Filevine Release Notes

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.

Original source Report a problem

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]

Original source Report a problem

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.

Original source Report a problem

November 17, 2025 – November 21, 2025

Client Portal

• Portal messages now support up to 10 attached files in a single message upload. Each file can be up to 50 MB.

Lead Docket

• The Settlement Report now includes the SettlementID column by default.

Outlook Add-in

• Fix: Sporadic issues with uploading files have been resolved.

Vinesign

• Fix: Large typed signatures are no longer truncated on verification pages.

November 10, 2025 – November 14, 2025

Payments

• Payment confirmation emails now include an attached payment receipt in PDF format. This document contains more details about the payor and payment method.

November 3, 2025 – November 7, 2025

Reports

• Report ID is now listed on the Report Builder page.
• Share settings for a report are now available on the Report Builder page.

Activity Feed

• Users can now add and remove columns from the Activity Feed list view.

Outlook Add-In

• The Filevine Outlook Add-In is now available for CJIS customers. All users will be asked to select their location initially, and then will be able to sign in as normal.

Original source Report a problem

October 29, 2025, Salt Lake City, Utah

Filevine today announced it has achieved FedRAMP 20x Authorization, which requires the implementation and automation of stringent security controls. As a result, the company is now listed in the FedRAMP Marketplace, underscoring Filevine’s commitment to delivering the most secure legal tech platform for government, law firms, and corporate legal teams.

Filevine is one of a few select legal tech platforms listed in the FedRAMP Marketplace, a clear validation of the company’s dedication to security, trust, and the evolving needs of modern legal teams. Notably, Filevine is the only knowledge management company with a product in the FedRAMP marketplace, and its eSignature solution is the first in its product suite to receive official authorization, making it one of only two eSignature tools with this distinction.

“Filevine has always prioritized security, but FedRAMP takes us to the next level,” said Ryan Anderson, CEO of Filevine. “By earning our place in the FedRAMP Marketplace, we’re giving legal teams the confidence to move faster, protect sensitive data, and unlock real outcomes without compromise. This is a major step in our journey to make Filevine the legal operations intelligence platform that you can trust with your data.”

Why It Matters

• Filevine is the only legal operations intelligence software listed in the FedRAMP Marketplace.
• Filevine meets the gold standard for security and compliance.
• Filevine is the legal technology that you can trust with your data.

“Being listed in the FedRAMP Marketplace affirms Filevine’s commitment to best-in-class security our customers expect,” said Dean Sapp, Chief Information Security Officer at Filevine. “We’re continuously raising the bar with rigorous controls, testing, and monitoring so legal teams can operate at speed while keeping their most sensitive data secure.”

What’s Next

Today, Filevine holds a FedRAMP Low impact authorization with a roadmap targeting Moderate. Over the coming months and years, the company will extend authorization coverage, product-by-product, across Filevine’s platform.

Filevine’s FedRAMP status is the latest authorization illustrating its commitment to security and compliance. The company also adheres to CJIS, SOC 2 Type II, HIPAA, and other compliance frameworks providing customers with confidence their data is always safe and secure.

With FedRAMP as a cornerstone, Filevine is uniquely positioned to help government agencies, enterprises, and corporate legal departments modernize legal operations while meeting rigorous compliance expectations. For more information, visit filevine.com.

Media Contact

[email protected]

Original source Report a problem

SALT LAKE CITY — October 8, 2025 — At its annual customer conference, LEX Summit 2025, Filevine unveiled the Legal Operating Intelligence System (LOIS), the next evolution in connected legal technology. LOIS represents Filevine’s vision for how artificial intelligence and data automation can transform every aspect of legal work, empowering attorneys to deliver faster, more accurate outcomes with total transparency.

Filevine previewed the next generation of its AI-powered conversational workspace, allowing legal teams to ask questions and draft documents directly from live case files, notes, calendars, and custom fields, all within Filevine. The new experience emphasizes verifiable outputs, pairing every answer with source citations and excerpted evidence so attorneys can audit results instantly. Behind the scenes, intent-aware routing directs each query, whether summarizing depositions, extracting facts, or calculating rule-based deadlines, to the most suitable capability within LOIS, improving both speed and reliability.

Filevine also showcased innovation across its AI portfolio, including Timely, which automates jurisdiction-specific deadlines, and MedCron, which transforms medical records into searchable, exportable medical chronologies aligned with SOC 2 and HIPAA expectations. When it was time to showcase Depositions by Filevine, the company demonstrated a full, live deposition and how the software can assist legal professionals in real time.

“Firms deserve operational intelligence that meets them where they work." said Ryan Anderson, CEO of Filevine. “LOIS is that tool. We can’t wait to help customers build, customize and leverage their own Legal Operational Intelligence System.”

LEX Summit also previewed a peek of Filevine’s refreshed brand identity, reflecting its evolution from a legal tech platform into a holistic operating system for legal intelligence. The company celebrated innovation in the legal community through the 2025 Filevine Customer Awards, recognizing Lerner and Rowe as an Inspirational Innovator, ARKO Corp-GPM Investments, LLC for Business Brilliance, and the Lifetime Achievement award to Alexander Shunnarah Trial Attorneys. These firms are redefining efficiency, client service, and data-driven practice management.

The three-day event drew more than 1300 attendees from across the U.S. and Canada. This was Filevine’s largest customer gathering to date and featured Bob Odenkirk, Vanessa Van Edwards, and Alex Spiro as the main keynotes sharing their knowledge, expertise, and wisdom to help others advance in their professions.

With LOIS, Filevine is redefining what it means to run a modern legal operation by connecting intelligence to every decision, every document, and every client interaction. For more information, visit www.filevine.com.

Media Contact

The Hoffman Agency for Filevine
[email protected]

Original source Report a problem

October 27, 2025 – October 31, 2025

Contacts Page

• The Address Book page has been renamed to "Contacts." All existing functionality is still available, but with a fresh, more responsive interface. If your tags are color coded, those colors now carry through to the Contacts page.

Time and Billing

• The Rates Schedule page in the Billing Setup Advanced tool has been refreshed with a new look and feel. You can now click on a rate schedule to view a dedicated page with additional details: timekeeper details, expense templates (formerly “expense types”), and new flat fees templates.

Client Portal

• Client Portal now has Spanish language support for forms’ messages. These will be used when manually sending a form to a user with Spanish as their invite language.

October 20, 2025 – October 24, 2025

Depositions by Filevine

• Depositions by Filevine users can now convert proceedings from non-hosted to hosted. This option gives firms the flexibility to start making preparations early, and then seamlessly transition to a hosted proceeding when details are finalized.

October 13, 2025 – October 17, 2025

Client Portal

• UI improvements to the client view of Forms:
  • Read-only fields are easier to read, easier to distinguish from editable fields, and show "-" rather than placeholder text if empty.
  • For editable fields, placeholder text is now easier to read (darker color) and lists the field type.
  • Helper text is now more easily distinguishable from field labels (lighter weight and smaller size).
  • Currency fields are now limited to 2 decimal places.

Depositions by Filevine

• Depositions by Filevine users can now link cases to their corresponding Filevine projects. Learn more.

October 6, 2025 – October 10, 2025

Client Portal

• Firms can now automate invites sent to the main project contact, based on a selected trigger.
• There is now improved support for users with more than 100 messages.
• Fix: Document upload date now displays local time.
• Fix: On the Client Portal home page, the “last updated” date now works as expected.
• Fix: On the Timeline page, translation settings now behave as expected.
• Fix: Forms with multiple dependencies now render and behave as expected.

Lead Docket

• Fix: CA LeadsAI summaries moved to JSON delivery now include collection section data.

New Feed, Activity, and Tasks

• The new feed interface has been updated for improved scannability.

Outlook Add-In

• Logged-in users can now see the version number, and Sign out buttons are more easily located.
• In the contact view, phone numbers are now included.

September 29, 2025 – October 3, 2025

This year at LEX Summit, the product team showcased a broad range of exciting new features and announcements. To learn more, read the LEX Summit 2025 article.

Original source Report a problem

September 22, 2025 – September 26, 2025

Depo CoPilot

• Previously, users could only create goals before a deposition started. Now, users can create new goals at any point during the deposition. Once Depo CoPilot begins analyzing a goal, the goal’s title and details can no longer be edited.

Time and Billing

• Customization options are now available for billing emails. Firms can edit the email subject and body, add variables, and include a balance summary when sending invoices.
• Fix: In the project Billing section, all fields in the Settings tab should now be working as expected.

September 15, 2025 – September 19, 2025

Client Portal

• Fix: When filling out forms, clients can now press the Return/Enter key without prematurely submitting the form. The Enter key will only submit the form if the Submit Answers button is active.

Lead Docket

• A “Report Pickup” tab was added to Reports, which allows large reports to be placed here instead of churning in the browser and slowing CPU.
• Fix: Fixed an issue with dependent fields that have multiple previous dependencies.

Documents

• Fix: In some situations, if a document failed indexing, the document properties flyout displayed a perpetual "in progress" status. Now, in scenarios in which the content indexing failed for a reason that is likely to be transient, there is now a Retry button.

September 8, 2025 – September 12, 2025

Docs AI

• The document properties flyout now displays the vectorization status of the file. Once the status is “Done,” you can ask AI questions about the document.

Client Portal

• Fix: In Client Portal Forms, there was a mapping issue with custom fields that contained capital letters in their field selector.

September 2, 2025 – September 5, 2025

Reports

• Name (full name, first name, last name) and PersonID on reports now link directly to the contact card.

Original source Report a problem

Salt Lake City, Utah – September 23, 2025 – Filevine, the pioneer of the Legal Operating Intelligence System, has raised $400 million in an all-equity financing, underscoring investor confidence in both the legal tech market and Filevine’s growing market share. Over a 15-month period, Filevine closed two funding rounds. The first was led by Insight Partners, followed by a larger subsequent round that brought in Accel and Halo Fund to co-lead alongside Insight Partners, with participation from previous investors including Meritech, Stepstone, Run Ventures, and Album Ventures, reflecting strong momentum and investor conviction.New capital will allow Filevine to scale products that already show meaningful acceleration and expand AI capabilities. Additionally, this capital will fuel go-to-market strategy.
Leading software investors with deep category expertise saw clear product-market momentum, accelerating AI adoption, and a durable business built over the course of the past decade. This cements Filevine as a category-defining legal technology platform built with AI and fully integrated into the operating system legal teams rely on daily. While fragmented tools create silos and provide limited or incorrect insight, Filevine delivers one holistic AI platform giving legal teams the scale, data, and connectivity they need to deliver real business impact. No other legal tech company natively brings together emails, text messages, deadlines, contacts, documents, deposition videos (and transcripts), phone logs, notes, tasks, audit logs, intake notes, and calendars to deliver case-critical and reliable intelligence like Filevine. Filevine’s advantage is context + adoption: AI is embedded in daily legal work and already delivering results. Filevine users upload more than 20 million pages of documents daily, underscoring the platform's scale and reliability.
The company has grown rapidly since its founding, with nearly 6,000 customers and 100,000 legal professionals using Filevine across boutique firms, government agencies and Fortune 500 enterprises. Filevine’s long history of taking care of customers is evidenced by over 96% gross retention of Filevine Core, its platform and flagship product, and boasts best-in-class customer retention and Net Dollar Retention over 120%.
Filevine will use proceeds from the raise to further its lead in serving litigators, attract top talent, and deepen its base of enterprise and government customers. With its scale, proprietary data, and embedded AI, the company is positioned to define the future of the legal technology market.
“Some early versions of legal AI forced lawyers to work in two systems: their systems of record and their AI tools. But that framework isn't what the market demands. Filevine embeds intelligence into the DNA of daily legal work, with the first true legal operating intelligence system. Every task a legal professional completes should be augmented with intelligence,” said Ryan Anderson, Founder & CEO of Filevine.
Rebecca Liu-Doyle, Managing Director at Insight Partners added: “Filevine has proven its ability to sustain tremendous growth while simultaneously capturing new opportunities and markets. We at Insight are highly impressed with Ryan and team, and we’re excited to double down with Filevine as they continue scaling into this next chapter.”
John Locke, Partner at Accel shared: “Filevine is tackling a problem that others are missing by developing a system of record where AI is seamlessly woven into every function, and scalable for small firms to enterprise operations. The company’s track record speaks for itself: consistent revenue growth, exceptional client retention, and a product that legal teams desperately need. We’re excited to back Filevine as they lead the legal tech space.”
Ryan Smith, Co-founder of Halo Fund, said: “During diligence, we saw Filevine's AI products have heavy daily usage, with over 20% week over week growth in their cross-platform AI-chat tool. With about 130% YoY AI revenue growth, users told us they are deriving real value from Filevine's integrated AI products.”
For more information about Filevine's Legal Operating Intelligence System that will replace disparate systems and eliminate deficient data sets for legal teams, visit https://filevine.com.

About Insight Partners

Insight Partners is a global software investor partnering with high-growth technology, software, and Internet startup and ScaleUp companies that are driving transformative change in their industries. As of June 30, 2025, the firm has over $90B in regulatory assets under management. Insight Partners has invested in more than 875 companies worldwide and has seen over 55 portfolio companies achieve an IPO. Headquartered in New York City, Insight has a global presence with leadership in London, Tel Aviv, and the Bay Area. Insight’s mission is to find, fund, and work successfully with visionary executives, providing them with tailored, hands-on software expertise along their growth journey, from their first investment to IPO. For more information on Insight and all its investments, visit insightpartners.com or follow us on X @insightpartners.

About Accel

Accel is a global venture capital firm that is the first partner to exceptional teams everywhere, from inception through all phases of private company growth. Atlassian, Bumble, CrowdStrike, Fiverr, Flipkart, Freshworks, Qualtrics, Scale, Segment, Slack, Spotify, Squarespace, Tenable, and UiPath are among the companies Accel has backed over the past 40+ years. We help ambitious entrepreneurs build iconic global businesses. For more, visit www.accel.com or www.twitter.com/accel.

About Halo Fund

Halo Fund is an investment platform dedicated to fueling the growth of high-potential businesses. The fund helps companies accelerate by providing access to the arenas where attention and adoption scale fastest—the convergence of technology, sports, and entertainment. Founded by Ryan Smith and Ryan Sweeney—drawing on their experience at Qualtrics, Accel, the Utah Jazz, and the Utah Mammoth—the team brings decades of combined expertise as operators and investors in technology. This perspective positions Halo Fund to guide companies through today’s rapidly shifting business landscape. At its core, Halo Fund is built on a simple conviction: the drivers of sustainable growth have changed. Capital and connections alone are no longer enough. Success now depends on harnessing cultural momentum to break through barriers, define markets, and engage directly with the audiences that matter most. By partnering with visionary founders and high-growth companies, Halo Fund helps portfolio businesses capture attention, accelerate adoption, and scale with impact in an increasingly dynamic market environment. For more information, visit hxco.com or follow on X @haloxco.

Media Contact

The Hoffman Agency for Filevine
[email protected]

Original source Report a problem

Depositions by Filevine launch

Depositions by Filevine is the only AI-powered solution that helps litigation teams manage every stage of the deposition process, from scheduling and hosting, to real-time AI analysis and post-depo review. The product is available to purchase today and will be showcased at LEX Summit 2025.

Pre-deposition automation

With a single click, legal professionals can schedule and host a deposition, eliminating hours of back-and-forth with reporters, witnesses and opposing counsel.

During the deposition AI assistance

Depo CoPilot serves as an AI-powered second chair, tracking attorney-set goals, surfacing inconsistencies and suggesting follow-up questions in real time.

Post-deposition transcript delivery

Rough draft transcripts are delivered to both firms and opposing counsel within 24 hours, with certified transcripts available shortly thereafter. All files and depositions are instantly stored in the case record and searchable within Depositions by Filevine.

Efficiency and impact

The platform has supported scheduling nearly 51,000 depositions, saving an estimated 62,500 hours of staff time, equivalent to 30 years of full-time effort and nearly $2 million in cost savings.

Key pain points solved

• Simplified Scheduling: Automates logistics with concierge-level service.
• Live AI 'Second Chair': Tracks goals, flags inconsistencies, suggests follow-ups.
• Rapid Transcript Turnaround: Instant AI-generated transcripts and same-day rough drafts.
• Centralized Knowledge Hub: Fully searchable archive of transcripts, video clips and AI summaries.

Target users and availability

Built for every legal team size, from solo practitioners to large firms and insurance carriers. Can be purchased separately without reliance on Filevine case management, enabling rapid integration into deposition workflows.

Original source Report a problem