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Usage Dashboard

Tom Copeland

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:

  • Daily logins — Number of client logins per day
  • Weekly logins — Number of client logins per week
  • Weekly breakdown graph — Visualizes which days of the week see the most client activity
  • 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:

    FieldDescription
    Name EntryThe name of the client attempting to access the portal
    Matched ClientThe corresponding client name in Filevine
    Phone NumberThe phone number used for 2FA login (matched to their Personal Mobile in Filevine)
    EmailThe email used for 2FA login (matched to their Personal Email in Filevine)
    Matched Project IDThe Filevine project associated with the client
    SuccessCheckmark for successful login; X for unsuccessful login
    TimestampThe 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:

  • Client name — Who submitted the feedback
  • Project name — The Filevine project associated with the client
  • Project ID — The Filevine project identifier
  • Team member — The VineConnect® team member the feedback was submitted for
  • Project phase — The current phase of the project in Filevine
  • Timestamp — When the feedback was submitted
  • This helps you monitor client satisfaction and identify support needs.