Neodeluxe Roadmap
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Please Note: All information on this page is subject to change.
Neodeluxe Application Roadmap
Multi-Tenant Access
Switch between multiple tenants from a single login.
User Groups
Create and manage User Groups, organizing specific users with specific permissions at a group level rather than individually.
Custom Color Themes
Choose specific color themes to maintain brand consistency and deliver a personalized experience for all of your internal and Client Portal users.
Form Enhancements
- New Supported Filevine Field Types
- Incident Date
- Text Multiple Lines (Large)
- Person List
- Enable “View Only” mode for Contact Cards in forms
- Create conditional sections in a form to show/hide a section based on another field’s response
- Round numbers in calculation fields to two decimal places
Multi-Factor Authentication
Use multi-factor authentication (MFA) to log into Neodeluxe for an extra layer of account protection using SMS verification.
Client Portal Roadmap
Task Review Process
Require a review before users’ form tasks are marked as complete, and designate specific roles responsible for reviewing and completing form tasks.
Create Projects via Forms
Simplify project setup for Filevine and Client Portal projects through a form.
Two-Way Messaging/Live Chat
Enable real-time communication between portal users and law firms through live chat in Neodeluxe and SMS.
Advanced Task Management Roadmap
Process Management
Group related queues to quickly identify and manage tasks within a larger workflow.
Business Days & Holidays
Configure working days that account for specific days of the week and holidays—ensuring tasks are scheduled for completion only when your team is available and ready to act.
Auto-Log Users Out of Sidebar
Sidebar Task Management sessions automatically update to log the user out based on user inactivity.
Task Resolution Schedules
Ensure tasks are only assigned and resolved within designated working hours.
Custom Variables in Tasks
Recurring Tasks
Reopen Completed Tasks
Data Governance AI
Data Governance in Filevine Contact Cards
Data Governance in Filevine Collection Items
Governance in Neodeluxe Products
Data Warehouse Roadmap
Support Project Contacts
Support Org Teams and Project Teams
Automations Roadmap
Bulk Updater Enhancements
The Bulk Updater will be able to create Filevine projects, update projects, create contacts, and create activity notes.
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