Document Sharing
Collect Sensitive Case Files
Collect Documents
Simplify document collection with easy drag-and-drop uploads directly in the portal.
Share Documents
Select a folder in Filevine to securely share files with users in their portal.
Stay Informed
Receive notifications in your Filevine Activity Notes when new documents are uploaded.
Secure File Sharing is Easier Than Ever
Get Vital Case Files
- Simplify document requests: Portal users can upload relevant case documents in one centralized spot.
- Upload a variety of files: Supported files include PDF, JPG, PNG, DOC, TXT, XLSX, WAV, MP3, MP4, PPT, and more.
- Secure document management: Ensure data security** with files stored directly in the Filevine project, keeping sensitive information safe and accessible only to authorized users.
**Files are not replicated or stored in the portal—all data stays securely stored in Filevine.
Premium Filevine Integration
- Review at any time*: Users can view and access their uploaded documents at any time.
- Easily share documents*: Share public files with selected portal roles in a specific project through a selected Filevine folder.
- Receive real-time notifications*: Stay informed with Filevine Activity Notes triggered by document uploads and changes.
*Premium features. Contact sales for more details.
Explore the Power of the Neodeluxe Client Portal
Supercharge Your
Case Management
Products
Streamline Filevine case management from intake to closure with products including automations, a portal, and more.
Discover Neodeluxe ProductsServices
Get expert help with Filevine, Outlaw + FVDA, Lead Docket, virtual assistants, and more with our range of premium services.
Explore ServicesSupport
If you’re seeking support for Neodeluxe products or services, please check out our support website for assistance.
Visit Support WebsiteBack to Home
Get an overview of Neodeluxe and our product and service offerings.
Go to Home