Vineportal Features Catalog

  • Updated

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 Vineportal's standard and premium features along with a high-level description of each feature.

Standard Vineportal Features

A Standard Vineportal plan is free and offers a collection of the platform's standard features.

Desktop View
Use Vineportal via desktop.
Mobile View
Use Vineportal on mobile devices.
Admin Drawer
Streamline navigation for admin tools.
Light Mode View
The light theme displays a light background with dark text.
Dark Mode View
The dark theme displays a dark background with light text.
Project Team
Display contact cards for the legal team assigned to the case.
Phase Categories
Integrate Filevine project phases and customize display names.
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.
Project Details
Provides centralized project information in one section.
Project Details: Filevine Sections
Map fields from both Static and Collections Sections in Filevine using the Field Sync Vinebot.
Project Details: Customization
Customize which fields are displayed from Filevine.
Project Details: Subheaders
Show customized subheaders inside project details.
Views
Customize information available to users based on their assigned roles.
Project Type Class
Further customize information displayed based on Project or Case type.
External Vineportal Roles
Customizable roles that determine the role of a specific user for a Vineportal Project. External Vineportal Roles are used to determine the view, recipients for messages or tasks, and more.
Internal Vineportal Roles
Roles for the general accessibility of Vineportal that determine permissions for your Internal Staff. Roles include Admins, Portal Users, and Project Form.
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.
Document(s) Upload
Users can securely submit documents to Vineportal that will go directly into Filevine Documents Section and be stored in the Project Level folder.
Request Update/Information Change
Users can submit requests to update information, which will generate a task in Filevine assigned to a specific user.
Company Details
Edit basic company contact information or set branding including contact information, address, and logos.
Company Details: Logos
Upload a custom logo to be used on the login screen, in communications, and the top left corner of the portal.
Auto Invite to Vineportal
Based on Filevine reports, automatically mass invite users to Vineportal.

Premium Vineportal Features

Vineportal's 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:

Mass Communications: Emails
Send mass emails to users based on Filevine Report ID.

Mass Communications: In-App Notifications
Send in-app notifications to users based on Filevine Report ID.
Mass Communications: Email Statistics
View communication statistics in Vineportal including sent, delivered, opened, bounced, dropped, and spam.
Mass Communications: Statistics CSV
Download communication statistics in a CSV file.
Flows
Customize and automatically send portal users messages and assign tasks based on Filevine and/or Vineportal criteria.
Flows: Messaging
Automatically send sequential emails, SMS* or in-app notifications based on set criteria.
Flows: Tasks
Create and send tasks to users via flows to add or update case information.
Tasks: Document Upload
Assign tasks for portal users to upload documents.
Tasks: Form Request
Assign tasks for portal users to add or update information via forms.
Filevine Task Due Date
Customize the due date of the created Filevine task once a Vineportal task has been completed.
Form Builder
Create and customize forms using Filevine sections and fields in a drag-and-drop builder.
Flow Forms
Create forms to automatically send to specified portal users when a flow meets entry criteria so users can add or update information.
Forms: Conditional Fields
Customize field visibility based on the value of other fields.
Forms: Description Fields
Give insight or instructions for a field's purpose. Description fields do not map to Filevine.
Forms: Mandatory Fields
Set field as mandatory to require information before submission.
Forms: View Only Fields
Show information to users, but don't allow for input.
Forms: Text List Fields
Use single line text list fields to request information in forms.
Forms: Project Details Fields
Use in forms to request project information from users.
SMS Login
Log into Vineportal using the mobile number on file.
Contact Cards: Templates Builder
Use the contact card drag-and-drop builder to design templates for editing contact card details.
Contact Cards: Form Fields
Add contact card fields to forms to request contact card updates from users.

Add-on Features

Enhance Vineportal'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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