Insights supports custom dashboard and widgets

• You can now create multiple dashboards in Insights with custom widgets! Choose from our templates or start with a blank canvas to build your perfect dashboard. You'll be able to craft bar charts, line graphs, metrics, and tables using the data you want to visualize based on metadata. We're always looking to improve, so if you have ideas for additional default templates, please let us know!

Updated file location selector when saving files

• We've updated the look and feel of the location selector, making it easier and more intuitive to choose where you want to save your important documents. Expect more updates on this in the upcoming weeks

Word Add-in

• Now you can access PLAI within Microsoft Word using your Pocketlaw login.

Editor updates

• The editor now supports multiple people editing a document simultaneously, resolving previous issues with unexpected behaviour during multi-user editing.

• Added support for version history, allowing you to track all changes made to the document.

• The editor supports new features like image uploads, tables, font-size changes, and color additions.

• The editor toolbar is now optimized for smaller screens, improving the overall look and feel.

• Added support for importing and exporting to DOCX, while maintaining redlines.

• Approval states are no longer retriggered when making only styling changes.

Content Organization and Metadata

• Added 12 new metadata attributes, discoverable through AI-powered auto-tagging, including "Liability Cap," "Payment Terms," "Probation Period," and more.

• Introduced the ability to add status labels to uploaded documents, helping you easily track their stage in the CLM lifecycle. You can also bulk set statuses, such as marking all uploaded signed documents as "signed."

• Updated styling on the new Insights page.

• You can now view all documents within a specific folder, along with their metadata, by using the filter on the Files page.

• The "All Documents" view automatically sorts documents by creation or update date, making it easier to find your most recent contracts.

Pocketlaw AI (Plai)

• Introduced a compare function that allows you to compare two documents and receive instant feedback on their differences and similarities.

Admin Updates

• Permissions for templates can now be set at the team level, simplifying template management. When users join or leave a group, template-level permissions are automatically updated.

APIs & Integrations

• The Web API now supports uploading and downloading files, e-signing, and retrieving document statuses.

• We have released a new beta native Salesforce integration. Customers interested in using it can contact their account managers to get started with the early version.

New Features

Enhanced Sidebar
We are excited to introduce a new, sleek sidebar. This sidebar can be toggled to either expand or minimize, depending on your preference. The app remembers your last setting, ensuring a consistent experience when you return. Additionally, it will automatically minimize when you enter a document for a cleaner view.

Updated Dashboard with New Action Cards
Our dashboard now includes several new action cards to enhance your workflow:

• Review Contract with AI: Upload a file and be instantly directed to the document assistant.

• Create a Document: Access the new template selection modal.

• Upload Documents: Open the modal to upload files or folders seamlessly.

• Send for eSignature: Upload a file and be immediately taken to the eSigning process.

Fixes and Improvements

Streamlined Interface and Improved Functionality

• The Integrations page has been removed for a more focused app experience.

• In an empty folder, you can now use the "Create button" to add any type of content effortlessly.

• When creating a document from an empty folder, you will now see the new template selection modal.

• All avatars in avatar lists now display a tooltip with the user’s name on hover for better identification.

Introducing AI Contract Review
Our new AI Contract Review tool automatically analyzes contracts using your company playbooks, providing interactive auto redlines and comments. Choose between your custom playbook or our standard version. You can also chat with the review results to get tailored drafting and redline suggestions.

Explore the New Insights Tab
The new Insights tab helps you quickly understand your contract data. View contracts with upcoming notice dates, highest value contracts, automatic renewals, material agreements, eSigning statuses, deviations from standards, and more through interactive charts. Custom widgets and dashboards are coming soon to track the exact data you need.

Enhanced Metadata Tagging
Automatic metadata tagging now includes explanations for calculated metadata values, offering greater transparency and insight.

Plai Supports Larger Documents
Plai has been improved to handle larger files seamlessly. You can now upload documents with 100+ pages and Plai will answer all your questions without a hitch.

General Improvements
- Templates load significantly faster when creating new contracts.
- Refreshed typography throughout the product for an enhanced user experience.

Bug Fixes
- The prompt library now loads all shared prompts correctly.

The Prompt Library
We are pleased to introduce a new feature in PLAI: the Prompt Library. Located just below the chat area, the Prompt Library offers a collection of well-curated prompts to assist you in asking important questions about your contract. You can create, edit, and delete prompts, keep them private, or share them with your organization. Custom labels also enable easy browsing and searching.

Enhanced Styling of PLAI Responses and Input
PLAI responses now have improved styling, particularly for answers that include sub-bullet points, making the information clearer and more visually appealing. The chat input box also automatically grows if your input text is long.

Improved Search Experience
The search pop-up is much more interactive now and finds more relevant documents related to your search query. You can also navigate the results with the arrow keys and quickly go to the document you are looking for. Also the search results page doesn't show unwanted markups in the search result. Try it with cmd+k shortcut

General Stability Improvements
We've made numerous stability improvements across the product, ensuring a smoother and more reliable experience.We're also working full speed on exciting new features around Contract Review with Playbooks, Contract Intelligence, and Global PLAI, currently behind feature flags.

Enhanced Contract Creation Experience: Creating contracts based on templates is now much more delightful. The new template-picker pop-up displays templates as cards, allowing you to filter by categories, languages and what has been added by your company with a single click. Then you can preview the contract and have a glance to see if its the contract you are looking for before jumping into the creation journey.

New "All Documents" Sidebar Item: We've added a new item in the sidebar called "All Documents," which shows all documents available on the platform without the folder structure. In this view, you can filter documents using the metadata we've added in the past few months and save these filters as custom views for quick access from the sidebar. For example, you can filter documents by auto-renewable=true, owner="yourself," and termination date before 2024-12-31, then name it "Documents Renewing in 2024." Then you can access this shortcut with one click from the sidebar.

General Cosmetic Updates: We've made several cosmetic enhancements to the product, resulting in overall smoother navigation with significantly reduced page reloading. Additionally, menus now open with a touch of animation.