Filevine Admin Foundations

Everything you need to launch and configure Filevine on your own

Learn how to set up and configure Filevine

Want to tackle Filevine customization on your own, but not quite sure where to start?


Our Admin Foundations is a guided, expert-led training program designed to help you confidently configure Filevine on your own. 

This course will teach you how to build your Filevine in real time, ensuring that you know how to correctly set up your firm’s roles, workflows, automations, and reporting.

Using our proven best practices, you'll learn to configure Filevine for maximum efficiency while building a strong foundation for long-term growth.

  • A series of live webinars offering hands-on tutorials on a range of key topics

  • A one-on-one strategy session with our Filevine experts to ensure you’re comfortable with your build and can ask any questions you may have

  • A list of recommended accompanying courses in Filevine University for continued learning

With Admin Foundations, you’ll get access to:

Book a discovery session to see if Admin Foundations is a fit for you

Why join Admin Foundations?

  • Develop the hands-on skills you need to configure and customize Filevine

  • Ensure that you’re set up for success in Filevine, whether you’re just launching or optimizing your current build

  • Tap into the best practices we’ve learned working with 1500+ legal teams, without the expense of paying for managed services

Live Webinar Series

Gain practical, hands-on skills with guided tutorials in real time

Filevine Basics

Workflow Optimization

Automation and Efficiencies

Filevine Reporting

Time and Billing

Document Management + Filevine Document Assembly

Book a discovery session

Learn more about the program and see if Admin Foundations is the right fit for you