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This Defense Firm Cut Un-billable Work and Got Evenings Back
How shareholder Blake Cole used Filevine to tame 125 active cases and find peace of mind.
LEX Summit 2026
Immerse yourself in the ultimate gathering for legal professionals at LEX Summit 2026, where innovation meets inspiration.
9 October, 2026
Lets LOIS accept or reject tracked changes inside footnotes instead of leaving them for manual cleanup. (LOIS for Word)
8 October, 2026
Shows a “Document is finalized” banner on signed or completed documents instead of leaving their status unclear. (Filevine)
Lets users build demand and exhibit packets, apply Bates numbers, and edit PDF text through chat instead of assembling and stamping PDFs by hand. (LOIS)
7 October, 2026
Adds a region selector to the sign-in screen in Word and on the web so Canadian Filevine users can sign in without extra setup. (LOIS for Word)
Lets users approve many AI-suggested playbook checks at once instead of approving them one by one. (LOIS for Word)
Lets users mark any playbook check as a Deal breaker for terms where any change is a hard stop, instead of relying only on the AI’s High, Medium, or Low rating. (LOIS for Word)
Opens Excel and CSV files in a built-in viewer with sheet tabs, search, zoom, and highlighted cited rows instead of making users open the file elsewhere to check what LOIS cited. (LOIS for Word)
5 October, 2026
Available to all customers, including the CJIS cell, which completes the rollout. It follows the 9/28 enablement on US and Canada production shards, which I had held back last time. (Filevine)
1 October, 2026
Shows up to 1,000 rows from connected Filevine tables in the data browser and generated documents, instead of cutting off after as few as 50. (Filevine)
Lets connected address variables use a block layout that collapses empty lines, such as a missing Street 2, instead of requiring template conditionals to avoid blank gaps. (Filevine)
30 September, 2026
Lets users preview an uploaded file to confirm it's the right document instead of asking LOIS about a file they can't see.
Lets users paste or drag in a screenshot and ask LOIS about it instead of finding a way to export a docket, email, or text thread.
29 September, 2026
Lets users pull context from earlier conversations into Word instead of re-explaining deal details each time.
Shows which team members use LOIS most, plus time-saved and active-user charts, instead of only overall usage.
Remembers the last-used company profile in Word and Web instead of asking users to reselect it for every document.
Attaches @ mentioned Filevine files to the conversation instead of adding only the file name.
Lets users set each rule to redline and comment, redline only, or comment only instead of always getting both.
Keeps Composer connected through network drops instead of ending or freezing the session.
Lets LOIS apply drafting edits automatically instead of requiring users to accept each one.
Lets users add as many examples as they need so drafts match their style instead of relying on a single example.
Lets Canadian customers use LOIS on Canada-based servers, with sign-in routed to the right region, instead of being unable to use it with their data staying in Canada.
Lets account admins build Filevine templates through a chat with a dedicated agent and editable previews instead of building each template by hand.
24 September, 2026
Brings the full LOIS experience directly inside Filevine, with separate Project Chat and Work modes, instead of requiring users to navigate to a separate site.
Lets users draft and reply to emails with LOIS directly in their inbox, live everywhere, instead of switching over to LOIS Console or copy/pasting between tools.
22 September, 2026
Lets playbook checks produce a comment without a redline, giving reviewers a lighter-weight, comment-only option.
Lets playbooks in the web app be created through a chat conversation instead of a manual setup modal.
Carries the full conversation history when LOIS Console hands a chat off to Word instead of starting the session blank.
Adds saved-prompt support and required-source marking to the Draft from Example action so users can reuse setups and enforce sourcing.
Lets Composer-generated drafts save directly to a Filevine project instead of requiring a manual export and upload.
Opens the Verification action to every organization instead of a limited set.
Users can claim, rename, and organize one or many documents across multiple projects in one prompt, including placing files into the right subfolders
21 September, 2026
Updates Console's copy to cut generic AI-phrasing and em-dashes, aligning its voice with LOIS for Word.
Lets users attach an entire Filevine project or specific folders/files and reference them inline with "@" instead of selecting documents one at a time.
17 September, 2026
Lets Composer generate a new, downloadable Word document without any file open, for outputs like summary tables or compliance memos.
16 September, 2026
Replaces the manual Checks-screen setup with a chat-guided wizard that walks users through coverage, templates, and sample contracts to build a playbook.
15 September, 2026
Consolidates six separate playbook context fields into a single Review Strategy field, simplifying setup.
Locks a review and its follow-up chat to one company profile, reused automatically on resume, instead of risking it changing mid-review.
Adds a Verification action that checks documents for errors, inconsistencies, and unsupported claims before they go out.
Introduces guided, multi-step Actions in the side panel, starting with Draft from Example, so users specify a template, files, and sources instead of guessing how to structure a blank prompt.
11 September, 2026
Lets clients complete VineSign signature requests directly inside the Client Portal instead of being routed through email or text.
7 September, 2026
Lets admin users have Composer generate a brand-new Word document instead of only editing the one already open.
Displays the active company profile in the document header so users always know which profile is in use.
Shows which source document supports each part of a plan directly in Plan Mode instead of leaving sourcing unclear.
Prompts Composer to suggest switching into Plan Mode when a request calls for planning, instead of leaving users to discover it on their own.
1 September, 2026
Adds one-way sync of Filevine documents to a client-owned S3 bucket, giving firms local backups and offline access without manual exports.
27 August, 2026
Notifies users inside Word when an add-in update is ready and lets them reload without leaving the document.
Lets users select and delete multiple past reviews from the Word add-in's History drawer at once instead of removing them individually.
Warns users when a review is using the wrong company profile for a playbook, catching mismatches that previously went unnoticed.
Gives instructions that match the platform in use, Mac, Windows, web, or mobile, instead of generic guidance that doesn't apply.
Lets users approve structural edits and inline suggestions together in one action instead of handling them separately.
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