Plus major review request improvements, language support, and admin notifications

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Hello friend! We're excited to let you know that we've recently released a fresh new Front-End Design for VineConnect Client Portal! The new Portal look is modern, elegant, even more mobile-friendly than before. The design is whitespaced, allowing for your firm's logo, stylized phase description and timeline content, and embedded media like images and videos to display with a cleaner and more familiar contrast.

Along with the newly designed front-end, we've now released a much anticipated feature for Multi-Language Support. Your clients can now choose their native language preference for English, Spanish, French, or Portuguese either while they're in the login flow or from within the Client Portal itself. Automated communications like text messages adhere to the current language selection, creating an even more personalized experience for your ESOL clients.

Finally, be sure to check the improvements we've made to automated Google Review Request Links described below. We've introduced score thresholds that automatically release review links only when score thresholds are met for satisfied clients. When a score received falls below the threshold, you can customize the reply message and configure an admin notification email.

Read on for other important features that are now live on VineConnect Client Portal, and a sneak peak at new features coming soon!

 

NEW FRONT-END DESIGN

The front-end of VineConnect Client Portal now sports a new, contemporary look! The most important element of this new design is the whitespace. For active VineConnect users, we suggest you place VineConnect in Setup Mode from Launchpad, and conduct some test logins to ensure your Phase Descriptions and Timeline content and embedded materials adhere to the new white background. 

For mobile Client Portal users, we integrated some new collapsable modules in line with today's mobile-optimized frameworks and best practices. We're also introducing a new menu in anticipation of a more interactive, multi-page experience for your clients. In fact, the first new page is Team Messages, which we will be releasing new functionality for in the next month (Team Messages Support Article).

Embedded video - check out the new design
 

NEW - REVIEW REQUEST SCORING THRESHOLDS

We have updated our already amazing Automated Review Requests feature by creating a more robust space for you to better filter out potentially negative clients from receiving review requests. We are introducing the concept of "score thresholds". Set a score threshold of 0-5. When triggered by the selected phase change, VineConnect will release a qualifying SMS message you can write (or use the default) and our app listens for a reply score. When the threshold score is met, we will release the review request text with the review link variable. If the threshold score is not met, the client will receive a default message or message you can control as well as an automated admin notification email.

Combine our new score threshold with the ability to dynamically collect reviews for multiple Google My Business pages for your firm, and you've got one powerful system in VineConnect for increasing your reviews and real-time monitoring for client issues!

One of the most powerful tools on the market to simply automate review requests just got even better! For a refresher on how Automated Review Request operate, check out our Support Article. 

GIF of new Review Request improvements
 

MULTI-LANGUAGE SUPPORT

We understand that your client base is diverse, and that they want to interact with your firm frictionlessly. That's where we can help automate that native communication! VineConnect now supports multiple languages - Spanish, French and Portuguese. Your clients can simply choose their native language from the dropdown on our default login page or from within the Client Portal itself and we do the rest!

Not only will the front-end of the portal be translated to their chosen language but our system will recognize this selection and translate all of your automated text messages as well! Creating a tighter bond between your clients and your firm - that's what VineConnect is here to do!

This feature has automatically been deployed and there is nothing for you to configure, but you may want to let your clients know that they can now select their native language.

Image of VineConnect client portal login

New Improvements Released

NEW ADMIN NOTIFICATIONS - You can now select which events trigger an admin notification, and whether you want that notification to sync back to the Filevine project. New events include "Team Feedback Received" and "Client Contact Info Updated". Check it out from your Admin -> Client Portal Setup page.

 

Support You Can Count On

Want to make the most of this month's feature releases? Need help configuring your VineConnect and get it live sooner? Don't forget that we are here for you with live support Monday-Friday during normal business hours. Reach out to us via the chat button in your VineConnect Admin Portal or schedule a consultation with us today!

 
Set up Consultation
 
 

NEW FEATURES UNDER CONSTRUCTION 🚧

Calendar integrations

AUTOMATED WORKFLOWS
One of the founding visions for VineConnect is coming to reality - Automated Workflows within Filevine! There could be hundreds of things you'd like to be able to inherently automate within Filevine - automatic phase changes, task re-assignments, assigning or un-assigning followers, sending a one-off text message - and it's the goal of Workflows to solve each of these minor actions, leading to big savings in time, energy, and peace of mind. Look for an August release of the first vision of Workflows!

IMPROVED BANNER MESSAGES
We're hard at work improving our Banner Messages - a universal messaging tool for all your clients who use your Client Portal. Controls for multiple messages, designs, and rich text are coming this month.

Typeform Integrations
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CLIENT PORTAL DOC UPLOADS
Doc syncing is coming to VineConnect! Your clients will soon have the ability to upload different types of docs - documents, photos, or other media - to sync back to Filevine. Better yet, you get to control how and where these uploads sync to in the client's project. Coming Q3 2022.

 
 
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Vinetegrate & VineConnect Client Portal

Built In West Palm Beach, FL

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