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    <title>AI Legal Index: Plaintiff &amp; Claims AI changes</title>
    <link>https://ailegalindex.com/categories/plaintiff-and-claims</link>
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    <description>Material product changes at Plaintiff &amp; Claims AI vendors, tracked by AI Legal Index. Every entry is dated and cited to a public source.</description>
    <language>en-us</language>
    <copyright>Free to reuse with a visible link to ailegalindex.com. Terms: https://ailegalindex.com/use-this-data</copyright>
    <lastBuildDate>Fri, 25 Sep 2026 12:00:00 GMT</lastBuildDate>
    <ttl>720</ttl>
    <item>
      <title>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…</title>
      <link>https://ailegalindex.com/changelog/quilia</link>
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      <pubDate>Fri, 25 Sep 2026 12:00:00 GMT</pubDate>
      <category>Integration / interoperability</category>
      <category>Intake &amp; Client Development</category>
      <category>Plaintiff &amp; Claims AI</category>
      <description><![CDATA[<p>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 &gt; 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.</p><p><strong>Why it matters:</strong> 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.</p><p>Impact: Medium. Verification: Partially Verified. Type: Integration / interoperability.</p><p>Evidence: <a href="https://www.quilia.com/support/firms/creorx-prescription-cards-firm-guide/">Vendor documentation</a></p><p>Source: <a href="https://ailegalindex.com/changelog/quilia">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
    </item>
    <item>
      <title>Everchron's 25 September 2026 release (Version 10.160.0) moved EC:AI Summaries for documents and transcripts to GPT-5.4 as the default…</title>
      <link>https://ailegalindex.com/changelog/everchron</link>
      <guid isPermaLink="false">ailegalindex.com:change:6ab917f94f0d70b4bff6a0fe</guid>
      <pubDate>Fri, 25 Sep 2026 12:00:00 GMT</pubDate>
      <category>Model / architecture</category>
      <category>Litigation &amp; eDiscovery</category>
      <category>Plaintiff &amp; Claims AI</category>
      <description><![CDATA[<p>Everchron's 25 September 2026 release (Version 10.160.0) moved EC:AI Summaries for documents and transcripts to GPT-5.4 as the default model. The summary workflow is unchanged; only the model behind it changed.</p><p><strong>Why it matters:</strong> Names the third party model behind a core EC:AI output, so firms can check the change against their OpenAI data handling terms and recheck summary quality on live matters.</p><p>Impact: Medium. Verification: Verified. Type: Model / architecture.</p><p>Evidence: <a href="https://everchron.com/knowledge-base/changelog">Vendor documentation</a></p><p>Source: <a href="https://ailegalindex.com/changelog/everchron">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
    </item>
    <item>
      <title>Case Status published a live Confido integration that lets a case manager start a settlement disbursement from inside Case Status, with…</title>
      <link>https://ailegalindex.com/changelog/case-status</link>
      <guid isPermaLink="false">ailegalindex.com:change:6ab917f94f0d70b4bff6a0fd</guid>
      <pubDate>Fri, 25 Sep 2026 12:00:00 GMT</pubDate>
      <category>Integration / interoperability</category>
      <category>Intake &amp; Client Development</category>
      <category>Plaintiff &amp; Claims AI</category>
      <description><![CDATA[<p>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.</p><p><strong>Why it matters:</strong> 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.</p><p>Impact: Medium. Verification: Partially Verified. Type: Integration / interoperability.</p><p>Evidence: <a href="https://www.casestatus.com/integrations/confido">Vendor documentation</a></p><p>Source: <a href="https://ailegalindex.com/changelog/case-status">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
    </item>
    <item>
      <title>Casefleet began rolling out a rebuilt core interface for facts, sources, tasks, entities, issues and activity, with columns users can…</title>
      <link>https://ailegalindex.com/changelog/casefleet</link>
      <guid isPermaLink="false">ailegalindex.com:change:6ab917f94f0d70b4bff6a0f2</guid>
      <pubDate>Thu, 24 Sep 2026 12:00:00 GMT</pubDate>
      <category>Product / capability</category>
      <category>Litigation &amp; eDiscovery</category>
      <category>Plaintiff &amp; Claims AI</category>
      <description><![CDATA[<p>Casefleet began rolling out a rebuilt core interface for facts, sources, tasks, entities, issues and activity, with columns users can show, hide, resize, reorder and pin, filters by witness, issue, date and time, and saved views. It adds vertical timelines on a real time axis, inline comments on facts, a compact mode, and side by side timelines that compare multiple saved views. The classic UI stays available by toggle until November 1, 2026, when the new UI becomes the standard experience.</p><p><strong>Why it matters:</strong> Every existing account moves to the new interface on November 1, 2026, so firms have a fixed date for retraining users. Side by side timelines let case teams line up competing accounts of the facts on large matters in one view.</p><p>Impact: High. Verification: Verified. Type: Product / capability.</p><p>Evidence: <a href="https://feedback.casefleet.com/announcements/a-new-core-for-casefleet-built-for-bigger-cases">Vendor documentation</a></p><p>Source: <a href="https://ailegalindex.com/changelog/casefleet">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
    </item>
    <item>
      <title>Casey, Casefleet's AI assistant, can now split a long processed document into up to 20 new PDF sources on request, proposing a name and…</title>
      <link>https://ailegalindex.com/changelog/casefleet</link>
      <guid isPermaLink="false">ailegalindex.com:change:6ab917f94f0d70b4bff6a0f1</guid>
      <pubDate>Thu, 24 Sep 2026 12:00:00 GMT</pubDate>
      <category>Product / capability</category>
      <category>Litigation &amp; eDiscovery</category>
      <category>Plaintiff &amp; Claims AI</category>
      <description><![CDATA[<p>Casey, Casefleet's AI assistant, can now split a long processed document into up to 20 new PDF sources on request, proposing a name and page range for each that the user must accept before anything is created. The original document is left unchanged, OCR text and page layouts carry over, tags, citations, review status and Bates numbers do not, and each new source carries a note recording its original document and page range.</p><p><strong>Why it matters:</strong> The assistant changes case files only after the user approves its proposal, and the provenance note keeps a trail back to the original exhibit when split documents are later cited. New sources count toward the document limit on plans that have one.</p><p>Impact: Medium. Verification: Verified. Type: Product / capability.</p><p>Evidence: <a href="https://feedback.casefleet.com/announcements/new-split-long-documents-into-separate-sources-with-casey">Vendor documentation</a></p><p>Source: <a href="https://ailegalindex.com/changelog/casefleet">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
    </item>
    <item>
      <title>Casefleet made Claude Opus 5.5 available as the Premium Intelligence model in Casey, its AI case assistant, and recommends it for all users.</title>
      <link>https://ailegalindex.com/changelog/casefleet</link>
      <guid isPermaLink="false">ailegalindex.com:change:6ab9178d421c0bed64772f12</guid>
      <pubDate>Tue, 22 Sep 2026 12:00:00 GMT</pubDate>
      <category>Model / architecture</category>
      <category>Litigation &amp; eDiscovery</category>
      <category>Plaintiff &amp; Claims AI</category>
      <description><![CDATA[<p>Casefleet made Claude Opus 5.5 available as the Premium Intelligence model in Casey, its AI case assistant, and recommends it for all users. The vendor states it is 40% cheaper than Opus 5 with performance improvements, and users switch models from the selector in the Casey chat.</p><p><strong>Why it matters:</strong> Casefleet names the underlying model and version, so firms can check it against their own AI use policies and provider terms. The entry does not say whether Opus 5.5 is covered by Zero Data Retention, which Casefleet flagged as unavailable for Claude Fable 5.0 in July, so firms with ZDR requirements should confirm before switching.</p><p>Impact: Medium. Verification: Verified. Type: Model / architecture.</p><p>Evidence: <a href="https://feedback.casefleet.com/announcements/claude-opus-55-is-here">Vendor documentation</a></p><p>Source: <a href="https://ailegalindex.com/changelog/casefleet">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
    </item>
    <item>
      <title>Filevine brought LOIS, its AI assistant, into two new places in its release for the week of 21 Sept.</title>
      <link>https://ailegalindex.com/changelog/filevine</link>
      <guid isPermaLink="false">ailegalindex.com:change:6ab9178d421c0bed64772f0c</guid>
      <pubDate>Mon, 21 Sep 2026 12:00:00 GMT</pubDate>
      <category>Integration / interoperability</category>
      <category>Plaintiff &amp; Claims AI</category>
      <category>Intake &amp; Client Development</category>
      <category>General Legal Assistants</category>
      <description><![CDATA[<p>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.</p><p><strong>Why it matters:</strong> 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.</p><p>Impact: Medium. Verification: Verified. Type: Integration / interoperability.</p><p>Evidence: <a href="https://support.filevine.com/hc/en-us/articles/55420679436059-September-2026-Release-Notes">Vendor documentation</a></p><p>Source: <a href="https://ailegalindex.com/changelog/filevine">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
    </item>
    <item>
      <title>Merlin Search Technologies: Merlin published a blinded, citation by citation evaluation of seven OpenAI, Anthropic and Google models available in Alchemy, each…</title>
      <link>https://ailegalindex.com/changelog/merlin-search-technologies</link>
      <guid isPermaLink="false">ailegalindex.com:change:6ab9178d421c0bed64772f07</guid>
      <pubDate>Sat, 19 Sep 2026 12:00:00 GMT</pubDate>
      <category>Performance evidence</category>
      <category>Litigation &amp; eDiscovery</category>
      <category>Plaintiff &amp; Claims AI</category>
      <description><![CDATA[<p>Merlin published a blinded, citation by citation evaluation of seven OpenAI, Anthropic and Google models available in Alchemy, each writing cited reports from a public opioid litigation document collection (Mallinckrodt, McKesson, Insys, Valeant). An eight pass automated grader checked 777 citations and 454 cited sentences, audited its own verdicts with two graders from other providers, and found no fabricated facts; six of seven models were statistically tied on accuracy, and the most expensive model cost over nine times the cheapest without ranking higher. The article also names GPT-6 Astra and Claude Fable 5.1 as the newest models added to Alchemy, without giving an addition date.</p><p><strong>Why it matters:</strong> Buyers get a disclosed method for checking citation grounding and fabrication across the models they can pick inside Alchemy, which supports choosing a cheaper model for citation heavy reports. The test is vendor run and model names are masked, so buyers should ask for the answer key and the attached full report.</p><p>Impact: High. Verification: Verified. Type: Performance evidence.</p><p>Evidence: <a href="https://www.merlin.tech/the-most-expensive-ai-model-cost-nine-times-more-it-wasnt-more-accurate-we-tested/">Vendor announcement</a></p><p>Source: <a href="https://ailegalindex.com/changelog/merlin-search-technologies">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
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    <item>
      <title>Hona launched Lia, an AI case agent for personal injury firms that works the medical treatment phase of a case: appointment reminders…</title>
      <link>https://ailegalindex.com/changelog/hona</link>
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      <pubDate>Wed, 02 Sep 2026 12:00:00 GMT</pubDate>
      <category>Product / capability</category>
      <category>Intake &amp; Client Development</category>
      <category>Plaintiff &amp; Claims AI</category>
      <description><![CDATA[<p>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.</p><p><strong>Why it matters:</strong> 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.</p><p>Impact: Medium. Verification: Verified. Type: Product / capability.</p><p>Evidence: <a href="https://www.hona.com/post/meet-lia-ai-case-agent">Vendor announcement</a></p><p>Source: <a href="https://ailegalindex.com/changelog/hona">AI Legal Index change log</a>. Free to reuse with a link back. <a href="https://ailegalindex.com/use-this-data">Terms</a>.</p>]]></description>
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