Filevine Basecamp: Advanced

Welcome & Introductions

Introduce Filevine Team and preview the day's Basecamp sessions.

Presented by Colleen Leonard & Natalie Hannapel

11:00 - 11:20 am

Contact Management & Customized Contact Cards

Deep dive into Contact Management in Filevine using the Contact Setup Advanced tool and learn best practices for organizing your contacts.

Presented by Frances McGrew

11:25 am - 12:05 pm

Filevine Fusion

Learn how to use the Report Fusion tool to further optimize your review and distribution of data.

Presented by Christie Parker & Hannah Wages

12:10 - 12:50 pm

Lunch

Lunch break for a chance to stretch, eat, and connect.

12:50 - 2:00 pm

Timekeeping & Billing in Filevine

Review of the Filevine Time & Billing tool and recommendations.

Presented by Alex McLaughlin & Nicole Tineo

2:10 - 2:50 pm

Deadline Chains

Learn how to use Deadline Chains and grouping to efficiently track case deadlines across a number of case scenarios.

Presented by Christine Levi

3:00 - 3:45 pm

Break (15 Minutes)

Grab a coffee or a snack!

3:45 - 4:00 pm

Dynamic Doc Gen

Learn how to transition your existing letter templates into dynamic doc gen templates using Filevine Doc Gen Setup Advanced Tool and Microsoft Word's Quick Parts.

Presented by Christie Parker

4:05 - 4:45 pm

Basecamp Advanced Wrap-Up

Closing out Basecamp 2021 and outlining next steps

Presented by Colleen Leonard

4:45 - 5:00 pm

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