Legal Tech Release Notes
Release notes for legal practice management, case management and legal AI tools
Products (9)
Latest Legal Tech Updates
- Apr 13, 2026
- Date parsed from source:Apr 13, 2026
- First seen by Releasebot:Apr 13, 2026
Bring AI productivity to your inbox with the new Smokeball Outlook add‑in
Smokeball releases a new Outlook Add-in for Microsoft 365, giving legal teams smarter email filing, task creation from Outlook, and Archie AI drafting tools. It supports new Outlook for Windows and Outlook on the Web, with dark mode, matter suggestions, and improved background capture.
Smokeball’s new Outlook Add-in for Microsoft 365 is now available
Smokeball’s new Outlook Add-in for Microsoft 365 is now available, bringing smarter, faster ways to manage email directly from your inbox. The add-in helps legal teams work more efficiently with improved filing, email-to-task creation directly within Smokeball, and new Archie AI features for drafting responses. With improved auto-filing, the ability to create Smokeball tasks from emails, and new Archie AI features to help draft tailored emails, the add-in is designed to help legal teams get more done with less effort.
Built for the new Outlook for Windows and Outlook on the Web, the latest add-in now supports Smokeball's Grow and Prosper+ tiers, in addition to Boost, and is ready for Microsoft’s shift away from classic Outlook.
Built for how growing law firms work
At Smokeball, we help growing law firms work more efficiently, deliver better client service, and streamline the ‘busywork’. Email is at the center of that work, so your Outlook integration needs to be fast, reliable, and intuitive.
Smokeball’s new Outlook Add-in keeps every client email, attachment, and note connected to the right matter, without adding extra admin. Whether your team works in desktop Outlook or in a browser, the add-in offers the same seamless experience.
With just a few clicks, staff can file emails and attachments to the correct matter. The add-in takes care of the rest in the background, helping maintain a complete communication record while saving time on manual filing.
What’s new in the latest Outlook Add-in
As Microsoft transitions customers away from Classic Outlook, many firms told us they needed a modern Outlook integration that would not disrupt existing workflows. This release delivers exactly that, while adding new intelligence and automation along the way.
Key updates include:
Support for new Outlook for Windows and Outlook on the Web
One add-in that works consistently across modern Microsoft 365 experiences.Archie AI and task creation from Outlook
Turn emails into action without leaving your inbox.Mobile app support (coming soon)
File emails and attachments when you’re on the go with the Outlook mobile app.Matter suggestions as you file
When filing an email, the add-in surfaces recent matters and, where available, smart matter suggestions, so you can file to the right one without searchingAlways-on email and attachment capture
Emails and attachments are reliably saved in the background - even when Outlook isn’t open or your device isn’t active.Dark mode option
Choose dark mode to reduce eye strain, especially during long periods of screen use.
Together, these enhancements keep work organized, visible, and moving forward.
Ready for Microsoft’s new Outlook experience
The new Smokeball Outlook Add-in is built on Microsoft’s modern add-in framework, ensuring compatibility as Microsoft phases out classic Outlook.
Your team can continue saving emails, tracking activity with AutoTime, and jumping into Smokeball directly from Outlook, without workflow disruption. By aligning with Microsoft’s roadmap, the add-in helps future-proof your firm and reduces the risk of last-minute changes when classic Outlook support ends.
Turn emails into action with Archie and tasks
Much of a firm’s work starts in the inbox, including new inquiries, client updates, document reviews, and follow-ups. The new Outlook Add-in brings Smokeball’s intelligence closer to where that work begins.
With Archie AI, Smokeball’s AI matter assistant, you can:
- See what’s been discussed at a glance with email thread summaries.
- Generate tailored emails guided by matter details such as key dates, contacts, tasks, and documents, without leaving Outlook.
- Easily refine email drafts before sending by adjusting tone, length, or writing style.
You can also create Smokeball tasks directly from linked emails, ensuring that actions and follow-ups are tracked immediately and at the matter level rather than lost in individual inboxes.
Transitioning to the new Outlook Add-in
Firms will continue to have access to classic Outlook in Smokeball for as long as Microsoft supports it, so there’s no immediate need to change. However, as Microsoft shifts its focus to the new Outlook experience, Smokeball will not be adding new features or enhancements to classic Outlook going forward. This update is about providing clarity on where Microsoft is headed and where we’re investing, so you can make the move when the timing is right for your firm.
When you do choose to transition, you’ll gain access to the latest features, improvements, and innovations as they’re released. To use the new add-in, you'll need a paid Microsoft 365 email account, available with Business and Education plans. There’s also no need for everyone in your team to switch at once. You can have some team members stay on classic Outlook while others use new Outlook with the latest add-in.
Ready to learn more?
Learn more about how to transition to the new Outlook add-in by visiting the support hub article.
Learn more about Archie AI.
Get in touch with the team at Smokeball.Frequently Asked Questions
Why did Smokeball build a new Outlook Add-in?
Microsoft is transitioning from "classic" Outlook to a "new Outlook" experience. Our new add-in is built on Microsoft’s modern web-based framework to ensure your firm remains future-proof.
How is this different from the Classic Outlook integration?
Unlike the classic Outlook integration, the new add-in is built specifically for Microsoft’s modern Outlook experience. It works consistently across desktop, web, and mobile Outlook and supports Microsoft’s move away from classic Outlook without disrupting how your firm works today.
Which versions of Outlook are supported?
Smokeball’s new Outlook add-in supports:
- New Outlook for Windows
- Outlook on the Web
- Outlook mobile app
Classic Outlook for Windows is not supported by this add-in, in line with Microsoft’s transition to the new Outlook.
What are the requirements to use the new add-in?
You must have a Microsoft 365 business account. The add-in is not compatible with one-time purchase versions of Office (such as Office 2019 or 2021) that do not include M365 cloud services.
Does this work with M365 accounts purchased through 3rd Party resellers (e.g., GoDaddy)?
Currently, full compatibility with Microsoft 365 accounts provisioned through third-party resellers (such as GoDaddy) is out of scope for the current release. These resellers often use custom authentication layers that may interfere with the add-in. Support for these environments is captured on our future roadmap.
Original source Report a problem - Apr 9, 2026
- Date parsed from source:Apr 9, 2026
- First seen by Releasebot:Apr 10, 2026
The Brief: April 2026
Harvey adds broader legal research, smarter document editing, and easier workflow customization across the platform. It now supports Word editing, batch document changes, Box integration, custom writing styles, stronger review tables, improved mobile help, and expanded access controls.
Welcome back to The Brief. This month's updates expand what Harvey can analyze, give you more ways to customize how it works for you, and make it easier to find the right tools and sources when you need them.
Do More Work in Harvey Without Switching Tools
Streamline legal processes and tailor Harvey to reflect how your team works with better automation, new integrations, and expanded editing capabilities.
Edit Word Files in Assistant
Edit contracts, memos, and transaction documents in Microsoft Word format directly in Assistant, preserving original formatting, structure, and document context throughout. Learn more here.
Batch Document Editing
Edit multiple documents at once with a single prompt, such as for batch-updating form agreements, template sets, or versioned documents across a deal. Learn more here.
Folder Uploads and One-Way Sync
Sync folders from your preferred document management system to Vault so your diligence materials, deal documents, and knowledge repositories stay current without manual re-uploads. Learn more here.
Knowledge Sources and Review Tables in Words to Workflows
Quickly build Workflow agents that reference the right context by simply describing the knowledge sources or review tables you want to embed. Learn more here and here.
Custom Writing Styles
Tailor Harvey's outputs to match your writing style, organizational tone, and local preferences, ensuring memos require less manual editing. Learn more here.
Box Integration
Access files and contracts stored in Box directly in Harvey across Assistant, Vault, and Workflow agents without interrupting your flow. Learn more here.
Improved Magic Prompt
Quickly improve your prompts with smarter, more targeted suggestions for improving query quality. Learn more here.
Leverage and Understand Harvey’s Deeper Reasoning Capabilities
Get more thorough answers, improved citations, and expanded document intelligence across the platform.
GPT-5.4 Now Available in Harvey
Access OpenAI's latest model across Assistant, Vault, and Agent Builder to power complex legal analysis. Learn more here.
Review Table Cell Improvements
Validate Harvey's reasoning with confidence with transparent reasoning, sentence-level citations, stronger formatting adherence (e.g. bold text, bulleted lists), and improved response quality in review tables. Learn more here.
Ask Over Review Improvements
Receive more accurate, granular results when asking Harvey questions about cell-level details, like flags, in a review table. Learn more here.
Improved Spreadsheet Rendering
Analyze CSV and Excel files more efficiently with native file viewing so you can easily work with financial data, contract details, and other structured spreadsheets. Learn more here.
Multi-Color Flagging for Review Tables
Capture risk nuances and escalate critical issues more effectively by applying multiple flag colors within a single review table. Learn more here.
Find What You Need and Get Started Faster in Harvey
Easily navigate Harvey’s interface and access the guidance you need to get immediate value out of the platform.
Library Refresh
Find the right starting point faster with a redesigned Library experience that consolidates key prompts and Workflow agents in one place. Learn more here.
Vault Page Redesign
Navigate across multiple projects or matters without losing track on a redesigned Vault page that allows you to add descriptions for your vaults, star and filter your queries, and more. Learn more here.
New in Harvey Academy
Onboard and get up to speed with organized, product-focused learning paths and videos designed to build deeper Harvey expertise. Learn more here.
Support for Harvey Guide on Mobile
Get instant, cited answers from Harvey's Help Center on mobile so you can quickly navigate and troubleshoot on the go. Learn more here.
Manage Access, Retention, and Visibility with Greater Precision
Easily manage user permissions and how usage is tracked across your workspace with more flexible controls.
Usage and Query History APIs v2
Get deeper, more granular visibility into activity across Harvey with expanded Usage and Workspace History Export APIs so you can run audits and understand adoption across practice groups. Learn more here.
Simplified Sharing in Agent Builder
Share custom Workflow agents across practice groups with clearer, more granular access controls. Learn more here.
View As Collaborator
Verify access and permissions before sharing by previewing Shared Spaces from a collaborator's perspective. Learn more here.
Client Matter-Level Vault Retention
Configure how long Vaults are retained for each individual matter, giving admins more flexible control to meet specific client or regulatory requirements. Learn more here.
Expanded Knowledge Sources
Access a broader set of legal data sources, with simplified configurations for your team.
120+ New Legal Research Sources
Tap into an expanded set of global data sources when answering questions and drafting work product. Learn details on the specific sources covered here, here, here, and here.
Changes to Knowledge Sources Configuration
Public knowledge sources are enabled by default, so users can get higher quality answers and admins can reduce manual workspace setup. Learn more here.
Australia and India Knowledge Source Consolidation
Quickly research comprehensive sets of Australian and Indian legal data sources with consolidated knowledge sources. Learn more here.
That’s all for April. Try one of these features today or reach out to your Harvey team to learn more. If you’re not a Harvey customer, get in touch for a demo.
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- Apr 8, 2026
- Date parsed from source:Apr 8, 2026
- First seen by Releasebot:Apr 9, 2026
Agentic Playbook Creation in Assistant
Harvey adds conversational Playbook creation and editing in Harvey Assistant, with a live side-by-side view, playbooks as an Assistant knowledge source, and seamless switching between Assistant and the standard editor for manual updates and governance.
Playbook managers can now create, upload, and edit playbooks directly through Harvey Assistant.
What’s New
Playbook managers can now create, upload, and edit playbooks directly through Harvey Assistant. This update introduces a more flexible, conversational approach to building and maintaining playbooks, reducing the need for manual, form-based workflows. You can now:
- Create and edit playbooks conversationally, with guidance in Assistant
- View a live side-by-side panel during creation to track rules and structure in real time
- Use playbooks as a knowledge source in Assistant for context-aware guidance
- Switch seamlessly between Assistant and the standard editor for manual adjustments and governance
Why It Matters
This release enables your teams to generate high-quality, precise first drafts more quickly and iterate on positions with less effort.
How to Use
Creating and Editing Playbooks with Assistant
Begin in Assistant by describing in natural language the new playbook or updates you’d like to make, or, engage Assistant while editing Playbooks in Settings.
For full how-to steps, refer to Create a Playbook.
Using a Playbook as a Source
When selecting a source in Assistant, you can now add a Playbook.
This can be useful for checking positions (e.g., “What’s our fallback on liability caps?”), or receiving AI guidance on how to understand positions and adjust rules, based on the Playbook.
FAQ
Q: How is this different from the existing Playbook editor?
Original source Report a problem
Q: Can I still edit playbooks manually?
Q: What inputs can I use to create a playbook? - Apr 8, 2026
- Date parsed from source:Apr 8, 2026
- First seen by Releasebot:Apr 9, 2026
Batch Document Editing
Harvey adds batch document editing for Word files, letting users apply edits across multiple .docx documents with a single prompt. Related files stay in shared context for easier version tracking and organization, with support for up to 50 documents when Claude-enabled features are on.
Batch document editing lets you make edits across multiple documents at once. Instead of updating each file individually, you can ask Assistant to apply edits to a suite of documents with a single prompt.
Whether you're running batch updates or working across multiple documents, all your related files stay in one shared context — making it easier to navigate versions, stay organized, and keep your workflow moving without losing track of where you left off.
Learn how to get started, use cases, and more in our new article, Editing Multiple Word Documents in Assistant.
Note: Batch Document Editing Word is available for Word (.docx) files only and requires Claude-enabled features to be turned on for your workspace.
FAQs
Q: What types of edits can I run?
You can apply edits such as rewriting, summarizing, clause updates, formatting changes, and issue identification.
Q: How many documents can be edited at once?
You can edit up to 50 documents at once (based on Vault capacity and thread attachment limits), though smaller batches will give you faster, more reliable results.
Original source Report a problem - Apr 8, 2026
- Date parsed from source:Apr 8, 2026
- First seen by Releasebot:Apr 9, 2026
Client Matter-Level Vault Retention
Harvey adds per-client matter Vault retention, letting admins override the workspace default and set how long vaults are retained for each matter to better match governance needs.
Admins can configure how long Vaults are retained for each client matter.
What’s New
Per-client matter (C/M) vault retention lets admins set how long vaults are retained for each client matter — overriding the workspace default to match the governance needs of every engagement.
- For example, if your workspace Vault retention is 7 days from the last update, but the associated Client Matter is set to 30 days, the vault is retained for 30 days after no activity.
Why It Matters
Retention needs vary by matter. A litigation hold may demand indefinite preservation to pause deletion, or a time-sensitive matter may have comparably short retention. Admins can now configure these policies in Settings, ensuring each matter is handled appropriately.
How to Use
For step-by-step guidance and expanded FAQs, refer to Manage Vault Data Retention Settings.
FAQs
Q: What are the prerequisites for using this feature?
- Your workspace must be using Client Matter Numbers in Harvey
- In Client Matter settings, “Associate vault projects with a Client Matter” must be set to Optional or Required (learn more here)
Q: Who can set custom retention policies for client matters?
Admins only.
Original source Report a problem - Apr 8, 2026
- Date parsed from source:Apr 8, 2026
- First seen by Releasebot:Apr 9, 2026
Support for Harvey Guide on Mobile
Harvey brings Harvey Guide to mobile, giving users instant, cited Help Center answers inside the app. The update adds natural language questions and step-by-step workflow guidance on the go, with the same trusted support experience now available across devices.
Harvey Guide is now available on mobile, providing instant, cited answers from the Help Center directly within your workflow.
What’s New
Harvey Guide is now accessible on mobile, bringing in-product Help Center support directly into the mobile experience.
Key updates:
- Mobile access to Harvey Guide: Use Harvey Guide directly within the mobile app
- Instant, cited answers: Responses are generated from the official Support Hub and include citations
- Natural language questions: Ask questions conversationally (e.g., “How do I create a workflow?”)
- Workflow guidance on the go: Get step-by-step help without leaving your current task
Why It Matters
This update makes it easier to get reliable product guidance without interrupting your work—especially when working on mobile.
- Stay in context: No need to leave the app to search for help
- Trusted answers: Responses are sourced from official documentation
- Faster onboarding: New users can learn features directly within their workflow
- Consistency across devices: The same guidance experience is now available on desktop and mobile
How to Use
- Open the Harvey mobile app
- Navigate to Harvey Guide
- Enter your question in natural language
- Example: “How do I set up a workflow?”
- Review the response and cited sources
Tip: Ask both specific questions (feature-level) and task-based questions (workflow-level), and use follow-up questions to refine answers.
FAQ
Q: What is Harvey Guide?
Harvey Guide is a built-in knowledge source that provides answers about how to use Harvey. Responses are generated from the official Support Hub and include citations for transparency.
Q: What kinds of questions can I ask?
You can ask quick questions (e.g., “How do I create a workflow?”), comparisons (e.g., differences between features), and task-based questions (e.g., step-by-step guidance for a use case).
Q: How is this different from other sources in Harvey?
Harvey Guide is specifically designed to help you use Harvey. Unlike other sources, it pulls only from official Help Center content to ensure accurate, product-specific guidance.
Q: Is this available to all users?
Yes. Harvey Guide on mobile is available to all users.
Q: Where is this available?
Available in United States, European Union, and Australia
Original source Report a problem - Apr 8, 2026
- Date parsed from source:Apr 8, 2026
- First seen by Releasebot:Apr 8, 2026
Release Notes - April 2026
PracticePanther introduces PantherAccounting Plus, bringing native law firm trust and operating accounting into the platform. It adds reconciliation, ledger and expense tracking, financial reporting, bank sync, and compliant workflows, all available on the Business Pro plan.
We’re excited to introduce PantherAccounting Plus! Built natively into PracticePanther, PantherAccounting Plus allows your law firm to seamlessly manage all aspects of your trust and operating accounting directly within PracticePanther. PantherAccounting Plus is now available on PracticePanther's Business Pro plan.
What's New
Trust & Operating Account Management
Manage your trust and operating accounts in one place. Track transactions, balances, and ledger activity directly in PracticePanther, with built-in support for legal accounting workflows.
100% IOLTA and ABA Compliant
Stay aligned with IOLTA and ABA trust accounting standards. PantherAccounting Plus is designed specifically for law firms, with safeguards that help keep your records current, compliant, and audit-ready.
Easy Three-Way Reconciliation
Perform Three-Way Reconciliations in minutes using our Reconciliation Wizard. You can generate a one-click Three-Way Trust Reconciliation Report to satisfy state bar requirements and close out each month with confidence.
General Ledger, AR & Expense Tracking
Manage and track your general ledger, accounts receivable, and both firm and client expenses from one centralized location. Create journal entries, monitor balances and categorize expenses with ease.
Customizable Chart of Accounts
Manage and customize your Chart of Accounts to fit your firm’s accounting structure, workflows, and reporting needs.
Comprehensive Financial Reporting
Access key financial reports including Profit & Loss, Balance Sheet, Cash Flow Statement, and more, so you can better understand your firm’s financial performance.
Seamless Bank Account Sync
Securely connect your bank and credit card accounts through Plaid to sync transactions into PracticePanther, match them to existing payment records, create new payment records, and simplify month-end reconciliation.
No Third-Party Integrations Required
PantherAccounting Plus brings end to end accounting capabilities directly into PracticePanther, helping eliminate duplicate entry, data gaps, compliance risk and the need for separate third-party accounting software.
PantherAccounting Plus is available exclusively on the Business Pro plan.
Need help getting started? Contact our support team at [email protected].
Original source Report a problem - Apr 7, 2026
- Date parsed from source:Apr 7, 2026
- First seen by Releasebot:Apr 9, 2026
GC AI April 7, 2026 Update
GC AI adds a rich text chat composer with formatting tools, tables, autosave, and improved sending, while also refining web UI, response handling, sidebar and settings layouts, and fixing Easy Prompt and sharing issues.
New Features
Rich Text Composer
The chat input is now a rich text editor with a formatting toolbar. Click the “Aa” button to open it, then format your prompts with bold, italic, strikethrough, headings, bullet and numbered lists, checklists, blockquotes, code blocks, links, and tables. Insert tables with a visual grid picker and manage rows and columns with inline controls. Undo and redo work as expected. Pasting from Word, Google Docs, or email preserves formatting. Enter adds a new line, and ⌘Enter / Ctrl+Enter sends your message. Your in-progress message is saved automatically if you navigate away.
Improvements
Web
- AI responses with document-style headings are now collapsible. The top-level title stays visible while section headings (like “Recitals” or “Definitions”) can be expanded and collapsed individually as you work through them.
- If an AI provider drops the connection mid-response, GC AI now recovers automatically. When the interruption happens before any text appears, the response restarts silently on a different model. If text was already flowing, an inline message and Retry button let you continue with one click.
- Section icons have been removed from sidebar headers (Chat, Prompt Library, Playbooks, etc.), and the collapse/expand toggle now sits in a consistent position whether the sidebar is open or closed.
- The Settings pages have a cleaner layout: section cards and redundant tab descriptions have been removed, and subtitles are more consistent across tabs.
- Dialog overlays and dropdown menus have updated styling with improved scrim effects and smoother transitions.
- Sidebar and header labels are more consistent, with cleaner states for active, hover, and selected items.
- Focus rings throughout the app now use a double-shadow style (blue and light blue) for better visibility. The chat input and message areas have also been visually refined.
- The Files and Prompts sidebar tabs now use a pill-style design that is easier to read and tap.
- The “Add” button in the chat input has been updated from a plain plus icon to a labeled dropdown menu (replacing a recent regression).
Fixes
Web
- Fixed an issue where Easy Prompt would sometimes follow instructions inside your prompt (like “ask me clarifying questions first”) instead of optimizing the prompt. It now correctly rewrites the prompt in all cases.
- Fixed sharing bugs where added users did not appear in the “People with access” list, the share dialog reopened in the wrong view, and the public link toggle did not sync between the header button and the three-dot menu.
- Apr 6, 2026
- Date parsed from source:Apr 6, 2026
- First seen by Releasebot:Apr 11, 2026
April 6, 2026 – April 10, 2026
Filevine adds activity feed task assignment for phone calls, improves Documents and DocGen stability, expands FVDA and Outlaw collection field configurations, brings LOIS citations from project calendars into notes, and fixes Med Chron performance and download issues.
Activity Feed
- After creating phone call items, users can now create and assign related tasks.
Documents
- Fix: Long filenames no longer overflow outside of the fax modal.
- Fix: Folder filtering now works as expected in the Documents page.
- Fix: Users will no longer experience interruptions when editing collection items while a DocGen is running.
FVDA & Outlaw
- Users can now create configurations for collection item fields, allowing multiple references to the same collection in a document.
- Fix: Columns containing nonbreaking characters no longer overflow into the right margin.
- Fix: Document borders now connect as expected on all sides when exporting to .docx format.
- Fix: The Set all instances option now consistently applies selections to all address fields.
LOIS
- Ask LOIS responses now include citations from the project calendar.
- When creating a note from a LOIS response, citations are now included in the note.
Med Chron
- Fix: Introduced an upper limit on simultaneous case initiations to maintain stable dashboard performance.
- Fix: Users can now download MedChron information to their Filevine projects as expected.
- Apr 2, 2026
- Date parsed from source:Apr 2, 2026
- First seen by Releasebot:Apr 10, 2026
The Release Report: March 2026
Clio expands Vincent with custom legal AI workflows, native DMS integrations, a mobile app, and Legal Pad, while improving performance, research coverage, navigation, and security controls for firms.
From customizable workflows in Vincent to a new mobile app and seamless DMS integrations, this quarter brought major advances in legal AI, helping firms turn their standards, best practices, and established ways of working into scalable, everyday workflows. Here’s what’s new.
In the first quarter of 2026, we expanded Vincent with firm-specific intelligence and high-velocity work management. With the launch of Vincent Studio, native DMS connectivity, the Vincent Mobile app, and Legal Pad, we’re giving firms new ways to scale legal AI around their unique standards, workflows, and expertise.
Vincent Studio: Build custom legal AI workflows
Vincent by Clio already helps firms bring legal AI into everyday work. With the launch of Vincent Studio, firms can now extend that value through a no-code makerspace for building workflows that reflect their unique guidelines, standards, and established ways of working. This ensures every AI output matches the high quality and personalized touch your clients have come to expect.
Vincent Studio is built on a three-tier architecture, meaning workflows are structured in three connected layers that define what gets done, how it gets done, and the logic behind it:
- Workflows: What gets done. These define the overall legal or business process.
- Tasks: How it gets done. These break each workflow into discrete units of work.
- Steps: The logic behind it. These provide the detailed instructions that guide how Vincent performs each task.
Together, these layers help firms build repeatable workflows that reflect their unique standards, scale best practices across every matter, and maintain control over the final work product.
Learn more about Vincent Studio.
DMS Integrations: Securely connect your documents to Vincent’s legal AI
Moving sensitive documents from a document management system to an AI platform has traditionally required manually downloading files to local devices. We removed that friction with direct integrations for iManage, NetDocuments, SharePoint, and Google Drive.
By letting users select documents directly from their firm’s existing DMS folder structure, data stays within the firm’s secure environment and never touches local hardware. Teams can seamlessly analyze case facts alongside the law to generate context-aware outputs grounded in the details of each matter.
Learn more about DMS Integrations.
Legal Pad: Draft, refine, and finalize work with AI in one place
Moving AI-generated research into a separate document often requires a manual process of copying and pasting fragmented outputs. Legal Pad removes this hurdle by providing a lightweight, side-by-side editing space directly within the Vincent interface.
Attorneys can now perfect ideas and refine strategy in real-time, working collaboratively with Vincent to turn raw analysis into a cohesive first draft. Your draft can then be exported for final formatting in your preferred world processor.
Learn more about Legal Pad.
Vincent on Mobile: Legal AI for work beyond the desk
Legal work frequently takes you away from your desk, but your access to legal AI shouldn’t be left behind. The Vincent by Clio mobile app brings the full power of AI to your phone, allowing you to use Vincent from the courtroom, between meetings, or while traveling.
The app introduces mobile-native features like document capture and voice dictation to help you work on the go. Use your camera to instantly upload and analyze physical documents, or trigger complex research with your voice. These tools make your transition from the office to the field seamless.
Download the app from the App Store.
Download the app from the Google Play Store.
Goal-oriented Vincent: A partner for legal outcomes
Lawyers tend to work toward outcomes rather than piecing together disconnected tasks. Vincent by Clio now features a sophisticated skills infrastructure that allows it to act as a collaborative partner focused on achieving your overall goals.
Describe your desired outcome and Vincent will autonomously plan and execute multi-step legal tasks end-to-end, utilizing the existing capabilities from its standalone workflows. You maintain full visibility and control as Vincent shows you exactly how it is progressing toward your objective.
Learn more about Vincent’s agentic capabilities.
Performance & Precision
Studio Asset Management:
Publishers can now add up to 10 files directly from document collections as Workflow Assets, removing the need for manual downloads.
Optimized PDF Processing:
We have significantly increased the speed and reliability of our document processing engine to better support high-volume analysis.
File Size | Previous Processing Time | New Processing Time | Time Saved
1–10 MB | 12 seconds | 7 seconds | 5 seconds (42%)
10–100 MB | 48 seconds | 27 seconds | 21 seconds (44%)
100+ MB | 190 seconds | 70 seconds | 120 seconds (63%)Enhanced Table Navigation:
Vincent Tables now defaults to 25 rows per page to provide a more responsive experience during complex document reviews.
Interface Enhancements:
We have implemented subtle UI updates across the platform to streamline navigation and improve overall ease of use.
Richer Source Coverage for Vincent:
We have added 29 new U.S. research sources, including Congressional Bills and Ethics Opinions, alongside significant data pipeline improvements for our international libraries in Canada, Belgium, and Latin America.
Advanced Authorities Sorting:
Attorneys can now sort retrieved authorities by relevance or alphabetically and can pinpoint specific terms instantly with the “Search within Results” feature.
Governance & Security
Collection Sharing Warnings:
An intercept warning now appears when a user attempts to share a document collection organization-wide to prevent the accidental exposure of sensitive data.
Ownership Transparency:
Users can instantly identify the creator of a shared collection by hovering over the permissions column for better internal accountability.
External URL Verification:
We have added a verification step for external links generated by Vincent to ensure attorneys confirm the destination before navigating away from the platform.
We’re excited to see how your team uses these new tools to push the boundaries of your practice. See you next month for our April update!
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