Filevine Client Portal
Exclusively built for Filevine, VineConnect Client Portal & Automations Tool gives your clients what they really want: To feel connected to your firm.
Let’s give it to them. Meet VineConnect™.
INTRODUCING
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™ automates client communications and updates, multi-location Google review requests, painstaking repeatable workflow tasks, and so much more. For clients, the front-end portal is simple and secure to access which keeps them coming back. Customize every aspect of their experience with our intelligent administrative tools, including controlling what information they see and when.
With affordable pricing plans, 1-time configuration that is either self-guided or managed by our dedicated team, a 30-day no obligation free trial, live support, and a consistent release of rich new features, there’s no reason to go anywhere else for your client communication needs.
VINECONNECT™ FEATURED HIGHLIGHTSUPDATED!
Client Portal Usage Dashboard
Our primary Client Portal Dashboard gives you the ability to monitor usage of the portal, successful/unsuccessful login attempts, collect and export Legal Team Feedback, and monitor all SMS messages in and out.
Launchpad for Self-Guided Setup
Configuring VineConnect™ is easier than ever with Launchpad, our self-guided configuration and launch checklist module. From here you can test the Client Portal front end, schedule your launch, and even access branded marketing materials!
Implementation Support Always Available
From any page in the admin side of VineConnect™, you can access detailed support articles for configurations, chat with our live support representatives, and even schedule complementary implementation consultations – all included in your subsription.
Customizable Timeline and Phase Templates
VineConnect™ offers completely customizable Case Timelines and Project Phase description with support for an unlimited number of Project Types for your Filevine Org. Short on time and want to launch quickly? Try our pre-configured templates for various practice areas!
Embed Rich Media, Videos, and Images
Ever wanted to describe to your clients what’s happening with their case when its in a specific Filevine project phase? Or better yet, instructing your clients on what not to do? Or how about setting better expectations for what happens next? Do it with VineConnect’s Rich Text Editors, which allow you to embed videos, screenshots, images, GIFs, rich text, headlines, outbound links, and so much more!
Optimized for Mobile, Secured by AWS
The front end of Client Portal is acessed by your clients via a customized, firm-branded login link and secured by intelligent 2-Factor Authentication (2FA) & IP & device whitelisting, designed for mobile-first. Our system is built on Amazon Web Servers (AWS) with built in barriers against brute force attacks or incidental illicit logins.
Automate Your Client Communications
The core of VineConnect™ is our Client Communication tools. Send text messages to your clients and other contacts associated with the Filevine project automatically based on triggers you select, like Phase Change, Taskflow Buttons, Section Visibility, Project Creation, and so much more!
Qualify and Distribute Multi-Location Review Requests
If you have more than one (1) primary office location or you collect reviews on multiple platforms, you know that ditributing reviews evenly to all endpoints is a huge headache. Not anymore. With VineConnect™, you can automatically solicit, quality, and distribute multiple Review Requests across various platforms including multiple Google My Business profiles thanks to our ingenious client-location mapping solutions.
Mass Text Messaging & Blacklists
Mass texting is here! VineConnect™ can mass text your contacts in Filevine or via a spreadsheet upload. And, we have intelligent safeguards in place to ensure you don’t accidentally run the tool. You can even set or schedule “sticky” Client Portal banner messages, too. Need to keep some problem clients or projects off VineConnect™? No sweat with our Blacklist Tool!
Automated Workflows -- Exclusively for Filevine
For those looking to automate simple workflows in Filevine but struggle with Zapier and other complicated and expensive add-ons, VineConnect™ is for you. With Workflows, you can map together pre-set Filevine triggers and actions to automate texts, phase changes, team assisnments, tasks, and so much more!
Dynamic Team Display, Feedback, and Contact Info Updates
Give your clients more of what they want – quick, simple access to the people working on their case, their case information, and an intuitive platform to get and send information to and from their Filevine project. Collect Team Feedback and prompt your clients to periodically update their contact information, syncing it all back to Filevine, of course, automatically.
Document Sharing, Calendar Syncing, and Dynamic Forms
Coming Soon! We’re releasing some excellent features in the near future including document upload and sharing that automatically syncs to your project and specific data sections, calendar syncing with notes & reminders, and custom dynamic forms that collect and sync data back to the Filevine project!
HOW VINECONNECT WORKS
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.
Your clients will provide their name and mobile number to login, and our system matches the information provided to a Filevine project.
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.
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
Ditch the plethora of apps and competitor products – VineConnect™ does what you’re looking for and more! Check out our latest webinar to see a live demonstration of our software in action recorded in August 2022. We release major new features approximately monthly.
New Feature Releases Coming Q3-Q4 2022
Docs Upload/Sync to Filevine | Custom Forms Sync to Filevine | Expanded Workflows | Mirroring Fields | Simple Data Migrator & Mass Data Upload to Filevine
Simple, Transparent
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
Max 800 Projects ($0.49/Project)
Perfect for Small Firms
All Features & Support Included
growth PLAN
$499/month
Max 1,100 Projects ($0.45/Project)
Perfect for Growing Firms
All Features & Support Included
Dedicated Setup Manager
scale PLAN
$599/month
Max 1,400 Projects ($0.42/Project)
Perfect for Scaling Firms
All Features & Support Included
Dedicated Setup Manager
Priority Feature Suggest & Beta
SELF-GUIDE YOUR SETUP TODAY!
In 4 minutes or less, you can register your firm on VineConnect and start the implementation process with our simple, intuitive, guided onboarding.
And if you do happen to get stuck, don’t worry – our dedicated product managers monitor our live support chat at no additional cost. Follow the video below for a quick demonstration.
Request a Demo!
Ready to get started? We offer a complimentary 1-hour demonstration of VineConnect™ to firms live on Filevine.
