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.
Accessing 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 tabs:
- Details: Review case details and track its progress.
- Documents Uploader: Upload required documents to support your case.
- Documents List: View documents you've uploaded or those shared by your legal team. Filter by name, upload date, or source.
- Tasks: Complete assigned tasks, such as uploading files or filing out forms.
- Forms: Fill out forms unrelated to task assignments.
NOTE: Your firm may display different page names. For example, "Projects" may, be called "Cases."
Receiving 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.
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.
In-App Notifications
Text messages will be delivered to your registered mobile number.
Using the Documents Uploader
Securely upload case-related documents directly to your case project to ensure your legal team receives important documents promptly.
NOTE: Uploading documents using the steps below is different from uploading documents for a specific task. For instructions on task-related document uploads, refer to the section below, Completing Tasks.
1. Go to the Projects section to view your case(s).
NOTE: Your firm may display different page names. 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 Uploader tab.
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 X next to the file name.
NOTE: After confirmation, uploads cannot be undone.
6. Click the Upload Documents button.
7. Confirm your upload(s) by clicking Confirm in the confirmation pop up. You will see a success message for each file. If a file fails to upload, an "Error" message will appear with a trash icon to delete the failed file.
NOTE:
- You can upload multiple files at once.
- The upload progress bar will display the status of each file.
8. When the upload is complete, you will receive an email confirmation listing the names of the uploaded files.
Viewing and Downloading Documents
In the Neodeluxe Client Portal, you can access documents you've uploaded through the Documents Uploader, documents uploaded in tasks, and documents shared by your law firm.
1. Within your case page, click on the Document List tab.
2. Use the search bar or click the filter icon to narrow your search. Filter options include Name, Uploaded Date, and Uploaded Via.
NOTE: Documents that say Uploaded Via Public Doc are the documents shared from your law firm.
3. Locate the file name in the document list.
4. Click the Download icon in the Actions column.
5. The file will be downloaded to your device.
Completing Tasks
To complete tasks assigned by your law firm, follow these steps:
1. Navigate to the Tasks tab within your project.
2. In the task list, review the available information:
-
- 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.
- Completed: Indicates whether the task has been finished.
-
Action: The icon button clicked to complete the task.
- Fill a Form: Clipboard icon
- Upload File: Document with arrow icon
3. Find the task you wish to complete and click the corresponding Action icon button in the Actions column.
Form Tasks
1. Click the Fill a Form icon (Clipboard) in the Actions column.
2. Complete the required fields in the form.
3. Choose one of the following options:
-
- Does Not Apply: This task is optional and doesn't need to be completed. The task must be marked as Does Not Apply to finish the task.
- Save: Save your progress while keeping the form editable.
- Save & Submit: Submit the form to mark the task as completed.
If clicking Save & Submit, the task will be marked as done, and the form will no longer be editable. If you mark an Optional task as Does Not Apply, you may be able to reopen it by clicking the Reopen button located in the Optional column.
Document Tasks
1. Click the Upload File icon (Document with arrow 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.
4. If the task is marked as Optional, select Does Not Apply. The document does not need to be uploaded, but must be marked as Does Not Apply to finish the task.
Once uploaded or marked as Does Not Apply, the task will be marked as completed. You can upload additional files if needed by repeating the process.
Have Questions or Issues
If you have any questions or you are experiencing issues accessing or using the Neodeluxe Client Portal to access your case, please contact our Product Support Team:
- Email: help@neostella.com
- Submit a Request: Click here to submit a ticket
Our Support Team is available Monday through Friday, from 8:00 AM - 5:00 PM CST.
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