Product Area: Legal Intake / List View / Notifications

Impact of the Change: Enhancements

Roles Impacted: All users

Description:

What's NewTwo ways to tailor Legal Intake to how you work.

Saved views

• Save any filter and sort on the intake list as a named view
• Switch between saved views in one click; they persist across sessions

Notification preferences

• Turn individual Legal Intake events on or off, separately for Email and Slack
• Grouped into intakes you're involved in, tasks, and reminders; set a whole section with select-all
• Critical and admin-configured alerts always send

Resources:

Saved Views

Notification Preferences

How to Enable: Both are available to everyone with Legal Intake access, no setup required.

Product Area: Contract Management

Impact of the Change: Link contracts using your own relationship names, see every linked contract in one tree, and have key metadata from the latest contract flow up to the agreement it changes.

Roles Impacted: Legal Ops & Admins, Legal teams, Contract owners

Description:

An MSA rarely stands alone. Amendments, SOWs, and NDAs build up around it, and the terms in force end up spread across all of them. Relationships used fixed labels; there was no single view of the hierarchy, and someone had to update the MSA by hand whenever an amendment changed a date or value.

• Custom Relationships: Admins create relationships with the names their team uses (Order Form, DPA, SOW) under Manage > Contract relationships. Each one is either Child (changes another contract’s terms) or Related (sits alongside it).
• Contract Family Tree: Every contract now has a tree. Open it from the tree icon next to the contract title or View family on the summary page. You always see the full tree from any contract within the tree, with the current contract highlighted.
• Metadata Roll-Up: Admins choose which metadata fields roll up for each relationship, and whether it runs Automated or Manual (a user confirms first). Once a child and its parent are both executed, those values copy up to the parent and every contract above it. The original value is kept, and the Activity Log records each change.

How they work together

Acme’s Amendment 1 extends their MSA to Dec 31, 2026, and raises the Contract Value to $750K. Link it to the MSA as an Amendment, and once both are executed, the MSA shows the new Expiry Date and Contract Value. Renewal reminders and reports pick them up, and anyone opening Acme’s SOW sees the same tree with the MSA’s current terms.

Resources: Help center link

Product Area: Contract Creation, Workflows

Impact of the Change: Performance Improvement

Roles Impacted: Business Users, Legal Teams

Description:

The Problem

For teams working on contracts with a lot of form fields to fill in, the experience was painfully slow. Every field interaction — selecting a dropdown, entering text — could freeze the UI for several seconds before becoming responsive again. For teams running 100+ question workflows, this turned contract creation into a frustrating experience.

What's Improved

• Interaction latency reduced by ~99% — from ~5 seconds per action to under 50ms
• End-to-end completion time on large templates cut from ~30 minutes to 5–10 minutes

How to Enable: Already live for all customers. No action needed.

Product Area: Legal Intake

Impact of the Change: New Features

Roles Impacted: All users

Description:

ProblemLegal intake requests and status updates live in SpotDraft, but business teams and legal work in Slack. Teams have to switch contexts constantly to submit requests, check status, and follow up — leading to missed updates and duplicate effort. Meanwhile, legal teams have no visual way to see their full intake pipeline at a glance.

Slack Integration — Submit and track intake from SlackBusiness users can now raise a Legal Intake directly from Slack using a slash command or by acting on any message. The questionnaire populates from the workflow and creates the intake in SpotDraft — no tab-switching required.

• Submit intake via slash command or message action in Slack

• Real-time Slack notifications for new submissions, status changes, and reminders

Kanban Board ViewA visual board that gives legal teams a real-time snapshot of all intake requests by stage. Drag-and-drop to move requests forward — making it easy to prioritise, track, and close work faster.

Resources:

Kanban Board - Product Demo

Create Request from Slack

How to Enable: Kanban is enabled by default for all users with Legal Intake access. Slack integration is required for Slack flows

Product Area: Legal Intake / Analytics

Impact of the Change: Feature Update

Roles Impacted: All users

Description:

What's New

Legal Intake now includes a dedicated "Legal Intakes" analytics dashboard, available directly within the Analytics section of SpotDraft — alongside the existing dashboards.

This was shipped as part of the first release of Legal Intake and is available to all customers with the Legal Intake feature enabled.

What it tracks:

• Volume of intake requests over time
• Request status breakdown (open, in progress, closed)
• Turnaround times per request type
• Assignee workload distribution
• Priority distribution across requests

Resources:

Product Demo

How to Enable: Available for all customers with the Legal Intake feature

Product Area: Home page, Contract Repository

Impact of the Change: New Feature

Roles Impacted: All users

Description:

The homepage contract widget just got a lot more useful. Previously, the widget showed "Contracts owned by [You]" - which meant anyone who wasn't a contract creator (approvers, signatories, reviewers, collaborators) saw an empty widget. More than half of our users fell into this bucket. The widget was essentially invisible to them.

We've replaced ownership-based filtering with a Followers system. You become a follower of a contract automatically when you have any meaningful interaction with it — creating it, getting assigned, approving, signing, commenting, or being mentioned. Followed contracts now populate your homepage widget, making it relevant for every user type.

What's changing:

• Home page contract widget will start showing contract you follow (instead NOT show the contracts owned by you, i.e. where you are the business user)
• User dropdown and time filter removed — relevance drives what you see, not filters
• "Contracts You're Following" system view added to the Repository for full search, filter, and sort access

What's NOT changing:

Followers of a contract will NOT receive any extra notifications. They'll only receive the relevant notifications that they used to receive earlier.

How you become a follower:

• Users are automatically added as follower when they: create a contract, get assigned (as BU, reviewer, approver, or signatory), comment, get mentioned, edit content, send for review or signature, or respond via email.

• Users can also manually start following any contract they have access to.

How to un-following:

From the contract details page, users can manually opt out. You stop following a contract if access is revoked or the user is deactivated.

Resources:

help center article

How to Enable: Will be rolled out to all customers gradually

Product Area: Settings, Administration, Billing & Utilization

Impact of the Change: Enchancement

Roles Impacted: Workspace Admins

Description:

What Changes: SpotDraft has introduced a comprehensive permissions dashboard located under the “Billing and Utilization” tab in Settings. This dashboard features detailed tables that map out all users and teams against the specific permissions they hold for various contract types.

Comprehensive Access Overview: Admins can now view all user and team permissions in one centralized table, eliminating the need to click through individual user profiles to understand their access levels.

Enhanced Security & Auditing: Quickly identify and troubleshoot permission gaps or over-provisioned access, ensuring sensitive contracts are only accessible to the right stakeholders.

Who Is This For

For Workspace Admins: Gain a bird’s-eye view of the entire workspace’s access rights, making it significantly easier to manage user roles and troubleshoot permission-related queries.

Resources: Link to help center article

How to Enable: Enabled for All

Product Area: Contract Analytics

Impact of the Change: New feature

Roles Impacted: Admins, Users with Analytics access

Description:

Currently, SpotDraft offers four pre-built analytics dashboards - Lifecycle, Approvals, Turnaround Times, and Review - with fixed metrics and configurations.

With Custom Analytics, users can now build their own graphs and dashboards to track the information that is most important to them. Users can now also leverage metadata to build highly tailored reports that align directly with their organization’s specific KPIs and operational workflows.

What’s Supported:

• Creating new custom dashboards with personalized names and configurations
• Setting access controls (Only Available to You/Open to All users with analytics access)
• Building custom metrics using supported dimensions and measures
• Using available chart types such as pie charts, tables, and others
• System-generated analytics data points such as approvals, review times, contract metadata metrics, and other built-in analytics fields
• Combining metadata and other processed data is possible (Ex: Reviews by Department)

What’s Not Supported (Yet):

• Sharing dashboards with select users/team
• Having a library of pre-built metrics

How to Enable: Reach out to the Support or Customer Success if you want to use it on your workspace.

Product Area: VerifAI / DraftMate Word Plugin / OnlyOffice Editor

Impact of the Change: New Functionality (Restored Capability)

Roles Impacted: All VerifAI embedded (VerifAI in CLM)

Description:

The Problem

Setting up VerifAI review guides has always required manual effort — users had to go clause by clause, filling in the guideline, title, typical wording, fallbacks, and approval settings from scratch. For teams with many relevant clauses, this could take hours of repetitive work, significant trial and error, and often resulted in inconsistent guide quality across the board.

Now, just open your standard contract in Word or OnlyOffice and run DraftMate — guides are extracted automatically. VerifAI pulls the right context for each clause, producing well-structured guides that would previously have taken meaningful legal or ops time to configure.

Teams get faster time-to-value with VerifAI, and the guides themselves are more consistent and grounded in actual contract language.

Note: This feature is NOT AVAILABLE FOR VERIFAI STANDALONE plugin

Product Area: AI Revisions AKA Summary of Changes, VerifAI in CLM Impact of the Change: Expanded Capability Roles Impacted: All users

Description:Until now, both VerifAI and AI Revisions only worked on .DOCX contracts. If a contract came in as a PDF these capabilities simply weren't available.

That gap is now closed!

VerifAI guides and AI Revisions now fully support PDF contracts, making these capabilities available across every contract document type on SpotDraft.

This means:

• VerifAI guide runs can now be triggered on any contract version, regardless of whether it's a DOCX or PDF.
• AI Revisions can now compare any version pair — even when one or both versions are PDFs.