VINECONNECT

Client Portal

Exclusively built for Filevine, VineConnect Client Portal & Automations Tool gives your clients what they really want: To feel like they know what’s happening with their case or project at any time without having to bother you. And with no apps to download or accounts to register, they’ll thank you for it. Get back to what you do best knowing that you’ve earned your client’s trust.

We now offer a 30-day FREE trial and complementary implementation support from a real, live human.

INTRODUCTING

A BETTER CLIENT PORTAL FOR FILEVINE.

Our founders, Tom and Craig, wanted to use new technology to solve an old problem: Give their clients just the right amount of access to their case progress to reduce time-wasting and pestering phone calls. They were amazed to discover that though ‘case status’ and ‘client portal’ solutions exist, none of them are built specifically for Filevine, and as a result, none are very good.

So they built VineConnect.

VineConnect is the first Client Portal & Automations Tool designed specifically to leverage and extend Filevine’s core functions through the open API. Plain English? VineConnect is an incredibly powerful add-on for any Filevine Org.

ACCESSING CLIENT PORTAL

True Client Portal innovation starts here. We’ve designed a secure front-end portal for your clients that is easy to access, navigate within, and return to in the future. Your clients will never have to download an app or create a username or password.

Importantly, our unique multi-factor authorization method effectively secures against impersonation or brute force attacks. Cleverly, we don’t store client data on our servers, so we’re no low-hanging fruit for data thieves.

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Your clients will provide their name and mobile number to login, and our system matches the information provided to a Filevine project.

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If the system finds a match, a one-time code is sent to the client’s mobile device as a 2-Factor Authentication (2FA) step. Any mis-mtaches are rejected by the system.

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The client is granted access to the Client Portal, allowing them to browse the phases, timeline, receive critical messages, and see their legal team.

POWERFUL FILEVINE AUTOMATIONS

Simplifying repetitive work is at the heart of VineConnect’s purpose. You can automate SMS communications that keep your client coming back to and engaging with the Client Portal. Our sophisticated Review Collection system allows you to spread your 5-star reviews across multiple Google My Business profiles. And with Workflows, you can use preset Triggers and Actions to intelligently do more work with less. Best of all – you stay working in Filevine, reducing ‘app clutter’!

AUTOMATED TEXTS

Keep your clients engaged with Client Portal and your company at all times.

MULTI-OFFICE REVIEWS

Boost reviews across your multiple GMB office profiles or other review sites equally.

NEW! Workflows

A system for mapping preset Triggers & Actions that listen to Filevine and execute.

WATCH OUR LATEST WEBINAR

Forget building your own app – VineConnect does what you’re looking for and more. Check out our latest webinar to see a live demonstration of our software in action. This webinar was last recorded in February 2022. Below is a short list of features that have been released since then, and we release major new features approximately monthly.

New Feature Releases Since February 2022

Mass Text Messaging Tool  |  LaunchPad Checklist & Planner  |  Custom Timeline Templates & Phase Title Overrides
Text Message Log    Team Display Improvements  |  Mass Contacts Uploader

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VINECONNECT CORE FEATURES

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User Dashboard

See which clients are logging in and interacting with the Client Portal. Help them troubleshoot login issues.

1-Time Configuration

Config your setting just once, and let the power of VineConnect's integrations and automations do the rest of the work!

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Subscription Billing

Fully integrated with leading payments provider Stripe, enjoy convenience, flexibility, and world-class security.

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Legal Team Control

Overide or disable how VineConnect pulls your legal teams from Filevine to display to the client on the front-end Portal.

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∞ Project Types

Configure an unlimited number of Project Types so your clients across various practice areas of your firm can access.

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Fetch Case Phases

Truly unique to VineConnect is our ability to dynamically fetch your Filevine Project Phases without any manual intervention.

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Rich Data Webhooks

If you use Zapier or Workado, you've undoubtedly run into data problems. We solved them with intelligent middleware!

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Multi-GMB SUPPORT

Got multiple locations? VineConnect supports automated review request links for multiple Google My Business pages.

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Helpful Support

We're constantly striving to make tools & feature that just work, reflected in our documentation & dedicated support.

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2FA Security

Secured by 2FA, Client Portal is accessed without the need to download an app or register accounts, which means higher adoption and usage by clients.

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Case Timeline

The core of Client Portal's fully automated integration with Filevine is the Project Type Template timeline. Configure it just once for each project type your firm uses.

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Integrated Phases

Client Portal automatically pulls the Filevine Project's phase on login, eliminating the need to update two apps. Now that's true Filevine integration.

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Responsive Design

Client Portal is completely web-based, so of course it's 100% responsive and accessible from any device and any browser, at home or on the go.

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Firm Branded

Keep it professional by branding Client Portal with your firm's logo. Impress your clients, create a "big firm" feel, and keep all the credit to yourself. You deserve it.

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Legal Team & Vitals

Give your clients just the right amount of information they care about - like who their legal team is, important date and case vitals, and contact information.

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Automated Texts

Let Client Portal notify your clients when something important has happened in their case, boosting retention and usage and eliminating the repetitive phone calls.

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Alert Messages

Push high-level alert messages into Client Portal from Filevine when you need to get the client's attention and receive any replies comments - without leaving Filevine!

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Team Feedback

Get rich, contextual client satisfaction feedback about your specific employees and the service they are providing - and respond quickly to issues when they arise.

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Pricing For Every Filevine Org

Our pricing is based on the number of active cases your firm has in your Filevine Org. All of our plans include dedicated implementation & live ongoing support.
Our self-managed plans allow you to sign up and start using VineConnect right away if you have less than 1,400 active and archived projects. More than 1,400 projects? Great – VineConnect is built to scale! We’ll simply need to schedule a consultation to set you up with one of our volume pricing plans. Contact us to get started!

Why VineConnect is the obvious choice for a client portal & automations solutions:

  • NO set-up, implementation, or cancellation fees
  • With a FREE 30-day trial and FREE implementation support, there’s nothing to lose in trying it
  • NO long-term contractual commitments or financial obligations up-front
  • Flexible, affordable monthly plan pricing that isn’t going to unexpectedly skyrocket on you
  • Billing plans cover 1 Filevine Org with unlimited project type template support
  • Upgrade or downgrade your billing plan as you grow
  • VineConnect is not just for law firms – any company operating no Filevine can utilize our software

BASE PLAN

$399/month

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Max 800 Projects ($0.49/Project)

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Perfect for Small Firms

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All Features & Support Included

growth PLAN

$499/month

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Max 1,100 Projects ($0.45/Project)

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Perfect for Growing Firms

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All Features & Support Included

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Dedicated Setup Manager

scale PLAN

$599/month

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Max 1,400 Projects ($0.42/Project)

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Perfect for Scaling Firms

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All Features & Support Included

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Dedicated Setup Manager

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Priority Feature Suggest & Beta

MORE THAN 1,400 PROJECTS?
AWESOME. LET’s GET YOU LIVE
WITH PREMIUM SUPPORT.

VineConnect Client Portal

The first truly integrated Client Portal for Filevine that doesn't duplicate work.

Full Suite & Integration Support

Stop waiting to launch on Filevine. License our Full Suite of templates, docs, and more.

Project Type Templates

Discover the world's most comprehensive Project Type Templates for Filevine.

Merge Docs

Programming merge docs is difficult and time consuming. Use our library instead.

Custom Taskflows

Get the right work done at the right time with our Custom Taskflow Maps.

Training & Support

Get trained by the people and firms who help shape the best features of Filevine.