January 2026 Release Notes

January 26, 2026 – January 30, 2026

Client Portal

• Firms can now set up forms to auto-send to certain contact roles when the project phase changes.
• Users with over 100 messages will now see a banner stating that older messages may be hidden and the unread count may be incomplete until all messages are loaded.
• Fix: The notification preferences screen now only displays for users with more than one contact method to choose from.

Payments by Filevine

• Firms can now create and manage recurring transactions within the Payments App.

Time & Billing

• In the Billing Setup Advanced tool, billing codes can now be imported from a spreadsheet.

January 19, 2026 – January 23, 2026

Docs

• The status messaging in Doc Previewer that says 'Ready for AI chat' has been updated. When this appears, the doc has been made available to LOIS to chat with.

Invoicing

• Fix: Quotation marks in contact names no longer prevent payments from displaying in the transactions section in projects.

Client Portal

• A warning modal now displays when one or more attachments fail to upload to portal messages.

AI

• Fix: We fixed an issue that could cause the LOIS icon to appear disabled/greyed out intermittently. If you still see it, please refresh your browser. We also added additional logging to help us capture any remaining edge cases.
• Fix: We fixed an issue where the resize cursor could remain active after adjusting the LOIS panel, causing the panel to keep resizing as you moved your mouse.

Med Chron

• Fix: Made an improvement to better prevent med chrons from failing to process.
• Fix: UX/UI fixes on source selection in the med chron right navigation.

January 12, 2026 – January 16, 2026

Depo CoPilot

• During proceedings, users can now dismiss either individual transcript references or entire insights that are no longer relevant. Some insights and references may be auto-dismissed by AI during analysis. Dismissed references and insights can later be restored by the user if desired.

Docs

• The Documents page filters received the following updates:
  • Users can now filter by project-level tags in addition to document-level tags.
  • Users can choose to include any or all when adding multiple values to the project tags, doc tags, “Title Contains,” or “Doc Contains” fields.

LOIS

• One of the AI models powering LOIS was upgraded as part of ongoing improvements.
• Fix: In some chats with multiple LOIS team conversations (including multiple threads with the same person), outgoing messages can no longer be routed to the wrong thread.
• Fix: Opening document preview or properties now automatically corrects the “Vectorization Pending” status.