Changelog

Follow up on the latest improvements and updates.

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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.
New Features
  • Added visible keyboard shortcut hints for tabs, with updated shortcuts that avoid browser conflicts.
  • Added
    File Storage ID
    to the document metadata import/export Excel template.
  • Added a configurable default member role for organizations, used when inviting users and provisioning new SSO members.
## Fixes
  • Fixed first-time SSO users being created as org admins by default.
  • Fixed report exports so they include the same documents shown in the report grid.
  • Fixed report cell popovers and AI reasoning tooltips detaching during live extraction updates.
  • Improved tab cursor behavior so tabs show the correct pointer/grabbing cursor states.
New Features
  • Data Migration tool for AI Properties (Admin)
    — A new Admin → Data Migration tool lets you bulk-import document metadata into Aline AI Properties. Generate a spreadsheet template for selected AI Properties, fill in values, upload it, preview validation results, and confirm the import — with the option to overwrite existing answers. This feature is great for importing data from a CLM, CRM (e.g., Salesforce/Hubspot), or file storage systems like Sharepoint. Here is a video showing how to use the Data Migration tool:
  • Drag and paste images into the editor
    — You can now drag images into a document or paste them directly from your clipboard while editing.
  • Screen reader support
    — Initial accessibility support that announces editor actions for screen reader users.
  • Expanded Salesforce launch forms
    — Salesforce launch forms can now surface Aline-only template fields and signer roles, so those fields can be filled and signer emails assigned directly when launching a workflow from Salesforce.
Fixes & Improvements
  • More accurate AI answers
    — Document retrieval and reranking were overhauled (fused multi-query results with improved reranking), reducing dropped context and improving the quality and consistency of AI-extracted answers.
  • Locked cells no longer cause repeated errors
    — Fixed an issue where a locked cell used as an input to another AI question could cause the dependent question to error ("Error. Rerun to fix") on every run after an upstream prompt change. Dependent questions now correctly use the locked cell's frozen answer.
  • Salesforce PDF field values
    — Fixed Salesforce integration so PDF (non-signature) form fields receive the correct Salesforce opportunity values when documents are copied, instead of stale template values.
  • DOCX import list formatting
    — Fixed imported Word documents where numbered/bulleted list paragraphs appeared with excessive left indentation.
  • More reliable file uploads & signatures
    — Hardened file uploads and fixed an issue affecting signature images.
New Features
Improved menu navigation:
App menus now switch more smoothly when moving between menu items, reducing extra clicks.
Custom scrollbars:
Document/editor scrolling is now easier to use, with scrollbars that avoid overlapping resize handles and toolbar controls.
Improved upload progress panel:
Repository uploads now show a more compact progress panel with clearer upload status, retry/delete/restore actions, and quick access to completed documents.
Fixes
Fixed AI reminder generation failures caused by an invalid structured response schema.
Fixed an editor crash that could happen when inserting a new line in complex documents.
Fixed keyboard navigation in Extraction Question setup so Tab, Shift+Tab, and Enter move focus between fields instead of closing the menu.
Fixed Document Summary behavior for self-referential related documents by showing the actual document title and a “Document is already in view” notification.
Fixed a signing workflow issue where documents could be sent for signature even when fields referenced recipients who were no longer signers.
Fixed upload failures where local files could show “File not found,” especially after switching tabs or leaving uploads queued mid-session.
Improved Filestack upload handling so upload credentials stay fresh during long sessions.
Summary
This release includes several improvements to AI-powered reports that make answers easier to review, protect, and configure.
AI Reasoning
AI-generated report answers can now include a short explanation of why the answer was selected. This helps reviewers understand the source and logic behind an AI answer without manually re-reading the document from scratch.
Lock Cells, Rows, and Columns
You can now lock AI report answers so they are not overwritten by future AI runs. Individual cells, entire rows, or full columns can be locked depending on what you want to preserve. Locked answers show a clear lock indicator, and future AI runs skip those protected answers.
Add CSV Options
Report select questions now support adding options more easily from CSV-style input. This makes it faster to set up questions with many choices, especially when options already exist in a spreadsheet or list.
Reliability Fixes
These releases also include follow-up fixes for report selection behavior and tab/modal stability, improving the overall experience when working with larger reports and bulk actions.
Redlines on redlines — use AI in complex, multi-party negotiations
Summary
You can now
iterate on AI track changes the way you do in a real negotiation
: ask Aline to refine an existing AI redline, stack a second pass on the first, and see each change clearly in chat and in the document—without wiping prior suggestions or accidentally shifting neighboring contract language.
What’s new
Refine an AI redline in place
Select an AI suggestion in the document and use
Refine AI Edit
to open chat with that change in context. Tell Aline how to adjust the language (tighter indemnity, align with your playbook, respond to counterparty markup). The model works
on top of
the prior redline, not as a blank-slate rewrite.
Redlines on redlines in the document
When you (or the AI) propose another edit where an AI redline already exists, Aline layers the new change correctly—e.g. first pass changes
A → B
, a follow-up changes
B → C
—with markers and text staying where they belong.
Clearer diffs while you review
In the assistant, redlines stream in with
visual before/after
views, including prior deletions, so you can sanity-check each pass before accept/reject. The suggestions toolbar also
appears promptly
as redlines stream in, so you’re not waiting on the UI to catch up with the model.
Why it matters for legal teams
  • Negotiation-realistic workflow:
    First draft from AI, then refine against client comments, internal standards, or partner feedback—same rhythm as redlining a Word doc, without export/import loops.
  • Precision on stacked changes:
    Updates stay scoped to the intended clause; fixes reduce drift where a second pass could swallow adjacent text or mis-align markers—critical for defined terms, lists, and cross-references.
  • Faster deal cycles:
    Less “reject everything and regenerate”; more targeted passes. Streaming redlines + a responsive toolbar keep review moving during long agent runs.
  • Better review hygiene:
    See what each pass actually does in chat before you accept; refine from the suggestion you’re looking at instead of re-describing the whole document.
  • Playbook-driven iteration:
    Use Refine to steer toward your fallback positions or house style on
    this
    change, not only on net-new language.
Also in this release
  • Faster AI models
    — Gemini Flash upgraded to 3.x for snappier assistant responses where that model is used.
  • Smarter document use in multi-step tasks
    — Subagents avoid re-reading documents they already fully loaded, so complex harness runs stay more efficient.
New AI Chat Beta: Built For Larger Legal Workflows
We’re releasing a
beta
of our new AI Chat to select customers for testing. This upgrade is designed to make AI-assisted legal work more reliable, more transparent, and better suited to longer, more complex matters.
The new chat experience can now plan work before executing it, break larger requests into focused steps, and run multiple specialist agents in parallel. That means it is better equipped for longer-horizon work such as drafting document sets, comparing provisions across deal files, preparing summaries from multiple sources, and turning source materials into polished legal documents.
What’s New
  • More reliable execution for complex requests
AI Chat now creates a structured plan for larger tasks, which helps it stay organized and complete longer workflows more consistently.
  • Parallel document drafting and redlining
Multiple AI agents can now work at the same time on related tasks, such as drafting several definitive agreements from a term sheet or reviewing multiple documents in parallel.
  • Improved legal drafting quality
Drafts now support richer formatting through HTML, including proper lists, page breaks, font styling, and cleaner document structure.
  • Repository search agent
AI Chat can search across available matter or repository materials to help find relevant documents, clauses, and context before answering or drafting.
  • Better visibility into work in progress
For complex tasks, the chat can show the steps being performed so users have a clearer sense of what the AI is doing.
Example Legal Workflows
You can ask AI Chat to help with tasks like:
  • “Create a first draft of the definitive transaction documents from this signed term sheet.”
  • “Prepare a redline of the supplier agreement against our standard form and summarize the key deviations.”
  • “Search the matter documents for most-favored-nation language and summarize where it appears.”
  • “Draft board consent documents based on this financing summary.”
  • “Compare these employment agreements and identify unusual restrictive covenant language.”
  • “Turn this term sheet into a clean, client-ready summary with open issues called out.”
This release is being made available in
beta
so selected customers can test the new experience on real workflows and give feedback. We expect to move this new AI Chat experience to general availability soon after
beta
testing.
Here is an overview video about improved legal drafting, parallel execution, and planning:
Here is an overview video about repository searching:
Highlights
  • Aline Editor now runs on an HTML Canvas-based editor surface, a major foundation upgrade for legal drafting. This sets up better DOCX fidelity, faster document performance, and a more reliable editing experience for lawyers working in complex documents.
  • Enforced Viewer restrictions across the app so view-only users are more consistently prevented from accessing editing actions and other restricted functionality.
  • Improved table of contents behavior and content parsing so entries render more accurately for inline instructions, with related DOCX tab-handling improvements.
  • Added drag-and-drop file upload across the repository.
Fixes
  • Fixed annotation marker interactions so clicking and cycling work more reliably after the editor migration.
  • Fixed multiple document picker issues, including broken infinite loading and selection behavior so newly loaded documents correctly respect “Select all.”
  • Fixed a failure mode where internet search could error when input exceeded the model context window.
  • Addressed backend cache and update consistency issues, including a database foreign key constraint failure affecting document cache records.
  • Improved retry behavior for a backend quorum failure by adding a fallback path for vector lock quorum handling.
Highlights
  • Added document navigation and structure features for DOCX, including an editor outline for quick navigation and table of contents support.
  • Improved inline formatting support in the editor, including correct handling for strikethrough and for inline “void” elements like page numbers and input fields.
  • Shipped page number support for import and export, alongside related export formatting improvements.
  • Added PDF text search for AI workflows and reports.
  • Improved linking and URL behavior in the editor, including safer link rendering and fixes for multi-line link editing.
  • Improved find/replace and selection editing workflows, including global find/replace and behavior around suggested deletions.
Fixes
  • Fixed DOCX import issues including invalid or undefined formatting attributes, problems importing page and section header/footer variations, and DOCX parsing crashes.
  • Fixed editor content and rendering issues such as copy/paste collapsing spaces, incorrect reflow after changing page margins, and selection and shortcut regressions including shift-click selection expansion behavior.
  • Fixed PDF export problems, including strikethrough formatting on existing documents.
Introducing Phases in Aline Workflows
Workflows in Aline just got a major upgrade. We've completely redesigned how work moves through a workflow by introducing
Phases
-- distinct, sequential stages that guide your team from kickoff to completion.
What's new:
Sequential phase-by-phase execution.
Workflows now progress automatically from one phase to the next. When all tasks in a phase are complete, the next phase begins. No more manually starting tasks or coordinating handoffs -- Aline handles the sequencing for you.
Signing is now truly optional.
Not every legal workflow ends with a signature. You can now build workflows entirely out of task-based phases -- no signing phase required. This opens up Aline for the full range of legal operations work:
  • Vendor & third-party security reviews
  • Regulatory and compliance assessments
  • Board and committee approval processes
  • M&A due diligence checklists
  • Policy reviews and updates
  • Legal hold and litigation response tracking
  • Privacy impact assessments (DPIAs / PIAs)
  • Employment onboarding documentation
  • IP and patent portfolio reviews
  • Audit preparation and evidence gathering
  • Insurance renewal and risk assessments
Documents serve different roles.
Attach documents as general reference materials for any phase, or designate them as signing documents when signatures are needed. Your team always has the right context at the right stage.
A completely redesigned workflow detail view.
The new workflow page gives you a clear, top-down view of every phase, its tasks, and overall progress -- all in one place. Drag and drop to reorder phases, expand or collapse them, and manage collaborators, documents, and comments from the side panel.
What's coming next:
Aline AI will soon be able to complete tasks within your workflow phases -- reviewing documents, flagging issues, and moving work forward automatically. Phases are the foundation for making that possible.
Watch the walkthrough video below to see Phases in action:
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