Filevine Release Notes

LOIS

• Ask LOIS now supports fullscreen mode. When chatting with LOIS, click the expand icon in the top right of the window to launch an expanded experience.
• Firms with Med Chron can now draw from Med Chron as a data source when chatting with LOIS. Questions about medical overviews, summaries, and related topics will automatically pull from Med Chron data for more accurate, relevant answers.

Depositions by Filevine

• The workflow to import a transcript has been streamlined for a quicker and more intuitive user experience.

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Client Portal

• For clearer analysis of project types with split timelines, CPM reports now display data for each timeline separately using a second dropdown selector.

Lead Docket

• Firms can now send the following external phone call details from their VoIP providers to Lead Docket via the following API endpoints:
  • Call Recordings
  • Transcripts
  • Summaries
  • Marketing Attributes

Med Chron

• Dashboard fields for primary, phases, and tags are now included in the table.
• Made an update to improve topic classification and filtering capabilities.
• Fix: Case Overview and Patient Profile tabs no longer omit expected citations.

Tags

• The following new API endpoints allow firms to remove tags in bulk from the following items in Filevine:
  • Contacts
  • Projects
  • Notes
  • Documents

User Activity Log

• The following filter criteria have been updated for the User Activity Log project section:
  • Project-related filters are now available.
  • Log Date Within filters can now be greater than 62 days.

Vinesign

• Signers can now auto-advance to the next signature, initial, or checkbox field without clicking the Next button each time.

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Client Portal

• Firms can now set up forms to auto-send to certain contact roles when the project phase changes.
• Users with over 100 messages will now see a banner stating that older messages may be hidden and the unread count may be incomplete until all messages are loaded.
• Fix: The notification preferences screen now only displays for users with more than one contact method to choose from.

Payments by Filevine

• Firms can now create and manage recurring transactions within the Payments App.

Time & Billing

• In the Billing Setup Advanced tool, billing codes can now be imported from a spreadsheet.

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Docs

• The status messaging in Doc Previewer that says 'Ready for AI chat' has been updated. When this appears, the doc has been made available to LOIS to chat with.

Invoicing

• Fix: Quotation marks in contact names no longer prevent payments from displaying in the transactions section in projects.

Client Portal

• A warning modal now displays when one or more attachments fail to upload to portal messages.

AI

• Fix: We fixed an issue that could cause the LOIS icon to appear disabled/greyed out intermittently. If you still see it, please refresh your browser. We also added additional logging to help us capture any remaining edge cases.
• Fix: We fixed an issue where the resize cursor could remain active after adjusting the LOIS panel, causing the panel to keep resizing as you moved your mouse.

Med Chron

• Fix: Made an improvement to better prevent med chrons from failing to process.
• Fix: UX/UI fixes on source selection in the med chron right navigation.

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Filevine acquires Pincites

The acquisition of Pincites adds Word-native functionality and industry-leading drafting and redlining to Filevine’s AI-Powered Legal Operating Intelligence System (LOIS).

SALT LAKE CITY, Utah – January 14, 2026 – Filevine has acquired Pincites, an AI-powered drafting and contract redlining tool built for Microsoft Word and trusted by enterprise teams at high-growth technology and global companies including Redis, Glean, and Vercel. With this acquisition, the full Pincites team has joined Filevine and together will create litigation-specific drafting technology while continuing to invest in world-class redlining for transactional attorneys. Pincites selected Filevine during a highly competitive process after receiving bids from multiple Legal AI unicorns.

“We got to know Pincites because we were early customers and quickly expanded our contract. We use their product daily and my team loves it,” said Ryan Anderson, CEO of Filevine. “After getting to know Sona and Mariam, it became clear why the product is so good: they are special founders with exacting standards for quality, beauty, and engineering rigor. I’m thrilled to build the world's best AI drafting experience side by side with them.”

Pincites brings deep intelligence to contract work in the same way Filevine brings intelligence to the full matter lifecycle. Built directly into Microsoft Word, Pincites reviews and rewrites clauses using established standards, negotiation playbooks, and market benchmarks. It learns from every edit, identifies risk with precision, and accelerates the movement of complex agreements. Combined with Filevine’s Legal Operating Intelligence System (LOIS), the integration will allow teams to manage depositions, contracts, and all legal tasks as connected components within one complete platform.

Pincites will become Filevine’s LOIS for Word delivering best-in-class drafting and redlining for all legal professionals.

In May 2025, Filevine acquired Parrot (now Depositions by Filevine), a virtual deposition and AI-powered medical records chronology (MedChron) platform. Building on that momentum, Filevine acquired Pincites in December 2025. With Pincites, litigators can draft, edit, and revise briefs directly in Microsoft Word while maintaining seamless connectivity to their case data. Together, these acquisitions reinforce Filevine’s commitment to delivering an end-to-end litigation platform purpose-built to support litigators at every stage of the case lifecycle. In 2025, Filevine also announced a $400M all-equity raise strengthening its ability to invest in product innovation, security, and strategic acquisitions.

In 2025, Filevine’s LegalAI corporate category grew 120%, with some customers signing multi-year, multi-million dollar agreements. Large organizations such as Kroger, Goodwill, the Utah Jazz, Garmin, and seven of the nation’s largest P&C Insurers use Filevine for claims management, depositions, risk operations, and in-house counsel support. To better serve these clients, Filevine sought a best-in-class redlining solution that could address high volume contract review with precision and scale. Pincites emerged as the clear choice, offering unmatched intelligence, intuitive design, and a visionary founding team.

“Pincites is a tool we really needed in order to start handling customer agreements at scale,” said Sanjana Parikh, Legal Counsel at Vercel. “With Pincites, we were able to turn unstructured knowledge into a customized solution that we knew would work.”

The Pincites founders chose Filevine as the ideal partner for the next chapter of their growth. "After meeting Filevine’s leadership team and seeing the strength of their technology and customer base, we knew there was no close second," said Sona Sulakian, co-founder of Pincites. "Filevine has the ambition, infrastructure, and vision to redefine how legal work gets done. Joining forces was an easy decision."

To learn more about Filevine, LOIS for Word, and the future of the unified legal work platform, visit filevine.com.

About Filevine

Filevine is headquartered in Salt Lake City, Utah, with offices around the world. For more than a decade, Filevine has served as the system of record for legal work and is now redefining how legal work gets done. Its Legal Operating Intelligence System (LOIS) connects contracts, matters, documents, and workflows into a single operating platform built for modern legal teams.Law firms, enterprises, and government agencies rely on Filevine to manage complex legal work with precision, security, and control. 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 deliver measurable outcomes across every stage of the legal lifecycle.

Media Contacts:
Jennifer Sefakis, Filevine
[email protected]

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Depo CoPilot

• During proceedings, users can now dismiss either individual transcript references or entire insights that are no longer relevant. Some insights and references may be auto-dismissed by AI during analysis. Dismissed references and insights can later be restored by the user if desired.

Docs

• The Documents page filters received the following updates:
  • Users can now filter by project-level tags in addition to document-level tags.
  • Users can choose to include any or all when adding multiple values to the project tags, doc tags, “Title Contains,” or “Doc Contains” fields.

LOIS

• One of the AI models powering LOIS was upgraded as part of ongoing improvements.
• Fix: In some chats with multiple LOIS team conversations (including multiple threads with the same person), outgoing messages can no longer be routed to the wrong thread.
• Fix: Opening document preview or properties now automatically corrects the “Vectorization Pending” status.

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January 26, 2026 – January 30, 2026

Client Portal

• Firms can now set up forms to auto-send to certain contact roles when the project phase changes.
• Users with over 100 messages will now see a banner stating that older messages may be hidden and the unread count may be incomplete until all messages are loaded.
• Fix: The notification preferences screen now only displays for users with more than one contact method to choose from.

Payments by Filevine

• Firms can now create and manage recurring transactions within the Payments App.

Time & Billing

• In the Billing Setup Advanced tool, billing codes can now be imported from a spreadsheet.

January 19, 2026 – January 23, 2026

Docs

• The status messaging in Doc Previewer that says 'Ready for AI chat' has been updated. When this appears, the doc has been made available to LOIS to chat with.

Invoicing

• Fix: Quotation marks in contact names no longer prevent payments from displaying in the transactions section in projects.

Client Portal

• A warning modal now displays when one or more attachments fail to upload to portal messages.

AI

• Fix: We fixed an issue that could cause the LOIS icon to appear disabled/greyed out intermittently. If you still see it, please refresh your browser. We also added additional logging to help us capture any remaining edge cases.
• Fix: We fixed an issue where the resize cursor could remain active after adjusting the LOIS panel, causing the panel to keep resizing as you moved your mouse.

Med Chron

• Fix: Made an improvement to better prevent med chrons from failing to process.
• Fix: UX/UI fixes on source selection in the med chron right navigation.

January 12, 2026 – January 16, 2026

Depo CoPilot

• During proceedings, users can now dismiss either individual transcript references or entire insights that are no longer relevant. Some insights and references may be auto-dismissed by AI during analysis. Dismissed references and insights can later be restored by the user if desired.

Docs

• The Documents page filters received the following updates:
  • Users can now filter by project-level tags in addition to document-level tags.
  • Users can choose to include any or all when adding multiple values to the project tags, doc tags, “Title Contains,” or “Doc Contains” fields.

LOIS

• One of the AI models powering LOIS was upgraded as part of ongoing improvements.
• Fix: In some chats with multiple LOIS team conversations (including multiple threads with the same person), outgoing messages can no longer be routed to the wrong thread.
• Fix: Opening document preview or properties now automatically corrects the “Vectorization Pending” status.

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December 15, 2025 – December 19, 2025

There are no release notes this week. Releases are expected to resume starting the week of January 5, 2026.

December 8, 2025 – December 12, 2025

Time and Billing

• Users can now either attach files when entering expense and flat fee items. Uploaded files are added to the project’s Docs section.
• Fix: Time Entry Sync via the Public API is now behaving as expected.
• Fix: Synced status on project time entries are no longer showing an incorrect status.

December 1, 2025 – December 5, 2025

Lead Docket

• All legacy reports have been retired. Learn more about the new reporting options in Lead Docket.

Vinesign

• Smart Assistant Webforms are now available. They can be enabled in the Org, template, or document-level settings.

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