Salt Lake City, Utah – September 30, 2025
At LEX Summit 2025, which started today at the Grand America Grand Ballroom in downtown Salt Lake City, Filevine set the stage for the future of AI in legal work, framing technology as an enabler of human judgment rather than a replacement for it. CEO Ryan Anderson opened the morning keynote with a clear message: “Legal professionals remain the heroes of the story.” Across panels and demos, the company showcased new tools designed to empower attorneys, blending data, AI, and human decision-making for better case outcomes.
LOIS: Orchestrating Legal Intelligence
Anderson unveiled LOIS (Legal Operating Intelligence System), describing it as a conductor in a complex legal orchestra. “LOIS helps attorneys harness their own data to manage the moving parts of a case, achieving stronger outcomes,” he said. The platform brings together case documents, deadlines, billing, and contacts, allowing attorneys to see the full picture in one place.
By emphasizing that AI amplifies, rather than replaces, human expertise, Anderson framed the conversation around collaboration: “AI is a tool that lets lawyers bend the arc of history toward justice,” he said.
Charisma, Communication, and AI Coaching
Behavioral scientist and founder of Science of People, Vanessa Van Edwards delivered a captivating keynote that tied legal effectiveness to human perception. Drawing on decades of research on warmth and competence, she demonstrated how lawyers could use AI to analyze communication and project trust and reliability. She gave the audience many useful communication tips.
“You can put your email or LinkedIn message into AI and ask, ‘Is this warm or competent?’ It will give you feedback,” she explained. “AI knows this research—it’s like having a charisma coach in your pocket.”
Van Edwards also stressed the importance of voice and microexpressions in high-stakes interactions. Simple cues—like accidental question inflections or a fake smile—can signal uncertainty or erode trust in the first 10 seconds of a conversation. Recognizing subtle expressions of fear, anger, contempt, or disgust allows attorneys to respond effectively, defusing tension and maintaining credibility.
Chapter Case: AI Becomes a Colleague
The afternoon session shifted to product announcements, led by Chief Product Officer Michael Anderson. He positioned AI as “normal technology”—integrated into daily workflows, flexible, and guided by centuries of lessons in design and efficiency.
Anderson highlighted Chapter Case, Filevine’s AI-enhanced case management tool that features:
- Deep, contextual AI conversations: Users can query a case file and either manage tasks themselves or let AI handle them.
- Expanded knowledge base: Now includes deadlines, billing, contacts, and custom fields.
- Classifier + Agent system: AI interprets the intent of queries, delivering human-like, case-grounded results.
- Enhanced interface: Conversation history, full-screen view, and dynamic document highlighting streamline workflow and improve usability.
A live demo illustrated the power of Chapter Case. Anderson queried a nursing home negligence case about staffing cuts and budgetary drivers. Within seconds, AI returned precise, contextual information from the case file, generating a draft letter to an expert witness in a human-like narrative style.
“This isn’t just fact-finding,” Anderson said. “It’s like having a colleague who knows everything about your case, ready to collaborate on the work.”
Bridging Human Judgment and AI
One of the most compelling points of the day was the emphasis on AI as a collaborator, not a replacement. Michael Anderson highlighted that users often test AI by asking questions they already know the answers to—a “trust but verify” approach that spikes initial usage before confidence grows. Chapter Case is designed to support both modes: for attorneys who want full control, and for those who want AI to handle routine tasks.
The system’s classifier and agent framework routes questions intelligently. A request like “write a letter to an expert” receives a generative, narrative response, while fact-based queries pull precise data. The interface dynamically highlights source documents, letting attorneys verify results instantly.
Julia, a product team member, noted, “Users immediately wanted more than simple answers. They wanted AI to act like a colleague, summarizing, drafting, and providing actionable insight. That feedback shaped our design.”
The Day’s Takeaways
LEX Summit 2025 made it clear that the future of legal practice lies in combining human judgment with AI-powered insight. Morning sessions emphasized the interpersonal skills—charisma, warmth, competence, and emotional awareness—that define legal excellence. Afternoon demos translated these principles into practical tools that help attorneys manage cases more efficiently and communicate more effectively.
Much of the hallway chatter among the 800+ attendees and dozens of partners involved last week’s big announcement: the completion of a $400 million investment spanning the past 15 months and including two funding rounds: the first led by Insight Partners (New York), followed by a larger round co-led by Accel (Palo Alto) and Halo Fund (Redwood City) alongside Insight, with participation from Meritech (Palo Alto), Stepstone (New York), and local investment firms Run VC (Salt Lake City) and Album VC (Lehi).
Anderson concluded the morning keynote with a reflection on LOIS: “AI lets you focus on strategy, judgment, and relationship-building. The lawyers still make the decisions, but they’re armed with intelligence that would have been impossible even a decade ago.”
Van Edwards added, “Your communication matters as much as your knowledge. AI can help you project the trustworthiness and competence that influence every interaction. The better you are at connecting, the more effectively you can wield your expertise.”
By integrating these lessons into daily practice, Filevine argues, attorneys can achieve higher efficiency, stronger client relationships, and better outcomes—without sacrificing human judgment.
LEX Summit 2025 made one thing clear:: AI is now normal technology in the legal workflow. It does not replace lawyers, but it amplifies their judgment, insight, and ability to connect. From LOIS’s orchestration of case data to Chapter Case’s conversational AI interface, Filevine is building tools that meet lawyers where they work, letting them handle tasks themselves or delegate to AI with confidence.
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