Filevine Admin Foundations

Everything you need to launch and configure Filevine on your own. Our experts provide the training and guidance; you handle the implementation.

Learn how to set up and configure Filevine

Want to tackle Filevine setup on your own, but not quite sure where to start? This launch plan is for you. 


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.

With this launch plan, you’ll get access to:

  • 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

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

Why join our Filevine Admin Foundations program?

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

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

  • Ensure that you’re set up for success in Filevine and can hit the ground running

Live Webinar Series

Filevine Basics

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

Optimizing Workflows in Filevine

Automation and Efficiencies

Filevine Reporting

Document Management + Filevine Document Assembly

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