Introduction
Filevine is a case and practice management system for the modern legal practice. Filevine marries the ease and comfort of a social media-like interface with powerful reporting, analytics and configurability into a powerful, cloud-based system of communication and responsibility for the realities of today’s legal practice. We are happy that you have made the decision to become a Filevine User. We will be able to do great things by working together. Your training with Filevine starts here. Let's get started.
Class 1 (Projects: Custom Tabs)
Understanding Filevine starts out by thinking of organizing information into projects. They are the hubs around which data is tracked and collaboration happens. For law firms, projects are used for their clients’ cases. Each case has its own project. These videos will walk you through both the basics and how to create a project.
Creating a Project (Once you have watched this one, create a project in Filevine so that you can follow along with the other videos)
In Filevine you can create a Project Template which will determine the layout of the projects created within that template. These project templates can be customized by changing the phases associated and the vitals that appear but most of the customization is done by changing the tabs included in the project and the layout of those tabs. It is in these tabs that all the work on a project is done so it is important to know how they work.
Tabs can be separated into two categories, Custom Tabs and Non-Custom Tabs. Custom Tabs, as the name implies, can be customized to fit the needs of the user. These tabs are essentially collections of data fields, organized in a way to make the data meaningful. These videos will explain more about Custom Tabs and the type of data fields they can contain.
Field Types – Part 1 (Plain Text, URL, Sub-Section Header, Instructions)
Field Types – Part 2 (Deadlines w/ Reminders, Dates, Amounts)
Field Types – Part 3 (Person Fields, File Attachment Fields)
Field Types – Part 4 (Incident Date, Case Number, Yes/No, Dropdown)
Field Types – Part 5 (Doc Gen Fields)
Class 2 (Projects: Non-Custom Tabs)
Non-Custom Tabs cannot be customized but can be added to a Project Template where needed. These tabs have specific functions designed to help with the organization and collaboration on projects. These videos will explain the function of these tabs.
The Activity Tab *This tab must be included on all projects
Class 3: (Project Features)
There are only a handful of other features we need to cover in order fully understand how a project works. With the exception of the Vitals and Phases, these features cannot be customized and automatically included on every project. These videos will explain how they work.
Phases and Archived Phase
Generate a Text Number Within a Project
Send a Text from a Project Page
Class 4: (General Filevine Features)
Now that you have a comprehensive understanding of Projects, we will cover the core features of Filevine that help us organize, manipulate and manage projects and the work we have to do within them.
You should now have enough knowledge about Filevine to be an effective user of the system. For additional information on how you can take control of Filevine and configure it exactly how you want, visit our Advanced articles. They will go through all the advanced features that will take you to the next level of productivity and efficiency.
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