Filevine’s Training Team leads live trainings—view topics and sign up for an upcoming live training using the registration links.
You can also view recorded training videos. Click on either Basics or Advanced below to view the list of recorded training topics.
Live Training Registration
Register to attend a live training. Live trainings for different topics recur on a monthly basis. Click the registration link for a training and then choose your session time from the dropdown.
|
LOIS Join members of Filevine for a live walkthrough of all things LOIS. This 30-minute session is perfect for current users and non-users alike who want to start learning about how to get the most out of LOIS, Filevine's Legal Operating Intelligence System. We’ll cover key capabilities, real-world use cases, and how AI-powered features can streamline your workflows. |
First Fridays, 10:00 AM MST |
|
Depositions by Filevine In this one-hour session, you’ll be guided through a full Depositions by Filevine (DBF) and Depo CoPilot (DCP) overview, including best practices and practical tips on how to use these tools effectively in real-world workflows. |
Second Fridays, 10:00 AM MST |
|
MedChron by Filevine A focused, 30-minute session for existing users, covering activation and a full walkthrough of MedChron by Filevine. |
Third Fridays, 10:00 AM MST |
Filevine Basics and Fundamentals
Watch training videos that cover the foundational or basic tools of Filevine. These training videos are accessible for all Filevine users, and do not require access to advanced tools or Admin permissions.
| Video | Approx. Time | Topic Description |
| Global Navigation | 20 minutes | A walkthrough of Filevine top navigation and main menu options. Learn about the user feed, task page, mailroom, and more |
| Internal Communication | 40 minutes | Best practices for the user feed, notes, tasks, phone call logs, and Sidebar chat |
| External Communication | 45 minutes | Best practices for the Client Portal, the Outlook Add-in, email association, and SMS messaging |
| Client Portal | 20 minutes | How to setup the Client Portal, including set up and inviting, messaging and document sharing, and more |
| Document Management | 55 minutes | Overview of built-in and Docs+ document features and capabilities |
| Deadline and Calendar Management | 35 minutes | How to use Filevine's deadline management tools, including deadline fields, deadline chains, the built-in Deadlines section and deadline reminders |
| Time Tracking | 15 minutes | How to create and manage billing time entries across different areas of Filevine |
| Introduction to Reporting | 45 minutes | How to view, manage, and share Saved Reports, and how to use the Report Builder to get the most out of your Filevine data |
Filevine Advanced Tools
Watch existing training videos that cover the advanced components of Filevine. All of the below features require access to be granted prior to use.
| Video | Approx. Time | Topic Description |
| Customs Editor | 50 minutes | How to use the components of Customs Editor to curate the view and operation of a project template including sections, fields, vitals, phases and folder structure |
| Contact Management | 30 minutes | How to use the components of Contact Setup to curate the view and operation of a contact template including types, labels, and custom details |
| Advanced Billing | 40 minutes | Set up, optimize, and streamline your end-to-end billing process. |
| Roles and Taskflows | 15 minutes | How to create automatically assigned tasks, dependent on either a phase change or action button |
| Deadline Chains | 15 minutes | |
| Document Generation | 40 minutes | How to create general document templates to be generated within a Filevine project |
| Introduction to Outlaw & FVDA Template Builder | 60 minutes | How to use Filevine Document Assembly (FVDA) through Outlaw to build and edit templates for a faster, smoother document drafting process. The FVDA Template Builder requires the purchase of Outlaw. |
| Advanced Outlaw & FVDA Template Builder | 40 minutes | Best practices for the template builder within Outlaw, including sections available in templates, complex conditioning, and teams. The FVDA Template Builder requires the purchase of Outlaw. |
| Advanced Reporting | 45 minutes | Best practices for the report builder, handling report exports, and collection section reporting |
| Report Fusion Builder | 60 minutes | How to create and build an Excel or Word Fusion template |
| Additional Advanced Tools | 30 minutes | Brief overview of the following tools: Auto-tags, fax usage, mass DocGen, mass permissions, mass updates, org phone numbers, tag manager, and undelete |
Filevine AI Tools
Watch training videos that cover the Filevine AI features.
| Video | Approx. Time | Topic Description |
| FilevineAI | 40 minutes | Increase productivity and save time and money, all while keeping your information safe with the Filevine security you know and love. This training covers Chat With Your Case, Doc Review, AI Fields, Data Mapping and ValidationAI. |
| Med Chron by Filevine | 10 minutes |
Use Filevine's newest AI tool to transform complex medical records into crystal-clear legal narratives—instantly! MedChron replaces tedious, manual workflows with instant, court-ready results. |
Comments
0 comments
Article is closed for comments.