Usage Dashboard

Tom Copeland
CEO, Matterflow® | support@matterflow.com
Category: VineConnect®
Monitor client portal activity, logins, feedback, and SMS communications
The Usage Dashboard is your main landing page when you log into VineConnect®. It displays comprehensive analytics and logs that show how clients are using the portal, including login activity, feedback submissions, and communication metrics. As you activate the client portal for your clients, this dashboard fills with real-time data.
Daily and Weekly Client Logins
This section shows you client engagement with the portal:
This helps you understand client engagement patterns and portal usage trends.
Client Portal Usage Log
The usage log tracks all client activity in the VineConnect® portal, including login attempts. For each log entry, you'll see:
| Field | Description |
|---|---|
| Name Entry | The name of the client attempting to access the portal |
| Matched Client | The corresponding client name in Filevine |
| Phone Number | The phone number used for 2FA login (matched to their Personal Mobile in Filevine) |
| The email used for 2FA login (matched to their Personal Email in Filevine) | |
| Matched Project ID | The Filevine project associated with the client |
| Success | Checkmark for successful login; X for unsuccessful login |
| Timestamp | The date and time of the login attempt |
Failed login troubleshooting: If a client had an unsuccessful login, click the "X" to view Response Details and the specific error code.
Client Feedback Log
This log tracks feedback submitted by clients through the VineConnect® Client Portal. Feedback is internal-only and tied to your Legal Team configuration.
For each feedback submission, you'll find:
This helps you monitor client satisfaction and identify support needs.
