Training Registration and Recordings

Filevine Basics for LOIS-Only Customers

New to Filevine through LOIS? This session will get you comfortable with the platform so you can put LOIS’s AI features to work right away.

Our Implementation consultants will walk you through the essentials: how to log in, how to add users to your account, and how to start engaging with Filevine. By the end, you’ll have the foundation you need to get started.

We require this session before booking your LOIS Implementation call to ensure the most success.

LOIS + MedChron

Join our Filevine Implementation team for weekly LOIS Expert training. Ideal for those eager to onboard, new team members, and admins looking to stay up to date on feature releases. This session includes live Q&A throughout.

LOIS Console

Take complete control of your operations with our comprehensive LOIS Console masterclass. This hands-on session empowers users to go beyond basic queries.

We’ll teach you how to architect tailored skills, refine prompting techniques for maximum precision, and seamlessly trigger intelligent workflows across your firm's data. Plus, bring your real-world use cases to our live Q&A segment for instant expert feedback.

LOIS for Word – Drafting

Join our weekly, live cohort training to learn how LOIS for Word seamlessly transforms your Filevine case data into polished drafts of crucial documents.

Skills & Workflows

Get the most out of LOIS Console by learning how to build skills and workflows that fit the way your firm works. In this 45-minute session, our Implementations consultants will walk you through the approaches they use with customers every day, sharing practical best practices to help you build with confidence and avoid common pitfalls.

You’ll learn:

• how to design skills and workflows that are clear, reliable, and easy to maintain
• best practices our Implementations consultants have learned from real customer rollouts
• tips for getting consistent, high-quality results from what you build
• ways to set your team up to adopt and scale what you create

MedChron by Filevine

Designed exclusively for current users, this interactive session offers an end-to-end deep dive into MedChron by Filevine. We will guide you through seamless account activation and a comprehensive walkthrough of core workflows to ensure your team is maximizing efficiency.

Plus, this dynamic training keeps you ahead of the curve with live demos and updates on brand-new feature releases, giving you the tools to optimize your medical chronology process.

LOIS Legal Research

No more toggling between your drafting workflow and a separate research tool. LOIS Legal Research lives inside your workflow. And because it’s grounded in your actual case files as well as a trusted body of case law, it can reason across both, connecting the facts of your matter directly to the law that governs it.

In this 30-minute session, you’ll learn how to put it to work. Our Implementations consultants, who have attended law school and/or practiced law themselves, will walk you through best practices for getting reliable, useful results, from framing strong research questions to applying what you find directly to your matter.

LOIS for Word – Playbooks

In this session, we cover not only how to construct your playbook but also how to optimize it. You will learn the strategic logic behind what should be checked vs. when to leave it to the composer, ensuring your automation is both scalable and efficient.

Throughout the webinar, experts will break down the anatomy of a check, explore the process of using analytics to refine playbooks, and provide actionable tips for faster check creation. Whether you are looking to eliminate manual toil or sharpen your response times, this session provides the blueprint for a more data-driven workflow.

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. 

Sign up for Med Chron.