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
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
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.
Your plan arrives
It reaches us as a PDF, with your contact details and the numbers you chose to include.
We review it
We look at your topics, your numbers and your goals, and where training would make the biggest difference.
We follow up
We reply by email with our evaluation and set up a short conversation about your team.
We shape the training
Sessions built around your phases, your terms and your goals. See the training tracks.
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.