Product Update: Projects

Why Projects Changes How Teams Work

Why Projects Changes How Legal Teams Work

Projects transform disconnected contracts into a unified ecosystem. Instead of managing agreements as isolated files, you can now build them around the relationships, transactions, and matters that actually drive your business.

Here's what that unlocks:

See the full story. Understand context, dependencies, and relationship history at a glance - no more piecing together fragments across folders.

Move faster. Search, filter, and navigate entire contract portfolios in seconds, not hours.

Mitigate risk with precision. Surface the complete scope of obligations, exposures, and interdependencies across related agreements.

Scale your operations. Apply bulk actions, standardize workflows, and manage complexity without adding overhead.

Amplify AI impact. Deploy PLAI across entire projects - not single documents - so every analysis reflects the full contractual reality.

The payoff? Clarity, velocity, and control: the foundation of high-performing legal operations.

How Projects Work

1. Create and Structure

Build a Project around any counterparty, deal, or matter. Assign a unique identifier, add team members, and define scope with precision.

2. Centralize Contracts and Context

Pull in existing agreements or create new ones. Layer in metadata, status tracking, and extracted terms to enrich every document.

3. Map Relationships with Visual Hierarchies

This is where Projects truly shines. Visualize exactly how contracts connect: which agreements are amendments, renewals, replacements, terminations, or supplements. Drag-and-drop hierarchies make complex dependencies instantly clear - no more guessing which version supersedes another or which terms still apply. See the evolution of your contractual relationships at a glance, from master agreements down to the most recent addendum.

4. Govern Access and Activity

Set granular permissions, capture internal notes, and monitor activity - ensuring the right stakeholders see the right contracts at the right time.

5. Activate AI Across the Entire Project

Run PLAI Agent with full project context. Generate analysis, extract insights, and produce summaries that reflect your complete contract landscape - not just a single agreement in isolation.

Project document hierarchies

Why This Matters Now

Legal teams face mounting pressure: deliver more value, faster, with fewer resources. But contracts are inherently interconnected. Without context, risk hides in the gaps. Decisions slow down. Opportunities slip away.

Projects solve this by shifting from contract management to relationship intelligence. By grouping documents, mapping hierarchies, and unleashing AI across the full scope, legal teams can:

• Act decisively with complete visibility

• Reduce exposure by surfacing hidden dependencies

• Unlock efficiency that scales with complexity

The hierarchy feature is particularly powerful for complex, multi-year relationships where contracts evolve through amendments and renewals. Instead of manually tracking which terms are active, you see the entire genealogy of your agreements - making reviews faster, handovers smoother, and risk assessment more accurate.

Empowering Contract Owners

For contract owners across the business, Projects simplifies oversight and action. Now you can manage all related agreements in one place while leveraging native AI to extract data, surface insights, and take informed action - without switching tools or losing context.

Next-Generation Matter Management

Projects represents the evolution of matter management: AI-native from the ground up. Unlike traditional systems that bolt on intelligence as an afterthought, Projects embeds AI into every function - from automated data extraction and visual hierarchies to contextual insights and intelligent workflows. This isn't contract management with AI added on top. This is contract management reimagined with AI at its core, enabling legal teams to work at the speed of business.