance Connect. Get help with your firm's accounting and bookkeeping with the team at Finance Skills: https://financeskills.com/
Optimizer Jordan shows a brief demo of Outlaw's new indent feature, which allows you to use first-line indents and hanging indents. She also explores how to adjust the indentation levels and even override the default settings for more advanced customization.
[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 Finance 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 Online 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 QuickBooks Connect. 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 Finance 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 Finance Connect: 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: 45 MINUTES] In this replay of a past live Free Help Wednesdays session, Optimizers Jasmine and Jordan went over the basics of Filevine Document Assembly (FVDA) for front-end users and reviewed how Admin users can set up templates on the backend.
[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.