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 one of the categories below to view the list of recorded training topics.
Live Training Registration
To attend a live training, you must register in advance using the associated link. All listed times are Mountain Time (MT).
Once registered, you will receive a confirmation email, along with a reminder email the day before the event. Each training is recorded, and attendees will be notified via email when the recording becomes available.
| Session Topic | Day & Time | Duration |
|---|---|---|
| Weekly Trainings | ||
|
LOIS Expert Join Filevine’s Implementations team for weekly LOIS Expert training. This session is ideal both for new users still learning the ropes and for seasoned team members to stay in the loop on the latest enhancements. Bring your questions for live Q&A and discussion! |
Mondays at 10:00 AM MT | 1 hour |
|
LOIS Assist Join Filevine’s Implementations team for weekly LOIS Assist training. This quick, focused session is ideal for those eager to onboard or keep their skills sharp. Bring your questions for live Q&A and discussion! |
Mondays at 11:00 AM MT | 30 minutes |
|
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. |
Tuesdays at 1:00 PM MT | 45 minutes |
|
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. |
Fridays at 2:00 PM MT | Varies by session |
| Monthly Trainings | ||
|
Depositions by Filevine Join Filevine’s Implementations Team and occasional special guests from the Product Team for an interactive session showcasing Depositions by Filevine, Depo CoPilot, and Depo Imports. Perfect for current users and firms exploring their options, this session puts a major spotlight on our newest feature releases—giving you an exclusive look at brand-new capabilities alongside practical best practices. |
Second Fridays at 10:00 AM MT | 1 hour |
|
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. |
Third Fridays at 10:00 AM MT | 30 minutes |
|
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. |
Third Thursdays at 10:00 AM MT | 45 minutes |
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 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.