Vineportal

free, and always will be*

A screenshot of Vineportal, a client portal for Filevine

*Vineportal Standard is free. There is a charge for Vineportal Premium service. Contact sales for details.

What is Vineportal?

Vineportal is an easy-to-use client portal for your firm’s clients and referring attorneys to access case details housed within Filevine.

A screenshot of Vineportal, a client portal for Filevine legal cases.

Vineportal allows law firms and legal teams to:

  • Customize Filevine Phases to specific phase categories which users will see as the status of their cases
  • Customize and display project details and team information to users
  • Allow users to securely submit documents that automatically transfer to your Filevine Instance
  • Free up internal staff from answering phone calls or emails by allowing users to update information
  • And more (see table below)

Vineportal allows your clients and referring attorneys to:

  • View the status and progress of their case
  • View the law firm team assigned to their case
  • View relevant case details and information
  • Submit important or sensitive documents securely without having to call or email your firm
  • Review and request updates to information in real time without contacting your firm

Vineportal for the Convenience Your Clients Need

Vineportal Features

Feature

Standard

Premium

Phase Categories

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Keep clients updated with the status of their case

Customize Filevine phases to specific phase categories which users will see as the status of their case.

Project Team Contacts

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Share the project’s assigned team

Add and select internal user contact cards to display assigned law firm team to portal users.

Project Details

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Share details specific to the case

Customize which fields you want to display from Filevine Instance so users can view information specific to their case.

Roles/Views

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Only share information important to clients

Customize information available to users based on their assigned roles, so they only view information important to them.

Document Upload

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Free up internal staff by having users submit documents

Clients and referring attorneys can securely submit important documents without contacting your firm. Documents then automatically transfer to Filevine Instance

Request Update/Change Info

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Allow clients to update information in real time

Users can submit requests to update information so your internal staff isn’t bogged down by answering calls or emails.

In-App Notifications

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Keep users informed

Send encrypted notifications and messages natively within the client portal

Mass Communications

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Save time with mass communications

Send mass emails or in-app messages to all portal users and access email statistics

Vineportal Tasks

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Assign tasks according to phase

Assign tasks to portal users based off of the projects phase

Task Document Upload

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Send document requests to clients

Assign users tasks to submit important documentation necessary to proceed with their case.

Flows

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Assign tasks based on Filevine data

Create entrance and exit criteria to automatically communicate or assign tasks based off Vineportal and Filevine data

Project Forms

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Share information with Filevine

Submit project information directly from Vineportal to Filevine