May 2025 Release Notes

  • Updated

Version 1.110.0 | May 29, 2025

Form Builder

  • Conditional Sections: Create conditional sections in a form to show/hide a form's section based on another field’s response.

Version 1.109.0 | May 26, 2025

Data Governance

  • Acceptable Value Rules - Similar and Not Similar Operators: Adds “Similar” and “Not Similar” operators for Acceptable Values on text fields to improve validation flexibility to help catch close matches and reduce issues from typos.
  • Minor bug fixes and enhancements.

Client Portal

  • Live Chat Labels: Set up how live chat messages are labeled and routed to agents to improve response time and efficiency by directing messages to the right team members based on topic.
  • New Flow Operator - Does Not Equal

Fact Link

  • Sort and group by Document Type and Subtype.
  • Minor bug fixes and enhancements.

Version 1.108.0 | May 22, 2025

Data Governance

  • User Access Rules - Contact Cards: Allow or deny specific users access to Edit, Delete, and Create Filevine contact cards.
  • Minor bug fixes and enhancements.

Process Studio

  • Minor enhancements.

Client Portal

  • Minor bug fixes and enhancements.

Version 1.107.1 | May 20, 2025

Fact Link

  • Minor bug fixes and enhancements.

Version 1.106.0 | May 19, 2025

Process Studio

  • New Filevine Actions:
    • Assign Task

       

    • Change task due date

       

    • Complete Task

       

    • Create Folder

       

    • Delete Document

       

    • Delete Folder

       

    • Get Folder

       

    • Get Project Type

       

    • Get Task

       

    • Uncomplete Task

       

    • Update Note

       

    • Update Task

Version 1.105.3 | May 16, 2025

Client Portal

  • Minor bug fixes.

Version 1.105.1 | May 14, 2025

Advanced Task Management

  • Minor bug fixes.

Version 1.105.0 | May 13, 2025

Fact Link

  • Fact Index: A new “Fact Index” tab inside each Fact Link package, showing a detailed, filterable table of all Facts created across the package’s documents.
  • Document Types & Subtypes: Create and manage document types and subtypes, for easier organization and reference to documents across packages.
  • Minor bug fixes and enhancements.

USClaims Mapping

  • Configure field mapping between Filevine and USClaims request form from the Neodeluxe application.

Version 1.104.0 | May 12, 2025

Neodeluxe

  • Minor bug fixes and enhancements.

Version 1.101.0 | May 7, 2025

Fact Link

  • Fact Tags: Use multiple Fact Tags to categorize facts (formerly “Fact Types”).
  • Document Types: Create and manage document types and subtypes, for easier organization and reference to documents across packages.

Client Portal 

  • Two Way Messaging: Live, two-way communication between portal users and law firms both in-app and via SMS.

Version 1.100.0 | May 7, 2025

Fact Link

  • Minor bug fixes

Version 1.99.0 | May 6, 2025

Data Governance AI

  • Data Governance in Contact Cards: Create governance rules for Filevine contact cards to ensure accurate contact data. 
  • View Alert Resolution Comments: Display the comments entered when an alert is resolved. 
  • Collection Item Support: Create rules for items within Collection sections in Filevine.