Filevine Release Notes

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.

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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]

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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.

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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

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Docs+

• 6/23/2025 - 6/27/2025 - The Doc Utility app is now available. On devices with the app installed, users can use the native programs on their device to edit Filevine documents.

Client Portal

• 6/23/2025 - 6/27/2025 - Users can now collect information directly from clients using Client Portal Forms.
• 6/16/2025 - 6/20/2025 - Variables for first name, full name, and business name are now supported in notification and welcome messages.
• 6/16/2025 - 6/20/2025 - Fix: When many portal messages were sent in quick succession, delivery receipt for some of messages became stuck in "Pending"; this has been resolved.
• 6/16/2025 - 6/20/2025 - Fix: Improved handling for documents that use an archived tag.
• 6/2/2025 - 6/6/2025 - Client Portal - Document Management is now available.
• 6/2/2025 - 6/6/2025 - Client Portal - For Client Portal users associated with more than five projects, the My Projects page now includes new search functionality.
• 6/2/2025 - 6/6/2025 - Client Portal - Fix: Forms translations logic has been adjusted to avoid unintended translations.

Outlook Add-In

• 6/23/2025 - 6/27/2025 - Fix: When users receive the error message “Microsoft Azure AD Session Expired,” they can now use the Refresh Access option without issue.

Time and Billing

• 6/23/2025 - 6/27/2025 - Fix: Alignment for Project Name filter has been corrected in the Billing Advanced tool.
• 6/23/2025 - 6/27/2025 - Fix: In Timesheet, color coding for team members is now consistent in the flyout and the main Timesheet view.
• 6/16/2025 - 6/20/2025 - When entering time and choosing a team member, firms can now select Remember my selection to auto-fill the team member field in future entries.
• 6/16/2025 - 6/20/2025 - The menu organization for the Billing Setup Advanced tool has been refreshed.
• 6/16/2025 - 6/20/2025 - Team member selection on Timesheet has been updated to include all Org members rather than strictly those with active billing items.
• 6/16/2025 - 6/20/2025 - New owners added to an existing Org now receive advanced billing permissions by default.
• 6/16/2025 - 6/20/2025 - Fix: Team member selection on Timesheet was periodically timing out; this has been resolved.
• 6/16/2025 - 6/20/2025 - Fix: Returned the “Description” title to the correct placement when entering time from the Timesheet.
• 6/2/2025 - 6/6/2025 - Billing - In Timesheet, the Team Member lookup now allows users to search by username.
• 6/2/2025 - 6/6/2025 - Billing - Fix: Issues with editing time entries in bulk have been resolved.
• 6/2/2025 - 6/6/2025 - Billing - Fix: Briefly, users were able to save invoiced time entries as drafts. This has been corrected.
• 6/2/2025 - 6/6/2025 - Billing - Fix: When adding time entries through Timesheet, the project name no longer highlights when selected.

Activity

• 6/16/2025 - 6/20/2025 - The new feed now supports emoji reactions and adding time entry details to existing items.

Contacts

• 6/2/2025 - 6/6/2025 - Fix: Address Book URLs were not opening contacts when navigated to; this has been resolved.

Billing

• 6/2/2025 - 6/6/2025 - Billing - In Timesheet, the Team Member lookup now allows users to search by username.
• 6/2/2025 - 6/6/2025 - Billing - Fix: Issues with editing time entries in bulk have been resolved.
• 6/2/2025 - 6/6/2025 - Billing - Fix: Briefly, users were able to save invoiced time entries as drafts. This has been corrected.
• 6/2/2025 - 6/6/2025 - Billing - Fix: When adding time entries through Timesheet, the project name no longer highlights when selected.

No release notes this week

• 6/9/2025 - 6/13/2025 - No release notes this week.

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Embedded in Filevine

• Filevine’s native integration allows users to generate accurate medical summaries and chronologies without risky uploads to experimental outside tools. Unlike other solutions that rely on generic AI without case context, MedChron delivers secure, case specific insights, saving time and avoiding costly errors.

Contextual Intelligence

• Proprietary AI models specifically geared for legal use produce accurate, concise medical summaries and chronologies from complex records—including PDFs, notes, and images. The tool automatically identifies and sorts medical records into chronologies, saving time and cutting through the noise.

Interactive Review Tools

• Hyperlinked summaries, interactive filters, and a keyword index make navigating complex medical records intuitive and precise.

Secure and Compliant

• Built with robust HIPAA and HITECH compliance, ensuring data protection and privacy.

Flexible Access Options

• Available as a free feature for Filevine customers with Filevine AI, as an add-on for those without AI, and with a free trial option for non-Filevine users.

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5/26/2025 - 5/30/2025

No release notes this week.

5/19/2025 - 5/23/2025 - Invoicing

• In the Invoice-Transaction Application report, transaction ID and invoice ID are now available to use as either columns or criteria
• Fix: Improved rendering of values for Invoicing Account and Project Funds Account in the project billing category of report

5/19/2025 - 5/23/2025 - Payments by Filevine

• Users can now change their business name from within the new Settings section

5/19/2025 - 5/23/2025 - SidebarAI

• When chatting with your case, SidebarAI can now once again answer help desk questions

5/19/2025 - 5/23/2025 - Client Portal

• In the Client Portal Manager, the Org dropdown now only displays for tenants with more than one Org
• Fix: For tenants with more than one Org, the loading issue on the Reports page in Client Portal Manager has been resolved

5/12/2025 - 5/16/2025 - Time and Billing

As Filevine shifts to support other transactions in addition to payments, billing reports have been updated to reflect this broader focus.

• The Payments report is now called the Transactions report
  • Column for transaction type added; included by default
  • Ability to filter by transaction type added
  • Column “Source” is renamed to “Method”
  • Column “Reference Number” is renamed to “Description”
  • Column “Payment Is Void” is renamed to “Transaction Is Void”
  • Column “Payment ID” is renamed to “Transaction ID"
• Payment Application Report now called the Invoice-Transaction Application report
  • Column for transaction type added; not included by default
  • Column “Payment reference number” is renamed to “Transaction description”
  • Column “Payment source” is renamed to “Payment method”
  • Payment Application Date to Transaction Application Date

5/12/2025 - 5/16/2025 - Client Portal

• Firms can now upload their logo for use in CP emails

5/12/2025 - 5/16/2025 - Activity

• Fix: reversed relevance sorting in the Address Book
• Fix: Report Builder Bulk Disable Advanced permissions were not "sticking"
• Fix: New Feed prompting for "Save Edits" when no edit made

5/12/2025 - 5/16/2025 - Docs

• Fix: infinite spinner on the Documents page when no files had been previewed

5/5/2025 - 5/9/2025 - Client Portal

• Users can now receive notifications via email or SMS when their projects receive portal messages
• Users can now track the status of outgoing portal messages in real time with delivery status chips. To learn more, read the Client Portal by Filevine article.
• The firm’s logo now displays on the portal login page

5/5/2025 - 5/9/2025 - Lead Docket

• Documents can now be previewed in Lead Docket
• Fields can now be status-dependent
• Users can now integrate opportunities with Lexamica

5/5/2025 - 5/9/2025 - Time and Billing

• Fix: Payment modal no longer incorrectly shows payments as unapplied

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4/28/2025 - 5/2/2025 Docs Team Release Notes

• Fix: placement of indexing status in previewer has been fixed

• Fix: Attached To Notes was missing in properties modal of protected files; this has been fixed

• Added project picture to get users’ recent projects API

• Protected files are now returned with Get Document API

4/21/2025 - 4/25/2025 Time and Billing

• Fix: Deleted time codes were not appearing on Projects; this has been fixed

Docs

• In Docs API, the description of variables has been updated to reflect that they are set by the system and cannot be overwritten

• The UI has been refreshed for Bates Stamp, file type icons on Report Fusion templates, and file type icons in DocGen Setup.

• Fix: Undelete was not loading when multiple files were listed. The “Deleted by” column was removed to fix this issue. Going forward, users must use the Audit Log report to determine who deleted a file.

• Fix: Details flyout was getting stuck on files with Vinesign details; this has been fixed

• Fix: DocGen merge codes were not working when section names had special characters; this has been fixed

• Fix: Restored Org Admins’ ability to delete full folders and files at the same time

• Fix: When copying and pasting text into a PDF, the text was not populating in the intended location. This has been fixed

Client Portal

• Canadian business addresses can now be displayed in the portal

• Invites and notifications to Canadian phone numbers are now supported

• Hyperlink sharing is supported in Client Portal messages

4/14/2025 - 4/18/2025 Documents

• Fix: Project name no longer shows as null in previewer for files that aren’t project files

• Fix: Page redirection when clicking on the “attached to” fields in an invoice modal

• Org Admins can now unlock locked documents for any project they are associated with, regardless of their permissions within the project (even if they are a guest).

• Fix: document lock icon was not displaying for files attached to contact cards

API

• Added protected folders to folder list API

• Fix: batch upload API documentation

• Added folder ID to docs webhooks

4/7/2025 - 4/11/2025 Time and Billing

• Billing codes can now be either optional or required

• Fix: There was an issue with Timesheet totals when navigating between tabs; this has been repaired.

3/31/2025 - 4/4/2025 Time and Billing

• We now include the Billing Section by default for billing-enabled orgs in the Basic Template

• Fix: User filter in timesheet should now always include the current user

Documents

• The Documents page (for Docs+ users) now includes filters for emails. Emails from before 2024 may take additional time to be indexed and searchable.

Feed

• Users can now move and copy activity items to different projects in the new Feed. This option can be found in an activity item’s dropdown menu.

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