Filevine Release Notes

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]

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]

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.

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]

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.

August 25, 2025 – August 29, 2025 Client Portal

• In most cases, SMS notifications will now come from the five-digit short code 36713. Depending on region and carrier restrictions, some notifications may come from +1 (385) 417-4501
• Increased the limit for how many Filevine sections could be accessed in Form Builder from 50 to 1000

August 25, 2025 – August 29, 2025 Payments by Filevine

• In the Settings section of the Payments App, firms can now update the email address that receives all Payments-related notifications
• When manually verifying a connected bank account, firms can now enter micro-deposit amounts directly within the Payments App

August 25, 2025 – August 29, 2025 Reports

• In Report Builder, users can now use “starts with” as criteria. Because this option queries only the beginning and not the entire field value, reports using this criteria instead of “contains” will see improved performance

August 25, 2025 – August 29, 2025 Time and Billing

• At the project level, firms can now track refunds in addition to payments

August 18, 2025 – August 22, 2025 Time and Billing

• Fix: Time entry Save as Draft option was not working at the project level
• Fix: When editing an auto-task, Add time-tracking details was being set to true by default
• Fix: The rate schedules list in project billing settings was not updating to reflect changes in the Billing Setup Advanced tool

August 18, 2025 – August 22, 2025 Projects/Activity

• Linked Projects within the Related Cases built in section now have the ability to navigate to the Linked Project
• Fix: RolesUpdated Webhook event returned different role IDs depending on where role update was enacted from

August 18, 2025 – August 22, 2025 Client Portal

• A new setting is available in the Client Portal Manager to notify invitees when an invoice is finalized. The Client Portal contains a new home page card and notification badge for new invoices
• Fix: Form could not be published if internal title contained a slash
• Fix: In form settings, a variable to input form name was not working

August 18, 2025 – August 22, 2025 Docs AI

• Fix: Invisible OCR was off on documents, causing incorrect highlighting, searching, and text selection inside of a document
• Fix: OCR status was not showing up in the documents panel

August 18, 2025 – August 22, 2025 Outlook Add-in

• Users of the Outlook Add-in can now view the 5 most recent docs from the selected project