Filevine Release Notes

DataBridge

• The new VW_DATABRIDGE_NOTES_DATA_V4 view includes everything from V3 plus a new IS_PINNED_TO_PROJECT column, showing whether a note is pinned to its project. V1 through V3 remain available and unchanged for existing consumers.

Documents

• Users no longer need Org Admin access to use Mass DocGen. The Advanced permission alone is now enough.
• AI Doc Review now appears as an action in the audit report.

FVDA & Outlaw

• Templates now include an option to “lock” specific sections. This lock carries over to any documents created from that template. Firms can determine which users have permission to lock sections, and which users can override those locks at the document level.

Lead Docket

• LOIS in Lead Docket now automatically OCRs all documents in a lead, allowing it to generate document summaries in addition to its existing lead-level Q&A. New uploads are OCR'd automatically, and documents in existing leads are processed the next time a user opens that lead.
• Users can view the AI document summary, when available, from the document’s vertical ellipsis ⋮ menu.

SALT LAKE CITY — June 22, 2026 — Filevine today announced its new AI-native legal citator and authority-validation tool, LOIS Legal Research.

As a new capability within Filevine’s Legal Operating Intelligence System (LOIS) console, a lawyer can search, read, and click through millions of precedential opinions from U.S. federal and state jurisdictions. Using a patent-pending process, the lawyer can determine whether a specific selected passage in any of those opinions remains good law. The feature represents a first-of-its-kind challenger to traditional methodologies used by legacy citators, bringing a fundamentally different approach to the validation problem in legal research.

While legal verification tools rely on explicit citation relationships and apply treatment signals to entire opinions, LOIS Legal Research operates at the user-selected passage level. Legal professionals highlight the exact rule they plan to rely on in their argument, and Filevine’s tool returns a structured memo detailing how later courts have treated that specific proposition. Additionally, within the LOIS console, users can read and navigate directly to the full opinion text of any surfaced cases — making it easy to move seamlessly between the citator results and the underlying source material.

John Rizner, Product Manager at Filevine, explains, “LOIS Legal Research combines traditional citation tracking with AI-powered semantic search to surface each case that has weakened, contradicted, or eroded that point — including cases that never cite the original by name — and returns a structured memo classifying how the holding has been treated.”

“Citators tell you about the case. Lawyers cite the holding. LOIS Legal Research closes that gap,” said Ryan Anderson, CEO and Founder of Filevine. “AI is changing how lawyers research the law. LOIS Legal Research is built so that AI can be trusted to tell them whether the law still holds. Precedent verification tools are built on who cited whom. LOIS Legal Research reads what later courts actually said — even when they didn’t cite the case at all.”

Legal citation tools have been prone to missing subtle, uncited, or sub silentio conflicts. If an unrelated court quietly undermines a rule without explicitly citing the originating case, standard citators may never flag the shift. This leaves lawyers to manually read large volumes of cases by hand to find doctrinal shifts.

LOIS Legal Research overcomes this limitation by combining two retrieval pathways to ensure comprehensive retrieval and multi-stage AI analysis:

• Selected-Text Targeting: Lawyers highlight the precise passage or holding they care about, rather than running an analysis on the whole opinion.
• Dual-Pathway Retrieval: A citation-graph pathway captures direct treatment, while a parallel semantic pathway surfaces later opinions that engage with the same legal proposition—even if those courts never cited the original case.
• Structured Memo Output: An AI-assisted analysis classifies the treatment, surfaces supporting passages, and produces a consolidated memo with a treatment signal and a table of authorities.
• Asynchronous Workflow: Lawyers submit a job and can continue working in the LOIS console while the analysis memo is generated.

The legal industry is shifting from Boolean keyword searches to AI-assisted research faster than at any time in the last 40 years. This leap forward, however, carries serious consequences, with courts beginning to sanction lawyers for citing bad case law produced by hallucination-prone AI tools.

LOIS Legal Research launches into this critical moment as a dedicated trust layer for AI-assisted legal research. It empowers partners, associates, and paralegals at law firms of all sizes – from solos to BigLaw – to surface potentially relevant opinions that traditional citator technologies may miss, adding a powerful layer of verification that complements existing Westlaw and LexisNexis workflows. Firms and legal teams can start validating their authorities with Legal Research today as part of the LOIS ecosystem. To request access or schedule a demonstration, visit http://filevine.com/p/legal-research.

ABOUT FILEVINE

Filevine, Inc. 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.

DataBridge / Reporting

DataBridge has a new secure data-share view for notes/tasks that adds a “Subtype” column on top of the existing view. This new column classifies each record as “clientportal” (client portal messages), “email” (notes/tasks whose source looks like an email address), or “NULL” (everything else).

Customers on the DataBridge share who want to distinguish client-portal vs. email-originated notes should point to the new version, VW_DATABRIDGE_NOTES_DATA_V3. V1 and V2 are unchanged—no action is required for existing consumers.

Lead Docket

• LOIS in Lead Docket now allows customers to ask about call details whenever transcripts are available.
• LOIS in Lead Docket now allows customers to ask about document data from the OCR-extracted text.
• Call recordings are now stored in Lead Docket, so customers can play them anytime with the in-app player.

Vinesign

• Document preview is now available on steps 3 and 4 in the document sending setup screens.

Client Portal

• Firms with multiple offices can now define distinct contact information for each location in Client Portal Manager and determine which office appears in the portal for each project.

Lead Docket

• LOIS in Lead Docket gives you instant, conversational access to data at the lead level. Ask LOIS questions about your leads and about Lead Docket’s Help Center.
• Ask LOIS now includes Phone Call Transcripts as a source. When chatting with LOIS, users can pull information directly from call transcripts and navigate to the linked call.

Time and Billing

• Org Admins can now view other users’ monthly time summaries in the Billing Timesheet's Time Summary view.

Client Portal

• Firms can now include collection sections in Client Portal forms, allowing clients to submit multiple entries of the same data type—such as medical providers, address history, or witnesses—directly through the portal.

Docs

• Fix: When a large zip was being generated, the handoff to the browser for downloading was happening silently leading the user to assume the download was not happening or had failed. We have fixed this.
• Fix: Share Links were not respecting the alphabetical order of files chosen within the Docs section—they now respect this order.

SALT LAKE CITY — June 2, 2026 — Filevine today launched the Legal Operating Intelligence System (LOIS) console, AI that runs the modern law firm. Unlike legal AI tools that only accelerate a single lawyer on a single task, LOIS console empowers entire firms to run AI agents across every matter. It writes results back into the firm's system of record and then executes actions on the firm's behalf. Informed by the structure, workflows and patterns of more than 40 million legal matters, LOIS console is the only AI capable of coordinating the actual work of running a law firm, and automating away the friction slowing down legal work.

LOIS console is the first legal AI that goes from reading your matters to working on them. The market has been stuck in read-only with chatbots, summarizations, and analyses prone to hallucination, and worse, to silent omissions. LOIS closes the loop: it writes back to the firm's system of record to set tasks, move deadlines, update calendars, generate documents, refresh contact records, and run reports. A lawyer can ask LOIS which open matters need a demand letter this week and have the drafts waiting for review within minutes.

This is newly possible because LOIS console is built on something no general-purpose AI can replicate—Filevine's structured legal matter graph shaped by a decade of legal workflow intelligence across 6,000+ firms. We’ve paired this data with a pre-processing pipeline that empowers LOIS to read potentially millions of documents in a single analysis. And where competitors stop at "here's what we found," LOIS proves what wasn't found. In legal work, completeness is what matters. LOIS can read and write it all.

"The practice of law is not the practice of siloed tasks,” commented Ryan Anderson, CEO and Founder of Filevine. “For ten years, we have watched lawyers get better tools, but tools do not run firms and tools do not win cases. We built the AI that does both." Find more of Ryan's takeaways on LOIS console on the Filevine blog.

LOIS has been live with select customers:

• At Kopka Law Group, Senior Attorney Kyle Hall started saving days of waiting: “I can take a 5,000-page claim file and sort it down to a couple hundred pages of tailored summaries. It gives me a forest view instead of getting lost in the trees, and it lets me get into cases earlier instead of waiting two or three days for a human summary.”

• At Smith and Lee Personal Injury Lawyers, Partner Ryan Lee saw how LOIS changes legal work: “Filevine understands what AI can do to case management platforms, including their own. The endgame doesn’t seem to be trying to bolt AI onto old workflows. They're trying to rebuild around AI from the ground up.”

• A mass torts attorney and Filevine user since 2020, Kyle C. Usner stopped hunting through documents by hand: "Instead of scrolling through a non-OCR document doing Control+F, LOIS finds the pathology reports and points me directly to them. My paralegals and I always click back to verify the source. That's what gives us confidence. It's not making things up."

A firm running on LOIS could be a hundred-attorney mass tort practice coordinating discovery across thousands of plaintiffs or an in-house team of six tracking risk across an enterprise. LOIS console can handle it all.

Firms and legal teams can start with LOIS console today. Load cases in, try it out, and see results right away. To request access or schedule a demonstration, visit www.filevine.com/lois.

ABOUT FILEVINE

Filevine, Inc. 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.

LOIS

• The LOIS Console is now available. The console is your central place to communicate with LOIS, allowing you to make requests across projects, draft documents, build skills, and more.

Documents

• Users can now preview DICOM (.dcm) and .heic files in Filevine.

FVDA & Outlaw

• Fix: Multiselect conditional sections using “Is one of” or “Is none of” now render correctly when the matching option's text contains a comma.
• Fix: Paragraph numbering in .docx exports now respects the theme's bold settings.
• Fix: Contracts with numbered list items and small fonts no longer fail to export to PDF.
• Fix: Renaming a table column no longer breaks calculated formulas that reference it.

Med Chron

• The Med Chron Dashboard limit has increased from 100 to 1000 cases for initiating cases. You can now initiate up to 1000 cases at a time.

Time & Billing

• The interface for creating, editing, and finalizing invoices has been updated. As part of this change, users now have the option to add discounts, apply credits, and write off a partial amount of the invoice balance.
• Users can now add time entry details to any type of activity item in Filevine, except for reminder items.

This article explores how to navigate and use the LOIS for Meetings mobile app as a new user.

The LOIS for Meetings app allows you to record meetings on the go, obtain an AI-generated summary and transcript, and review suggested follow-up actions. Suggested actions can be sent to Filevine as tasks.

Note

LOIS for Meetings is currently in beta and available by invitation only. Features and behavior are subject to change before general availability.

• Overview
• Record Meetings
• Manage Meetings
• View Summary and Actions

Overview

LOIS for Meetings works by recording audio from your device’s microphone during a meeting. Once you stop the recording, LOIS processes the recorded audio to generate a transcript, along with a summary of key topics and action items.

Recordings and transcripts are stored within the mobile app and can be linked to an existing Filevine project at any time. Linking a project makes the transcript accessible to anyone with access to that project.

Heads Up!

LOIS for Meetings requires an active internet connection to process recordings. You can still record meetings while offline, but transcription will not begin until connectivity is restored.

Requirements

Before using LOIS for Meetings, make sure you meet following requirements:

• You have an up-to-date iOS device. Currently, only iOS devices are supported. Ensure the device is running iOS 16 or later.
• You have installed the LOIS for Meetings app. Use the invitation link provided by Filevine to install the mobile app via TestFlight.
• You have granted microphone access. Grant microphone access for the LOIS for Meetings app by navigating to Settings > Privacy & Security > Microphone.
• You have access to Filevine. You’ll use your Filevine email and password to sign in to the LOIS for Meetings app. Within Filevine, make sure you can access at least one active project.

Record Meetings

To start recording a meeting in the LOIS for Meetings app, tap the plus button in the lower navigation bar.

Enter a name for the meeting and select the relevant Filevine project. (If prompted, select the Org before choosing a project.) To start recording, tap Record, and allow microphone access if prompted. To simply create the meeting and record later, tap Create meeting only.

Tip

You can skip these fields and tap Record to start recording immediately. The meeting name and Filevine project can be added at any time during or after the meeting.

You’ll be taken to the meeting details screen. Use the buttons at the button to pause, resume, or end the recording. Once recording has ended, it cannot be restarted.

Manage Meetings

The Home tab of the LOIS for Meetings app lists all the meetings you’ve previously recorded. Each meeting displays the name, date, and duration of the meeting. If you are currently recording a meeting, you’ll see the current duration for the recording. This duration also replaces the plus button in the navigation bar during recording.

To view a meeting’s details, find and tap the desired meeting in the list or tap the magnifying glass icon in the top right corner to search. If you’re currently recording, tap the recording duration in the navigation bar to return to that meeting.

In the meeting details screen, the header shows the same details from the home screen. Click the ellipsis icon ⋯ in the top right corner to take one of the following actions:

• Edit meeting: update the meeting name or associated Filevine project.
• New recording: start recording the meeting. This option is only available if you did not start recording when creating the meeting.
• Delete meeting: permanently delete the meeting, including the transcript, summary, and any unpublished actions. Actions already published to the Filevine project will not be deleted.

Below the header, you can browse the meeting summary, suggested actions, and transcript. Continue reading to learn more.

View Summary and Actions

After a meeting has ended, LOIS will finish processing the meeting audio and generate the transcript, summary, and suggested actions. This process may take a few minutes, depending on recording length and network connectivity.

Once processing is complete, you can use the following three tabs to review the meeting details:

• Summary: this tab shows a high-level recap of the meeting in narrative format. Each main topic is displayed in bold, with bullet points summarizing the discussion and talking points.
• Actions: this tab shows any follow-up actions suggested by LOIS based on the meeting discussion. To learn more, read the Manage Suggested Actions section below.
• Transcript: this tab includes a timestamp and speaker for each utterance. Speakers are automatically assigned and numbered (Speaker 1, Speaker 2, etc). Use the buttons at the bottom to replay the recorded audio and jump forward or backward in ten-second intervals.

Heads Up!

Transcription accuracy is subject to the quality of the recorded audio. Background noise, speakers talking simultaneously, or low microphone volume may result in errors or gaps in the transcript.

Manage Suggested Actions

In the Actions tab, each action displays an assignee, message, and due date, and can be published to the Filevine project as a task item.

To publish an action to Filevine, click Publish. To update the assignee, due date, or message text before publishing, click the pencil icon. Make the desired edits, and then click Publish. To remove a suggested action from the list, click the trash icon.

Click + New to add a new action to the list. Fill out the assignee, due date, and message text, and then click Publish.

Once an action is published, it can no longer be edited or removed from the Actions tab.

View in Filevine

You can view the meeting's transcript in the Docs section of the associated Filevine project.

After you publish suggested actions, they will appear as task items in the project’s Activity Feed, along with the user feed and task page of subscribed and assigned users, respectively.

FVDA

• Fix: Switching a variable's type to or from multi-select was displaying an error because the previous value wasn't being cleared. The value is now properly reset when changing variable types.

Client Portal

• Table rows in Client Portal Manager are now clickable across Auto Invites, Bulk Invites, and Timelines, so admins can click anywhere on a row instead of targeting the small action icon.

LOIS Workflows

• The LOIS step type now preserves citation URLs.

MedChron

• MedChrons in progress in LOIS will now tell the user if they have new docs processing, with a disclaimer.

Client Portal

• Dropdowns throughout Client Portal Manager now support search-as-you-type and are sorted consistently, making it easier to find options across report filters, bulk invites, display settings, and timeline configuration.
• Clients can now upload .csv, .heic, and .heif files in messages, documents, and forms.
• Fix: The organization usage report in Client Portal Manager was failing to load for large organizations. This has been resolved.

FVDA & Outlaw

• Template editors now have access to a complexity indicator in the Draft editor. Clicking it opens a detailed breakdown modal showing the template's total complexity score, severity rating, a per-factor breakdown, and an Action Recommended callout for high-risk templates—helping keep templates performant and within technical limits.
• A new Duplicate Section button in the template editor toolbar lets users instantly duplicate any paragraph or caption section directly below the original, preserving all content, formatting, styles, conditions, indentation, and clause library references.
• Date variables now support two additional format options: numeric month only (e.g. "5") and short date (e.g. "5/15/2026"), giving users more flexibility in how dates appear in their documents.

FVDA & Outlaw

• Column headers in the collection selector now display sort icons on hover, making it easier to understand and control how data is sorted.
• Webhook failure notification emails now include the environment URL, team name, and endpoint URL, giving teams more context when a disabled webhook encounters an error.
• Fix: The comment button in the left caption area was disappearing too quickly, preventing users from clicking it. It now stays visible long enough to be clicked.
• Fix: Clearing a field in Filevine now correctly syncs the change to connected contract variables in Pull and Bidirectional sync modes.
• Fix: Changing the sync option on a connected variable in a generated deal document (e.g., switching away from Pull) now saves and applies correctly.

Advanced Access

• Firms can now grant or revoke contact permissions based on each contact type configured in their Filevine Org, allowing them to customize users’ access based on their role or business function.

FVDA & Outlaw

• When inserting a connected table variable with auto-suggest, users now choose their Configuration first and then, optionally, select a column total. These column totals have their own clean syntax and render correctly in the Flow status.
• Fix: When adding a new section while a caption is selected, the section now appears below the caption as expected.
• Fix: Custom contact fields that are used inside collection sections will now correctly populate when a document is generated, rather than appearing blank.

Payments by Filevine

• In the Accounts section of the Payments App, users can now rename accounts and receive clearer instructions when further action is required to complete setup.

API / DataBridge

• A new version of DataBridge adds four columns: SECTION_SELECTOR, FIELD_INTERNAL_NAME, FIELD_SELECTOR, and FIELD_OBJECT. The SELECTOR column has been deprecated—users should use SECTION_INTERNAL_NAME instead. Former versions remain functional.

Note: BI tools and custom Snowflake workflows using the sections view should evaluate whether the new version’s expanded columns are needed.

• Fix: DataBridge queries now return phone records for persons even when no label has been assigned to the phone number.

Vinesign

• Vinesign jobs now have a new “Prepare” step for selecting recipients and recipient information. This new step separates the complex single stage of recipients from all other message settings, which are still chosen in the “Preview & Send” final step.

LOIS

• The Attach button in the LOIS sidebar doc selector is now disabled when all selected documents have “pending embedding” status.

Fix: The Add Note modal no longer appears behind Ask LOIS.