Filevine training

Filevine training pulls it all together to accelerate teamwork and performance. Vineskills can help train your firm, whether you’re just getting started with Filevine or have been using it for years.

When you grow quickly or have turnover, focusing on training will help everyone level up their productivity and pull in the same direction.

Most law firms do not have a professional development plan to learn technology, even though it plays an outsized role in job performance. One of the great things about technology is that it can be learned and that investment will pay off daily.

Filevine training has been such a valuable part of our Optimization services that we decided to offer training to anyone using Filevine. We organized this into some package offerings, but we are happy to build a custom training program as well. All training plans start with a kick-off call to design a training plan, discuss your goals, and determine which team members to include.

Remote training

We offer a couple of different options for virtual training, depending on your firm’s needs and goals.

Refresh

$1,250
Two-week remote training plan

  • Pre-training kick-off call to discuss details and schedule

  • Training 1: Filevine Core

  • Training 2: firm-specific advanced training

  • Post-training Q&A session for any questions that may pop up a week later

  • Recordings are saved to a training project in your Filevine

  • Access to the Vineskills training library of 1-5 minute how-to videos

Expert

$2,500
One-month remote training plan

  • Pre-training kick-off call to discuss details and schedule

  • Training 1: Filevine Core with option for multiple times per session allowing for smaller teams

  • Training 2: firm-specific advanced training

  • Training 3: firm-specific advanced training

  • Training 4: admin training for reporting, user management, and advanced tools

  • Post-training Q&A session for any questions that may pop up a week later

  • Recordings are saved to a training project in your Filevine

  • Access to the Vineskills training library of 1-5 minute how-to videos

On-site training

Let the Vineskills team come to you! We’re happy to offer in-person, on-site training.

One-day training package: $1500

+ Plus the cost of travel

If one of our team members lives within a day’s drive of your office, we’re happy to come to offer a one-day training program for your team.

A pre-training kick-off call will be held to discuss details and the schedule.

The one-day training option typically covers the basics of Filevine, or we can tailor the session to your specific needs and interests.

It also includes:

  • A post-training Q&A session for any questions that may pop up a week later

  • Recordings that are saved to a training project within your Filevine

  • Access to the Vineskills training library of 1-5 minute how-to videos

Two-day training package: $3000

+ Plus the cost of travel

A pre-training kick-off call will be held to discuss details and schedule.

We’ll cover the following modules:

  • Training 1: Filevine Core with the option for multiple times per session, allowing for smaller teams

  • Training 2: Firm-specific advanced training

  • Training 3: Firm-specific advanced training

  • Training 4: Admin training for reporting, user management, and advanced tools

  • Additional Sessions with role-specific training, 1:1 training, roaming

It also includes:

  • A post-training Q&A session for any questions that may pop up a week later

  • Recordings that are saved to a training project within your Filevine

  • Access to the Vineskills training library of 1-5 minute how-to videos

Five-day training package: $6750 (10% discount)

+ Plus the cost of travel

A pre-training kick-off call will be held to discuss details and schedule.

Each day will cover a different cluster of topics. Generally, the schedule will be:

  • Day one: Filevine basics

  • Day two: communication and documents best practices

  • Day three: tasks, deadlines, and calendaring

  • Day four: searching, filtering, and reporting

  • Day five: advanced tools for admin users

It also includes:

  • A post-training Q&A session for any questions that may pop up a week later

  • Recordings that are saved to a training project within your Filevine

  • Access to the Vineskills training library of 1-5 minute how-to videos

We’re now offering training on basic Filevine functions, such as Filevine 101, how to build reports, and other essentials, as part of our hourly support tier model.

Billing begins immediately as soon as you confirm our engagement, including any calls required to discuss your team’s training agenda if you’re not yet sure what topics you’d like to cover.

Please note that firm-specific training topics don’t fall under the hourly model and instead require the Refresh, Expert, or On-Site options listed above.

New! Hourly training

What to expect: Filevine training

Filevine training plan FAQ

  • Training is focused on Filevine Core. We’d be happy to discuss additional Filevine platform training; feel free to contact us to explore those possibilities together.

  • Each training plan includes live training sessions, including recordings of those sessions and access to the Vineskills training library with content created by Vineskills team members of 1-5 minute how-to videos.

  • We offer a variety of training plans and the duration of the training sessions depend on the plan that best fits your team’s needs. During our pre-training kick off call, we will talk through format and schedule options.

  • Vineskills trainers who are Filevine certified and have trained 100s of Filevine users to help elevate their skills. Let us help you take your Filevine skills to the next level!

  • Yes, plus we include a post-training Q&A one week later to help get to the questions nobody knew to ask during the training sessions.

    Additioanlly, each of our training plans includes access to our Vineskills training library, which contains how-to videos created by our team members. These videos range from 1 to 5 minutes in length and are designed to provide clear and quick guidance.

  • Continued optimization services with Vineskills is always available to all Filevine users. Contact us and we’d be happy to connect and talk more about ongoing support for your team.

  • By reviewing metrics like user adoption, feature usage, and productivity, you can gain valuable insights about the effectiveness of training. Increases in productivity are a sign of effective training.

  • Yes, we typically do this under our Optimization services where we spend a month or more where we can focus on Lead Docket intake team training, or admin training or Automations and Outlaw.

Interested? Let’s connect.

Free Filevine resources

Free Help Wednesdays

Every week, we host a live Free Help session for Filevine users. Our experts take you through best practices, offer hands-on advice, and answer questions.

Webinars

Live webinars focused on a particular topic. Put the knowledge to use immediately; many participants work alongside the webinar improving their own accounts in real-time.

Video library

A growing library of our best ideas and how-to tutorials, shared by a variety of our Vineskills Optimizers. Search by topic or binge-watch them all.