August 2026 Release Notes

August 24, 2026 – August 28, 2026

Activity Feed

• In the Activity Feed, user feed, and task page, users can now filter to see items where a user was mentioned via @ or +@.

Client Portal

• Fix: Automated portal notifications (invite, phase change, new message, invoice) now correctly follow the language selected on the invite.
• Fix: Client Portal forms now fully support browser languages with 3-letter codes (e.g. Krio, Cebuano, Hawaiian), staying translated and working reliably across page reloads.

Documents

• In the New Project Docs experience, date columns now sort from newest to oldest on the first click.
• Fix: Audio and video files over 2 GB now preview as expected.

FVDA

• Fix: Duplicated borders on document captions have been resolved, and section border settings have been improved.
• Fix: Repeater sections inside appendices now correctly pick up the appendix's numbering style, instead of showing an inconsistent number format.
• Fix: Deals no longer get stuck in the Signing status when a party is removed from a deal or template but their signature block was left behind. Instead, they now correctly auto-advance to Done.

Time & Billing

• Org Admin permissions are no longer required to use the Send for Approval and Mark as Approved options on individual invoices.
• When customizing billing emails, firms can now include Project Number and Client Matter ID as available variables.

August 17, 2026 – August 21, 2026

LOIS Workflows

• Step types are now cards, not a dropdown. Adding a step shows the four step types straight away, instead of hiding them behind a menu, so choosing one takes a single click.
• Conditions are easier to add and remove. The control that used to say "Hide conditions" now says "Remove conditions"—clicking it clears the conditions and closes the section. Deleting the last condition on a trigger now closes the section back to "Add conditions," instead of leaving an empty one behind, which previously blocked Save with a validation error.
• The If/Else step is now called Conditions. This change is a naming change only. The step behaves exactly as before, but anyone following existing documentation or training material will see the new label.
• Duplicate a workflow. You can now copy an existing workflow rather than rebuilding it from scratch.
• Search a step's iterations when reviewing a run. The step-output list now has a search box, so finding one iteration in a long run no longer means paging through it. The testing page also stays responsive on runs with very large iteration counts.
• Fix: Editing trigger conditions could hide workflow steps. Steps stayed in the workflow but disappeared from the canvas after a trigger-condition edit.

DataBridge Reporting

• New view VW_DATABRIDGE_PROJECT_SECTIONS_DATA_V6. Adds COLLECTION_ITEM_CREATED_DATE — the UTC timestamp for when a collection item was created, null for all static sections — alongside COLLECTION_ITEM_GUID and FIELD_OBJECT. Consumers on V5 are unaffected; move to V6 to get creation dates for collection items.

Vinesign

• When a user changes the email address on their account, the change now takes effect only after they confirm it from the new address. Repeated requests to resend that confirmation email are also limited.
• Non-mobile numbers are now blocked at the point of entry—while the user can still edit them—rather than later in the signing process.

Client Portal

• Fix: Portal users were unable to download files from file attachment fields in forms. This affected both files pre-loaded from Filevine and files uploaded by the client through the form. This has been resolved.

August 10, 2026 – August 14, 2026

Documents

• When attempting to preview files larger than 2 GB, users will now see clearer messaging that the file is too large to preview.

FVDA

• Fix: PDF export formatting issues affecting non-left-aligned text have been corrected for the Download PDF export option.
• Fix: URLs in documents are clickable links again.
• Fix: Paragraph borders shown in the template and document editor now match the text width they will have in the exported .docx file, instead of appearing full-width.
• Fix: Duplicating a template across teams, or uploading a .vine file to create a template, no longer carries over the source template's team-specific settings—such as themes, custom workflows, or connection settings—which could result in invalid configurations.
• Fix: Text alignment no longer reverts to left-aligned in .docx exports for repeating sections.
• Fix: Total rows no longer go missing in .docx exports for connected table variants.
• Fix: Deleted Party variables no longer appear in generated documents.

August 3, 2026 – August 7, 2026

MedChron

• MedChron now detects when a single page contains multiple distinct patient encounters and separates them out automatically, rather than treating the page as one continuous entry. Dense pages—where providers have stacked several visits or notes together and now surface in the chronology as distinct, individual encounters, with no manual work needed to untangle them.
• MedChron now uses AI to automatically detect and classify missing records, giving legal teams a faster, more reliable way to identify gaps in the medical record. AI-generated chips indicate the type of missing document and its details. For every flagged item, the AI surfaces its reasoning and links directly to the source citations, so your legal team can quickly verify findings and track down the records that strengthen your case.
• MedChron's AI can now flag potential gaps in treatment events of more than 30 days, helping legal teams quickly spot breaks in care. This analysis runs automatically on initiation and continuously re-analyzes as new documents are added.