Legal Tech Release Notes
Release notes for legal practice management, case management and legal AI tools
Products (9)
Latest Legal Tech Updates
- Sep 1, 2026
- Date parsed from source:Sep 1, 2026
- First seen by Releasebot:Sep 2, 2026
Fable 5.1, Now Live in :Harvey:
Harvey adds opt-in access to Claude Fable 5.1, giving customers a new Anthropic model with stronger document-heavy analysis, better litigation and dispute resolution results, and solid performance across privacy, cybersecurity, and capital markets tasks.
Announcing Fable 5.1 in Harvey
Claude Fable 5.1, the latest Anthropic model, is now available. Starting today, Harvey customers can opt-in to receive access.
In our early testing, Fable 5.1 was strongest on complex, document-heavy analysis, with the most significant quality improvement on litigation and dispute resolution compared to Fable 5. Generally, Fable 5.1 also performed well across tasks related to data privacy and cybersecurity and capital markets.
Notably, Fable 5.1 also delivers quality results even at lower reasoning levels. At its lowest reasoning setting, Fable 5.1 was thorough in completing tasks, while using roughly half the output tokens. Balancing quality and overall efficiency is meaningful, especially for legal teams working through high-volume work, such as reviewing agreements.
For full results against our Legal Agent Benchmark, you can refer to the public leaderboards on Artificial Analysis and Vals.
What to Know Before Enabling Fable 5.1
The use of Fable models, including Fable 5.1 and Fable 5, may involve data processing practices that differ from data commitments we made in our existing customer agreements. Eligible Harvey customers can use Fable 5 and Fable 5.1 with zero data retention under a time-bound exemption while Anthropic rolls out Enterprise Frontier Safeguards. Enterprise Frontier Safeguards will give eligible customers the ability to deploy Anthropic's most capable models while storing their data in cloud infrastructure controlled by Harvey or by the customer.
Note Anthropic does not offer any regional processing for Fable 5.1 or Fable 5, so all data will be processed in the United States.
We are making this model available as an opt-in option vs. by default. Our goal is to give customers access to a highly capable model while preserving their ability to decide what’s right for their organization.
Customers who have opted in to Fable 5 will get Fable 5.1 access in Harvey starting this week.
If you have questions or are interested in enabling Fable models for your organization, please reach out to your account team.
Original source - Sep 1, 2026
- Date parsed from source:Sep 1, 2026
- First seen by Releasebot:Sep 1, 2026
Filevine Unveils Citator and Anti-Hallucination Capabilities for LOIS Legal Research
Filevine launches citator and anti-hallucination capabilities in LOIS Legal Research, helping lawyers verify citations faster, flag unverified cases before filing, and work directly with primary sources inside the drafting workflow.
Filevine today launched a citator and anti-hallucination capabilities inside LOIS Legal Research, built to solve legal AI's costliest mistake: a citation that looks right but isn't. Sometimes the case doesn't exist at all. Far more often, the case is real, but it doesn't say what the brief claims it does.
No technology removes a lawyer's professional obligation to verify every citation before it's filed. Courts are sanctioning attorneys nationwide over AI-generated errors, costing careers, licenses, and in at least one case, an entire trial. LOIS streamlines this verification process, reducing hours of work to mere minutes. Every citation in LOIS carries a status, unverified cases are flagged before filing, and verification happens in the same tool where the brief gets drafted.
Filevine's own legal team ran LOIS against 68 federal filings that courts had already sanctioned for fabricated or misused authority. The team checked 2,073 citations and confirmed 174 severe errors the filing attorneys themselves had missed.
In another head-to-head test, LOIS caught all 14 "silent" negative treatments in a case set: holdings quietly overruled by opinions that never cite them. Westlaw's KeyCite and Lexis' Shepard's caught none.
Our goal is to give lawyers control before they file — not after a judge finds what they missed.
Welcome to the new age of Legal Research.
LEARN MORE
See what verifiable legal AI looks like. Join Filevine CEO and co-founder Ryan Anderson on September 10 for From Risk to Reliability: Check the Cite. See the Reasoning. Read the Opinion., a live demonstration of how LOIS checks citations, connects lawyers directly to primary sources, and makes verification part of the work rather than an afterthought. Register now, or learn more about LOIS Legal Research.
ABOUT FILEVINE
Filevine, Inc. is headquartered in Salt Lake City, Utah, with offices around the world. As the legal industry's definitive system of record, Filevine differentiates itself from fragmented, point-solution tools by uniting contracts, matters, documents, research, and workflows into a single platform built for modern legal teams. Its Legal Operating Intelligence System (LOIS) delivers seamless, end-to-end control across every stage of the legal lifecycle.
Law firms, enterprises, and government agencies rely on Filevine to manage complex legal work with precision, security, and institutional intelligence. Recognized as a leader in Legal AI, Filevine has been honored by the LegalTech Breakthrough Awards, The SaaS Awards, Deloitte Technology Fast 500, and the Business Intelligence AI Excellence Award (2025). Today, thousands of organizations trust Filevine to eliminate fragmented software and deliver measurable outcomes across their practices.
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- Sep 1, 2026
- Date parsed from source:Sep 1, 2026
- First seen by Releasebot:Sep 1, 2026
Introducing Horizon Scanning
Harvey introduces Horizon Scanning, an Early Access feature that helps legal teams track regulatory and legislative changes, customize alerts, surface the most relevant updates, and turn monitoring into next steps like memos, policy updates, and timelines in one connected platform.
Horizon Scanning helps legal teams monitor, assess, and take action on the changes that matter most.
The pace of regulatory change isn't slowing down: 63% of legal departments say their monitoring and compliance workloads increased in 2026. Many existing monitoring tools don't even save teams time because alerts arrive through fragmented feeds, without prioritization, and siloed from where next steps need to happen. Changes can slip through, and it can be costly to miss a key update.
We're introducing Horizon Scanning in Harvey to help legal teams turn monitoring into actionable next steps. Teams can customize alerts, receive notifications for key regulatory and legislative updates, and immediately take action on the most impactful developments in one connected platform. Built with a cohort of design partners across law firms and in-house teams, Horizon Scanning helps legal teams quickly act on the changes that matter most.
Create Tailored Scans Relevant to You
Most monitoring tools draw from a fixed repository, which means coverage may be rigid or irrelevant to what your business prioritizes. With Horizon Scanning in Harvey, teams can simply describe what they need to track in plain language — a topic, a region, a named regulator. Harvey will automatically build a scan, drawing on more than 12,000 sources across 100+ jurisdictions alongside public sources the user describes. For example, an in-house team can shape the scope of a scan to data protection developments in the jurisdictions where the company actually holds data, or create a separate scan for each subsidiary.
Quickly Identify Which Changes Matter Most
Every scan feeds a single dashboard that shows what moved, with the most consequential developments surfaced first. Determining what changed is just the first step — the critical work is understanding who it affects, what they need to do, and by when. Each update arrives with a relevance assessment, so that it is easy to gauge urgency before digging into the details. Teams can also receive email digests of daily changes, helping them access insights directly in their inbox.
Let's say there's a new anti-money laundering rule that impacts a financial services legal team. They can find out about the change the same day it's published via an email alert. Then, Harvey can help them quickly determine which entities are impacted, what has to change operationally, and how long they have to prepare.
Move From Update to Next Step
Since Horizon Scanning is part of Harvey’s agentic platform, alerts connect to downstream work in one single system. Ask a question about a development in plain language and get an answer grounded in the source. Teams can turn scans into a memo revision, a recommended policy update, or an interactive timeline of upcoming obligations without leaving the dashboard.
For a firm's privacy practice, that can mean tracking data protection regulators across member states, updating guidance by directly pulling the right documents from their DMS into queries, and drafting a client alert the same day new guidance lands. For an in-house compliance team, it can mean Harvey directly flagging which internal policies are affected by a tariff change and suggesting revisions, helping them draft new guidelines and flag any operational concerns faster. Scans can be shared across a team, so practice groups and business stakeholders work from the same view.
We're building Horizon Scanning as a foundation for proactive legal work in Harvey, where monitoring, analysis, and the work that follows all live in one place.
Horizon Scanning is currently available in Early Access for Harvey customers, with general availability to follow.
If you’re interested in learning more about Harvey, get in touch with our team.
Original source - Aug 28, 2026
- Date parsed from source:Aug 28, 2026
- First seen by Releasebot:Aug 28, 2026
August 24, 2026 – August 28, 2026
Filevine adds activity feed mention filtering, client portal language fixes, improved document sorting and large media previews, FVDA caption and numbering fixes, smoother deal signing flow, and billing updates including invoice approval actions and new email variables.
Activity Feed
- In the Activity Feed, user feed, and task page, users can now filter to see items where a user was mentioned via @ or +@.
Client Portal
- Fix: Automated portal notifications (invite, phase change, new message, invoice) now correctly follow the language selected on the invite.
- Fix: Client Portal forms now fully support browser languages with 3-letter codes (e.g. Krio, Cebuano, Hawaiian), staying translated and working reliably across page reloads.
Documents
- In the New Project Docs experience, date columns now sort from newest to oldest on the first click.
- Fix: Audio and video files over 2 GB now preview as expected.
FVDA
- Fix: Duplicated borders on document captions have been resolved, and section border settings have been improved.
- Fix: Repeater sections inside appendices now correctly pick up the appendix's numbering style, instead of showing an inconsistent number format.
- Fix: Deals no longer get stuck in the Signing status when a party is removed from a deal or template but their signature block was left behind. Instead, they now correctly auto-advance to Done.
Time & Billing
- Org Admin permissions are no longer required to use the Send for Approval and Mark as Approved options on individual invoices.
- When customizing billing emails, firms can now include Project Number and Client Matter ID as available variables.
- Aug 26, 2026
- Date parsed from source:Aug 26, 2026
- First seen by Releasebot:Aug 27, 2026
Smokeball Bill and Boost Releases August 2026
Smokeball adds monthly updates across Bill, Boost and the Web App, including Archived conversations in the new Messages UI, Intake form background color branding, a new logo, and invoice workflow improvements with helpful fixes and client portal sending support.
View all new features and refinements to Smokeball Bill and Boost for this month.
26th August 2026
[Smokeball Boost only] The Archived conversations section is now available when using the new Messages UI.
20th August 2026
The Smokeball Web App has been updated:
- The Web App has been updated with a new logo!
- Failed charges on payment plans now give more descriptive error messages when you hover over them.
- Fixed a bug where Invoice Title, Subtitle and Notes in a matter's Invoice Settings reset to None after navigating away from and returning to Edit Matter.
11th August 2026
[Smokeball Boost + Intake] Smokeball Intake has been updated:
- You can now customize the background color of your Intake Forms as part of your firm's Branding Settings.
- Options include Default, Brand Color, White or Transparent. Use Transparent when the form is embedded on your website and you want it to blend into your existing page design.
- The background color applies to all existing and new Intake Forms for your firm.
- Fixed an issue with a large blank space appearing in the generated PDF when a form includes multiple contacts in a group.
- Fixed an issue where changing a form's message templates was not triggering the publish modal.
- Fixed an issue where the checkbox and toggle box in Smokeball Settings > Intake Forms > General appeared cut off when selected.
- Fixed an issue where the "leave without publishing" modal remained on screen after the previous 'publish form' modal was closed.
6th August 2026
The Smokeball Web App has been updated:
- Fixed an issue where hyphens could not be entered in Activity Codes in the Web App.
- Fixed an issue where staff with Invoice Read Only permissions could not send or download Invoice Adjustment Detail PDFs.
- The option to Send Via Client Portal has been added to the Invoice and Adjustment Detail view.
- Aug 26, 2026
- Date parsed from source:Aug 26, 2026
- First seen by Releasebot:Aug 26, 2026
Memory is Here: :Harvey:, Personalized
Harvey adds Memory in Harvey II, letting legal teams save preferences once and apply them across sessions, web app, Outlook, Word, playbooks, and agents. The feature is transparent and user controlled, with saved memories visible, editable, searchable, and deletable in Personal Settings.
Harvey remembers how you work — carrying your preferences across every session and surface, so each output reflects how you actually practice.
Every lawyer has their non-negotiables. The Oxford comma is essential, or it's clutter. "Shall" is sacred, or it's archaic and struck on sight. Anglo-Saxon rooted words preferred to Romance-rooted words. Until now, AI made you re-teach these preferences in every prompt.
Memory, released as part of Harvey II, changes that. It closes the gap between how you practice and how Harvey executes — automatically, transparently, and always under your control.
Standing Instructions, Not Repeated Prompts
A memory is like a standing instruction that applies itself: Once set, it applies to all your work moving forward. Getting started takes just a few questions about how you work. After that, you can tell Harvey to remember something in the middle of what you're already doing. For example:
- The GC I email reads on his phone. Keep email drafts to him under 150 words, with the ask in the subject line.
- When there is a judgment call, give me two options — a conservative 'safe harbor' path and an 'aggressive' path — each with a risk level.
- Always distinguish the UK GDPR position from the EU GDPR position. Never blend them into a generic “GDPR” answer.
- I am admitted only in New York. Flag anything that requires Delaware or other local counsel input.
Save memories one at a time or capture several at once. The more you tell Harvey, the more it adapts — and the more your work comes back the way you'd do it yourself.
Saved Once, Applied Everywhere
A preference saved once travels with you across the Web App, Outlook, and the Word Add-In, in playbook runs, and every agent you put to work. Tell Harvey how you like your partner or GC updates written. Harvey maintains those standards everywhere you draft updates, whether in a doc or an email, with no reminder and no reformatting.
This is what makes agents more useful, not just faster. An agent that carries your context does every step of the work your way: your framing, your positions, your format. Run a dozen agents at once, and each one will work your way. That means more work completed, all to your standard, giving you time back for higher-value work.
And wherever a memory is applied, you can see it. When a memory shapes a response, Harvey cites it in it the same way it cites a source. You can see which preferences were used, confirm it’s the right call, and catch any instances that need correction.
You Control What Harvey Remembers
General-purpose AI assistants treat memory as a background process: the model quietly accumulates what it learns about you, and you find out what it stored, or how it's being used, only if you go digging. That's fine for consumer chat. It's below the bar for legal work.
Harvey is built on the opposite principle: you always know what it remembers, when it learned it, and when it's being used.
Harvey will save memories when you explicitly ask (“Remember to…”) and when a prompt signals a preference (“I want all summaries to start with BLUF”). In both cases, a confirmation card shows exactly what was saved so you can control what Harvey stores. Every memory lives in one place in a user’s Personal Settings, where they can review, edit, search, or delete any memories, or turn Memory off entirely.
Admins control whether Memory is available in their workspace, including whether to enable it for all users or a select subset. And it's protected by the same security protections as everything else in Harvey. Memory opens no new access to your systems, and like the rest of a customer’s workspace content in Harvey, individual memories are never used to train AI models.
Make Harvey Yours
:Harvey:'s Memory feature lets me spend less time re-establishing context and more time doing sophisticated work. It remembers my role, drafting style, analytical approach, and output preferences, so I can focus on better prompts, deeper follow-up questions, and higher-quality legal analysis. — Sam Sadighi, VP, Legal
An organization’s institutional context lives with its people: their expertise, insights and understanding of what matters most to their business and customers. We have worked with :Harvey: to shape Memory, which carries this growing context forward so users can build on it each time they use the tool. Critically, this context is stored securely, appropriately governed and being used in the right way. — Jessica Escalera, Managing Director, Chief AI Officer, Legal
Working with :Harvey: on Memory early on, we emphasized that users need full transparency and control over what is stored and used — a non-negotiable requirement for legal work. It’s great to see that principle reflected in how :Harvey: has designed Memory. We're looking forward to seeing our lawyers spend less time repeating context and get closer to a final draft from the first prompt. — Pierre G. Zickert, Counsel
We actively partnered with :Harvey: on Memory because it enables our people to capture their preferences, standards and drafting approach once, then apply them consistently across matters and engagements. One of the most powerful unlocks is in its ability to understand how we each work, not just respond to what we ask. Personalisation like this makes AI feel like a genuine extension of our lawyers, rather than just another tool. — Michelle Mahoney, Chief Innovation Officer
Since announcing Memory in January, we've shaped it with the teams who will rely on it — AmLaw and Magic Circle firms, Fortune 500 and FTSE legal departments — across the US, UK, Europe, the Middle East, and Asia-Pacific.
Memory today is scoped to you alone: your preferences, in your workspace, visible to no one else without your knowledge. It's our introduction to memory as a concept in Harvey, and it's the foundation for what comes next. We're already building memory scoped to a shared space, so context will stay tied to the right client matter or project, with organization-level memory to follow.
Memory is available in Early Access today, with general availability in the next couple of weeks. Reach out to your Harvey account team or contact us for a demo.
Original source - Aug 25, 2026
- Date parsed from source:Aug 25, 2026
- First seen by Releasebot:Aug 25, 2026
Clio Brings Live Court Records Into Vincent With Launch of Docket Insights
Clio adds Docket Insights to Vincent, bringing live U.S. court records into legal AI research alongside primary law and secondary analysis. Litigation teams can now search dockets, summarize filings, and compare motions and fact patterns for a fuller case strategy view.
Litigators can now research primary law, secondary analysis, and live U.S. court records in the same Vincent conversation, bringing a more complete view of the litigation landscape into case strategy.
Clio, the global leader in legal AI, today announced Docket Insights, a new capability that provides Vincent direct access to Clio’s own live record of roughly one billion U.S. federal, state, bankruptcy, and administrative court records.
Litigation strategy depends on far more than published law, yet the information lawyers rely on to understand how a case may unfold is often fragmented across separate research tools, docket systems, and court records. That means the procedural history of similar matters, prior filings, judicial patterns, and opposing counsel experience can sit apart from the legal research and analysis already underway. Docket Insights closes that gap by bringing live court records into Vincent alongside Clio’s primary and secondary legal sources, giving litigators a more complete view of both what the law says and how comparable issues are playing out in practice. The result is a stronger foundation for assessing risk, shaping strategy, and deciding what to do next.
Docket Insights runs within Vincent’s existing agentic chat, where Vincent can determine whether a question calls for published law, court records, or both. It can search dockets, read and summarize filings, identify similar motions and fact patterns, and surface how comparable issues have unfolded in other proceedings. It can also provide directional insight into judges and opposing counsel based on the filings available.
“Litigation strategy depends on understanding both what the law says and how similar issues have unfolded in court,” said John Foreman, Chief Product Officer at Clio. “Docket Insights gives litigators access to both within Vincent, creating a stronger basis for assessing risk, developing strategy, and deciding how to move a matter forward.”
Supporting the full life cycle of legal work
By adding current court activity to Vincent’s legal research capabilities, Docket Insights allows the procedural record to inform the work that follows. Lawyers can move from researching an issue and examining comparable filings to developing arguments and beginning a response within the same thread, carrying relevant context forward as the work progresses.
Docket Insights is available now to litigation teams using Vincent. Coverage and timeliness vary by court, and Vincent is designed to surface those limitations rather than imply greater certainty than the available record supports. Insights derived from court filings reflect patterns in available data and are intended to inform, not replace, professional judgment.
For more information, visit
clio.com/enterprise
.
Original source - Aug 25, 2026
- Date parsed from source:Aug 25, 2026
- First seen by Releasebot:Aug 25, 2026
Clio Unveils a New Scale of Innovation Across Legal AI
Clio releases a new wave of legal AI and platform innovation, bringing authoritative law, firm knowledge, and matter context together with Docket Insights, Vincent Studio, Skills, Memory, Clio for Word, and Vincent in Clio Operate. It also expands globally and launches a judiciary-focused business.
One year after acquiring vLex, Clio is entering a new phase of global growth, advancing legal AI, expanding its international footprint, and building a platform designed to serve the full breadth of the legal profession and the institutions that shape it.
Clio, the global leader in legal AI, today unveiled a wave of product and company innovation that reflects a year of significant evolution across its platform, global business, and reach across the legal profession.
The vLex acquisition marked a defining step in Clio’s evolution and a clear bet on the future of legal technology: that authoritative legal information should be connected directly to the systems lawyers use to manage their firms, matters, and work. By bringing vLex’s global legal database and AI capabilities into Clio’s platform, the company set out to connect the law with the context, knowledge, and workflows that shape legal decisions.
Less than a year after completing the acquisition in November 2025, that thesis is taking shape across Clio, expanding what the platform can do, broadening the organizations it is built to serve, and accelerating the company’s growth across global markets.
Clio has surpassed US$500 million in annual recurring revenue and continues to expand rapidly across the legal market, serving organizations from solo and small firms to the world’s largest law firms, government organizations, and corporate legal departments. That growth is being matched by a broader global footprint, with more than 2,000 employees across offices in North America, Europe, Latin America, and Australia, including a new United States headquarters in New York.
“A year ago, we made a defining bet that context would determine the future of legal AI,” said Jack Newton, CEO and Founder of Clio. “A model on its own can only take you so far. Give it the world’s legal knowledge, the context of the matter, and an understanding of how an organization works, and entirely new capabilities become possible. That was the vision behind bringing Clio and vLex together, and just a year after signing our intent to acquire, we’re seeing it come to life across our platform and our business.”
One platform that brings the full context of legal work together
Over the past year, Clio has accelerated product development around a clear direction for legal AI, bringing more of the context that shapes legal work directly into the platform. Recent product launches have advanced that strategy across three areas: authoritative law, the organization’s own standards and methodologies, and the evolving context of the matter itself.
Clio’s governed legal database provides the authoritative foundation behind that work. The launch of Docket Insights extends it with live United States court activity, giving litigators access to current developments alongside primary and secondary law as they research, assess risk, and shape strategy.
Clio has also expanded how AI can reflect an organization’s standards, methodologies, and ways of working. With Vincent Studio, Skills, and Memory, firms and corporate legal departments carry their own standards, methodologies, and accumulated expertise into recurring legal work, while Clio for Word brings that context directly into drafting and review.
Most recently, and at the center of those advances, is the launch of Vincent in Clio Operate, bringing research, analysis, drafting, and agentic capabilities into the platform where complex legal work is built, run, and closed. Because Clio Operate preserves the facts, history, decisions, standards, and ways of working developed over the life of a matter, Vincent can draw on that organizational record alongside Clio’s governed legal library to help lawyers identify risks, develop strategy, and determine the strongest path forward.
Taken together, these advances are bringing the full context of legal work into one platform, connecting authoritative law, organizational knowledge, and matter context so each can inform the work as it evolves.
“The speed and breadth of what Clio has built over the past year reflect the scale of the opportunity ahead,” said Ronnie Gurion, President and COO at Clio. “We have entered new markets, expanded the organizations we serve, grown our global presence, and turned major investments in AI into capabilities lawyers can use today. What is coming together across Clio gives us the ability to innovate across the legal profession at a level that was not possible even a year ago.”
From serving law firms to shaping the broader legal system
Clio’s growing presence among large law firms and corporate legal departments is also opening a new frontier beyond legal practice itself, extending into the institutions responsible for interpreting and administering the law.
Clio is establishing a new business dedicated to serving courts and the judiciary, led by newly appointed Senior Vice President, Judiciary Pablo Arredondo, one of the pioneers of modern legal AI.
The move represents a natural extension of the platform Clio has assembled. The same foundation that allows Clio to connect authoritative law with the work of legal organizations creates an opportunity to build technology for the institutions responsible for interpreting and administering that law.
“The judiciary is one of the most consequential places this technology can go next,” said Arredondo. “But building for courts requires a fundamentally different standard. Judicial independence, integrity, rigor, and trust have to be part of the foundation. Clio has assembled an extraordinary combination of legal data, AI, and legal technology, and we now have an opportunity to apply that foundation thoughtfully to a part of the legal system that has historically been underserved by technology.”
One year into a much bigger vision
The progress of the past year has positioned Clio to pursue a much larger opportunity: bringing together the technology, legal knowledge, and context required to fundamentally change how legal work moves through the profession and the institutions around it. As those capabilities converge, Clio is building toward a future where technology plays a more active role in advancing legal work, expanding what legal professionals can accomplish and opening the door to entirely new categories of legal technology.
“The future of legal AI will be defined by how deeply it understands the work around it,” said Newton. “We have spent the past year building the foundation for that future. Now we have the opportunity to create entirely new categories of technology, expand what legal professionals are capable of delivering, and redefine what a legal technology platform can be.”
Original source - Aug 21, 2026
- Date parsed from source:Aug 21, 2026
- First seen by Releasebot:Aug 22, 2026
August 17, 2026 – August 21, 2026
Filevine expands workflows, reporting, and signing with faster card-based step selection, simpler conditions, workflow duplication, step-iteration search, a new DataBridge view with collection item creation dates, tighter Vinesign email and phone checks, and a Client Portal file download fix.
LOIS Workflows
- Step types are now cards, not a dropdown. Adding a step shows the four step types straight away, instead of hiding them behind a menu, so choosing one takes a single click.
- Conditions are easier to add and remove. The control that used to say "Hide conditions" now says "Remove conditions"—clicking it clears the conditions and closes the section. Deleting the last condition on a trigger now closes the section back to "Add conditions," instead of leaving an empty one behind, which previously blocked Save with a validation error.
- The If/Else step is now called Conditions. This change is a naming change only. The step behaves exactly as before, but anyone following existing documentation or training material will see the new label.
- Duplicate a workflow. You can now copy an existing workflow rather than rebuilding it from scratch.
- Search a step's iterations when reviewing a run. The step-output list now has a search box, so finding one iteration in a long run no longer means paging through it. The testing page also stays responsive on runs with very large iteration counts.
- Fix: Editing trigger conditions could hide workflow steps. Steps stayed in the workflow but disappeared from the canvas after a trigger-condition edit.
DataBridge Reporting
- New view VW_DATABRIDGE_PROJECT_SECTIONS_DATA_V6. Adds COLLECTION_ITEM_CREATED_DATE — the UTC timestamp for when a collection item was created, null for all static sections — alongside COLLECTION_ITEM_GUID and FIELD_OBJECT. Consumers on V5 are unaffected; move to V6 to get creation dates for collection items.
Vinesign
- When a user changes the email address on their account, the change now takes effect only after they confirm it from the new address. Repeated requests to resend that confirmation email are also limited.
- Non-mobile numbers are now blocked at the point of entry—while the user can still edit them—rather than later in the signing process.
Client Portal
- Fix: Portal users were unable to download files from file attachment fields in forms. This affected both files pre-loaded from Filevine and files uploaded by the client through the form. This has been resolved.
- Aug 20, 2026
- Date parsed from source:Aug 20, 2026
- First seen by Releasebot:Aug 20, 2026
Introducing Grow AI, 24/7 Client Acquisition In Clio Grow
Clio launches Grow AI in Clio Grow, adding always-on AI agents that capture leads from phone, email, and chat, qualify prospects, schedule consultations, and follow up automatically. The feature ties intake to Clio Manage and Clio Work, with pay-only-when-results pricing.
Grow AI works around the clock to capture the right leads and turn them into clients.
Clio, the global leader in legal AI, today launched Grow AI, a set of AI features within Clio Grow that work around the clock to turn inquiries into clients. Grow AI transforms Clio Grow into an engine that drives firm growth, even when lawyers are busy.
Bringing in new business is often expensive and high-touch. It requires marketing expertise and an advertising budget that many firms lack. Yet many firms still monitor phone lines, inboxes, and web forms manually, screening leads and following up by hand before determining whether an inquiry is worth pursuing.
As uncovered by Clio’s Legal Trends Report, 79% of prospective clients expect a reply within 24 hours. However, 67% of firms don’t respond to email inquiries and 48% don’t respond to phone inquiries. Many leads also come in after hours, when firms are least equipped to respond. Those missed opportunities can lead to higher acquisition costs; firms increase ad spend to attract customers they should have already captured.
Grow AI is a direct answer to that problem. Data from Grow AI shows nearly 50% of leads captured with the tool occurred outside normal business hours, demonstrating the impact it can make on a firm’s revenue growth.
“A two person firm shouldn’t need a call center or a marketing department to compete with the biggest firms in the country,” said John Foreman, Chief Product Officer at Clio. “Grow AI gives them the same always-on response and the same judgment about which leads are worth pursuing, built directly into the platform they already run their practice on.”
From first contact to an active matter
Grow AI monitors a firm’s phone lines, inbox, and website chat for new activity. A call, email, or chat message triggers an immediate response: the agent answers questions, captures contact and case information, and checks the lead against the firm’s own case lead scoring and conflict rules.
That scoring is trained on the firm’s own case history. Every hired matter, every declined case, and every past outcome becomes a signal, so Grow AI learns the shape of the cases a specific firm wins and applies that judgment to each new lead the moment it arrives.
At the firm’s discretion, well-suited leads are booked directly into a consultation. Grow AI automatically follows up with leads that stall using firm-approved messaging. Those that go cold are flagged for a person to close out.
That always-on approach drives firm growth. Clio data shows matters are three times more likely to convert to hired when Grow AI is used.
“We’ve hired 1-2 additional clients a month just by having Grow AI handle after-hours calls that otherwise would have gone to voicemail,” said Christian Moreno, Intake Paralegal, Rosenberg Perry & Associates. “I’m not digging through messages in the morning either. The leads are already sitting in Clio Grow with the notes done.”
Driving growth across the client journey
Grow AI is a connected set of capabilities that automates the client acquisition process. The system includes:
- Phone, email, and website chat agents that answer common questions, capture information, and begin the intake process automatically.
- Lead assessment based on the firm’s criteria, including case type, location, and conflicts, scoring leads by patterns from past successful cases.
- Automated lead intake that collects information and schedules qualified leads into a consultation.
- SMS and email to chase outstanding intake forms, unsigned agreements, and unscheduled consultations. Cold leads are flagged for follow-up or closure.
- Client reconnection emails that deploy after the matter closes to stay top of mind, secure referrals, and surface repeat work.
Once a lead is won, the resulting matter carries into Clio Manage with the context of the client relationship intact. Contact history, case details, documents, and billing information remain connected to the same client record as the matter moves through its operational life. The data also flows into Clio Work, where it’s used to enrich how lawyers research, analyze, and draft.
That continuity reflects how Clio is intentionally designed as a legal AI platform. Clio Grow provides the environment where firms find and convert the right clients. Clio Manage carries the resulting matter through the operational life of the matter. Clio Work uses all relevant information to support substantive legal work.
Together, they give Clio a differentiated foundation unlike other legal technology providers: the acquisition of new clients, the management of the resulting matter, and the practice of law itself, all connected through one Intelligent Legal Work Platform.
Firms only pay for results
Clio research reveals the average law firm spends 8% more on marketing each year than it did the last. And yet many firms remain unsure that their marketing is working. Grow AI is designed to close that gap without requiring firms to add headcount, hire a call center, or manage a separate piece of software.
Clio believes that AI is only impactful for lawyers when it drives outcomes that align with their needs. That’s why firms pay only when Grow AI helps turn a lead into a client.
For example, firms pay when a client is hired who was captured through the voice agent, or when Grow AI revives a prospect who has stopped responding and they go on to sign their engagement agreement. If Grow AI had no role in the hiring, there’s no charge. Legal professionals are able to set a monthly spending target to keep costs predictable, so a firm can let Grow AI answer inquiries without worrying about the bill for the leads that don’t convert.
Grow AI is available now in Clio Grow. Phone agents are currently supported in the U.S., with additional regions to follow. Existing Clio Grow customers get their first three hired matters through Grow AI at no cost.
To learn more, visit https://www.clio.com/features/law-firm-client-acquisition/.
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