Changelog

Follow up on the latest improvements and updates.

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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
    +
    , then
    Create playbook with AI
    . Attach files and describe the playbook you want.
  • From a document:
    open the Playbooks panel in the editor and click
    Generate a playbook
    to 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.
AI Playbooks: fallback positions and a new playbook manager:
  1. 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.
  2. 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.
  3. 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
    xml2js
    DOCX parser with a maintained alternative that doesn't carry a known unpatched vulnerability.
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.
🎥
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.
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.
  1. Describe it once. "Create a vendor review process — finance reviews spend, legal reviews the terms, and add an intake form requiring the vendor contract."
  2. Approve the plan first. Aline drafts the full template and asks who owns each step — you edit and approve before anything is built.
  3. Watch it build itself. In minutes you get a live, reusable template with a complete intake form, routed review phases, and the right assignees.
  4. 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.
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 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.
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