Neodeluxe Client Portal Features
Simple, Secure, Efficient

Send mass communications to users based on a Filevine report number.

Send mass emails or use automated flows to communicate with users efficiently.

Securely send encrypted in-app messages to users through mass communications or flows.

View communication statistics and download in a CSV file.

Set up flows to send automated emails, in-app notifications, or SMS* based on specific project changes.

*Add-On Feature

Personalize automated messages with clients and other users with variables that pull specific case details and contact information.

Automatically send tasks to users via flows to have them add or update case information or documents.

Send forms automatically via flows to gather or update user information.

Create independent forms that users can fill out and update at any time, outside of specific tasks or flows.

Easily design and customize forms using Filevine collection, static, and contact form sections.

Design templates for editing Filevine contact card details using the contact card form builder.

Automatically generate Filevine activity notes for document uploads, creation of collection items, user form updates, user task completions, contact card updates, and more.

Allow users to view all user-uploaded documents and documents shared from Filevine in their Documents List tabs.

Select a folder in Filevine to share documents with selected roles from a specific project.

Automatically generate projects in the portal as soon as they are created in Filevine, or based on a conditional field in Filevine.

Firms using an account manager (Ex: Google, Microsoft, Jumpcloud, Okta, etc) with SAML can connect to the portal for admin SSO login.

Help users explore key portal features with an interactive, step-by-step walkthrough.