Client Portal by Filevine is a secure online space where clients can easily communicate with their service provider and check the status of their case anytime. It lets clients see important updates, share documents, and track progress in real time. For billing, the portal allows clients to view their invoices, make secure payments, and see their payment history, all in one place. This billing service is built into the portal and comes at no extra cost, making it simple and convenient to stay on top of payments.
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Cancellation or disabling of billing or subscription in Client Portal by Filevine appears to be straightforward from the admin side, with a clear option to disable billing in the portal manager. The process seems simple and does not require complex steps, hence a low difficulty score.
Estimated Time
On average, it takes
5 minutes
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minutes to cancel a Client Portal by Filevine subscription.
How to Cancel Client Portal by Filevine: Step by Step
If you purchased through Filevine directly:
- Log in to your Filevine account.
- Click on the question mark icon in the top right corner of the screen.
- Select Update Your Subscription from the dropdown menu.
- Click on Want to Update Your Subscription?.
- Select the Cancel option to proceed with the cancellation.
- Follow the prompts to confirm the cancellation.
Tips & Tricks for Canceling Client Portal by Filevine
- Document every communication including dates and names to build a clear cancellation history.
- Be firm and clear in your language: explicitly state you want to cancel immediately.
- Address your communication to multiple channels: use emails, phone calls, and support tickets to ensure visibility.
- Request confirmation in writing to have a paper trail of cancellation.
- Escalate politely but persistently by asking to speak to supervisors or higher-level support if initial requests are ignored.
- Use contract terms against them: mention any consumer protection laws or contract clauses that support your right to cancel.
- Time your cancellation post-billing cycle to avoid unwanted renewals if possible.
- Prepare to dispute charges through your credit card provider if unauthorized charges continue post-cancellation.
- Leverage public forums or complaint boards to apply pressure if the company is uncooperative.
- Remain professional but assertive: avoid emotional language but be clear about consequences such as disputing payments or filing complaints.
Client Portal by Filevine Customer Service Info
If you need assistance, here's how you can get in touch with Client Portal by Filevine's support team.
Cancel Client Portal by Filevine Script
Script
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Hello Filevine Support,
I hope this message finds you well. I am writing to formally request the cancellation of my subscription. Due to changes in my business needs, I find it necessary to discontinue my membership at this time.
Please let me know if there are any further steps I need to take to finalize this process. I would appreciate confirmation of the cancellation once it is processed.
Thank you for your assistance.
Frequently Asked Questions
Client Portal by Filevine allows you to cancel your subscription at any time by accessing the question mark icon in the top right corner of the Filevine interface, selecting "Update Your Subscription," and then choosing to cancel. If you do not cancel before the end of the 14-day free trial, you will automatically be charged the standard monthly rate. This policy offers straightforward and flexible subscription management with no penalties for cancellation.
To cancel your subscription to the Client Portal by Filevine, you need to contact Filevine Support via email or phone and provide your account details. A password is not required for the cancellation process. However, if you need to reset your password for accessing the Client Portal, you can do so at this link: https://clientportal.filevineapp.com/login. This way, you can manage your account securely if needed.
- Refusal to cancel services despite multiple customer requests
- Unauthorized charges continuing after cancellation attempts
- Bait and switch or fraudulent sales tactics—services promised but not delivered
- No refunds offered with disputes subject to arbitration
- Lack of required cancellation notice in contracts
- Product not usable despite promises of customization
- Threats of collections over long-term contracts without usable product
- Poor customer service and long response times
- System clumsiness and inefficiency
- Inability to correct or delete errors within the system
- Wasted time and money on training without resolution of issues
Client Portal by Filevine subscription may lock you into a term, and even if you terminate early, you remain liable for the fees for the remainder of that term, with no pro rata refunds. Additionally, advance payments are non-refundable, and if payment is overdue, service can be suspended and all unpaid fees accelerated to be immediately due. You should be aware that your data will only be stored for 30 days post-termination, and you must handle data retrieval costs within 20 days after ending the subscription.
Before cancelling your subscription or access to Client Portal by Filevine, know that clients removed or access revoked will no longer be able to see case timeline updates, communicate via portal messaging, or view billing and invoice information. Any interactive payment features through the portal will also be disabled, meaning clients cannot make payments directly through the portal anymore. Consider these losses as they impact client transparency and seamless communication tied to your Filevine project. Also, removal or cancellation actions are done on a per-contact and per-project basis within the portal settings.
- Subscription agreement details (to check for cancellation terms, penalties, or fees)
- Primary contact information (as listed in your Sales Order)
- Account or subscription ID
- Written cancellation request (usually by email or phone to Filevine support)
- Confirmation of cancellation (ensure you receive written confirmation from Filevine)
- Reason for cancellation (may be requested by support)
- Compliance with post-termination obligations (such as data handling or confidentiality, as outlined in your agreement)
- Refund eligibility information (to confirm if prepaid fees will be refunded after termination)
We've actually written a step by step guide on how to get a refund from Client Portal by Filevine. Check it out!
The Easiest Way to Cancel Client Portal by Filevine
If you’re frustrated trying to cancel your subscription, membership, or bill from Client Portal by Filevine—or if you didn’t even realize you were being charged—Chargeback can help. Chargeback is a personal subscription manager that automatically detects hidden, recurring charges like Netflix, Hulu, and hundreds of others. With one click, we can cancel unwanted subscriptions, flag suspicious billing, and even initiate refund requests on your behalf. No more waiting on hold or navigating confusing help pages. Just connect your bank or email account, and we’ll take care of the rest.
Start reclaiming your money today with Chargeback
What Are Some Alternatives to Client Portal by Filevine?
Filevine Client Portal charges could show up on your statement as: FILEVINE CLIENT PORTAL, FILEVINE PAYMENTS, FILEVINE BILLING, FILEVINE PROJECT FUNDS, FILEVINE INVOICE PAYMENT
Editorial Note: These articles reflect the opinions of Chargeback's writers. Everyone's situation is unique; therefore, it is important to conduct your own research and note that our self-help tools are not guaranteed to help with any specific problem.
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