Changelog
Follow up on the latest improvements and updates.
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new
Release 804
AI Chat reads comments and makes tracked changes
Comments are where a lot of contract negotiation happens. A counterparty flags a liability cap, an internal reviewer asks for a shorter term, a colleague notes a missing schedule. AI Chat can now read the open comment threads in a document, work out what each one asks for, and make the changes as tracked changes. You review them the way you would review a colleague's redline, then accept or reject each one.
This is most useful when you have a set of comments from a reviewer and want a first pass of revisions before you respond.
Coming soon:
AI Chat will reply to comment threads, resolve comments after making the change, and leave its own comments where it spots something for a person to check.Salesforce custom objects in templates
Deal records in Salesforce often hold terms that belong in the contract, such as quotes, billing schedules, and other custom objects. Aline Templates can now pull that data into a document. When a workflow links to an Opportunity or Account, related custom objects appear in the template field picker under their own groups.
- Fill contracts from the source record:Pull quote and billing details into a template instead of retyping them.
- Handle several related rows:When a deal has multiple rows for one object, such as several subscriptions, a field can show all of their values as a comma-separated list, or you can map a field to one specific row.
- Line items and products:Deal line items and their products can fill an order form or pricing schedule at launch.
- Deleted records:If a linked record is deleted in the CRM, the workflow keeps the link, marks the record as missing, and asks you to link another one.
Values are read from the CRM to fill the document. Nothing is written back. HubSpot custom objects on deals work the same way.
Sync AI properties from reports to your CRM
AI Properties answer questions like "When does this expire?" or "Does it auto-renew?" Admins can now send those answers to Salesforce or HubSpot, so sales and finance see the key terms next to the deal without opening the contract.
- Choose where it goes:In a report column menu, pick "Sync to CRMs" and choose all connected CRMs or a single one.
- Aline creates the field:Aline adds a matching custom field on the Document object in the CRM.
- Answers stay current:Each time a document syncs, its answer updates in the CRM field. Renaming a property renames the field. Deleting a property removes its CRM fields.
- Status at a glance:Column headers show whether each field is Synced, Needs access, or Failed, with a Check again action.
Your CRM admin still controls field-level security and page layouts. After the field is created, add it to the page layout and grant access to the users who should see it. Only org admins can change CRM sync settings. Everyone can see the status.
Import AI Skills from GitHub
Admins can connect a public GitHub repository and import its AI Skills into Aline. Aline lists the skills in the repository, and you choose which ones to bring in. This lets your team maintain a shared skill library in one place and bring updates into Aline when you're ready.
- Choose what to import:Select the skills you want from the repository. Nothing is imported automatically.
- Daily checks:With automatic synchronization on, Aline checks the repository once a day, so you can see new and updated skills.
- Local edits:If you've edited a skill in Aline, importing the GitHub version replaces those edits. Earlier versions are kept.
- Removed skills:If a skill has been removed from the repository, you decide whether to delete it from Aline.
Minor enhancements and fixes
Document editor and signing
- Initials fields:Signers can place initials as well as full signatures on editor contracts and uploaded PDFs.
- Fill-in before signing:Team members with edit access can complete non-signature fields before a document is sent for signature. Those fields lock to the assigned signer once the document is sent.
- Bookmarks:A new Bookmark tool in the Insert toolbar lets you name, navigate to, and delete bookmarks.
- Small caps and change case:Word-compatible small caps, plus a Change Case menu with Uppercase, Lowercase, Sentence Case, and Capitalize Each Word.
- Cleaner web paste:Text copied from modern web pages keeps readable fonts, and shaded empty table columns are preserved.
- Signature detection on older files:Better stamp placement for documents with bare "Sign:" labels.
Workflows and launch forms
- Multi-select checkboxes:Checkbox fields on launch forms accept several choices, within the minimum and maximum set in the template.
- Conditional questions:Questions inside a dynamic block appear only when that block's option is selected.
- Workflow launcher as signer:The launcher now appears in template signer dropdowns, even before a role or assignee is set.
- Date formats:Launch form dates follow the date format set on each field.
- Reminder emails:Task reminders are batched, so you get fewer emails.
Reports and exports
- Related agreements in AI answers:Report answers can draw on related documents such as amendments, schedules, and master agreements. Answers include numbered citations and relationship badges, so you can see which agreement a term came from.
- Re-run only what you need:The run button in Document Summary respects your active filter, so you can re-run stale or already-run questions without re-running the whole document.
- Manual entry columns:Reports can include manual entry columns alongside AI columns.
- Parties column by default:New reports include the parties column.
- Readable Excel exports:Column headers stay readable in any spreadsheet viewer, and grouped exports keep the document name column.
- Smoother reports:The reports table no longer freezes while batch AI extractions run.
new
Release 803
Aline Playbooks track changes
Ask Aline AI to update a playbook, or hand it a redline from a deal you just closed, and it proposes changes as tracked changes. Each change comes with its reasoning, and nothing takes effect until you accept it.
Why it matters
- Your playbook keeps up with what your team actually agrees to, instead of going stale after the first draft.
- Lessons from tough negotiations get written down, so the next deal starts from a stronger position.
- A lawyer reviews every change, so you keep control of your positions.
Aline AI Chat contract intelligence
The AI chat can now answer questions across your whole repository or a single report, such as "What governing law do most of our NDAs use?" You get a counted answer with links to the documents behind it.
Why it matters
- Portfolio questions that used to take a week of reading take a minute. That helps with diligence requests, regulatory impact checks and board reporting.
- If some contracts haven't been analyzed yet, Aline tells you and fills the gap, so you know the answer covers everything.
- You can open the raw data behind any answer and check the numbers yourself.
Aline AI signature detection
Aline now detects signatures when you upload a PDF, marks signed agreements as Signed and shows you where each signature is. Signature Detection is in Beta, and an admin can turn it on in your organization settings.
Why it matters
- Migrating a contract archive no longer means opening every file to separate executed agreements from drafts.
- Your repository and reports are accurate when they say "signed."
- For digitally signed PDFs, Aline also tells you whether the document changed after signing.
Aline AI Skills: your best review, run the same way every time
Skills package your team's way of doing a task, like reviewing a vendor MSA or marking up an NDA, together with your templates and fallback language. Anyone can run a skill from the AI chat. Start with Aline's ready-made skills or ask the chat to build one for you.
Why it matters
- A new hire reviews an NDA the way your general counsel would, on day one.
- Business users get a first-pass review based on your positions, not generic ones.
- When your positions change, you update the skill once and everyone who runs it gets the new version.
Fixes and enhancements
- HR system integrations.Connect HiBob, Gusto, Rippling, Sage HR or Workday and fill offer letters, NDAs and separation agreements with employee details automatically.
- Spell check for contracts.Catches typos as you draft without flagging standard legal phrasing.
- International date formats.Choose from 21 formats, including day-first styles for UK and global teams.
- Merge and split table cellsin the editor, just like in Word.
- Internal workflow files.Keep working files hidden from counterparties.
- Workflow editors can complete a stalled task even when they aren't assigned to it.
- AI-set status, type and parties show up in the Documents grid right away, and number columns in AI reports sort by value.
- Faster parties and contract type pickers.
- Word documents with a table of contents now import in full, and older .doc files open in the viewer.
- Aline remembers your Editing, Suggesting or Commenting mode when you switch tabs.
- HubSpot is available again in Aline AI's connected apps, and Slack's /launch-templatelists templates shared with your organization.
- Many smaller fixes to signing, role assignment, reminders and the editor.
new
Release 802
What's new in Aline
This release adds three things legal teams have been asking for.
- Aline Reviews show you who holds the pen on every document, and Aline AI can do its own share of the review.
- Aline AI now builds contract reports from a plain-English request.
- Agent Connectors bring your email, meeting notes and, soon, the rest of your business systems into Aline AI.
Aline Reviews: know who holds the pen
Most legal teams track reviews in email threads, and you often can't tell whose turn it is. Aline Reviews fixes that for internal reviewers and counterparties alike.
- Counterparties review without an Aline account.Add an external email as a required reviewer on any template task. When the workflow launches, from Aline, Salesforce, HubSpot, Slack or Microsoft Teams, the counterparty gets a magic link. They open the document, comment on the clauses they care about, and approve or request changes. They only see what you share with them.
- Aline AI is on the review team.Assign Aline AI to a task like any other reviewer. The task description is its instructions. Tag a playbook, a skill or reference files, and Aline AI starts work as soon as the task opens. It can run your NDA playbook on an incoming draft before a lawyer opens it, flag deviations from your standard positions, or prepare a first-pass redline. Your team starts from the AI's review instead of a blank page.
- Every round is visible.The task shows who was asked to review, when they responded and what they asked for. Send a reminder in one click. When changes come back, you get an email and an in-app notification.
- Aline AI makes the redlines.Say the counterparty asks to move governing law from Delaware to New York. Tell Aline AI "change governing law to New York per the counterparty's request." It adds the change as a tracked change. You accept it and send the document back for re-review, all from the same task.
- Internal and external conversations stay separate.The activity feed has an internal lane for your team and an external lane for the counterparty. Nobody on the other side sees your internal notes or the AI's instructions.
- Hand off the pushback.If the counterparty asks for a lot of changes, add subtasks and assign them to your team, outside counsel or Aline AI. Tasks can now have more than one assignee.
The same flow works for internal approvers such as finance, sales leadership or the business owner. They request changes, you respond, and the task always shows whose move it is.
AI Reports: contract data in minutes
Questions like "which customers gave us logo rights?" or "what do our liability caps look like across MSAs?" used to take a paralegal and a spreadsheet.
Now you ask Aline AI.
Go to AI Reports, click
+
, and choose Create report with AI
. Describe what you want to know, and attach a sample agreement if that helps. For example:Build a report on our MSAs covering expiration, indemnity, logo rights, and anything else relevant in our sample MSA.
Aline AI reads your documents and proposes a report. It reuses columns you already have and adds new ones for renewal terms, termination mechanisms, warranties and remedies, and anything else you asked for. It also filters the report to the right contract type. Review the plan, approve it, and run AI across the whole set. In the demo, it built a full MSA report across 81 agreements in minutes.
It's useful for renewal planning, audit and diligence prep, or answering the CFO's question before the end of the day.
Agent Connectors: Aline AI works where your work is
A lot of legal work begins outside the contract system, in an email with redlines attached or a call where the business agreed to terms.
Agent Connectors give Aline AI access to those sources.
The first four connectors are
Gmail
, Outlook
, Fireflies
and Gong
. Connect them under Integrations > Agent Connectors
.You decide what Aline can do.
Each connector has separate read-only and read-write permissions, so you can let Aline AI read email without letting it send anything.Try it on your next NDA.
Ask Aline AI to "look in my Gmail for the latest NDA redlines and apply our NDA playbook." It finds the counterparty's email, pulls the attached redline, and runs your playbook against it. You never download or upload a file.Many more connectors are coming.
Over the next few weeks we're adding connectors to the systems your business already runs on. Each one comes with the same read and write permission controls.- CRM.Salesforce, HubSpot, Pipedrive, Attio and Zoho. Pull deal terms, contacts and discount approvals into a contract review without asking sales to forward anything.
- Accounting and finance.QuickBooks, NetSuite, Xero, Stripe, Brex and Ramp. Compare a vendor's invoices against the payment terms in its MSA, or check spend against a contract cap.
- HR and recruiting.Workday, Rippling, BambooHR, Gusto, Deel, Greenhouse, Lever and Ashby. Check an offer letter or separation agreement against the employee's record in your HR system.
- Messaging and meetings.Slack, Microsoft Teams, Zoom and Google Meet. Find what the business agreed to in a thread or on a call before you redline.
- Projects and ticketing.Jira, Asana, Monday, ClickUp, Linear, Notion, Confluence and ServiceNow. Link legal requests to the project or ticket they came from.
- Customer support.Zendesk, Intercom and Freshdesk. See a customer's open escalations before you negotiate a renewal.
Fixes and enhancements
- Faster, smarter AI.Aline AI runs on newer, more capable models.
- Better document linking.Aline is better at matching amendments to the right parent agreement, even when you have dozens of similar contracts with one counterparty. Termination notices now link to the agreements they end.
- Easier status updates.Change a document's status to Draft, Signed, Expired or Template from the editor, a report, or in bulk from the repository.
- Word-style table editing.Select a block of table cells, then format, copy or delete them together.
- Cleaner signed PDFs.Long names and dates no longer get cut off or overlap on signed documents.
- Bulk download at scale.Export 10,000+ documents in one go, including documents with images and uploaded files.
- CRM alerts in one place.A new notifications bell warns you about broken CRM connections or deleted deals, wherever you are in Aline.
new
Release 801
Generate AI playbooks from your own agreements
Turn a baseline template or a stack of negotiated redlines into a working playbook instead of typing one from a blank page. Aline reads the paper, asks a few questions, then drafts the categories, rules, starting positions, and fallbacks.
- From Playbooks:click+, thenCreate playbook with AI. Attach files and describe the playbook you want.
- From a document:open the Playbooks panel in the editor and clickGenerate a playbookto use the agreement in front of you.
- Aline reads the attached files, checks for existing playbooks, and asks which side to represent, how balanced the positions should be, and any extra instructions.
- You get a written plan to review. Ask Aline to change it in chat, then approve when it looks right.
- Generation streams in rule by rule. Each rule includes a Starting Position and fallbacks, all editable afterward.
This is how playbooks stay current with how you actually negotiate. Attach 10 or 20 redlined deals and the fallbacks come from positions your team has already accepted, not from memory or a generic template.
Legal and commercial teams can stand up a customer-side MSA playbook, or any other agreement type, in the time it used to take to outline one.
new
Release 800
AI Playbooks: fallback positions and a new playbook manager:
- Playbooks now have their own item in the left nav, so you can build and edit them without opening a document. A rule is a title plus an ordered list of positions. The top position is your starting position, and everything below it is a fallback, so one rule can say "we want X, we'll take Y, and Z is the floor." Drag a fallback above the starting position to promote it, or add a new fallback at the bottom of the list.
- Running a playbook works the way it always has. Open a document, click Playbooks, pick the playbook, and hit Run in the top right. Aline evaluates your starting position and every fallback, then tells you which rules passed and which need review. Each rule shows the AI's reasoning for the call it made, the citation it relied on, and suggested edits you can accept or reject.
- Review got faster too. A filter at the top of the drawer splits passing rules from the ones that need review, Previous and Next buttons at the bottom walk you through the queue, and clicking the bullseye or the suggested edit scrolls the document to the exact spot.
Under the hood, playbooks now run on the same redlining engine as AI Chat. Playbooks read existing redlines and can redline a redline, which is what multi-turn negotiation on a live document requires.
Workflow insights: cycle time, workload, and status charts:
Workflows has a new Insights view alongside List and Board. It opens with a set of charts your team can use immediately:
- Open workflows by workflow type, by assignee, and by status
- Open high-priority workflows by assignee
- Workflows open more than 90 days, so stale work surfaces on its own
- Workflows created and completed each week, by type
- Typical completion time by workflow type, overall and month by month
- Typical time in each workflow status, overall and month by month
Time in status is the one to reach for when you want to know how long contracts sit with the counterparty versus legal versus finance. Charts drill through to the workflows behind any bar or point, so a number always leads back to the actual contracts.
You can also build your own. Add a custom chart, pick bar, column, line, or area, and choose what to measure and group by. Editing one of the built-in charts is a good shortcut, since it gives you a working starting point to remix. Pin the charts your team watches so everyone lands on the same view, and export any chart as an image for a board deck or a QBR.
Also new:
- Canned fields in signing.Name, title, address, date signed, email, and company fill in automatically from the signer's profile and the signing ceremony instead of being retyped in every document. The same value renders everywhere it appears in the workflow, and name, title, and address write back to the signer's profile so the next workflow starts correct. Date signed and email are read-only, since they come from the signing timestamp and the signer's verified account.
- Microsoft Teams assistant, available to every organization.An admin installs Aline once for the workspace, the way Slack works, and every member can use the assistant right away.
- Real links throughout navigation.Sidebar items, the logo, dashboard tiles, workflow rows, repository activity tiles, the account menu, and version history are proper links now, so command-click and open-in-new-tab work as expected.
- Sync to Salesforce is reliable in version history.The action now shows consistently on launched workflows.
Security
- Replaced the xml2jsDOCX parser with a maintained alternative that doesn't carry a known unpatched vulnerability.
new
Release 799
Boards: Multiple pipelines & custom statuses
Organize legal work the way your team actually operates — separate pipelines, statuses that match your process, and cards that move with the work.
Multiple boards
Create separate boards for different pipelines (e.g. NDAs, vendor reviews, order forms). Give each a name, color, icon, and description so teams can focus on their own queue.
Custom statuses
Shape columns to match your process — including statuses like “With counterparty,” plus Paused and Cancelled. Keep triage, not started, in progress, signing, and done categories while renaming and reordering to fit how you work.
Triage inbox
Use a triage column as a shared intake queue. New requests land there until someone picks them up and moves them into active work.
Statuses that follow the workflow
Link workflow phases to board columns so cards move left to right automatically as phases start — less manual drag-and-drop.
Clearer list view & filters
See severity (Urgent / High / Medium / Low), request type, board, status, requester, labels, and assignee at a glance. Filter by open/completed, assigned by me, request type, status, assignee, priority, and more. Switch between list and board anytime.
View the overview video here:
---
Slack: Replies post as you
When you reply from a workflow’s Activity tab on a Slack-linked request, the message now posts back to the Slack thread
as you
— your name and photo — instead of the generic Aline bot.---
Reliability: Template launches
Fixed several issues that could block or break launching a template — including checkbox fields when copying documents, and launches that failed when recipients referenced certain permissions. Template starts should be more dependable.
new
Release 798
🎥
Watch the walkthrough:
We've shipped a few updates over the last few days to make Aline faster, cleaner, and more precise for your legal workflows.
Checkboxes in AlignSign
You can now add
checkboxes
to any document sent through AlignSign. Use them to capture product selections, acknowledgements, consents, or any structured choice directly on the page.Each checkbox group supports
minimum and maximum selection rules
, so during signature validation you can require that a signer checks off at least one option—or several—before completing. Signers can tick boxes right in the document or from the side-panel outline, making even complex agreements simple to complete correctly.Deduplicated, Unique Contract Types & Parties
Aline's AI now enforces
true uniqueness
across contract types and parties in your workspace. Previously, the AI could occasionally register a duplicate entity; that's no longer possible. Your list of contract types and parties stays clean, consistent, and trustworthy—so reporting and organization reflect reality.Smarter Parent–Child Agreement Detection
As we prepare parent–child detection for general availability, we've meaningfully improved its accuracy. Aline now better recognizes
self-referencing agreements
and correctly maps parent–child relationships within a single consolidated file
—for example, a master services agreement bundled together with its statements of work. Those relationships surface automatically so you always see how your agreements connect.More parent–child improvements are on the way as we move toward general release.
new
Release 797
Aline AI is now in Slack
Legal work happens in Slack — now Aline does too. Just @mention Aline in any channel to put your contracts and workflows to work:
- Ask anything about your contracts. "When does the Intercom agreement expire?" Aline searches your entire contract corpus, answers instantly, and tags the source file.
- Launch full agentic workflows from a message. Describe what you need ("onboard a new vendor") and Aline builds a plan, picks the right template, collects the intake, and accepts document uploads — all without leaving Slack.
- Let the agents run the process. Aline conducts privacy and security reviews, routes and assigns tasks to the right people, auto-completes the ones that don't need a human, and runs your AI playbook to redline the incoming contract.
- A business user kicks off a vendor review in thirty seconds; your legal team gets a fully-triaged, playbook-reviewed workflow waiting for them.
Coming soon: Microsoft Teams, email, and an even deeper Slack integration.
Generate an entire workflow template from a sentence
Building a review process used to take days. Now it takes a sentence. Describe the process you want in Aline AI Chat, and Aline scaffolds the whole thing — intake forms, review phases, owners, and AI actions — end to end.
- Describe it once. "Create a vendor review process — finance reviews spend, legal reviews the terms, and add an intake form requiring the vendor contract."
- Approve the plan first. Aline drafts the full template and asks who owns each step — you edit and approve before anything is built.
- Watch it build itself. In minutes you get a live, reusable template with a complete intake form, routed review phases, and the right assignees.
- Supercharge every phase. Wire your legal or finance playbooks into any phase for powerful automated reviews on every launch.
Vendor procurement, NDAs, or any legal matter — go from idea to a live agentic workflow in minutes, not days.
new
Release 796
Agentic AI Intake and Workflows
Aline’s new agentic intake turns request workflows into active AI-powered processes. Instead of just collecting information and waiting for teams to manually triage it, Aline AI reads the intake, reviews attached vendor materials, decides what work is needed, completes low-risk steps, and routes higher-risk items to the right legal, security, privacy, compliance, or procurement owner.
- Agentic intake from the start:Intake forms capture the facts AI needs to take action, including vendor purpose, system access, personal data sharing, due dates, and supporting contracts or policies.
- AI executes workflow tasks:Aline AI can read intake responses and documents, analyze the request, leave task comments, complete tasks, or assign human reviewers based on your instructions.
- Automated risk-based triage:Low-risk requests can move forward automatically, while privacy, security, or legal reviews are triggered only when the intake or documents indicate they are needed.
- Cross-functional work happens in parallel:AI can run privacy and security checks at the same time, helping teams reduce bottlenecks before legal review and signature.
- Reusable agentic workflows:Teams configure the intake form and AI Task instructions once, then reuse the same agent-powered process across vendor reviews, procurement requests, compliance reviews, and legal approvals.
- More launch channels coming soon:Workflows can be launched in Aline today, with Slack, Microsoft Teams, and email intake coming soon.
Other Features
- Resizing of AlineSign Fields:All fields in AlineSign are now natively resizable to accommodate good aesthetics for smaller signing/non-signing boxes.
new
Release 786
New Features
- Simplified template launch flow: Launching from a template now takes fewer steps, getting users to document fields and workflow review faster.
- Improved Aline AI responses: AI answers are now more structured, easier to scan, and better formatted for customer-facing review.
Fixes
- Fixed an issue where Core AI could fail to extract contract type and parties from newly uploaded documents.
- Fixed a chat issue where malformed document references could cause errors instead of being handled gracefully.
- Fixed template launch document renaming so editing a launch copy no longer renames the original template document.
- Fixed document parsing issues for some DOCX content where unstyled text could be misread and cause processing failures.
- Improved reliability of AI document retrieval during upload-time analysis, reducing cases where AI returned empty results.
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