11:00 - 11:20 am

Introduction to Contact Management

Introduction to Contact Management in Filevine using the Address Book, Contact Setup Advanced tool, and best practices.

Presented by Liz Bein & Caleb Scoville

11:25 am - 12:05 pm

Reporting Expanded

Learn about the top reporting templates and their uses. See how to use the Export Template feature of Filevine Reporting to further optimize your data review.

Presented by Rudy Flores & Sam Casaday

12:10 - 12:50 pm

Lunch

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

12:50 - 2:00 pm

Document Management

Review of the Filevine Docs/Documents section and overview of helpful tools built in for document management.

Presented by Dan Dutilly

2:10 - 2:50 pm

Filevine Permissions

Ever felt your head was spinning while discussing Project and Org Admin permissions? This session demystifies the Filevine Permissions and provides best practices for updating user permissions.

Presented by Sarah O'Neill & Jordan Rogers

3:00 - 3:45 pm

3:45 - 4:00 pm

Lead Docket

Learn more about the many ways Lead Docket can impact and improve your firm's lead tracking, marketing management, and PNC communications.

Presented by Kendal Anderson & Tyler Cannon

4:05 - 4:45 pm

4:45 - 5:00 pm