Filevine Consultant

Legal Tech Talent Network is seeking a Filevine Consultant to support a client through the setup, configuration, and training of their Filevine AI‑powered practice management system. This role focuses on ensuring maximum efficiency and utilization by establishing optimized workflows, customizing system settings, and equipping the client’s team with effective, practical training.

Position Overview:
As a Filevine Setup & Training Consultant, you will guide attorneys and staff through the initial system build‑out, workflow design, and hands‑on training required for successful adoption. Your expertise will help the firm streamline operations and maximize the value of their Filevine investment.

Key Responsibilities:

• Client Consultation: Conduct virtual and/or onsite sessions to assess requirements, recommend solutions, and address questions.
  • System Setup & Configuration: Lead the initial Filevine configuration, tailoring settings and structures to match firm needs.
  • Workflow Design & Optimization: Build and refine workflows to support case management efficiency and improve day‑to‑day processes.
  • Customization & Solutions: Implement automation, reporting, and optional integrations aligned with project goals.
  • Training & Support: Deliver clear, effective training to attorneys and staff, ensuring smooth onboarding and confident system usage.

Experience & Skills Required:
• 2+ years of direct experience with Filevine.
• Strong understanding of law firm operational workflows.
• Experience leading client meetings and providing actionable guidance.
• Solid knowledge of Filevine configuration, reporting, and optimization capabilities.
• Excellent problem‑solving skills and the ability to translate needs into system solutions.
• Bachelor’s degree or equivalent practical experience.

• Strong Microsoft 365 skills

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Location: Remote or Los Angeles

Project Duration: Expected 3-6 months

Compensation: Variable hourly rates paid on 1099 or W2 basis

To apply, please email salary requirements and current version of resume in MS Word format to:

David A. Netzer, Executive  Recruiter  David@LSCNetwork.com