Welcome to The Brief — your monthly roundup of everything new on Agreements.ai. February 2026 has been our biggest release month yet, with major launches across workflow automation, collaboration, and contract management.
Workflow Builder
Design custom multi-step workflows for any agreement type. Define stages — draft, review, approve, sign — assign team members, set deadlines, and automate transitions. Whether it's employee onboarding or vendor procurement, your process runs the same way every time. Available to all Business and Enterprise plans.
Client Portal (Shared Spaces)
Share documents with external clients and partners through branded, secure portals. Recipients view agreements online without creating an account. Control access levels — view-only or comment-enabled — and track engagement in real time. No more email attachments.
Visual Redline Diff in Version History
See exactly what changed between any two versions of a document. Additions, deletions, and modifications are highlighted inline — just like tracked changes in Word, but built into your version history. Essential for negotiations where both parties need confidence in the final text.
Voice-to-Prompt in Document Chat
Talk to your documents. Click the microphone icon in the AI chat and describe what you need in plain speech. 'Add a 12-month non-solicitation clause' or 'Summarize the termination provisions.' The AI transcribes and executes your request instantly. Available on desktop and mobile.
Enhanced CRM
Contact detail pages now show a complete activity timeline — every agreement, signature request, comment, and interaction in one view. Import contacts in bulk via CSV. Link agreements directly to contact records for full relationship visibility. Filter and search across your entire contact database.
Cases Upgrade
Cases now support status workflows (Open → In Review → Approved → Closed), deadlines with calendar reminders, and priority levels (Low, Medium, High, Urgent). Organize your matters like a real practice management tool — without the complexity or cost.
Bundles Dashboard Overhaul
The Bundles view has been completely redesigned. Group related documents — like an employment contract and NDA — into a single package. Track completion status across all documents in the bundle. Send entire bundles for signing in one action.
Signing Templates: Search, Guidance & Duplicate
Find signing templates instantly with the new search bar. Each template now includes usage guidance explaining when and how to use it. Duplicate any template to create a variant without starting from scratch.
Citation References in AI Chat
When the AI analyzes your document, every finding now includes a clickable citation linking to the exact clause. Verify AI suggestions against the source text without scrolling. Trust but verify — made easy.
Admin Feature Controls
Team admins can now enable or disable specific features per workspace in Team Settings. Control access to AI chat, signing, templates, and more. Roll out new capabilities gradually or restrict features for compliance.
Security & Trust Page
We've published a dedicated Security & Trust page detailing our data protection practices, encryption standards, SOC 2 compliance status, and infrastructure architecture. Transparency builds trust — and now our security posture is documented for your legal and IT teams to review.
