Free Help Wednesdays

Every Wednesday at 11 AM PT |12 PM MT|1 PM CT | 2 PM ET, our experts take you through best practices, demo exactly how we solved client problems, and answer your questions live.

GET HELP USING FILEVINE
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Sign up for Free Help

We’d love to see you at our weekly Free Help for Filevine users, live on Zoom. Sign up to be notified about upcoming sessions and get the link to join.

Upcoming Free Help topics

Wednesdays at 11 AM PT |12 PM MT|1 PM CT|2 PM ET

Deadline chains and taskflows

NOVEMBER 4

Learn how to best use deadline chains and task flows in Filevine to simplify your firm’s workflows. We’ll cover the basics of using deadline chains and task flows as a front-end user and how to set them up as an Admin.


Filevine feed, task management and calendaring

NOVEMBER 18

In this live Free Help, our experts will take you through some tried-and-true strategies for best managing your feed and tasks in Filevine in order to improve effectiveness and efficiency.


DECEMBER 2

In this session, we will dive into Lead Docket, tips, tricks and more to maximize your usage and get the most out of your marketing and intake efforts.

Lead Docket


Litigation best practices

DECEMBER 9

Streamline your litigation workflow and ensure nothing falls through the cracks. We’ll show you how to set up sections for your litigation files in Filevine, allowing you to categorize files, tasks, events, and other items to keep everything organized logically. We’ll demo how to create sections for pleadings, discovery, court events, and more.

Need more Filevine help?

We’d love to help you with Filevine or related tools. Get in touch with us to find out more.