The Neodeluxe Client Portal (formerly known as Vineportal) is a communication portal for Filevine used by law firms, clients, referring attorneys and more with tools for messaging, collecting information and documents, and sharing case details. Below, you’ll find a list of the Neodeluxe Client Portal's standard and premium features along with a high-level description of each feature.
Standard Client Portal Features
A Standard Neodeluxe Client Portal plan is free and offers a collection of the platform's standard features.
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Desktop View Use the portal via desktop. |
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Mobile View Use the portal on mobile devices. |
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Admin Drawer Streamline navigation for admin tools. |
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Light Mode View The light theme displays a light background with dark text. |
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Dark Mode View The dark theme displays a dark background with light text. |
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Project Team Display contact cards for the legal team assigned to the case. |
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Phase Categories Integrate Filevine project phases and customize display names. |
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Project Status Bar Display the status of the project in real time using the customized phase categories. Choose to display project status via progress steps or a progress bar. |
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Project Details Provides centralized project information in one section. |
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Project Details: Filevine Sections Map fields from both Static and Collections Sections in Filevine using the Field Sync Vinebot. |
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Project Details: Customization Customize which fields are displayed from Filevine. |
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Project Details: Subheaders Show customized subheaders inside project details. |
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Views Customize information available to users based on their assigned roles. |
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Project Type Class Further customize information displayed based on Project or Case type. |
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External Portal Roles Customizable roles that determine the role of a specific user for a Portal Project. External Portal Roles are used to determine the view, recipients for messages or tasks, and more. |
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Internal Portal Roles Roles for the general accessibility of Portal that determine permissions for your Internal Staff. Roles include Admins, Portal Users, and Project Form. |
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Filevine Report Roles Custom roles that determine the role of a specific user for a Filevine project, so a user can have different roles per project. Filevine Report Roles are used to determine the view, recipients for messages or tasks, and more. |
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Document(s) Upload Users can securely submit documents to the Client Portal that will go directly into Filevine Documents Section and be stored in the Project Level folder. |
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Request Update/Information Change Users can submit requests to update information, which will generate a task in Filevine assigned to a specific user. |
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Company Details Edit basic company contact information or set branding including contact information, address, and logos. |
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Company Details: Logos Upload a custom logo to be used on the login screen, in communications, and the top left corner of the portal. |
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Auto Invite to the Portal Using multiple Filevine reports, automatically mass invite users to the portal. |
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Admin Support Dashboard View project metrics from a centralized hub. |
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Admin Support Dashboard: Metrics Access metrics including Total Projects, Total Active Projects, Total Users, and Total Active Users. |
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Admin Support Dashboard: Project Details Conveniently view project details including Project ID, phase, creation date, last update, active status, and expiration date. |
| Guided Feature Tour for Users Provide users with an interactive, step-by-step walkthrough of the portal's key features and functionalities to help users understand how to use the platform. |
Premium Neodeluxe Client Portal Features
The premium plan offers premium features to extend it's functionality and help manage cases with better communication and collaboration. Please contact Neostella sales for pricing. Premium plans include all of the standard features, plus:
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Mass Communications: Emails |
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Mass Communications: In-App Notifications Send in-app notifications to users based on Filevine Report ID. |
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Mass Communications: Email Statistics View communication statistics including sent, delivered, opened, bounced, dropped, and spam. |
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Mass Communications: Statistics CSV Download communication statistics in a CSV file. |
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Flows Customize and automatically send portal users messages and assign tasks based on Filevine and/or Client Portal criteria. |
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Flows: Messaging Automatically send sequential emails, SMS* or in-app notifications based on set criteria. |
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Flows: Custom Variables Personalize automated messages with specific case details in the body copy of flow messages. |
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Flow Statistics View statistics for projects in flows, tasks, and automated messages. |
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Flows: Tasks Create and send tasks to users via flows to add or update case information. |
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Tasks: Document Upload Assign tasks for portal users to upload documents. |
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Tasks: Form Request Assign tasks for portal users to add or update information via forms. |
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Filevine Task Due Date Customize the due date of the created Filevine task once a user task has been completed. |
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Form Builder Create and customize forms using Filevine sections and fields in a drag-and-drop builder. |
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Flow Forms Create forms to automatically send to specified portal users when a flow meets entry criteria so users can add or update information. |
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Forms: Conditional Fields Customize field visibility based on the value of other fields. |
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Forms: Description Fields Give insight or instructions for a field's purpose with up to 1500 characters. Description fields do not map to Filevine. |
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Forms: Mandatory Fields Set field as mandatory to require information before submission. |
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Forms: View Only Fields Show information to users, but don't allow for input. |
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Forms: Text List Fields Use single line text list fields to request information in forms. |
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Forms: Project Details Fields Use in forms to request project information from users. |
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Static Forms Create forms independent from a specific task or flow. Users can update information at any time via static forms. |
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SMS Login Log into the Neodeluxe Client Portal using the mobile number on file. |
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SSO Login |
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Contact Cards: Templates Builder Use the contact card drag-and-drop builder to design templates for editing contact card details. |
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Contact Cards: Form Fields Add contact card fields to both project forms and task forms to request contact card updates from users. |
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Documents List Users can view all the documents they have uploaded, and the associated file information via the Documents List tab in Projects. |
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Filevine Activity Notes Generate an activity note in Filevine when a user uploads a document, a collection item is created, a contact card is added, edited, or deleted, or when flow activity occurs (project enters/exits flow, tasks are assigned/completed, automated messages are sent). |
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Create Project via Data Stream Automatically create projects in the portal as soon as they're created in Filevine OR based on a conditional field in Filevine. |
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Share Documents via Filevine Folders Select a folder in Filevine to share documents with specific roles in a specific project, where those roles can access the documents from their Portal documents tab. |
Add-on Features
Enhance the Neodeluxe Client Portal's capabilities with add-on features. Please contact Neostella sales for pricing.
| Project Forms Submit project information to Filevine using forms. Compatible with all form builder capabilities listed above. |
| SMS Communications Send text messages in mass communications and flows. |
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