PUBLIC RECORD
Catalog changelog
Every dated change to the CounselAtlas catalog: records added, status changes, statement updates, and new surfaces.
- Record merged — Merged the duplicate LEAP record. LEAP was listed twice under the same vendor and website, which split its evidence across two pages. The catalog now carries one LEAP record holding both the regional hosting and no-training statements and the SOC 2 Type II and SOC 3 certification, and the Smokeball comparison points at the surviving record.
- Statement update — Records now carry their own observation date instead of sharing one catalog-wide constant. The original twenty records keep their 2026-09-15 date and the records added since carry 2026-09-21, so the ninety-day re-check cadence staggers by record rather than expiring the whole catalog on one day.
- Record added — Expanded practice management to fourteen records, adding Clio Manage, MyCase, Smokeball, CasePeer, and LEAP alongside the embedded AI assistants, and expanded general-purpose assistants to twelve, adding Notion AI, Glean, Otter.ai, Zoom AI Companion, and Amazon Q Business. Grouped both categories into subcategories. Published six comparison pages so every live record still appears in at least one comparison.
- Record added — Expanded document management and e-discovery from seven to sixteen records, adding Reveal, Onna, Exterro, Nuix, GoldFynch, Nextpoint, CloudNine, Lexbe, and CaseFleet. Grouped the category into e-discovery review platforms, collection and processing, case and document management, and document review. Updated the Relativity record to note that RelativityOne is now Relativity aiR. Published seven comparison pages so every live record still appears in at least one comparison.
- Record added — Expanded intake and client communication from seven to seventeen records, adding Law Ruler, Intaker, Intake123, Answering Legal, LEX Reception, PATLive, CallRail, Birdeye, Podium, and Abby Connect. Grouped the category into intake and CRM, answering and reception, client communication and reputation, and case management. Published seven comparison pages so every live record still appears in at least one comparison.
- Record added — Expanded legal research from six to thirteen records, adding Descrybe, Trellis, CourtListener, Jus Mundi, Fastcase, Docket Alarm, and PACER, and moved TermScout into drafting and review where its contract-benchmarking work belongs. Grouped the category into general research platforms, court records and analytics, and specialist research. Published six comparison pages so every live record still appears in at least one comparison.
- Record added — Expanded firm operations and billing from four to fourteen records, adding LawPay, TrustBooks, Bill4Time, TimeSolv, Tabs3, SurePoint, CARET Legal, Aderant, Rocket Matter Billing, and Clio Payments. Each record carries a dated observation and a full editorial assessment. Published seven comparison pages so every live record still appears in at least one comparison.
- Status change — Reworked the status model. Status now records lifecycle only, Active or Retired. How much a vendor publishes is recorded separately as a data-statement coverage label: Published, Partial, or Not found. Coverage is a description of the vendor’s material, never a judgement about the product, and it no longer affects whether a product is listed or where it appears.
- Surface added — Tool records now state how many days have passed since the last observation and flag themselves as awaiting re-check once they pass the ninety-day cadence, so the published refresh promise is visible on the page rather than left to the reader.
- Surface added — Published two more comparison pages, Centerbase against CosmoLex and Casepoint against Relativity aiR, so every live record now appears in at least one comparison.
- Surface added — Expanded the guide set from six to twelve, adding guides on what a free trial actually tests, who owns the output, reading a vendor security page, choosing between one tool and a suite, when not to buy, and migrating off a product. Each guide carries the same dated, sourced evidence rule as the records.
- Surface added — Added a side-by-side editorial assessment table to every comparison page and an assessment matrix to task and practice-area hubs with three to twelve tools, so the confidentiality read, adoption cost, and closest alternative can be compared across products rather than read one record at a time.
- Content deepened — Added four editorial assessment dimensions to all sixty-six live records: a plain-language read of the vendor's confidentiality and training wording, a set of trial evaluation steps, an adoption and switching-cost note, and the closest alternative with the fact that separates it.
- Record added — Expanded the catalog from sixty-four to sixty-six records, adding Centerbase to firm operations and Casepoint to document management and e-discovery. Each new record carries a dated observation, a vendor source, and an editorial assessment.
- Surface added — Published seven more comparison pages so every live record now appears in at least one comparison.
- Surface added — Grouped the drafting and review category into three subcategories so a seventeen-tool list stays readable.
- Surface added — Published three additional guides on reading a training statement, choosing between similar tools, and what to do when a vendor changes.
- Surface added — Published fifteen additional curated comparison pages drawn from the expanded catalog.
- Record added — Expanded the catalog from sixty to sixty-four records, adding depth to the general-purpose assistants and document management categories. Each new record carries a dated observation, a vendor source, and an editorial assessment.
- Record added — Expanded the catalog from fifty-four to sixty records, adding depth to the immigration-specific, legal research, and firm operations categories. Each new record carries a dated observation, a vendor source, and an editorial assessment.
- Record added — Expanded the catalog from forty-nine to fifty-four records, adding depth to the intake and client communication and firm operations and billing categories. Each new record carries a dated observation, a vendor source, and an editorial assessment.
- Record added — Expanded the catalog from forty to forty-nine records across drafting and review, document management and e-discovery, and practice management. Each new record carries a dated observation, a vendor source, and an editorial assessment.
- Surface added — Published eleven additional curated comparison pages drawn from the expanded catalog.
- Record added — Expanded the catalog from twenty to forty records across document management and e-discovery, drafting and review, legal research, practice management, intake, and firm operations. Each new record carries a dated observation, a vendor source, and an editorial assessment.
- Surface added — Published comparison pages for curated same-category tool pairs.
- Surface added — Published alternatives pages derived from each tool's structural category.
- Surface added — Published this changelog and clarified the homepage entry path.
- Record added — Published the initial twenty evidence-backed tool records and the ten-row confidentiality comparison.