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.
Permission Groups
Create and manage User Groups, organizing specific users with specific permissions at a group level rather than individually.
Multi-Factor Authentication
Use multi-factor authentication (MFA) to log into Neodeluxe for an extra layer of account protection using SMS verification.
Custom Color Themes
Customize your organization’s application with custom UI colors, ensuring branding consistency and a tailored user experience.
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
Create Filevine and Client Portal cases through a Neodeluxe form, simplifying project setup.
In-App Live Chat
Enable real-time communication between portal users and admins through a live chat widget in Neodeluxe.
Mobile App
Two-Way SMS Messaging
Advanced Task Management Roadmap
Process Management
Group related queues to quickly identify and manage tasks within a larger workflow.
Business Days & Holidays
When calculating due dates, factor in business days, weekends, and holidays—ensuring tasks are scheduled for completion only when your team is available and ready to act.
Custom Variables in Tasks
Close Related Tasks
Conditional Queue Triggers
Data Governance AI
Governance in Neodeluxe Products
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Products
Streamline Filevine case management from intake to closure with products including automations, a portal, and more.
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