February 2026 Release Notes

February 23, 2026 – February 27, 2026

LOIS

• Ask LOIS now supports fullscreen mode. When chatting with LOIS, click the expand icon in the top right of the window to launch an expanded experience.
• Firms with Med Chron can now draw from Med Chron as a data source when chatting with LOIS. Questions about medical overviews, summaries, and related topics will automatically pull from Med Chron data for more accurate, relevant answers.

Depositions by Filevine

• The workflow to import a transcript has been streamlined for a quicker and more intuitive user experience.

February 9, 2026 – February 13, 2026

LOIS

• When chatting with LOIS, if a user attempts to attach a project document that is still being prepared for AI chat, they will now see an error message.
• Fix: Chat threads without any messages from the user are no longer saved in the Chat History tab.

February 2, 2026 – February 6, 2026

Client Portal

• For clearer analysis of project types with split timelines, CPM reports now display data for each timeline separately using a second dropdown selector.

Lead Docket

• Firms can now send the following external phone call details from their VoIP providers to Lead Docket via the following API endpoints:
  • Call Recordings
  • Transcripts
  • Summaries
  • Marketing Attributes

Med Chron

• Dashboard fields for primary, phases, and tags are now included in the table.
• Made an update to improve topic classification and filtering capabilities.
• Fix: Case Overview and Patient Profile tabs no longer omit expected citations.

Tags

• The following new API endpoints allow firms to remove tags in bulk from the following items in Filevine:
  • Contacts
  • Projects
  • Notes
  • Documents

User Activity Log

• The following filter criteria have been updated for the User Activity Log project section:
  • Project-related filters are now available.
  • Log Date Within filters can now be greater than 62 days.

Vinesign

• Signers can now auto-advance to the next signature, initial, or checkbox field without clicking the Next button each time.