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Training plan

Build your training plan

Pick what your team needs, add your numbers if you like, and set your goals. You review the finished plan as a PDF, then send it to us for an evaluation.

  • Filevine, reporting, case management and operations topics
  • Your case list is read in your browser and never sent
  • Nothing goes anywhere until you press Send
Start your planSee the training tracks
ExamplePDF

Training plan

Prepared for your firm

What you need

  • Phases and workflow designMust have
  • Client updates every 14 daysMust have
  • Building reports in FilevineImportant

Your numbers

Open cases
240
Case managers
4
Each carries
60

Your goal

Every active client updated within 14 days

Now 72%Target 95%

Ready to send

An example training plan with made-up numbers

Plan builder

Training plan for your firm

Draft

Overview

Start here

Work through the sections in any order: pick the topics you need and mark how much each one matters, then add your team, numbers and goals. You check the plan as a PDF before anything is sent.

600 characters left
Topics
0
Must haves
0
People
0
Goals
0

Your priorities

Pick topics under What you need, and they show here in order of priority.

What your numbers say

Add a few numbers, or read them from a case list, and the math shows here.

After you send

What happens next

Your plan is a starting point, not a commitment. It tells us where your team is today and what you want to change.

  1. Your plan arrives

    It reaches us as a PDF, with your contact details and the numbers you chose to include.

  2. We review it

    We look at your topics, your numbers and your goals, and where training would make the biggest difference.

  3. We follow up

    We reply by email with our evaluation and set up a short conversation about your team.

  4. We shape the training

    Sessions built around your phases, your terms and your goals. See the training tracks.

Questions

Good to know

Have a question first? Get in touch.

Is my case list sent to you?

No. The file is read in your browser and never leaves your computer. Only the totals you choose to use go into your plan, and columns with names, phone numbers, emails or addresses are skipped.

Do I have to fill in every section?

No. Only your name, firm and email are required. Pick at least one topic, or tell us what you need, and skip anything that does not apply.

What does the evaluation include?

We read your plan and reply with what we would focus on first, the order we suggest, and how we would shape the sessions for your team.

What does training cost?

It depends on the topics, the size of your team and the format. We go over it with you after we review your plan.

Is this legal training?

No. Injury Enterprise is not a law firm and does not give legal advice. Training covers Filevine, reporting, case management and operations. Legal decisions stay with your attorneys.

Filevine is a trademark of its owner. Injury Enterprise is an independent company and is not affiliated with, sponsored by or endorsed by Filevine. The example plan on this page uses made-up numbers.