2023 Release Notes – Filevine Help Center

This article contains all release notes for the year of 2023.

LEX
March
April
May
June
July
August
September
October
November
December

LEX

Filevine’s new releases for LEX 2023 include billing improvements, an Org-level Documents page for Docs+ users, and Sidebar—a brand new way to converse in Filevine.

Documents

Docs+ users can search and preview all documents across their Org, all on one page. Learn more about Documents.

Sidebar

Have quick conversations in a window that can be opened anywhere in Filevine. Learn more about Sidebar.

Office Add-in

Save Word, Excel, and Powerpoint files directly to a Filevine project, create projects and contacts, and attach the file to the project’s Activity—all from within the Microsoft Office program. Learn more about the Office Add-in.

Billing Timer Page

On narrower screens, the timer now opens in a separate timer page, making it easier to use the timer on mobile devices.

Billing Email Invoice

Send invoices directly via the Send by Email option. Invoices are attached to the email as a PDF and are sent to the project contact’s primary email address.

Vinesign Hybrid Signing

Vinesign hybrid signing allows users to sign in any order, or in a grouped order, meaning that they no longer need to wait for one signer to sign before receiving the document. Users can select sequential, simultaneous, or grouped signing order for Vinesign documents.

March

In the March releases, you’ll find improvements to the documents page and search, tag troubleshooting assistance, Sidebar updates, Lead Docket updates, improved email templates in Vinesign, bug fixes, and more.

Billing

In the Timesheet flyout panel, two new keyboard shortcuts have been introduced:

Ctrl/Cmd + Enter = Save
Ctrl/Cmd + Shift + Enter = Save and New

Invoice files conforming to the LEDES 1998B format can be generated individually or in bulk directly in Filevine. Learn more.

Filevine now includes a pre-bill workflow, including an invoice approver role and two invoice statuses between “Edit” and “Final.” Learn more.

Docs

The Documents filter for Title Contains are no longer case-sensitive. Both “Title Contains” and “Doc Contains” will support fuzzy matching in addition to finding exact matches on search terms entered.
In the past, a user would have to be an Org Admin in order to rename a .vine file. This was inconsistent with other file renaming, and has been updated to allow non-admin users the ability to rename .vine files.

Documents

Documents Preview functionality has been updated to remember a user's selection after switching pages or logging out.
Documents paging and sorting behavior has been improved. Users should notice less lag when they navigate through Documents page results.

Lead Docket

Refactored KPI report for quicker load times.
A2P Updates to enable phone numbers to be created during messaging verification step.
File Upload: Now available as a field option for the Lead Docket to Filevine integration.
Integer and Decimal custom field: Now available as a field option for the Lead Docket to Filevine integration.
Lead Form Message Template: Message templates and merge codes can now be used for lead forms: {{LeadFormInvitation}} and {{LeadFormReminder}}.
Enhanced Automation: New automation triggers on Change Status for Lead Form Sent, Vinesign Sent, Sent to Filevine.
Permissions: Removed Implementer/Privileged Admin flag for auto convert opportunity to lead so it's always available for Lead Docket Admin.
Improved Drag & Drop Visibility: Update to the styling for Data Tables to add more visual hinting to where the dragged item will end up.

Partner Permissions

Authorization for Partner User and Org Owner: Increase the speed to begin implementations/migrations and reduce the operational cost to FV ops to authorize Partner Users and Client Org Owners
In-App Provisioner: when a partner is assigned, the users in the Partner's SSO will be granted a set of advanced permission so that they can begin implementation and migrations sooner. App Provisioner will be QA'd and finished towards the end of next week. But the code for authorizing a partner user is merged to master.
When a client user is made Org Admin, the user will now be assigned a set of advanced permissions to reduce the reliance on FV Ops and decrease the time to begin implementations and migrations.
Bulk assign/unassign Advanced Permissions added to Advanced Access Tab: A new toggle will be available for Org Admins who have advanced permissions to toggle on or off the advanced permissions for another user in the org. This is an enhancement to the work already done with the Advanced Access tab.

Sidebar

We've added the ability to edit the title of an existing sidebar. Click the title from inside the sidebar to edit it.
We've improved the performance of the project search when creating a note or task in Sidebar to better handle users with many projects.

Vinesign

Made page load speed improvements to documents and template list.
All Vinesign emails were updated to HTML format.

Vitals

Users can now view project tags and the first five vitals in the vitals bar in the project header. Learn more.

Bug Fixes

FIXED: Bug where files added to the upload list within a sharelink folder were replacing the existing files rather than adding to the list; they are no longer replacing existing files.
FIXED: When a user creates an event in the project calendar and is not an attendee, the event will show up immediately, rather than requiring a refresh.
FIXED: When editing a time code inline in the Timesheet, clicking into the field and then away no longer clears out the data that had been entered.
FIXED: Lead Docket sub-statuses can now be deleted when no message, task templates or leads are associated.
FIXED: Add/Remove Pages was removed from Production due to PDFTron release in latest update.
FIXED: Beginning on March 6, the “final quantity” was missing from newly-created time entries (as seen in the billing items report); that’s been repaired, such that any new time entries will get a “final quantity.”
FIXED: When adding time details to a task, if the Billable box was unchecked, the Chargeable box remained checked; that’s not a valid state for a time entry; the UI has now been updated to preclude this situation
FIXED: Certain firms' Report Fusions templates were not loading.
FIXED: Outlook Plugin not working outside of US/Canada.
FIXED: In the past, when downloading a larger file, the download would not show progress in the browser download bar. This has been resolved and progress will now display.
FIXED: Previously, a copy of a file that was generated in the current location folder required a refresh to appear. This has been fixed.
FIXED: The subtotal on the invoice PDF incorrectly treated all entries as if they were fully chargeable, no matter what, although the overall invoice total displayed correctly.
FIXED: If the user belongs to multiple Orgs, the columns for "Original Total" and "Final Total" now show in the UI for the billing items report when the user has rate permissions.
FIXED: Birthdate within __days before today criteria was not working.
FIXED: Project search in Sidebar not working for certain firms.
FIXED: Validation failure on adding related contacts
FIXED: Ellipsis missing from Activity item drawer
FIXED: Some customers reporting project collection sections not loading due to certain documents displaying.
FIXED: Update hidden form through API wipes data
FIXED: Large MP4 file upload error

April

In the April releases, you’ll find Documents enhancements, improvements to Billing and Lead Docket, Vinesign login updates, bug fixes, and more.

Billing

Bulk invoice actions are now captured/included in the audit report.
Users who have only guest permissions will no longer see the icons/nav options for Timesheet or the billing timer in the header

Docs

Documents users now have the ability to filter files created and edited by a specific user or lists of several users, including Filevine System and Guest Users.

Documents

Recent documents now appear on the Documents page. This feature allows users to quickly access some of their most relevant files, streamlining workflows and enhancing user productivity. Learn more.

Lead Docket

New Filevine Contact Search box to add Filevine Contact to Leads. This includes the ability to add a new Filevine contact right on the lead. Also allows you to limit the field to specific tags based on field-specific contact.
New Button and field for File Upload within a Lead.
Improvement to Automations: Automations will continue to run outside of business hours. We have also improved the resiliency of automations by triggering actions if a triggering event occurs while one automation is still processing on the same lead.
Custom Statuses for Lead Docket has been released to all users. Read about statuses here.
File custom fields search box is now case insensitive. All files matching search terms will return in search results regardless of title case.
Added the ability to use custom fields in message snippets. Previously, this was only allowed for standard fields.
The "edit message snippet" screen’s dropdown to "select a custom field to insert" is now searchable.
Leads Report custom fields now exclude selecting a File Upload custom field to include in the report.
New Feature: Ability to move leads from a sub-status to any sub-status or status.
Enhancement: Add last run and last run time as title tag on scheduled reports

Vinesign

New login flow for Vinesign in anticipation of future SSO capabilities. Upon login, email will be checked before password is required.
Vinesign previously excluded the {{ClientFullAddress}} Lead Docket merge code since it is multiline. Address fields will now merge as a single line when added to a Vinesign template.

Bug Fixes

FIXED: If a user overrode the default rate for a time entry, the API call for the invoice was returning the default rate, and not the override. This has now been remedied.
FIXED: Select customers were reporting issues with links to specific deadlines not functioning. Instead of directing to a specific deadline event, links were redirecting the users to the Activity Feed. This has been resolved.
FIXED: The referral email showed any referred date instead of the first referred date in Lead Docket.
FIXED: If the quantity for a templated expense was edited after the expense was created, then the invoice PDF showed a price of $0.00; that problem has been remedied.
FIXED: In some situations, the Final Total was not showing correctly in the Billing Items report; this has been repaired.
FIXED: Referral Status email was showing wrong calculations on prior 30-day referred cases in Lead Docket.
FIXED: Previously, users in dark mode reported that while dragging a file to move or copy, the file name would disappear. This has been resolved.
FIXED: An issue preventing users from deleting tags within the Tag Manager has been fixed.
FIXED: The “Invoice Doc Link” column in the Report Builder again shows the name of the file and allows the invoice PDF to be downloaded.
FIXED: An issue was identified where filtering in Documents and then reloading would cause the filter cards to disappear from view. This has been resolved.
FIXED: Message template configured as plain text is set to send to referred to firm and a note is added.
FIXED: Texting a lead where the lead and related contact has the same number, the text came in twice in Lead Docket. This has been resolved.
FIXED: Referral groups were not in group name order in Lead Docket. They now display in group name order.
FIXED: Sending a note on a referred lead with no referred to firm errored in Lead Docket. This has been resolved.
FIXED: Adding or editing a custom field in Lead Docket tried to get FV selectors even if the CMS selected was not FV. This has been resolved.
FIXED: Added info on edit Referred status if not configured properly to let user know that some key sub-statuses are missing in Lead Docket.
FIXED: LeadsByOutgoingReferralSource report to prevent display of the report when required referral statuses are not configured in Lead Docket.

May

Billing

In Advanced | Billing | Invoices, there is now an option to Refresh.
- By default, the most recent 1000 invoices load.
- If you use the status filter, it filters within that list of 1000.
- If you adjust the status filter and click the Refresh option, it will re-query the database to pull the most recent 1000 invoices in the designated status.
- To reset to the most recent 1000, regardless of status, change the status filter to All and click the Refresh option.
User-Specific Time Totals in Billing: The time totals bar in Timesheet now provides user-specific daily, weekly, and monthly totals for hours tracked, replacing the org-level charts. Read more.

Docs

Documents Filter Settings: Documents users can now customize the order and expand/collapse preference for filter sections. To move a filter section, simply hover over its icon and drag it to a new position.
Uploaded By and Last Edited By Documents Filters: Two new Documents filters have been added: “Uploaded By" and "Last Edited By," which give users the ability to easily locate specific files based on user activity.

Read about these updates in the Documents article.

Lead Docket

Send DocGen and Files from Lead Docket Via Vinesign
- Ability to now send a DocGen from Lead Docket to Vinesign for Signature. Also now allowing uploaded files in the documents section to be sent to Vinesign and combined with other templates.
Improvement: When searching for FV contact, if it does not exist, we now populate the name searched when the “add new contact” button is clicked.
Ability to smoothly send a document from Lead Docket to Vinesign.
A2P updates including new registration page with opt-in suggested language/added to firm website.
Filevine Mapping page redesigned with tabs.
Blacklist Phone Numbers for Voice: Block unwanted numbers from calling your Lead Docket phone line.

Project

Projects now load more quickly, and changes save more promptly, thanks to an alteration in our handling of the Vitals information.

Sidebar

You can now attach a project as an artifact in the Sidebar creation phase or to an existing Sidebar. This means you don't need a specific artifact for a Sidebar, but can converse about an entire project.
You can now assign a task to any user associated with a project from within Sidebar. This is consistent with task creation across Filevine and allows the user to assign a task even to someone outside of the Sidebar. Previously, you were only able to assign a task to a participant in the Sidebar you were in.

Vinesign

Added new merge codes for generating Vinesign input fields when a document is generated and sent through Vinesign. This is available when documents are sent both through Filevine and through Lead Docket.

API

The “Get Note List” call now supports “taskFilter” and “filterByType” query parameters.

Bug Fixes

FIXED: If an event is longer than two weeks, the middle weeks are now also shown in week and day view on global and project calendars.
FIXED: When adding an auto-tag to a custom field, the tag is now added on the first attempt; it used to take two tries to get it to save
FIXED: When editing tags, customers were often encountering an error: “Current user not permitted to edit this note”; this error has been tamed, so that users with permissions of collaborator or above are able to edit tags
FIXED: Resolved an issue where changes made to PDF documents using our PDF editor were not appearing in downloaded documents if a user did not first refresh the page. Now, edits made with the PDF editor will be correctly displayed within the downloaded document.
FIXED: Import Map right-hand flyout was showing blank when selecting "View Map" in Lead Docket
FIXED: If multiple email addresses somehow came to be in use for calendar sync, there was no way to get out of the bad state; we’ve therefore ensured that the “remove” button is present even in the errored state, which will give a workaround to clean things up
FIXED: In Advanced | Billing | Invoices, the table now correctly sorts and filters by the “Approver” column, even if not all projects have a designated invoice approver.
FIXED: SMS Queue delay due to a complex routing query. The queue is now caught up and all messages should appear in Filevine.
FIXED: In Advanced | Billing | Invoices, it is now possible to expand the column for Project Name.
FIXED: In Advanced | Billing Setup | Invoices, if you changed the “Manually Apply Payments” setting, Invoice Approver role, or LEDES law firm ID, the other values would occasionally reset; that no longer happens.
FIXED: Clicking the email of the secondary contact no longer displays the primary contact email in Lead Docket.
FIXED: Leads report filter menu for the date column was running off the intake date instead of chosen criteria in Lead Docket; that is no longer the case.
In Advanced | Billing | Invoices, it is now possible for users to download invoices in bulk, without getting a permission error.
When the time totals bar in Timesheet includes days from more than one month, the dates will now be labeled properly.
In some situations, voiding an invoice failed to fully release applied payments; this has been tidied.

June

Billing

The timer now enables users to have up to ten timers open at a time. Learn more.

New criteria are available to the payment application report:

Include Archived Projects
Payment: Source
Payment: Is Write-Off

Docs AIFields

AIFields use a file as input and extract various types of information or generate summaries from the file, based on a list of analysis types.

A new analysis type has been added for AIFields. Medical Records - Medical chronology will extract the provider, complaint, pain score, procedural codes, diagnosis, treatment, and medications, plus any follow-up or referral instructions for each date of service in a medical record.

This update combines the approach of several of our original medical records prompts into a single analysis type capable of outputting basic medical chronologies.

Documents

Users are now able to download and combine files across multiple projects in Filevine Documents. This functionality mimics the actions already available in Project Docs and elevates them with a sleek UI update and our new queue panel. Learn more in the Documents article.

Lead Docket

Changed the behavior of statuses to prevent naming a custom status Signed Up or Closed. Added language on Signed Up and Closed Status screens explaining these two statuses can be renamed but not duplicated.

Collection Sections in Lead Docket are now available. Learn more.

Resource Center

Clicking on the Help Center button in the Resource Center will now give users a more personalized Help Center experience. You'll be able to see all your support tickets and respond to any that are open directly in the Help Center. This will also send your Org information to the Support team for a better support experience.

Vinesign

Fonts UI improvements selection in the right-hand menu.

Bug Fixes

SMS routing improvements: Text messages will now never go to an archived project, and text put into a thread if there has been texting activity in the last 30 days (rather than 7 days).
In some situations with the multi-timer, if you tried to save a running timer immediately after editing the description, it would not save; this has been remedied
If you had a newly created contact on a project and then a texting thread with that contact, the contact’s avatar did not display correctly in the notes and comments; this has been fixed
In some rare instances, it was not possible to change the project billing settings; it now is
In the add/edit modal for billing entries, if you clicked inside a code selector field, clicked away without selecting a code, and then clicked inside the code selector field again, the dropdown list did not show up; it does now
Resolved an issue where clicking the Docs section while in a subfolder of a project did not result in the expected redirect. Now, clicking Docs redirects users to the root folder of the project.
Fixed the renaming functionality in custom sections. Users can now press enter to save changes to a doc's title.
Fixed a bug where the doc actions menu was missing when initially uploading files to multi-attachment fields in custom sections. All menu options are now available without needing to refresh the page.
Resolved an issue where fax failure notification settings appeared inactive in certain instances, now users will be able to select the "Each failed fax sent by me" option in all cases.
There was an issue where .msg previews were not displaying attachments from the original version when a new version was uploaded. This has been resolved.
Validation error when saving assigned status inside statuses menu.

July

AIFields

We made updates to the medical chronology prompt to optimize its performance with larger documents.
Revamped the status messaging to provide even clearer instructions for users. Now, when a job is successfully processed, users will receive a prompt to refresh their page. We also introduced a new status, "OCR in progress," for docs newly uploaded to AIFields.
Upgraded our deposition summary and deposition inconsistencies prompts to make the AI better at picking the most relevant information from a document set. We also adjusted chunk size, removed a de-duplication step, and restructured the prompt language to better fit it to larger sets of documents. These changes should make their way to all AIFields beta customers by the start of next week.

Billing

Several additional fields are now available to the invoice template!
- Client Phone 1
- Client Email 1
- Client Matter ID
When someone is given access to Advanced | Billing or Advanced | Billing Setup, rate permissions will now automatically be turned on for that user.
When adding/editing a billing item from within the project billing section, the user will now see real-time feedback around the 4,000 character count limit
Billing report enhancements
- The Invoices report now allows the user to specify a particular org in the Set Up Columns section
- In the Billing Items Report, the Billing Item Type criterion is now a dropdown (vs. free text); this makes Type, Type Is In, and Type Is Not In options available

Documents

Added tracking to the Documents page so that all downloads will be reflected in the Audit Report.

Lead Docket

Users will see an updated list of options for icons with Lead Docket.
Increased Text Area Box to 20K Characters from 5K Character limit.

Tasks

New endpoints added to allow for additional task manipulation via the public API. In particular, added options to complete a task, uncomplete a task, and snooze/reschedule a task.

Vinesign

Added the ability to run reports on expired accounts in the Admin page.
Solved the ability to customize font in multi-line text box.

API

New fields added to the get/put contacts API
- Date of Death
- Prefix
- Title
- Contact Types
- Hashtags
- Suffix
- Job Title
- Department
New filters for the Contacts search endpoint
- DOB
- Hashtags
New filters for the project search endpoint
- Incident Date
- Hashtags

Bug Fixes

Tasks and Activity
- In the “midnight zone” (between midnight UTC and midnight local time), task due dates entered in the text of the task (e.g., *tomorrow) OR using the “Set for” dropdown did not behave; they do now!
- Reminders would sometimes not appear in the Activity section of a project or in users’ Feeds, although they were visible in reports and email reminders were being sent; the underlying difficulty has been addressed, so this is now tidied up
Public API
- Calls to “Update Note”/”Update Task” could remove the body of the note/task if another field were updated; this has been fixed
- When billing items were created, IsChargeable could incorrectly be set to false ; that doesn't happen anymore
Billing
- If a user finalized an invoice, updated its project's rate schedule, and then applied a payment to the finalized invoice, the rate schedule changes were incorrectly applied to the invoice; this has been fixed moving forward
- In Advanced | Billing | Invoices, the filter by due date column now uses the actual due date, rather than the default due date derived from the payment terms
- In Advanced | Billing Setup, if an updated invoice template fails to upload due to violation errors, the message now tells you which fields didn’t pass validation rather than providing a generic “problem processing your request” message
- In the table in Advanced | Billing | Invoices, the due date was not displaying for invoices that had not yet been finalized; this has been addressed
- In Firefox, the Advanced | Billing | Unbilled tab did not display meaningful data ; this has been fixed
- If the rate for an individual time entry had been overridden, the total displayed in Advanced | Billing | Unbilled now correctly uses the override rate, rather than the default rate
- In a Billing Items Report, the Rate criteria did not work to find default rates; now they do
Lead Docket
- Bug Fix: Leads showing in status on dashboard but not in open case report.
- Bug Fix: Force work break in notes table. This was allowing notes to extend past table endpoints.
- Bug Fix: Allow deleting leads with Collection Items.
- Bug Fix: Year Over Year Fee Report reporting on extra day due to timestamp. Example 7/1/2023 12am - 8/1/2023 12am, when instead it should be 7/1/2023-7/31/2023
- Bug Fix: Status Modal Icons normalized
Other
- Search Deeper no longer incorrectly tells you that it will look for billing items
- In the case where the Resource Center may not be available or not loaded yet, the Resource Center icon button would redirect you straight to support.filevine.com. Now, in this case, the user lands on the Help Center logged in as if they clicked the Help Center button.

August

AIFields

For users with AIFields, multi-file attachment fields can now be used for AIFields! Docs attached or uploaded to configured multi-file attachment fields will be automatically sent for AI analysis, and results will now include line breaks for job start and end date as well as for Doc Title.

We also upgraded several AIFields prompts to make the AI better at picking the most relevant information from a document set. We also removed de-duplication steps and restructured the prompt language for the analysis types listed below.

Deposition - Summarize the client depo and identify any red flags: Customers using this prompt can expect a more organized display of the AI's findings. This includes sections for main facts, key quotes, contradictions, unclear statements, evasive responses, potential damaging admissions, corrected quotes, inconsistencies with other evidence, hearsay, and credibility considerations. We also added page numbers for quick reference.
Police Report - Summarize what happened: Similar to our updated medical chronology prompt and deposition prompts, we've given this prompt a new structured overview format that presents incident details more clearly. You'll get details for drivers, passengers, and any witnesses listed in the report, as well as a new section outlining actions and outcomes such as citations or arrests. This update also addresses a known issue where there was occasional confusion between parties 1 and 2 in the narrative portion of the police report.

Billing

Several additional fields are now available to the invoice template!
- Client Phone 1
- Client Email 1
- Client Matter ID
When someone is given access to Advanced | Billing or Advanced | Billing Setup, rate permissions will now automatically be turned on for that user.
When adding/editing a billing item from within the project billing section, the user will now see real-time feedback around the 4,000 character count limit
Billing report enhancements
- The Invoices report now allows the user to specify a particular org in the Set Up Columns section
- In the Billing Items Report, the Billing Item Type criterion is now a dropdown (vs. free text); this makes Type, Type Is In, and Type Is Not In options available
Client matter ID is now available to reports via the project billing category. It can also be used as a filter criterion.
Small styling adjustments have been made to the timer to make it more visually appealing
In the public API, Get Org Billing Item calls with query parameters and pagination were timing out; this has been tightened up

Lead Docket

Ability to now have a reason for substatus change.
Added webhook for web form submitted
Enabled Markdown Editor for editing email message snippets

API

Contact and Project Endpoint Enhancements:
- New fields added to the get/put Contacts API:
  - Date of Death
  - Prefix
  - Title
  - Contact Types
  - Hashtags
  - Suffix
  - Job Title
  - Department
- New filters for the Contacts search endpoint:
  - DOB
  - Hashtags
- New filters for the Project search endpoint
  - Incident Date
  - Hashtags
“Get Payment” endpoint now includes information about whether the payment has been voided
New endpoints to retrieve and to set the client matter ID (in the project Billing settings) have been added
GET /Billing/projectbillingsettings/{projectId}/clientMatterId new returns a string or null
POST /Billing/projectbillingsettings/{projectId}/clientMatterId?clientMatterId={clientMatterId} returns true or false, depending on the success of the update

Bug Fixes

Tasks and Activity
- In the “midnight zone” (between midnight UTC and midnight local time), task due dates entered in the text of the task (e.g., *tomorrow) OR using the “Set for” dropdown did not behave; they do now!
- Reminders would sometimes not appear in the Activity section of a project or in users’ Feeds, although they were visible in reports and email reminders were being sent; the underlying difficulty has been addressed, so this is now tidied up
Public API
- Calls to “Update Note”/”Update Task” could remove the body of the note/task if another field were updated; this has been fixed
- When billing items were created, IsChargeable could incorrectly be set to false; that doesn't happen anymore
Billing
- In the table in Advanced | Billing | Invoices, the due date was not displaying for invoices that had not yet been finalized; this has been addressed
- In Firefox, the Advanced | Billing | Unbilled tab did not display meaningful data ; this has been fixed
- If the rate for an individual time entry had been overridden, the total displayed in Advanced | Billing | Unbilled now correctly uses the override rate, rather than the default rate
- In a Billing Items Report, the Rate criteria did not work to find default rates; now they do
Lead Docket
- Bug Fix: Year Over Year Fee Report reporting on extra day due to timestamp. Example 7/1/2023 12am - 8/1/2023 12am, when instead it should be 7/1/2023-7/31/2023
- Bug Fix: Status Modal Icons normalized
- Bug Fix: Lead Form file upload bug
- Bug Fix: Clicking email of secondary contact displays primary contact email
- Bug Fix: Tags > When creating a contact and adding a tag on the add contact screen it morphs the name of the tag itself
- Bug Fix: Disabling the ability to create custom status with space in front
- Bug Fix: A dependent grandchild field wasn't showing up on lead forms although it shows in custom fields
- Bug Fix: Disabling the ability to create a duplicate lead source
- Bug Fix: Case Type list was not able to sort on all columns and the Mass Tort sort was sorting on Case Tracker Codes instead. Sort icon was missing beside Case Type.
- Bug Fix: Message template that are set to review before sending were not populating review modal.
- Bug Fix: Prevent sending messages that have blank attachments
- Bug Fix: Prevent Duplicate Tags

September

AIFields

Prompt update: The Police Report Summarization prompt has been enhanced to include weather conditions as well as whether or not involved parties were wearing seatbelts.

Billing

Users can store and track deposits and retainers in a new project Billing section tab, called Project Funds.
The description area inside of the timer can now be expanded.
It is now possible to edit the full description, even very long ones, inline in Timesheet!
When adding time details to a task in the project Activity section, the time code fields were generically labeled as “Time Code” and “Time Code 2”; they now reflect the Org’s names for the code sets

Filevine University

We will be ensuring that any users who access Filevine University from the button in the Resource Center will be automatically enrolled in the level one courses. Previously users had access, but it was a manual process to enroll.

Lead Docket

Added DO NOT TEXT option to Opportunity Endpoints for add/edit contact and add lead
Fixed Bug that would now allow users to delete leads due to predictive analysis code writing prediction in background.
Branding and White Labeling Functionality in New Redesign UI
Updated Cache Settings for 24 Hours

SidebarAI

Preliminary release of our new AI Assistant. You can launch SidebarAI in the SidebarAI window by clicking it at the top.
You can now run a 7-day summary on a project by selecting the leftmost icon in the SidebarAI window and selecting the project
You can also ask how-to questions about the Filevine platform and SidebarAI will respond from its knowledge of the Help Center

Vinesign

We have enabled two-factor authentication for email.
Changed free trial to only allow 1 doc send a month after Free Trial Expires

API

The “Get Note” List API call can now retrieve a filtered list of notes by tag without using the percent-encoding for the # character.

Bug Fixes

Two situations in which duplicate reminders were being created have been addressed, including when a blank reminder schedule was used
In Advanced | Billing, Invoices tab, the Approver column would disappear if the “Refresh” option were used; it no longer does that
On occasion, after deleting a timer, a newly added timer would not properly populate with the project information; this has been tidied
When opening an invoice modal from Advanced | Billing | Invoices, the rate and total columns did not always appear, even for users with rate permissions; this has been fixed
If there was an error loading the data for Timesheet, the loading icon would display indefinitely; now an error message is shown to let the user know
In Advanced | Org Phone Numbers, the tier banner and “Register Number” options were not always shown; they now appear properly
For Tier 2 orgs, the “Register Number” did not work at all; this has been fixed
If an Org is fully registered for A2P with our provider and in the Filevine database, then newly created numbers were not always being registered automatically; they are now
In Timesheet, default rates are now included in the exported spreadsheet; before, it would show as $null or as a blank cell (for CSV and for Excel exports, respectively)
In Advanced | Billing | Invoices, the Overdue status filter at the top of the page now returns the expected results
In Advanced | Billing | Invoices, overdue invoices are indicated in the table with a clock face and orange coloring; this styling was incorrectly showing for some invoice statuses (e.g., Void) if the due date had passed; it is now restricted to invoices in Final or Partial status
If the user had opted in to notifications for bulk invoice actions, the notification message for bulk email only had a title but not body; it's now a bit more informative
We fixed an issue where moving multiple files between projects caused the loading screen to get stuck; now the action occurs and files are moved as expected.
There was an error that resulted in regenerated DocGen files not saving to their assigned Auto-Move To folder. This has been fixed so that the original file remains in its folder, and the regenerated file is added as a new version.
Previously, dragging and dropping a folder onto the fax modal's upload field would hide the field without explanation; users are now notified that the field supports single file uploads.
We fixed an issue where deleting a file from a single-file attachment field and immediately re-uploading a new doc didn't delete the first file from Filevine; now, files are deleted and new files are saved as expected.
We added an error message for timeouts in the Undelete tool, ensuring users are informed when deleted items cannot be loaded.
The "next" button was remaining inactive after a user would cancel an upload in the Bates Stamp and Docs Combine window. The only way to move forward was to close the window and start again or click the tab at the top. This has been resolved.
If the Invoices tab in Advanced | Billing was filtered and then a bulk action was performed, the filters were incorrectly cleared; this no longer happens
If the Invoices tab in Advanced | Billing was filtered and then the org was changed, the filters half-stayed in place; they now are correctly cleared
Vinesign: Bug Fix for auto resizing of text due to uploaded document not having parameter on textbox.
Vinesign: Bug Fix for Font name not recognized in XFDF. Was saving Courier or New for Fonts like Courier New and Times New Roman. This was causing the doc to error when sending.
Vinesign: Slow Search Org/Edit Org/Save Org in US Production
Vinesign: Fixes for issues document fonts for Unsupported Fonts

October

Billing

A new report—the Project Funds Entries report—is now available!
The Reference field for project funds now allows up to 256 characters
Improved performance for the Get Org Billing Items query via the public API, specifically with the unsynced parameter set to true; this should help with some timeouts that have been seen
In some circumstances, the Advanced | Billing | Invoices tab would incorrectly show no results after performing a bulk action; this has been tidied

Lead Docket

Added API Endpoint to delete substatus
LeadsAI released
Predictive Analysis Model Training adjustments to improve accuracy.
Migrated API to .Net 6
New UI Launched
Lead Sources list page performance improvement

Vinesign

New Callback processor now in all production instances.
New Timed Document services in all production instances (SQS)
Template replace (Originally built for fixing corrupt documents) (Template replace must match same number of pages of original template)

Bug Fixes

In the Billing Items Report, if you used the “between” dates criterion, sometimes the result set was smaller than it should have been; this has been fixed
In the project billing section, Settings tab, the rate schedule dropdown options are now alphabetized and no longer contribute to entropy in the universe
Clicking on a folder in projects now correctly displays its subfolders, resolving the issue where the root folder view in certain projects was persisting.
Guest users within projects were previously unable to view custom sections containing AIFields; this has been resolved.
In some situations, the timer started for a previously visited project, rather than the current and expected one; this has been fixed
Attempting to register an individual phone number for A2P – whether manually or via automated processes – would error out; this has been addressed
Even if the org’s A2P registration is not fully complete in the Filevine database, it is again possible to generate a phone number from Advanced | Org Phone Numbers; moreover, a feature flag has been added so that we can easily disable this option in the future
Bug Fix: For Orgs with manual payment application, changing how a payment had been applied to invoice(s) did not “stick” in the UI or on the backend; this has been repaired
Lead Docket Bug Fix: Fix for tasks when marking resolved they lose the TaskTemplateID value
Lead Docket Bug Fix: Make Apex Chat fields unlocked to start
Lead Docket Bug Fix: Add URL to set A2P to 1600 so we can manually reregister
Lead Docket Bug Fix: Fix for auto-expand text on case-type custom fields
Lead Docket Bug Fix: Intake Dashboard showing generating for fee prediction model
Lead Docket Bug Fix: Substatuses dropping off list in Task Templates.
Lead Docket Bug Fix: Manage Import Stickyheader style fix.
Vinesign Bug Fix: Dots in content lines were giving document errors when creating field names. (Dr. Sr. Jr. Esq. all through errors in the field name creation)
Vinesign Bug Fix: fix for filtering documents page by expired; it was previously showing signed and expired when filtered by expired only

November

AIFields

Medical chronology prompt tuneup: We had reports of the AI inserting pieces of its prompt into analysis results, specifically impacting larger documents. We resolved this issue, as well as enhanced the AI’s contextual understanding of OCRed text for improved accuracy.
Resolved an issue affecting AIFields statuses for documents previously attached to a file attachment field within custom sections. Now, removing and reattaching a file from a section will initiate the new AIFields job, clearing the status and displaying success or error only when the job has run.

Billing

Payment links will now request the outstanding invoice balance, rather than the invoice total, at the time the link is generated (i.e., when sending the invoice via email)

Docs

There was an issue preventing PDF templates from being previewed within DocGen Setup. This has been identified and resolved and PDF templates should now preview normally.
Fixed the disappearance of the Send Email action for .eml files after a page refresh in select environments. The action is now consistently available for these files.
Addressed a bug where copying a file using the Move/Copy option in the Doc Options menu would move the file from the original location. The original file now stays in place during the copy, as expected.
Resolved the Invalid Operation error when moving folders from one project to another.
Fixed a bug where not all available files for Undelete were showing in the Undelete tool.

Lead Docket

Increased Limit of API Expense/GetAll to 1,000 Expenses

Payments by Filevine

Filevine has officially released its newest product line, an electronic payment platform called Payments by Filevine.

Payments by Filevine enables customers to accept Credit, Debit, ACH, and digital Wallet (Apple/Google pay) payments through an integrated interface.
Customers can use either trust or operating accounts to collect payments into their system
Trust account payments adhere to trust guidelines where fees are drawn from an associated account instead of the account making the payment.
Customers can request payments through integrated links on invoice emails from Filevine, via generic links (open-ended links that can be posted on a website/email) or through ad-hoc payment request links generated in the payments platform.
When a payment is received, the law firm and the payor will receive email confirmation of the payment being made.
Updates after initial release:
- Generic Payment links now support a “memo” field which allows the payor to insert a note about the context of the payment (for instance, if they’re making it on behalf of someone else or on a specific invoice)
- Payments now has an “Export” option available for both pending and completed transactions that allows a payments user to export the full transaction list to Excel.

Sidebar

Sidebar UI has been refreshed:
- Starting a Sidebar chat with teammates and starting a SidebarAI chat are now prominent buttons at the top of the window
- You can filter by status (Active, Resolved, All)
- The avatar next to the message now shows if it is a Sidebar with multiple people involved
Users can now have multiple AI threads:
- Messages no longer clear after 24 hours
- Keep threads around to remember certain answers
Users can add AI responses as notes or tasks
- Click the Note/Task button inside a SidebarAI chat
- Select the message to add to the note or task
- Create the note or task and the messages will be in the body of the note/task
When adding a Note/Task from within Sidebar, the checkboxes were often off the screen depending on your view of the Sidebar. It will now scroll to the nearest checkbox to make it easier to add the message to the note or task.
When inside a Sidebar and you have an unread message, you will now see a notification dot next to the back arrow so you know you have an unread message in another thread.
When selecting the thumbs down icon on a SidebarAI message, we now point the users to our support options.
When pasting a link in a Sidebar message, it now appears as a clickable link.

API

Improved several behind-the-scenes processes for quicker retrieval of custom sections and faster folder reads.
Accelerated the most commonly used taskflow action endpoint.

Bug Fixes

A bug in AI Job reporting has been resolved to display all job records, regardless of their age, eliminating the previous 1000-job limit.
Collaborators and above can now Add/Edit Tags for comments that they did not create
The Get Invoice call in the public API will now always include a due date, even when the due date has not been entered directly but is calculated based on the invoice terms
In the public API, calls to the endpoints /Notes and /tasks did not return a meaningful value for the “assignee” field ; they now do
The documentation for the public API related to the /Notes and /tasks endpoints has been updated to more accurately describe the function of the endpoints:
- i.e., the documentation for the Get Note Feed for User endpoint now includes the following message: This endpoint was formerly known as Get Note List; it has been renamed to reflect its actual function. The Get Note Feed for User call returns the current unread Feed items for the API user, up to 25 at a time.
- i.e., the documentation for the Get Tasks for User now includes the following message: This endpoint was formerly known as Get Task List; it has been renamed to reflect its actual function. The Get Tasks for User call returns the current tasks on the Feed for the API user, up to 25 at a time.
An incoming fax that was converted to a task lost the ability to Block Sender; the behavior now parallels that of emails converted to tasks, meaning that the Block Sender action is available even after conversion to a task
In Firefox, the project funds table in the project billing section was not showing the detailed data; this has been tidied
The inline, line-item total in Timesheet (visible to users with rate permissions) was not reflecting the billable/chargeable setting for the individual line item; this has been sorted
In Advanced | Billing | Invoices, the invoices were incorrectly being ordered by the created date; they will now be listed by the invoice date
Vinesign Bug Fix: Annotation resize was broken after Bold and Italic Button is clicked.
Vinesign Bug Fix: Wrong Error Message when use of non existing template ID
Bug fix: A UI bug in the Customs Editor resulted in inconsistent spacing and coloring of the AI Linked badge on multi-line text fields. This issue has been addressed.
An incoming email, converted to a task, and subsequently marked as spam (without the task being completed) would hang out in the assignee’s Tasks list – but would be completely inaccessible; this has been fixed!
There was an issue in which contingent tasks in a taskflow, belonging to a project template that was exported and then imported, did not always have the correct phase ID associated with them; this meant that any auto-tasks set to be created “Only if project is still in X Phase” never met the phase criterion and therefore never triggered; this has been fixed

December

The Table of Contents feature allows for easier navigation to subsections in custom sections.

A new Jump to Top button brings users to the top of a section for easier saving. Learn more.

AIFields and AI Doc Review

We had reports of the AI inserting pieces of its Police Report Summary prompt into analysis results. We resolved this issue, as well as enhanced the AI’s contextual understanding of OCRed text for improved accuracy.
We streamlined handling of larger documents for more effective OCR processing, and optimized scalability settings to process more documents simultaneously. We also extended the OCR timeout window. These changes should result in fewer OCR failures, meaning more consistent, reliable text searching and AI analysis of documents.

Billing

Fixed issue with adding timekeeper ID to a rate schedule
Orgs without billing enabled will no longer see an option to "Add a time entry" on notes
An emailed invoice will not include a payment link if the invoice's balance is $0
Updated code set management has now been enabled.
The “Unset as Default” option has been removed from rate schedules. To change the default, the user now simply designates the desired rate schedule as the default.
A change in the behavior around default rate schedules will be fully enabled on 12/18. Moving forward, the “default” rate schedule will be assigned directly to new projects (i.e., changes in which rate schedule is selected as the default will not affect them). Learn more.

Conflict Checker

Filevine has updated its Conflict Check section to provide greater detail about each potential conflict as well as allowing for notes to be added to conflicts and PDF downloads for offline verification. Learn more about the conflict checker updates.

Docs

The "Go to Note" link in the Project Docs section was redirecting to the Feed instead of directly to the specific Feed item where the doc was attached. This has been resolved and will now take the user to the Feed item.
We fixed a bug where attempting to download a file attached to a comment before creating the comment on the Feed or Task page resulted in the file not downloading.
Previewing .txt, .xml, and .csv files in a Sharelink was resulting in a UI error. Users can now successfully preview these file types.
Previously, adding a second tag to a document without first deselecting the file would remove the first tag. Both tags now persist as expected.
We added a notification when an email file fails to generate during the process. Previously users were not being informed of failures.
We fixed confusing UI in Manage Org Folders where "Rename" and "Move'" options were grayed out but still clickable. Now, these options are accessible and functional as expected.
We applied a fix for files failing OCR by extending the timeout window, which should result in fewer OCR failures for users.

Docs+

We added a setting to the Bates Stamp menu for extra room to be added to the margin of a document before the stamp is applied, eliminating the risk of Bates stamps overlapping with content.

Lead Docket

Added pages view to expenses when exceeding 500 in yearly view.
Added Contact API
Added date of death merge code
Added date links to daily summary email
Added contact customs and checkboxes to be added to reception forms
Fixed Lead Form showing full date and time when it should have just shown date
Lead Docket Payments released
Improvements on UI for Payments and Dark Mode

Projects

Comment Sorting: users can sort comments on activity items from either oldest-to-newest or newest-to-oldest
Clear Assignee at the Top: when selecting an assignee on a task, the option to Clear Assignee now appears at the top of the dropdown menu instead of the bottom
Sticky Footers in Customs Sections: When a static customs section is longer than the height of the window, the Save/Reset buttons now appears at the bottom of the window regardless of where the user is on the screen

Bug Fixes

Vinesign: Fixed audit log slowness
Vinesign: Fixed broken buttons on plans page
Vinesign: Fixed signature is required error showing after signer signs when console is cached
Vinesign: Fixed the signer language when Spanish is selected
If you "snoozed" a task after midnight UTC, the due date was not calculated correctly; it is now.
Certain Unicode characters were displayed as a “?” when included in an email that is sent to a project’s activity.
Doc created webhook was firing when an existing project doc was attached to a note in a project. This will no longer trigger a webhook.

Articles in this section

LEX

Documents

Sidebar

Office Add-in

Billing Timer Page

Billing Email Invoice

Vinesign Hybrid Signing

March

Billing

Docs

Documents

Lead Docket

Partner Permissions

Sidebar

Tags

Vinesign

Vitals

Bug Fixes

April

Billing

Docs

Documents

Lead Docket

Vinesign

Bug Fixes

May

Billing

Docs

Lead Docket

Project

Sidebar

Vinesign

API

Bug Fixes

June

Billing

Docs AIFields

Documents

Lead Docket

Resource Center

Vinesign

Bug Fixes

July

AIFields

Billing

Documents

Lead Docket

Tasks

Vinesign

API

Bug Fixes

August

AIFields

Billing

Lead Docket

API

Bug Fixes

September

AIFields

Billing

Filevine University

Lead Docket

SidebarAI

Vinesign

API

Bug Fixes

October

Billing

Lead Docket

Vinesign

Bug Fixes

November

AIFields

Billing

Docs

Lead Docket

Payments by Filevine

Sidebar

API