Release 799

Organize legal work the way your team actually operates — separate pipelines, statuses that match your process, and cards that move with the work.

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.

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.

Use a triage column as a shared intake queue. New requests land there until someone picks them up and moves them into active work.

Link workflow phases to board columns so cards move left to right automatically as phases start — less manual drag-and-drop.

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:

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When you reply from a workflow’s Activity tab on a Slack-linked request, the message now posts back to the Slack thread — your name and photo — instead of the generic Aline bot.

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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.