free, and always will be*
*Vineportal Standard is free. There is a charge for Vineportal Premium service. Contact sales for details.
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
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
Share the project’s assigned team
Add and select internal user contact cards to display assigned law firm team to portal users.
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.
Only share information important to clients
Customize information available to users based on their assigned roles, so they only view information important to them.
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
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.
Keep users informed
Send encrypted notifications and messages natively within the client portal
Save time with mass communications
Send mass emails or in-app messages to all portal users and access email statistics
Assign tasks according to phase
Assign tasks to portal users based off of the projects phase
Task Document Upload
Send document requests to clients
Assign users tasks to submit important documentation necessary to proceed with their case.
Assign tasks based on Filevine data
Create entrance and exit criteria to automatically communicate or assign tasks based off Vineportal and Filevine data
Share information with Filevine
Submit project information directly from Vineportal to Filevine