AI Legal Index: Intake & Client Development changes

Quilia connected to CreoRx, a medication on lien pharmacy network, so a firm can send a client's prescription card request from the case's…

Fri, 25 Sep 2026 12:00:00 GMT

Quilia connected to CreoRx, a medication on lien pharmacy network, so a firm can send a client's prescription card request from the case's Treatment > Prescriptions tab, or let clients request a card from the Quilia app. Quilia matches existing CreoRx cards to cases in a daily check, shows card status and pharmacy numbers in the client app, and adds prescriptions filled on the card to the case with their fill dates. Only admins can switch on client requests, Quilia records who enabled it and when, and a case manager approves each request in CreoRx before the card activates.

Why it matters: Personal injury firms that fund client medication on lien can track card status and filled prescriptions inside the case record instead of a separate vendor portal. The admin only toggle and case manager approval step keep the firm in control of what clients can start on their own.

Impact: Medium. Verification: Partially Verified. Type: Integration / interoperability.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Case Status published a live Confido integration that lets a case manager start a settlement disbursement from inside Case Status, with…

Fri, 25 Sep 2026 12:00:00 GMT

Case Status published a live Confido integration that lets a case manager start a settlement disbursement from inside Case Status, with the client receiving the funds digitally in the firm's branded Case Status app instead of by paper check. The client enters bank details directly with Confido, and the page states this release covers settlement disbursements only, not client to firm payments.

Why it matters: Contingency and personal injury firms can close the payout step in the same channel clients already use, cutting check handling and keeping client bank details out of staff email and text. Firms need accounts on both platforms, and funds still move through Confido's disbursement flow rather than a Case Status ledger.

Impact: Medium. Verification: Partially Verified. Type: Integration / interoperability.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Perspective AI: Perspective added GPT Live 1 to its opt in Live (Beta) voice conversations, using full duplex audio so the agent keeps listening while it…

Thu, 24 Sep 2026 12:00:00 GMT

Perspective added GPT Live 1 to its opt in Live (Beta) voice conversations, using full duplex audio so the agent keeps listening while it speaks and can stop to follow a participant's correction; answers stay paired with audio for playback. Live (Beta) also adds 12 voices, and GPT-6 Sol became the default model for analysis sessions and scheduled insights. The existing Realtime voice engine remains the default unless an owner or admin switches.

Why it matters: Buyers tracking which models process client conversations should note that analysis now runs on GPT-6 Sol by default and that voice intake can move to a new beta engine, both set at the workspace admin level.

Impact: Medium. Verification: Verified. Type: Model / architecture.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Perspective AI: Perspective changed how its Form Data extraction treats questions a participant never answered: missing text, number and yes or no fields…

Wed, 23 Sep 2026 12:00:00 GMT

Perspective changed how its Form Data extraction treats questions a participant never answered: missing text, number and yes or no fields now stay empty instead of being filled with an empty string, 0 or No. A conversation that ends before qualification is decided is no longer filed as disqualified. The same release makes GPT-6 Sol the default model for agent design, with GPT-6 Luna also selectable.

Why it matters: For a firm running client intake through Perspective, an invented No or 0 in a structured field can misroute a matter or wrongly screen out a prospective client, so this directly changes how the system behaves when it has no answer.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

CosmoLex: Release 10.27.2 lets Canadian firms set province and tax settings per matter instead of one firm wide setting, with a new Province column…

Wed, 23 Sep 2026 12:00:00 GMT

Release 10.27.2 lets Canadian firms set province and tax settings per matter instead of one firm wide setting, with a new Province column on the Matters grid for assigning and filtering matters. Province rules such as the British Columbia Trust Administration Fee, the Transaction Levy in Alberta, Ontario and Newfoundland and Labrador, and Ontario Form 9A now apply at matter level, and the Paid Taxes and Billed/Collected Taxes reports can target GST, PST, HST or QST.

Why it matters: Canadian firms with matters in several provinces can keep trust levies and sales tax correct per matter inside one system rather than relying on workarounds or separate books.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Smokeball Desktop App Version 10.1, released to beta testers, reworks matter permissions and adds a Manage access control to the Smokeball…

Tue, 22 Sep 2026 12:00:00 GMT

Smokeball Desktop App Version 10.1, released to beta testers, reworks matter permissions and adds a Manage access control to the Smokeball Web App, where a matter can be set to Open (all firm users) or Restricted (only staff with roles on the matter plus selected users). A new option, Restrict users created after today, keeps staff who join the firm later out of the matter by default, and settings sync between the desktop and web apps.

Why it matters: Per matter restriction is how a small firm builds an ethical wall, and the new user default closes the gap where a lateral hire inherits access to a conflicted matter. Smokeball's AI help page states Archie only works on matters a user can access, so these settings also limit what the AI assistant can read.

Impact: Medium. Verification: Partially Verified. Type: Privilege / confidentiality.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Filevine brought LOIS, its AI assistant, into two new places in its release for the week of 21 Sept.

Mon, 21 Sep 2026 12:00:00 GMT

Filevine brought LOIS, its AI assistant, into two new places in its release for the week of 21 Sept. A LOIS tab in the Outlook add in drafts replies to received emails using the email, its attachments and the selected Filevine project's context, and an Insert button opens the draft in Outlook for the user to edit before sending. Inside Filevine, the full LOIS Console now opens in a side panel next to project details, replacing the older Ask LOIS chat.

Why it matters: Case teams can draft replies with matter context without leaving the inbox, and nothing goes out until the user edits and sends it. Moving LOIS beside project details also removes the trip to a separate AI site.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Lawmatics: Merlin Engage agents, which hold AI conversations with leads to collect information, qualify cases or book meetings, can now reach leads…

Sun, 20 Sep 2026 12:00:00 GMT

Merlin Engage agents, which hold AI conversations with leads to collect information, qualify cases or book meetings, can now reach leads by email as well as text, with one channel set as primary and the other as a fallback. A new Collect Data Only agent type gathers chosen matter, contact and custom fields from a client without judging the lead, writes answers straight into matter fields, skips fields that already hold a value, and can hand off to another agent or a person when done.

Why it matters: Intake teams can reach leads who never answer texts, and can use an agent just to fill in missing case details without it making any call on the lead.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Merlin Copilot, the conversational assistant inside Lawmatics released in July, is now sold as Lite and Pro seat plans ($29 and $49 per…

Sun, 20 Sep 2026 12:00:00 GMT

Merlin Copilot, the conversational assistant inside Lawmatics released in July, is now sold as Lite and Pro seat plans ($29 and $49 per seat per month per the Copilot help article) and gained new abilities: updating matter data through chat, answering firm wide aggregate data questions, finding where a merge field is used, and scheduled Routines that run a request on a timer and post the result to a Copilot thread.

Why it matters: Copilot moves from reading and building to writing directly to matter records and running unattended on a schedule, so firms should decide who holds a seat and how chat driven matter edits are reviewed. Per seat list prices make budgeting possible without a sales call.

Impact: Medium. Verification: Verified. Type: Pricing / packaging.

Evidence: Vendor documentation

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Clio released a Vincent plugin for Codex, OpenAI's agent.

Thu, 17 Sep 2026 12:00:00 GMT

Clio released a Vincent plugin for Codex, OpenAI's agent. Lawyers can bring Vincent's legal research content and their matter context from Clio into Codex, keeping the connection to the sources behind each answer.

Why it matters: The notable choice is Codex rather than ChatGPT. Codex is one of the two places OpenAI is offering Astra for Law to firms, so this puts Clio's research beside OpenAI's own legal configuration. Firms on a standard ChatGPT Enterprise seat should check they actually have Codex before planning around it.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Intapp launched a Celeste plugin for ChatGPT as part of OpenAI's Astra for Law launch.

Thu, 17 Sep 2026 12:00:00 GMT

Intapp launched a Celeste plugin for ChatGPT as part of OpenAI's Astra for Law launch. Lawyers can search, create and update records across the Intapp Celeste portfolio from ChatGPT, including surfacing activities that may need a time entry. Intapp says every result respects the firm's existing ethical walls and need to know access rules.

Why it matters: Read this entry first in this week's plugin wave. Connecting a general assistant to firm systems is easy; doing it without breaching a wall is the hard part, and Intapp owns the walls product most large firms already run. Ask for the behavior in writing: what the plugin returns when a user asks a question whose answer sits on the other side of a wall.

Impact: High. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Intapp released a DealCloud with Celeste plug in for ChatGPT for Financial Services, available to eligible Intapp clients from 10 September.

Thu, 10 Sep 2026 12:00:00 GMT

Intapp released a DealCloud with Celeste plug in for ChatGPT for Financial Services, available to eligible Intapp clients from 10 September. The plug in lets a professional query the firm's own client, deal, investor and relationship records from inside ChatGPT, with Intapp's information barriers, material non public information rules and independence obligations enforced on every answer, so a user sees only what they could already see in DealCloud. This first release is scoped to financial services firms on ChatGPT for Financial Services; Intapp has not said when, or whether, the same plug in reaches DealCloud for Legal.

Why it matters: Law firms run Intapp for conflicts, intake and ethical walls, so the relevant question here is not the DealCloud data but the barrier model. Intapp is saying that the walls a firm configures once will hold wherever its knowledge goes next, including inside a third party frontier model, which is the claim a legal buyer would want tested before any Celeste plug in arrives for the legal edition.

Impact: Medium. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Hona launched Lia, an AI case agent for personal injury firms that works the medical treatment phase of a case: appointment reminders…

Wed, 02 Sep 2026 12:00:00 GMT

Hona launched Lia, an AI case agent for personal injury firms that works the medical treatment phase of a case: appointment reminders, post treatment follow ups and periodic check ins, drawing context from the case management system, providers, appointments and forms where integrations are enabled. Every escalation to staff carries a severity level and resolution tracking, and staff can review Lia's work, assign it tasks, pause it or take over any conversation. Hona reports beta results across live caseloads of 86 percent attendance on appointments Lia tracked to resolution, 74 percent of follow ups answered within 24 hours, and more than 1,100 staff escalations, 270 of them flagged high or critical.

Why it matters: Treatment gaps are what insurers use to argue an injury was not serious, so a tool that keeps a client in treatment is working on the value of the case rather than on staff convenience. The beta figures are vendor reported with no methodology, so read them as a claim to test in a pilot, and note that the launch scope is the treatment phase only; intake and the rest of the case lifecycle are described as skills to come.

Impact: Medium. Verification: Verified. Type: Product / capability.

Evidence: Vendor announcement

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Wordsmith released a connector for the iManage document management system.

Wed, 02 Sep 2026 12:00:00 GMT

Wordsmith released a connector for the iManage document management system. Its agentic workflows can find, open, draft, check and file documents back into iManage without a human moving files between the two.

Why it matters: A legal AI product that cannot write back into the document management system leaves the firm with a manual filing step and two versions of the truth. Naming the round trip, including the file back, is what separates a shipped connector from an announced relationship.

Impact: High. Verification: Verified. Type: Integration / interoperability.

Evidence: Vendor announcement

Source: AI Legal Index change log. Free to reuse with a link back. Terms.

Wordsmith shipped enterprise controls aimed at extending AI assisted legal workflows beyond the legal team to other business units.

Mon, 31 Aug 2026 12:00:00 GMT

Wordsmith shipped enterprise controls aimed at extending AI assisted legal workflows beyond the legal team to other business units. The release adds the access and approval mechanisms needed to widen who can run legal work without widening who can approve it.

Why it matters: The bottleneck this targets is familiar to any in house team: routine legal requests queue behind lawyers who are the only people permitted to touch the tooling. Delegating that safely is an oversight problem before it is a capability problem, and this release is aimed at the oversight half.

Impact: Medium. Verification: Verified. Type: Safety / governance.

Evidence: Vendor announcement

Source: AI Legal Index change log. Free to reuse with a link back. Terms.