Neodeluxe Roadmap
See What’s Next

Process Studio Beta Release

Starting in May, Process Studio is available for early beta access with Filevine and Foundation AI connectors. For more information, please contact our sales team.

Exception Paths

A secondary process to execute if a primary process fails for any reason.

Scheduled Triggers

Triggers that run processes on a specific schedule (hourly, daily, weekly, etc) rather than in response to an immediate in-app event.

Formstack Connector

Triggers and actions for Formstack.

LawPro.ai Connector

Triggers and actions for LawPro.ai.

Process Landing Page

A dedicated landing page for all data and details related to a specific process so users can design, build, and monitor processes in one place.

List Filtering

Allows processes to narrow down large data sets based on specific conditions.

Community App Support

Allow external develops, partners, or advanced users to build custom app connectors (ie. not a prebuilt connector like Filevine) to extend the platform to work with any API-based application.

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

Enable real-time communication between portal users and law firms through live chat in Neodeluxe and SMS.

Multitenant: Two Way Messaging

Allows a Parent Tenant to centrally manages live chat resources, like agents and permissions, that are inherited and used by one or more Child Tenants.

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

When creating a queue, admins can use custom variables in task summaries and descriptions to display personalized details from Filevine projects.

Task Overseer Role

A new role that allows users to view and claim tasks across their label group from a centralized task list view.

Manual Task User Role

A new role that allows users to trigger tasks directly from the Sidebar for manual queue activation.

Recurring Tasks

Set tasks to recur on a schedule with a clear end date.

Reopen Completed Tasks

Data Governance in Filevine Contact Cards

Create data governance rules for Filevine contact cards to ensure accurate contact data.

Data Governance in Filevine Collection Items

Support for creating rules for items within Collection sections in Filevine.

View Alert Resolution Comments

Display the comments entered when an alert is resolved.

Show Alerts When Sidebar is Closed

Alerts display in Filevine even when the Neodeluxe Sidebar is closed.

Acceptable Value Rules: Multiple Operators

Define multiple Acceptable Value criteria using OR logic for more flexible validation.

Acceptable Value Alerts: Rule Changes

The “Request New Value” button in Acceptable Value Alerts will support more rule operators, so users can request changes to rule logic, not just new values.

Alert Dashboards

Data Governance in ATM Forms

Support Project Contacts via Report

Capture all contacts and their roles for a particular project through a Filevine report. Must be manually implemented—is NOT automatic.

Audit Enhancements

• Run an audit based on events.
• Enhancements to the audit notification email.

Support Org Teams and Project Teams

Advanced Conflict Check Pro

Run a conflict check on Filevine or Lead Docket data in two clicks through the Neodeluxe Sidebar.

iManage Integration

Access iManage workspaces and their associated files and folders from the Filevine project screen via the Neodeluxe Sidebar.

Migrate Parent Projects to Project Sync

Migrate the prebuilt Parent Projects automation to the prebuilt Project Sync automation.

Bulk Updater Enhancements

The Bulk Updater will be able to create Filevine projects, update projects, create contacts, and create activity notes.

USClaims Integration

Request funding for a Filevine case directly through the Neodeluxe Sidebar with just 2 clicks, making funding request easier than ever.