Give your Filevine contacts a spring clean! In this Free Help replay, Kathleen Gole explains how to use the Contact De-Duping tool, and how to leverage the Mass Updates feature for admin users. Watch it here: https://lnkd.in/g2nf2WBV
Vineskills
法律服务
Your tech and legal business process experts: streamlining Filevine to help law firms grow.
关于我们
Vineskills offers expert hands-on help with all things Filevine to help your firm grow. Most of our team members have either previously worked at law firms, Filevine, or both! Follow us for expert intel, best practices, and advice on how to use Filevine and related tech. Our team has extensive legal business process expertise. We have experience as paralegals, attorneys, case managers, legal marketing experts, and project managers. As technology professionals with certified Filevine credentials, we can work quickly to build the appropriate workflows to fit your business and practice area. We have deep expertise across different product areas—not only are we certified in all things Filevine, but we also have teams dedicated to and only working with specific tools (like DOMO, Lead Docket, QuickBooks, Outlaw, and more). FILEVINE SUPPORT, LAUNCH AND OPTIMIZATION By taking on the heavy lifting, and optimizing your Filevine to fit your process, we’ll free you up to focus on what really matters – driving strategy and moving cases forward. Whether you are new to Filevine or have been using it for years, we can help you with custom workflows, tasks, sections, and document templates.
- 网站
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https://vineskills.com
Vineskills的外部链接
- 所属行业
- 法律服务
- 规模
- 11-50 人
- 总部
- Nationwide
- 类型
- 私人持股
- 创立
- 2021
- 领域
- Filevine、Case Management、Technology、QuickBooks Online、Business Automation、Lead Docket、Vinesign、Legal Software、Outlaw、DemandsAI和AIFields
地点
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主要
获取路线
US，Nationwide
Vineskills员工
动态
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We're so excited to have you join our team, welcome Eylen Vidal! ?? ??
I’m excited to share that I am starting a new position as Optimizer at Vineskills! I’m eager to embrace new challenges and learning opportunities. At the same time, I’m deeply grateful for the experiences, lessons, and connections that I am taking with me from my time at Isaacs & Isaacs. Every role and mentor I’ve had has contributed to my growth. Though I am sad to part ways, I leave knowing that I called home a company that cared and supported me in every step of my career. I’m ready to continue expanding my knowledge on Filevine and its integrations to help more law firms reach its full potential.
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Vineskills转发了
Check out this job at Vineskills: Finance Optimizer - tech-savvy finance-consulting services for Law Firms
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In today's live Free Help, Optimizer Jordan Miller will cover batch operations and how to do legacy migration by uploading a metadata CSVs for multiple documents into FVDA or Outlaw, as well as how to mass generate PDFs. Sign up to attend the session live over Zoom: https://lnkd.in/gPAwYB_B
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?? Each month, our Founder Troy Hickerson shares his top reads in his new newsletter, The 5-Minute Insider. Here's what he's reading this month: - How to Use Legal Technology to Win More Clients and Cases (Filevine https://lnkd.in/gm-SYERe). We have seen first-hand how legal technology can help personal injury firms deliver an elevated client experience. This blog from Filevine outlines five ways tech can change client interactions for personal injury firms: 1) Reduce the number of missed leads from missed calls, 2) Automate administrative tasks, 3) Use client data to personalize service, 4) Leverage SMS technology for faster client communication, and 5) Provide real-time access to a client portal. - The One Question That Can Unlock 1-on-1 Management Meetings (MGMT Playbook https://lnkd.in/gXR7Z3u7). The front-lines of building an organizational culture are one-on-one meetings with your team. I loved this brief article about the one question that can transform one-on-ones to focus on surfacing hidden issues, creating psychological safety, and speaking the truth. - Six Essential Lessons on How Leaders Champion Culture (MIT Sloan Management Review https://lnkd.in/giHWpJdc). I’ve learned that one of the most important jobs for any leader is to walk the talk and model the cultural behaviors they wish to see on their team. This is not easy; it can feel like you can't mess up. But “do as I say but not as I do” is a recipe for disgruntled employees and a loss of trust. This article features six lessons for leaders who want to champion their organization’s core cultural values. - 2025 Report on the State of the U.S. Legal Market (Thomson Reuters https://lnkd.in/gATKWmQs). Every January, Thomson Reuters puts out a report on the state of the U.S. Legal Market. One insight stood out to me: While 2024 was a strong year for law firms, they face an upcoming era of rapid change, forcing them to leverage new technologies like AI and rethink their business and operating models. This is worth a read. Join The 5-Minute Insider mailing list to get these monthly reads straight to your inbox: https://lnkd.in/gBU67xtJ
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?? Are you a Time and Billing firm looking to launch with Filevine? Here are the top 5 key considerations to keep in mind, from understanding your billing settings to setting up Filevine Payments, customizing invoice templates, reporting, and bulk billing: https://lnkd.in/g44WZyKi
5 Time & Billing Essentials for Launching with Filevine
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Vineskills转发了
What are the most common mistakes law firms make when it comes to adopting and leveraging new tech? I shared my thoughts in the latest edition of my new newsletter, The 5-Minute Insider. I'd love to hear your feedback!
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What's it like working with Vineskills? Shervin Lalezary, Managing Attorney at the legendary PI firm Law Brothers - Injury Attorneys, shares his experience.
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#TipTuesday: Join Optimizer Katie Gole for tomorrow's live Free Help session as we review the best practices for merging contacts and mass updates in Filevine. Get the Zoom link: https://lnkd.in/gPAwYB_B
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Thank you! ?? ??
?? Congratulations to Vineskills on being nominated for the 2025 Customer Service Excellence Award! ???? Vineskills is revolutionizing legal tech support by acting as an insourced expert team for law firms using Filevine. As an employee-owned company, Vineskills offers unmatched expertise, including its latest service, Finance Skills, which seamlessly integrates QuickBooks and Filevine to optimize accounting, bookkeeping, and law firm productivity. ?? Expert support. Seamless integration. Better results. ?? Learn more—link in the comments! #BIGAwards #CustomerServiceExcellence #Vineskills #LegalTech #FilevineExperts #FinanceSkills #LawFirmSupport
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