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Client Portal
Give clients, referring attorneys and more a simple place to access Filevine case details.
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Discover the full range of features in the Neodeluxe Client Portal.
Document Sharing
Securely share documents with clients and legal teams.
Communications
Boost communication with automated and bulk messaging.
Flows
Streamline communications with automated messages, tasks and more.
Forms
Easily collect client info with the portal’s advanced form builder.
Use Cases
Find out how different legal practices use the client portal.
Featured Resource
Mastering Task Management in Legal Cases: A Game-changer for Your Firm
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Advanced Task Management
Create group-based queues for advanced task management in Filevine.
View All Features
Explore all of Advanced Task Management’s features.
Shared Task Queues
Use shared queues to automate task assignments for a group of users with specific labels.
Filevine Task Management
Manage tasks without leaving Filevine using the Neodeluxe Google Chrome Extension.
Dashboards and Reporting
Gain insights into your firm’s task management with advanced reporting dashboards.
Featured Resource
Mastering Task Management in Legal Cases: A Game-changer for Your Firm
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Data Governance AI
Enforce quality data to ensure reliable Filevine data and better reporting.
Featured Resource
Mastering Task Management in Legal Cases: A Game-changer for Your Firm
Learn More
Automations
Optimize Filevine operations with automations.
Full Automation Library
Check out the full library of Neodeluxe pre-built automations.
Advanced Conflict Check
Mitigate risk during the intake process with advanced conflict checking.
Featured Resource
Mastering Task Management in Legal Cases: A Game-changer for Your Firm
Learn More
File Sync
Backup and maintain access to Filevine documents at all times.
AWS
Sync files one-way from Filevine to AWS.
SharePoint
Sync files from Filevine to SharePoint in one-way or two-ways.
Dropbox
Replicate Filevine documents in Dropbox with a one or two-way sync.
Featured Resource
Mastering Task Management in Legal Cases: A Game-changer for Your Firm
Learn More
Data Warehouse
Backup and sync Filevine data to a database under your control.
Featured Resource
Mastering Task Management in Legal Cases: A Game-changer for Your Firm
Learn More
Services
Filevine Managed Services
Use expertise to help manage and optimize your Filevine processes.
Filevine Implementation
Implement Filevine case management from the ground up with Neostella expertise.
Staffing Solutions
Put recruiting and onboarding in the rearview mirror with premium staffing.
Outlaw and FVDA
Take an automation-first approach to Outlaw contract management.
Lead Docket
Achieve best-in-class intake processes and maximize Lead Docket efficiency.
Legal Virtual Assistants
Streamline work with professionals who provide admin and legal support remotely.
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