Legal Tech Release Notes
Release notes for legal practice management, case management and legal AI tools
Products (9)
Latest Legal Tech Updates
- Oct 16, 2026
- Date parsed from source:Oct 16, 2026
- First seen by Releasebot:Oct 16, 2026
- Modified by Releasebot:Oct 17, 2026
October 12, 2026 – October 16, 2026
Filevine adds bundle-wide data selection, condensed deposition transcript exports, and Lead Docket phone-call activity syncing, while improving Outlook and FVDA workflows and expanding billing-data update support in the Bulk Data API.
FVDA
- Data selections can now apply to every document in a bundle. When choosing data for connected variables or connected tables, select the Apply to all bundle documents checkbox to carry the selection to each bundled document, instead of re-entering it one by one.
- Fix: Open in LOIS for Word no longer fails silently when Word can't open.
- Fix: Choosing Re-select data on a List section no longer causes a crash.
Depositions
- When exporting a transcript, users can now select Mini-PDF to export a “condensed” version of the transcript. Each page in the export file will display four pages of transcript content. This feature is currently available for events going back 12 months.
Outlook Add-In
- Sign-in page content is now centered when the add-in panel is wide.
- Inline images no longer appear in the attachment list when composing an email.
- Fix: Projects that have been moved now display correctly in activity for emails attached to Filevine.
- Fix: In classic Outlook, inline replies now close after the message is sent.
- Fix: LOIS now opens correctly when launched from a newly created project.
- Fix: The @mention picker now reopens after the comment box is emptied.
Bulk Data API
- Update jobs for billing data: GET public/v1/types now returns Update alongside Import and Delete for nine billing types: billing-code, billing-item, invoice, project-fund, rate-schedule, rate-schedule-expense, rate-schedule-flatfee, rate-schedule-timekeeper and transaction.
Note: transaction-application is unchanged and still requires delete and re-import.
Lead Docket
- Phone calls now are added in files and pushed to Filevine as Phone Call items in the Activity feed, with their documents in Docs section.
October 5, 2026 – October 9, 2026
There are no release notes for this week.
Original source - Oct 15, 2026
- Date parsed from source:Oct 15, 2026
- First seen by Releasebot:Oct 15, 2026
Making Harvey the Orchestration Layer for Legal Work
Harvey launches Legal Work Orchestration, bringing matter phases, tasks, documents, AI agents, and review gates into one workspace. Reusable templates provide task context and help teams coordinate legal work, track progress, and move reviews forward.
Legal Work Orchestration brings the phases, tasks, and reviews of a matter or project into the same place as the documents and the agents.
Today, we’re launching Legal Work Orchestration, a new way to organize and manage legal matters in Harvey. It connects the phases, tasks, people, and review points within a matter so that agents can execute defined tasks, lawyers can review their work at designated gates, and everyone involved can see what needs to happen next.
Much of legal work follows a repeatable process. An M&A transaction, for example, moves through familiar phases, tasks, and review points. But the process itself often has to be reconstructed for every new matter from a checklist, a previous deal, or the knowledge of the people who have done it before.
AI agents can already complete many individual steps within that process. What they often lack is the structure around the task: where it fits in the matter, which documents and instructions apply, who should review the output, and what happens next. Lawyers still have to provide that context, move the work between people and systems, and track its progress.
Legal Work Orchestration brings that structure into Harvey, allowing lawyers and agents to work through a matter together in one place.
How Legal Orchestration Works
The same structure can support any matter or project a team runs more than once, from an M&A transaction to a quarterly compliance review. Legal Work Orchestration captures that process in a reusable template, carries the relevant context into each task, and coordinates reviews and next steps.
Capture the Process in a Reusable Template
Templates capture how your organization runs a recurring type of work. When an associate opens a new buy-side acquisition, the Space can already contain the relevant phases, tasks, playbooks, agents, collaborators, and review gates. Innovation and knowledge teams can define that structure once, helping teams follow a consistent process across matters without rebuilding it from scratch.
Give Every Task the Context it Needs
Each task includes its scope, inputs, and reviewer. An agent assigned a change-of-control review can therefore analyze the relevant contracts and produce a consent matrix without the lawyer having to assemble a new prompt and briefing for that step.
Tasks can also be assigned to another lawyer or shared with the client while retaining the relevant matter context. The work no longer depends on one person manually carrying information from one step to the next.
Keep Reviews and Next Steps Moving
When the agent completes the review, Harvey notifies the designated partner that the consent matrix is ready. Once the partner approves it, the task is completed and the next step can begin. Updates can also be made from email. A lawyer can ask Harvey in a reply to close a task or begin the next one, while the Space maintains a current view of the matter’s progress. Partners can see where the work stands without asking an associate to reconstruct the status from email and separate checklists.
The Future of Legal Work Orchestration
Before the release of Harvey II in August, every step delegated to Harvey required a lawyer to gather the documents, write the instructions, and move the output to wherever it needed to go next. Legal Work Orchestration reduces that overhead by giving each task its inputs, instructions, and reviewer in advance.
Today, lawyers still actively prompt the majority of steps in a legal workflow. We expect that balance to change rapidly. Over the next six months, we expect agents to take on an additional 20% of workflow steps. Within a year, we expect that share to triple.
Lawyers will remain in control through defined review gates, and the work performed by agents will remain transparent and auditable. But as agents take on more of the execution, lawyers will be able to focus more of their attention on directing the matter, reviewing consequential outputs, and exercising judgment.
Legal Work Orchestration, which includes tasks, commenting on tasks, and notifications, is rolling out across Harvey workspaces now. If you’re interested in joining the early access program for templates, reach out to your Harvey team. Request a demo below if you aren't yet a Harvey customer.
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- Oct 9, 2026
- Date parsed from source:Oct 9, 2026
- First seen by Releasebot:Oct 10, 2026
The Brief: October 2026
Harvey releases a major October update that expands connected search across work systems, strengthens legal research and motion drafting, improves spreadsheet and review analysis, adds new AI models, and brings agents, dictation, connectors, and localized responses to mobile.
This month's releases let you find matter content in the systems your team already uses, ground motions and research in more local authority, and check the figures behind complex documents.
Find and Query Work Regardless of Where it Lives
Find the documents, emails, dockets, and contracts a matter depends on without hunting for them.
Harvey Connector Library
Bring the tools your team already relies on into Harvey through a curated library of pre-verified connectors, with admin controls over who can use each one and which actions run automatically.
Agentic Search for SharePoint and Google Drive
Find the right precedent or prior work product in SharePoint, OneDrive, or Google Drive by describing what you need, and Harvey plans the search and answers with citations to the source documents.
Gmail Search
Pull client decisions and strategy discussions into Harvey by searching Gmail messages, threads, and labels from within a Harvey thread.
PacerPro Vault Sync
Keep a litigation Vault current by syncing it to a federal court docket in PacerPro, with every existing filing loaded at creation and new filings added through a daily sync.
Import Ironclad Files Into Harvey
Analyze your executed agreements by importing contracts from Ironclad into Vault or Assistant, then asking questions, extracting key terms, and building review tables across them.
Ground Motions and Research in Trusted Authority
Litigators can turn a complaint into a fully cited motion draft, and research teams gain more jurisdiction-specific sources, credit data, and saved filters that keep each query focused.
Motion to Dismiss Workflow With LexisNexis®
Draft a complete, fully cited motion to dismiss from a single complaint, researched against live LexisNexis case law, and approve the grounds and research plan before drafting begins.
130+ New Legal Research Sources
We've increased the number of data sources available to provide the latest relevant jurisdictional information.
Octus Knowledge Source
Support leveraged finance and restructuring work with Octus content in Harvey, including expert credit analysis, private company financials, covenant and restructuring data, and US court filings.
Custom Knowledge Source Filters
Skip rebuilding the same research setup for every query by saving your preferred Knowledge Source filters, including for web search, and setting one as the default for that source.
Produce Sharper Analysis From Spreadsheets, Tables, and New Models
Check the numbers behind a deal model, work through reviews with less clutter, and choose from two new models built for document-heavy legal analysis.
Improved Excel Understanding
Harvey now reads each Excel cell's underlying formula and saved value directly. Answers cite the exact cells Harvey relied on.
Review Table Refresh
Move through diligence reviews with less clutter, using a fullscreen document previewer, a condensed cell popover with key actions up front, and per-column controls for filtering and sorting.
Fable 5.1 and GPT-6 Astra
Choose the right model for complex matters with Anthropic's Fable 5.1, built for document-heavy litigation and dispute work, or OpenAI's GPT-6 Astra, which surfaces unsupported assumptions and turns gaps into drafting positions.
Advance Matters From Anywhere, in Your Preferred Language
Run agents, query connected sources, and dictate long prompts from your phone, in multiple languages.
Agents on Mobile
Run, schedule, and star your custom agents from a new Agents tab in the Harvey mobile app, or add one to a thread when you need to give it more context first.
Connectors and Live Dictation on Mobile
Query your connected sources from your phone and get answers cited to the underlying material, and dictate prompts of any length with real-time transcription.
English, German, Italian, and Portuguese Localization
Receive responses in English (UK), German, Italian, or Portuguese (Brazil and Portugal) by setting your preferred language.
That's all for October. 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.
Original source - Oct 7, 2026
- Date parsed from source:Oct 7, 2026
- First seen by Releasebot:Oct 7, 2026
Introducing the Motion to Dismiss Workflow, Co-Developed With LexisNexisⓇ
Harvey introduces a co-developed Motion to Dismiss drafting workflow with LexisNexis, bringing citation-backed legal research, Shepard’s validation, and forum-specific drafting into a review-and-approve loop that turns complaint analysis and motion drafting into a faster, end-to-end process.
Draft a fully researched, citation-backed motion to dismiss in Harvey, grounded in the LexisNexis collection of U.S. case law, statutes, and Shepard's® Citations Service.
In June 2025, we announced our strategic alliance with LexisNexis® to integrate LexisNexis AI technology, primary law content, and Shepard's® Citations within the Harvey platform, and to jointly develop advanced legal workflows. Since that announcement, we introduced Ask LexisNexis to bring citation-backed answers grounded in LexisNexis primary law content directly into Harvey. Today, we're introducing the first of our co-developed workflows: a drafting agent for an entire Motion to Dismiss (MTD).
From Weeks of Associate Time to a Single Review-and-Approve Loop
Drafting a motion to dismiss is one of the most time-intensive tasks in early-stage litigation. Typically, an associate has to read the complaint, spot viable grounds for dismissal, research each ground in the right jurisdiction, check for adverse authority, and draft 20–30 pages of intensely researched arguments. This multi-step process commonly takes 40 to 50+ hours of work. The new MTD workflow streamlines this entire process — just upload the complaint, approve the strategy, review the research brief, and watch Harvey prepare your first draft.
How it Works
The MTD workflow is agentic: a series of specialized agents plan, research, and draft in a review-and-approve loop, with human checkpoints at the moments where a lawyer's judgment matters most. This loop breaks down into four stages:
- Harvey reviews the complaint and proposes a set of ranked arguments for dismissal
- The lawyer approves or adjusts the plan
- Multiple agents conduct in-depth research on each approved argument
- A final agent drafts the motion
A planning agent reads the complaint and proposes a strategy. Harvey starts by identifying the forum and the governing law, then runs an initial research pass with LexisNexis US primary law to surface up to eight candidate grounds for dismissal. Harvey checks each ground against the specific elements of the claims pleaded — a missing element of a cause of action, a jurisdictional defect, a timeliness issue — while weighing the authority honestly and factoring in choice-of-law issues.
Harvey rates each ground by strength, so the lawyer can see at a glance where the complaint is vulnerable and where the motion may be strongest. It then produces a proposed strategy: a ranked set of arguments the lawyer can build the motion around.
The lawyer reviews and approves the plan. Each proposed argument is presented with its strength rating and a short explanation of the basis for each rating. From here, the lawyer can approve the plan as-is or give feedback to add or drop arguments before deep research and drafting begin. This is the point in the process where the attorney's judgment has the most influence over the final motion.
Parallel research agents run LexisNexis searches for each approved ground. Agents use jurisdiction-filtered, boolean queries tuned to find cases at the motion-to-dismiss stage. Where state authority is thin, they supplement with federal decisions applying that state's law.
This research comes back as a memo for each argument, containing the applicable legal standard and the three to five of the strongest cases. Each case includes a full Bluebook citation, a direct link to the opinion on Lexis+® with Protégé™, its key holding, and how it applies to the specific allegations at issue. The memo also analyzes how the case law supports the theory, including the weaknesses the plaintiff is likely to raise, plus key adverse authority and how to distinguish it. Cases are validated through Shepard's® Citations, with the Shepard’s Signal™ reported alongside them.
A drafting agent assembles the motion. The agent drafts argument sections that weave the complaint's allegations together with the authority that the research agents retrieved, in both federal and state court. For a state-court complaint, it detects the caption and confirms the correct procedural vehicle for that forum — a demurrer in California, a CPLR 3211 motion in New York, preliminary objections in Pennsylvania, and so on. For a federal complaint, it drafts to the Rule 12(b)(6) standard — accepting the well-pleaded allegations as true and testing whether they state a plausible claim under Twombly and Iqbal — and addressing any other threshold 12(b) grounds available on the face of the pleading.
Throughout the draft, every factual assertion is cited back to the complaint, and every legal proposition is cited to case law, so each statement is checkable against the record and the authority behind it. The result is a motion drafted end-to-end, complete with a Table of Contents and Table of Authorities, the forum-specific pleading standard, and motion-appropriate formatting.
How to Get Started
Instead of an associate spending days on research and a first draft, Harvey produces both in a matter of hours, with the lawyer's review built into the process at each stage. The time saved can go toward refining strategy, addressing edge cases, or simply moving the case forward faster.
The Motion to Dismiss workflow is available to all Harvey customers who have access to Ask LexisNexis, and Harvey customers who are also Lexis+® with Protégé™ customers, whether or not they use the Ask LexisNexis integration.
What's Next
This is the first of two co-developed workflows we are building with LexisNexis, and a Motion for Summary Judgment workflow is next.
Ready to see the MTD workflow in action? Fill out the demo form below to learn more.
Original source - Oct 6, 2026
- Date parsed from source:Oct 6, 2026
- First seen by Releasebot:Oct 10, 2026
International Law Database
GC AI adds an International Law database that lets users search case law and legislation from 30+ jurisdictions across Europe, Asia-Pacific, and Latin America in chat, with cited answers, a built-in source viewer, translations, and jurisdiction-based filtering.
Search and analyze case law and legislation from 30+ jurisdictions across Europe, Asia-Pacific, and Latin America, directly in chat. Get cited, synthesized answers grounded in primary authority.
Search a dedicated International Law database directly in chat: a growing corpus of case law and legislation from jurisdictions across Europe, Asia-Pacific, and Latin America. Ask a legal question in plain language and scope the issue right in your query (“under German law,” “UK unfair terms”). GC AI searches primary sources directly from the database and writes a cited answer. Every cited authority opens in a built-in viewer that shows the full text of the source and links to its official source.
How it works
Ask your question.
Type a legal question in chat. GC AI automatically searches relevant case law and legislation when your question calls for it.GC AI searches and reads.
GC AI searches the database for relevant case law and legislation, applies the sources to your issue, and provides a synthesized answer with citations.Verify your sources.
Click any citation to open the source in your citation panel. From there:
a. Use the Translate button to translate the sources GC AI relied on into the language of your conversation.
b. Click View full text to review the full text of the case law or legislation in the built-in viewer.
c. Click View original source to open the document on its official portal in a new tab.
Source controls
The International Law database is on by default for users with access. GC AI searches case law and legislation automatically whenever your question calls for it.
You can adjust your sources from the + menu in chat:- Web toggle: Turn off for legal database results only. This setting applies within a single conversation.
- Legal databases: Turn International Law off if you don’t regularly need it in your conversations. This setting persists across chats. Keep it on to allow GC AI to automatically search within the database when researching primary law in covered jurisdictions.
- Jurisdictions & coverage: Filter your search manually by region (Europe, Asia-Pacific, Latin America) or by individual jurisdiction. Each jurisdiction shows whether it includes case law, legislation, or both. This setting applies within a single conversation.
Tip: Specifying jurisdiction directly in your query (e.g., “under French law” or “compare Germany and Spain”) is often faster than using the jurisdiction picker.
What’s in the database
The International Law database includes case law and legislation from 30+ jurisdictions, including:
- Europe: the EU and its member states, the UK, and other European jurisdictions and bodies
- Asia-Pacific: Japan, South Korea, Australia, and more
- Latin America: Brazil
What’s included varies by jurisdiction. Some include only case law or only legislation.
Coverage is expanding. Additional jurisdictions are in development and will be added to the International Law database as they become available.
Authorities are sourced from official publishers like court websites, government legal portals, and official gazettes through Moonlit, a legal data provider. The database is refreshed daily.
Tip: This page does not contain an exhaustive or live representation of current coverage. For full, current details on coverage, open the Legal database coverage page in GC AI.Document viewer
Click any citation to open the full judgment or statute in the sidebar. From the viewer you can:
- Read the complete text
- Search within the document for specific terms
- Open the document on its official portal in a new tab with View original source
The viewer opens alongside your chat, so you can verify sources without losing your place in the conversation.
Citations
Every authority GC AI cites links to the full text. The citation panel groups sources into case law, legislation, and web results.
- Citation counts: International cases show how many times later decisions cite them.
- In-force status: Some statutes and regulations show whether a provision is In force or Not in force. Not every source includes this data, so a missing badge is not representative of current status.
Translation
When a cited passage is in another language, click Translate in the citation panel to use AI to translate it into the language of your conversation, or turn on Translate all cited passages. Translations are labeled, and Show original switches back to the source text. Translation is available in the GC AI web app, and is limited to sources retrieved from the International Law database.
Case law summary tables
For multi-case research questions, GC AI may produce a structured summary table breaking down each case by:
- Citation
- Facts
- Issue
- Holding
- Application to your question
Summary tables are especially useful for jurisdiction surveys, comparing how different courts handle the same issue.
Combining the International Law database with other work
Research using the International Law database works alongside everything else in GC AI. In a single conversation, you can:
- Upload a contract, flag risks, then research the governing law on specific issues
- Ask a legal question, then draft a memo incorporating the findings
- Combine web research and International Law sources for a comprehensive answer
- Use the International Law and US Case Law databases together for cross-border questions, if you have access to both
Example prompts
- Cross-border data transfers: “Can we still legally transfer personal data from the EU to the US? Summarize the key recent EU court decisions and what they mean for a US software company like ours.”
- Contract clause enforceability: “Under English law, how do courts interpret limitation of liability clauses, and when would a cap be subject to the reasonableness test in the Unfair Contract Terms Act 1977?”
- Multi-jurisdiction survey: “What are the employee consultation and notification requirements for a collective redundancy in Germany, France, and the Netherlands, including works council obligations? Summarize the key differences in a table.”
- Foreign-language statute: “Under Japan’s Act on the Protection of Personal Information, when do we need user consent, and what do we need to do to transfer personal data from Japan to the US? Include the recent amendments.”
The International Law database in Word
Chat in Word can access the same databases your account has access to in Web. In the Word add-in, citations can be verified by hovering or clicking on the citation bubbles, where the source is quoted. Open the document on its official portal in a web browser by clicking View official source.
Availability
Team and Enterprise plans include one legal database of the organization’s choice for their whole team: US Case Law or International Law. Team members who need both can get the other database as an add-on at an additional cost. To switch your team’s database or purchase add-ons, contact customer support or your account team.
For Individual seats, US Case Law and International Law are available as add-ons. Each includes a one-time free 30-day trial you can start during your GC AI trial or after you subscribe.Data and security
International legal data is provided by Moonlit, a subprocessor that provides the legal research database and search infrastructure. Its role is limited to providing legal research content and search infrastructure.
GC AI does not maintain an international legal corpus. Documents are fetched live from Moonlit’s API when you search or open the full text of the source in the built-in viewer. Citation snippets and metadata are stored as part of your chat history for display purposes only.Common questions
How does this compare to traditional legal research platforms?
Traditional legal research platforms give you a search interface to run boolean queries and read results. GC AI is AI-native: you describe what you need in plain language, and GC AI searches, reads, and synthesizes case law and legislation into a cited answer. Your time goes to evaluating the analysis.
For exhaustive research, like reviewing academic treatises or practice guides, some teams keep a traditional research platform seat alongside GC AI.How is this different from AI assistants built on proprietary legal databases?
These products add a generative AI layer on top of databases originally built for manual, keyword-driven research. The AI and the database are tightly coupled, and the fit between the two can affect the quality of results, especially when the underlying architecture wasn’t designed for AI-driven retrieval.
GC AI’s legal research capabilities were built around AI from the start. Case law and legislation are fetched live from a dedicated legal database and read alongside your contracts, playbooks, and company context, so the output is grounded in the work in front of you. Each citation links to the full text and its official source.How is this different from general-purpose AI platforms with legal plugins?
Some general-purpose AI platforms offer legal plugins that connect to third-party research databases and other legal tools. The research experience depends on which connectors you’ve set up and which subscriptions you hold.
GC AI is built for in-house counsel. The International Law database is built directly into the same workspace your team already uses for contracts, drafting, web research, playbooks, and company context, with control and verification designed into the experience. There are no modes to switch between and nothing to install.Is the International Law database available in shared chats?
Citations are visible in shared chats. Authenticated org members with access to the International Law database can click through to read the full text. Readers viewing a shared chat via a public link can see the citations but cannot open the full text.
How current is the data?
Moonlit’s database is refreshed daily. There may be a short lag before newly published decisions and legislation appear in GC AI, as Moonlit processes the data before it becomes searchable.
Original source - Oct 2, 2026
- Date parsed from source:Oct 2, 2026
- First seen by Releasebot:Oct 4, 2026
September 28, 2026 – October 2, 2026
Filevine adds DataBridge project user roles view with org roles resolved by team membership and project overrides.
DataBridge
- DataBridge has a new view: VW_DATABRIDGE_PROJECT_USER_ROLES_V1. This view includes the Org role each user holds on each project, resolved through team membership, with project-level role overrides applied and users revoked on a project excluded. Columns are TENANT_ID, ORG_ID, PROJECT_ID, USER_ID, ORG_ROLE_ID and ORG_ROLE_NAME.
Note: a user who reaches a project only as an Org or tenant admin holds no team role and does not appear.
Original source - Oct 2, 2026
- Date parsed from source:Oct 2, 2026
- First seen by Releasebot:Oct 2, 2026
Smokeball Grow and Prosper+ Releases October 2026
Smokeball adds Field Sets to Intake forms and delivers a round of Intake refinements, including clearer status filters, improved unpublished-changes prompts, better AI form generation behavior, form sharing fixes, and branded payment styling in form summaries.
View all new features and refinements to Smokeball Grow and Prosper+ for this month.
Smokeball Intake has been updated
You can now create Field Sets, which are groups of contact fields that you can apply to future Intake Forms. This saves time with dragging and dropping each contact field into the form separately.
Select Add contact details on an empty section or drag the Contact details component in to access them.
We have created some preset contact field sets to get you started - select +Add to add them to the form.
Edit an existing Field Set by selecting the Ellipsis icon next to +Add. In the editor, you can add, reorder and delete fields from the Field Set.
If you wish to reuse this configuration in a future form, select Save for future use and give it a name.
Learn more about Field Sets in our dedicated article.
The following refinements have also been released for Smokeball Intake
- The Status filter on the Matter Intake tab now shows the following statuses: Unshared, Prefilled for client, Shared, Completed, Closed and Draft.
- The Activity Status on the Pending Forms tab now shows the following statuses: Unshared, Prefilled for client and Shared.
- Fixed intake forms getting permanently stuck on "Generating questions" when a regeneration with feedback failed.
- Fixed AI form generation mapping more than one question to the same field.
- Fixed AI-generated forms not tagging every field as Added, and a brief Edited status appearing when you clicked a field.
- Deleting a field, group or section now brings up the unpublished changes prompt straight away. Before, it only appeared after you next edited a field.
- Setup name fields on the Share tab now brings up the unpublished changes prompt.
- Changing the redirect URL in the form builder now brings up the unpublished changes prompt.
- The Share form preview no longer shows an autofill component that has been turned on but not yet published.
- Fixed being unable to change a mapped field from Person to a Company contact person.
- Fixed bold, italic and underline formatting not showing in the client message on the New Lead screen when a form is shared through Client Portal.
- Fixed the Download form link custom field breaking on forms with extra languages turned on.
- The Smokeball Payment component in the form summary now follows the firm's branding style.
- Oct 1, 2026
- Date parsed from source:Oct 1, 2026
- First seen by Releasebot:Oct 1, 2026
Clio brings firm-specific judgment into AI contract review
Clio launches Review Playbooks in Vincent, bringing contract review standards to legal AI for large law firms and corporate legal teams. Teams can turn existing guidance into reusable playbooks, assess agreements against preferred positions, and propose redlines in Microsoft Word or Vincent.
Clio, the global leader in legal AI, today announced the launch of Review Playbooks in Vincent, Clio’s legal AI platform for large law firms and corporate legal teams. Review Playbooks turn years of negotiating experience into defined standards that can be applied consistently across contract review.
Until now, much of that negotiating knowledge has remained scattered across past agreements, internal guidance, and individual experience. Review Playbooks gives Vincent a way to work from the positions a firm has already established. Teams define which terms they prefer, which they are prepared to accept, and which require pushback. Vincent then assesses incoming agreements against those standards, explains how each term compares with the firm’s position, and proposes redlines directly in Microsoft Word. Lawyers decide which changes to accept, reject, or revise.
“The value of legal AI comes from how well it understands the human judgment behind the work,” said Dan Hoadley, Senior Director, Product Management at Clio. “Review Playbooks gives Vincent a way to reflect the standards firms and inhouse teams have developed through years of practice, making that expertise more consistent, accessible, and actionable across the organization.”
Getting contract standards into Vincent does not require firms to start from scratch. A playbook can be created from an existing guidelines document, three or more contracts that reflect outcomes the team is comfortable with, or a conversation describing how the firm approaches particular terms. Vincent uses that material to organize positions as Preferred, Acceptable, and Unacceptable, turning existing know-how into a framework that can be reused across matters.
From there, the review happens wherever it’s most convenient for the lawyer. Vincent checks each agreement against the playbook, surfaces unacceptable terms first, and provides its reasoning alongside a proposed redline, whether run directly within Vincent or through the Clio for Word add-in. Suggested language can be accepted, rejected, or adjusted as a tracked change in the Word add-in, keeping the lawyer in control while making the firm’s standards easier to apply consistently. The Clio for Word add-in remains the preferred workflow for lawyers who want to review and edit in one place, while working directly within Vincent offers a streamlined option focused on review.
The same approach extends to how those standards are governed. Builder and Admin roles can create and edit playbooks, while attorneys can read and run them, allowing teams to control who defines negotiating positions and how broadly they are applied. That structure helps preserve consistency without separating review from the lawyers responsible for the final judgment.
For Clio, Review Playbooks marks a broader step in making Vincent more tailored to the firms and legal teams that use it. Vincent can now draw on the negotiating standards an organization has developed through its own work, allowing legal AI to reflect not only the substance of a contract, but the judgment behind how a firm chooses to negotiate it.
Review Playbooks is now available in Vincent. For more information, visit clio.com/enterprise/vincent.
Original source - Oct 1, 2026
- Date parsed from source:Oct 1, 2026
- First seen by Releasebot:Oct 1, 2026
Clio Work Can Now Build Custom Interactive Tools On Demand
Clio introduces Visualizations in Clio Work, letting legal professionals describe the view they need and get a custom interactive tool built from matter data or firm-wide context. It now supports chronologies, calculators, dashboards, and performance views.
Visualizations turns what legal professionals need to see, understand, or track into a custom interactive tool built for that moment
Clio, the global leader in legal AI, today introduced Visualizations in Clio Work, a new capability that lets legal professionals describe a tool or view they need — such as an interactive chronology, settlement calculator, client dashboard, or firm-wide performance view — and have Clio Work build it for them.
Visualizations can draw from the details of a single matter or bring together information across matters for a client, practice area, or the firm. Legal professionals simply describe what they want to see in natural language, and Clio Work determines what information is relevant, writes and runs the code, and builds a custom interactive view for the work at hand. Because Clio Work already understands what a firm is working on, there’s no need to connect another system, export data, or manually provide the underlying context.
Creating those kinds of visualizations has traditionally meant purchasing a separate tool. Legal professionals had to export data to a spreadsheet, slide deck, or word processor, and build the final product by hand. Now, legal professionals can generate those views in the same place they perform the rest of their legal work.
“Traditionally, lawyers have been limited by what their tools were built to show them,” said John Foreman, Chief Product Officer at Clio. “Clio Work changes that. Legal professionals can define what they need in the moment, instead of being limited to the reports, dashboards, and tools someone anticipated and built in advance. The experience can take shape around the work, rather than the work having to fit the tool.”
Create custom views for every role in the firm
Unlike traditional reporting tools that rely on predefined templates, Clio Work generates each visualization for the request. It identifies the relevant information in the matter, then writes and runs the code to create the visualization without requiring the legal professional to export the data or build the output somewhere else.
Building from the matter also means Clio Work can surface important details as it works. If a lawyer asks for a divorce settlement calculator, for example, it can recognize that the marital home is valued differently in the financial disclosure and a later appraisal, then account for that discrepancy in the model. When connected to Clio’s broader Intelligent Legal Work Platform, Clio Work can draw on additional context from across the firm.
Clio Work can visualize:
- Matter performance: Fees, hours, and who’s working the file, all in one view.
- Chronologies and deal timelines: Key events, documents, and dependencies mapped across a matter.
- Disclosure and closing: What’s received, what’s outstanding, and what’s due next.
- Client and practice views: Matters brought together by client or practice area.
- Firm-wide performance: Realization, utilization, caseload distribution, and new matter sources.
Every visualization remains subject to the lawyer’s review before it leaves the firm, and each one can be downloaded and shared with a partner, a client, or a colleague without any additional tools. The feature supports roles across a firm, from the lawyer developing strategy for a divorce agreement to the business development representative bringing in new clients.
“Every matter is different, so the way you work with it should be different too,” said Foreman. “Visualizations lets Clio Work create the right view for the work at hand, so legal professionals can make more of the information they already have.”
Visualizations is now available to Clio Work customers. Learn more at clio.com/work.
Original source - Sep 30, 2026
- Date parsed from source:Sep 30, 2026
- First seen by Releasebot:Oct 2, 2026
September product update
Smokeball releases September updates with AI-powered document reviews in Word, a new playbook experience for consistent firm-standard checks, one-step PDF attachments in new Outlook, supervisor tracking in matters, and updated Australian card surcharging handling for payments.
Stay on top of your matters and documents without the manual work – from AI-powered document reviews guided by your firm's playbooks in Word to one-step PDF attachments in new Outlook. Here's what's new in September.
Your documents, reviewed to your firm’s standard with playbooks
Tier: Boost, Grow, Prosper+ with the Archie add-on
Region: US, AU and UK
Produce consistent, higher-quality documents with a new playbook experience that's easier to set up and use. Playbooks capture your firm's review standard, so each draft gets the same check, whoever reviews it. See every place a document needs attention and apply one-click fixes without going through every line yourself – all in the Archie Word add-in.
Hand your review checklist to Archie
Build a playbook for each document type. Write its rules in plain language – one rule can cover several things at once, so a payment terms rule can check the amount, due date, and interest.
See every result, sorted and explained
See what needs your attention first, with results now grouped into issues, warnings and passes. Each finding explains why and takes you straight to the text.
Let Archie draft the fixes for you
Review Archie's suggested wording beside yours and apply fixes as tracked changes in one click.
Get started fast with a ready-made playbook
Begin with a pre-built playbook for subpoenas, initiating applications, affidavits, and more, and adapt its rules to the way your firm works.
Convert and attach PDFs in one step in new Outlook
Tier: Boost, Grow, Prosper+
Region: US, AU and UK
Send Word documents as PDFs in new Outlook – right from the email you're writing. When you attach documents from a matter, tick Convert Word files to PDF, and Smokeball adds the PDFs to your email. Finding the right documents is now quicker too, with sortable, resizable columns and improved file name search.
Record supervisors in their own role
Tier: Grow, Prosper+
Region: AU
Select a supervisor on a matter, alongside the person responsible. Their initials appear in the matter's info field and in a new supervisor column in your matter list. You can also pull the supervisor's details straight into your automated documents in Word.
Card surcharging in Australia: what's changed for Stripe and Smokeball Payments
Tier: Bill, Boost, Grow, Prosper+
Region: AU
Smokeball has switched off card surcharging, following the new rules on surcharging Visa, Mastercard and eftpos payments from 1 October 2026. Many firms are now treating card costs as a cost of doing business, covered by their professional or sundry fees.
If you use Smokeball Payments, the merchant fees your clients used to cover now appear on your Smokeball Payments invoice.
If you use Stripe, you receive each card payment minus the merchant fee, and you'll need to switch to Smokeball Payments to take card deposits into trust.
Original source