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 a simple and convenient place for your firm’s clients and referring attorneys to access their case details housed within Filevine. From your Vineportal, your clients can:
- Access case team contacts
- Monitor case progress
- Access case details
- Send bulk automated messaging to clients and referring attorneys via email
- NEW! View email statistics for each communication in a single dashboard including delivered, opened, bounced, dropped, and more
- Send bulk automated messaging to clients via SMS (coming Summer 2023)
- Send campaigns to clients or referring attorneys based on field values (coming Summer 2023)
- Add documents and/or allow clients to upload documents (coming early Fall 2023)
Vineportal for the Convenience Your Clients Need
Vineportal Features
| Standard | Premium | |
|---|---|---|
| Access Team Contacts |  |
|
| Monitor Case Progress | |
|
| Access Case Details | |
|
| Bulk Messaging | |
|
| Send Campaigns Based on Field Values | |
|
| Client Notifications if Data Needs Updating | |
|
| Native Client Messaging | |
|
| Assign Project Data to a Role | |
|
| Email Statistics | |
|
| COMING SOON | ||
| Custom Project Data by Role | |
