What's New, What's Next: Lead Docket & Client Portal

Lead Docket

• LOIS Lead Viability: Map up to 23 case types to your own intake categories and get AI-driven positive and negative indicators per case type.
• UI Redesign: A cleaner, faster lead workflow with status at a glance, sticky navigation, and a layout built for speed. We'll show you how to turn it on early.

Client Portal

• Bulk Invite: Send Client Portal invitations to multiple contacts at once, instead of inviting clients one by one like you have in the past.
• Bulk Messaging: Preview the new Bulk Messaging tab. Build a filtered audience by project type, phase, contact type, tags, or age, and send one message to your entire list at once. It's the first native bulk-messaging capability in Filevine, built to replace the third-party tools firms pay for today.
• Vinesign Integration: Send Vinesign signature requests directly through Client Portal. No more juggling separate tools or chasing signatures over email.