• 10/1/26

Free Help Wednesdays: Filevine Basics for Paralegals (A Day in the Life)

In this Free Help replay, Optimizer Toni walked through a day in the life of a paralegal in Filevine, covering how to customize your workspace, manage the activity feed and task hub, track time with the billing timer, and sync your calendar. The training also covered the mail room, project naming best practices, reporting tools, and more.

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#TipTuesday: Personalize Your Top Four Shortcuts in Filevine