Elevate Your Practice with Client Portal Software

No, messages sent and received within the Client Portal are distinct from Filevine's standard SMS texting feature.

Client Portal messages are contained securely within the portal environment. While you can use SMS to invite a client to the portal or notify them of a new portal message or update, the actual conversation happens inside the portal, not via standard SMS threads.

The standard Filevine SMS feature remains available as a separate communication option.

Yes, you can invite third parties like medical providers or experts to the Client Portal as "guests." This allows them to securely upload requested documents (like records or bills) directly into the correct Filevine project.

Invited guests will only see the conversations and documents shared directly with them within that specific project's portal instance; they cannot see communication between the firm and the client or other portal guests.

You have complete control over the case timeline shown to clients. In the Client Portal Manager, you choose which internal Filevine project phases map to specific, client-facing steps.

You can customize the names of these steps and decide which internal phases are relevant to display, ensuring clients see a clear and curated view of their case progress. Not all internal phases need to be mapped to a client-visible step.

The Client Portal is included as a core feature of the Filevine platform at no additional cost. It's part of our commitment to providing comprehensive solutions that enhance client communication and firm efficiency.