Vineportal
free, and always will be*
*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.
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
See How Vineportal Works
Flow Forms and Tasks
Vineportal Features
Feature
Standard
Premium
Phase Categories
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.
Project Details
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
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
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.
In-App Notifications
Keep users informed
Send encrypted notifications and messages natively within the client portal
Mass Communications
Save time with mass communications
Send mass emails or in-app messages to all portal users and access email statistics
Vineportal Tasks
Assign tasks according to phase or Filevine data
Assign tasks to portal users based on the projects phase, Filevine data, or Vineportal data
Task Document Upload
Send document requests to clients
Assign users tasks to submit important documentation necessary to proceed with their case
Flows
Automate actions based on Filevine data
Create entrance and exit criteria to automatically communicate or assign tasks based on Vineportal and Filevine data
Flow Forms and Tasks
Enhance communication between admins and users
Include “Forms” tasks in messages to send users tasks with customized communications and deadlines, enable users to submit required information in “User Form View,” and generate updates and tasks on Filevine based on user response. Secure: Data stays in Filevine—it is not replicated
Project Forms
Share information with Filevine
Submit project information directly from Vineportal to Filevine
