Client User Guide for the Neodeluxe Client Portal

The Neodeluxe Client Portal empowers law firm clients to easily communicate with their firm and manage tasks assigned by the firm. This article is a guide to walks you through the portal interface, how to receive messages from your firm, upload documents, and complete assigned tasks.

Access Your Case

When you log in to Neodeluxe, the Projects Homepage displays all cases you are associated with. 

Clicking on a project will reveal the following information:

Receive Messages from Your Law Firm

Messages sent by your firm will appear in your Email, the Neodeluxe Client Portal, or as a Text Message, depending on how they were sent. These messages may include instructions, case updates, or links to tasks that require your attention. 

For more information regarding communications, navigate through the Email, In App Notification, and SMS tabs below.

• Email

  Messages sent to your registered email address. Check your inbox for any communications related to your case.

  

   

• In-App Notifications

  Notifications can be viewed within the Client Portal when you log in.

  

   

• Text Messages

  Text messages will be delivered to your registered mobile number.

  

Report Case Issues To Your Law Firm

To report issues regarding the selected project follow the steps below:

1. In the project dashboard, click Request Information Changes.
2. Enter the Description to explain the issue, and click Submit.

Use the Documents Uploader

Securely upload case-related documents directly to your case project to ensure your legal team receives important documents promptly.

1. Go to the Projects section to view your case(s).

For example: Projects may be called Cases.

2. Click on the name of the project where you want to upload documents.

3. Click on the Documents Uploadertab.

4. Drag and drop your files into the upload area , or click the section to select files from your device.

5. Review the file list shown on the right before confirming upload. You can remove files by clicking the Remove File next to the file name.

6. Click the Upload Documents button.

7. Confirm your upload(s) by clicking Confirm in the confirmation pop up.

8. When the upload is complete, you will receive an email confirmation listing the names of the uploaded files.

Complete Tasks From Flows

To complete tasks generated by a flow, that are related to a project, follow these steps:

1. Navigate to the Tasks tab within your project.

2. In the task list, review the available information:

Column	Details
Name	The task’s name.
Description	Instructions or details about the task provided by the law firm.
Type	Indicates if the task requires filling out a Form or uploading a Document
Due	The task’s deadline/due date.
Optional	If the user marks an optional task as Does Not Apply, they may be able to reopen it by clicking the Reopen button in the Optional column.
Status	Indicates the task status:
	Under Review: After the task is submitted (if Confirmation Needed to Complete Task is enabled), a task is created in the Filevine Project for the case responsible review. The responsible reviewer can approve or reject the task in Filevine: If the task is approved, its status is updated to Completed. If the task is rejected, the task’s status reverts to its previous state (Pending or Overdue) and the user must redo the task. Additionally, the reviewer's comments regarding the rejection are displayed.
	Overdue: The task's deadline has passed.
	Pending: The task is awaiting completion by the assigned user and the overdue time has not passed.
	Completed: The task has been completed by the assigned user.
Completed Date	Indicates the date when the task has been finished.
Actions	The icon button clicked to complete the task. Depending on the task type, one of the following icons is displayed: Fill a Form: When clicked, the form is opened to be filled. Upload File: When clicked, the upload file window is opened to upload the requested document.

3. Find the task you wish to complete, and click its corresponding icon button or in the Actions column.

For more information regarding Tasks that require completing a Form, and Tasks that require uploading a Document, navigate through the Manage Form Tasks From Flows, and Manage Document Tasks From Flows tabs below.

• Manage Form Tasks From Flows

  1. Click the Fill a Form icon in the Actions column.

  2. Complete the required fields in the form.

  3. Choose one of the following options:

  • Does Not Apply: This button is shown when the task IS optional, and doesn't need to be completed. The task can be marked as Does Not Apply to finish the task. If the task is NOT optional, this button does NOT appear in the task resolution interface.
  • Save: Save your progress while keeping the form editable.
  • Save & Submit: Submit the form to mark the task as Completed (if no confirmation is needed to complete the task) or Under Review (if confirmation is needed to complete the task).

  If clicking Save & Submit, the task will be marked as done, and the form will no longer be editable. 

  

• Manage Document Tasks From Flows

  1. Click the Upload File icon in the Actions column.

  2. Select Browse for File button and select the file from your device.

  3. Click Upload to save and submit the file.

  The supported file formats are listed based on the configured Supported Documents* when the flow task was created.

  • Does Not Apply: This button is shown when the task IS optional, and doesn't need to be completed. The task can be marked as Does Not Apply to finish the task. If the task is NOT optional, this button does NOT appear in the task resolution interface.

  

Have Questions or Issues?

If you have any questions or you are experiencing issues with accessing or using Neodeluxe Client Portal, please contact our Product Support Team:

• Email: help@neostella.com
• Submit a Request: Click here to submit a ticket

Our Product Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.