March 2025 Release Notes

3/24/2025 - 3/28/2025

DocsAI

• Fix: We identified an issue with AIFields where a small percentage of docs would show as having no projectId and would therefore fail AI analysis. This has been updated.

Docs

• Fix: Duplicate folders were being created in Safari; this has been repaired.
• Fix: Tags were not updating in the properties flyout when tagging multiple files at the same time; this has been repaired.
• Fix: Fixed issue with file protection status when importing to a protected folder.
• Fix: Fixed issue when adding a blank document in the combine modal.

Invoicing

• Client matter ID field now allows up to 40 characters
• Fix: Users can no longer disappear the checkmark column or all of the columns in Advanced | Billing, Unbilled or Invoices tabs
• Fix: In Advanced | Billing, Unbilled and Invoices tab, the Project Type column filter is now sorted alphabetically

Time and Billing

• Timekeeper Classification codes have been added to the Billing Items Report
• Timesheets can now be sorted by CreatedDate.
• Fix: Selected codes for time entries were not displaying in the edit panel if the codes had been deleted; this has been repaired.

API

• Added new endpoint for fetching recently opened documents
• A folder filter has been added to search API
• Added new document search endpoint
• Fix: If a payment had been applied to an invoice, calls returning that invoice were not including payment information. This has been repaired.

3/17/2025 - 3/21/2025

Time and Billing

• Cloned time entries now use today's date as the Created Date
• Mobile view of timesheets has been tidied
• Billing Items Report now includes invoice description

API

• Phase is now available as a query parameter for Get Project List Call
• Get Project Contact List response is updated to group by Contact vs by Role
• CreatedDate is now included in Get Billing Items API requests
• Fix: Fixed issue where expense codes were not allowed through billing item creation API

3/10/2025 – 3/14/2025

Invoicing

• New apply option for default deposit destination: in Advanced | Billing Setup | Payments, a user can designate the default deposit destinations for payments that come in through Filevine Payments; upon initial selection, those values are propagated to all projects; thereafter, any changes apply only to new projects.
  Now there is a button called “Apply Deposit Destinations to All Projects”! When clicked, it will apply the selected deposit destinations to all projects.
• Fix: Client matter ID field has been updated to allow 40 characters 
• Fix: Open-ended Project Funds links were broken (i.e., they opened up an error message rather than the payment form); this has been repaired

Time and Billing

• Beta release of Required Billing Codes
• Added Law Firm ID to the Billing Items Report
• Fix: Fixed duplicate payment transactions created when user clicks multiple times
• Fix: Now users can no longer remove all columns on timesheets

AIFields and Doc Review

• Starting last week, we added support for several of the latest AI reasoning models in our Analysis Engine. These models are now powering our deposition summary and analysis prompts - resulting in more detailed and thorough insights

Client Portal

• Final Release of All Shard Mass Enablement.

Lead Docket

• Added additional SMS capabilities outside the US numbers
• Base64 file uploads support (ability to send Base64 encoded image to render in Lead Docket)
• AI summaries now show on referral dashboard
• Added opportunity ID now show on leads report
• Enhancement: Clio mapping - prevent mapping to contact fields
• Enhancement: Downloading very large recordings from Twilio
• Fix: Catch error from Practice Panther API and bubble up to end user
• Fix: Fix for email reassignment clearing email bodies
• Fix: Refactor query to solve paging issue

Vinesign

• SSA and FDA Part 11 Additional Signer information option added

Reports

• New columns for Address Labels

API

• Cloudflare is now on US, CA, CJIS API Gateways and we have confirmation from 3rd parties that they are no longer blocked
• Editable PAT Scopes
• Expiration notifications for Client Secrets 
• Auto add project creation, report builder access, address book to service accounts (which is required for certain endpoints) is now released to the service account flow
• Consent endpoints to support 3rd Party Headed integrations were released, frontend coming soon

3/3/2025 – 3/7/2025

Time and Billing

• Beta has started for optionally required codes; WTK card here
• Fix: In Timesheet, if any filters were applied, the Export button did not seem to do anything; now it actually exports a .csv

Invoicing

• Fix: Access to Advanced | Billing was incorrectly restricted to org admins; this has been tidied
• Fix: In some instances, inside of the project billing section, Settings tab, the Default Deposit Destinations section was missing; it has been restored
• Fix: In Advanced | Billing, both Unbilled and Invoices tabs
  • The project type column now shows things in ALL CAPS (as we do in the Project Hub)
  • The project type column now sorts by name; it was previously sorting by project type ID
• Fix: In the audit report, bulk invoice actions did not register with an affected project name (etc.); that’s now been remedied
• We've added some additional logging around downloads from the Invoices tab in Advanced | Billing (in 3.2672.21) and around notifications for bulk invoice actions (in 3.2687.7); we hope that this will allow us to get some more information to try to track down some intermittent issues