legal-intake
Release Notes - Legal Intake
📢 Release Date: 2026-04-01 (v2.2.5 Alpha)
- 🚀 Legal Intake v2.2.5 Alpha improves pre-submission workflow, notifications, and day-to-day reliability for legal teams and requesters.
- 🤖 Improved Presubmission Workflow: More control, resilience, and transparency during AI-assisted review
- 🏢 Counterparty step - Interactive review includes a dedicated counterparty step so submissions capture the right counterparty details along with signature intent.
- 💬 Clearer review prompts - Questions are formatted as markdown, with improved guidance so formatted fields (lists, emphasis, and structure) read consistently in AI review.
- 🔄 Smarter recovery - Automatic retries when model output does not match the expected structure
- 🔄 More autonomy - Clearer Restart / Retry and Contact to Support options when the assistant fails to respond
- 🛡️ Fallback models - If the primary model is unavailable, the app can use alternate models; intake system administrators are informed when fallback is active.
- 📄 PDF text extraction - More reliable text extraction from PDFs when the primary path (marker) fails.
- 🏢 Counterparty step - Interactive review includes a dedicated counterparty step so submissions capture the right counterparty details along with signature intent.
- 📋 ** UX Enhancements**:
- 📅 Submitted date - All Requests and Assigned Requests tables show when each request was submitted.
- 📌 Sticky resolve header - Request name and tabs stay visible while scrolling on the resolve page.
- ⚠️ Inactive configuration indicator - A warning indicator appears when a past request still references a business unit, product, or legal entity that is no longer active.
- 📥 Download review transcript - Download the full interactive review conversation as a file from artifacts area.
- 🏎️ Request browsing - Assigned Requests and large All Requests tables load and scroll more smoothly.
- 🎨 UI polish - Icon and text alignment improvements where layouts felt off.
- 🤖 Model picker - LLM choices show clearer labels and icons, with updated model details along with fallback model.
- 📅 Submitted date - All Requests and Assigned Requests tables show when each request was submitted.
- 🔔 Notifications - Email stays useful without overwhelming inboxes:
- ⚙️ Notification preferences - Turn categories of email notifications on or off.
- ✉️ Legal team visibility - Assign and reassign notifications CC legal admins
- ⚡ Performance and reliability - Faster screens and fewer rough edges after deploys:
- 🧯 Error boundary - Unexpected errors in one area are less likely to take down the whole page.
- 🔧 Deployments and connectivity - Fewer “Server Action not found” issues across releases; protection against mismatched client and server versions; clearer handling when connection errors occur.
- 📇 Legal entities - Updated default legal entity directory for Q1 2026.
- 📜 Audit trail - Changes to legal entities and sign-up domains are recorded for administrators.
- 🤖 Improved Presubmission Workflow: More control, resilience, and transparency during AI-assisted review
📢 Release Date: 2026-03-05 (v2.2.4 Alpha)
- 🚀 Legal Intake v2.2.4 Alpha supercharges AI capabilities with reasoning models, smarter summaries, and streamlined intake system configuration for legal admins!
- 🧠 Thinking/Reasoning model support - Breakthrough in AI-powered legal analysis with thinking and reasoning models:
- 🟣 Anthropic thinking models - Claude Sonnet 4.5 Thinking, Claude Sonnet 4.6 Thinking, and Claude Opus 4.6 now available
- 🟢 OpenAI reasoning models - GPT-5 and GPT-5 Mini reasoning models bring advanced multi-step analytical thinking to interactive review
- 🔵 Grok reasoning models - Grok 4.1 Fast reasoning model now supported, along with Grok 3 and Grok 4 non-reasoning variants
- 🔧 Seamless integration - Thinking models work transparently with existing interactive review workflows—no configuration changes needed
- 📚 Smarter knowledgebase integration - AI now leverages knowledgebase documents more intelligently across the review lifecycle:
- 📋 Knowledgebase-powered summary generation - Summary generation can now reference knowledgebase documents, producing richer and more context-aware summaries for the legal team
- 🎯 Selective document loading - Knowledgebase tool can now selectively load specific documents rather than loading all documents at once, reducing token usage and improving response quality
- 🎯 Default assignee and assignment guide - Smarter legal team routing for intake systems:
- 👤 Default assignee per intake system - Legal admins can set a default legal team member for each intake system, automatically shown as the recommended assignee
- 📖 Assignment guide - Legal admins can provide assignment guidance text that helps end users understand which legal team member to select when submitting requests
- 📝 Markdown file upload for instructions - Easier management of intake system instructions:
- 📄 Upload markdown files - Legal admins can now upload
.mdfiles for interactive review instructions when creating or editing intake systems, instead of manually typing them. Pairs nicely with Legal Intake’s Cursor plugin that produces instructions as markdown files. - 👁️ Context-aware prompt preview - Prompt view modal now adapts to show the correct context for different instruction types
- 📄 Upload markdown files - Legal admins can now upload
- ⚡ Faster AI responses - Optimizations to reduce latency during interactive review:
- 💾 Anthropic prompt caching - Introduced prompt caching for Anthropic models, reducing response latency and cost on repeated interactions within the same session
- 🏎️ Gemini Flash for assessment - Agent assessment steps now use Gemini Flash model for significantly faster phase transitions during interactive review
- 🔧 Performance and reliability improvements:
- 📦 Structured output for more reliable AI responses - Upgraded LangChain packages and introduced structured output parsing with Zod schemas, eliminating JSON parsing errors and improving reliability of AI-generated content
- 🔒 Security and dependency upgrades - Performed npm audit fixes and updated Next.js to the latest version, resolving known vulnerabilities
- 🚀 Faster builds - Reduced package size by replacing heavy icon library with lightweight SVGs, externalized large server-only packages from webpack bundles, and optimized build caching
- 🧠 Thinking/Reasoning model support - Breakthrough in AI-powered legal analysis with thinking and reasoning models:
📢 Release Date: 2026-02-18 (v2.2.3 Alpha)
- 🚀 Legal Intake v2.2.3 Alpha strengthens access control, streamlines signature workflows, and improves request lifecycle management for legal teams!
- 🔒 Sign-up domain restriction and management - Controlled access to the platform with admin-managed domain allowlists:
- 🚫 Domain-restricted sign-ups - Only users with Trilogy and Jones & Spross email domains can sign up, preventing unauthorized access
- ⚙️ Admin domain management UI - Legal admins can add or remove allowed sign-up domains directly from the UI without needing developer intervention
- ✍️ Adobe Sign per-user credential integration - Legal admins can now use their own Adobe Sign credentials to send documents for signature:
- 👤 Individual accountability - Each legal admin connects their own Adobe Sign account, making it easy to track who sent documents for signature on Adobe Sign
- 🔗 Self-service setup - Legal admins connect their Adobe Sign account from their profile page—no shared credentials needed
- 🔄 Enhanced request workflow and status management - Better visibility and control over request lifecycle:
- 🆕 “Ready for Signature” status - Legal intake updates status of request to ready for signature whenever a comment is marked ready, allowing legal admins to take it forward for sending documents
- 🎨 Color-coded status indicators - Statuses requiring legal team’s attention now use distinct colors, making it easier to scan and prioritize at a glance
- 🔄 Legal admin self-reassignment - Legal admins can now reassign requests to themselves for direct handling
- 🔍 Status-based filtering - Requests can now be filtered by status on both “All Requests” and “Assigned Requests” pages
- 📝 Business context for requests - Richer context from the start of the request lifecycle:
- 💼 Business context on creation - Users are now asked to provide business context when creating a request
- 👁️ Visible on resolve page - Business context is displayed on the resolve page, helping legal admins understand the request better, update request names faster, and provide richer context when sending documents for signature
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📥 Download all artifacts as ZIP - Users can now download all artifacts of a request as a single ZIP file for convenient offline access and record-keeping
- 🔧 Bug fixes and improvements:
- 💬 Fixed automatic status update on comments - Now, new comment from any end user (BU people) changes the request status to “Under Legal Review”;
- 🛑 Fixed resolve page freeze - Clicking on resolve used to make the application stuck; this has been resolved
- 📄 Fixed signature document visibility - “Sent for Signature” and “Signed” documents are now correctly shown for requests with resolved status
- 📋 Fixed intake system prompt display - Create/edit intake system page now shows the correct interactive review instructions and summary generation instructions
- 🔒 Sign-up domain restriction and management - Controlled access to the platform with admin-managed domain allowlists:
📢 Release Date: 2026-01-28 (v2.2.2 Alpha)
- 🚀 Legal Intake v2.2.2 Alpha empowers legal admins with request lifecycle control and enhanced visibility into AI reviews!
- 🔄 Reopen request workflow - Legal admins can now reopen resolved requests with clarification:
- 📝 Clarification as comment - When reopening a request, the clarification message is automatically added to the discussion board
- 📧 Stakeholder notifications - Legal admins, assigned reviewer, and request owner are notified via email when a request is reopened
- ✍️ Re-signature capability - Reopening allows legal admins to send documents for signature again if needed
- 👁️ View AI Review - Legal admins and request owners can now revisit the complete AI interactive review:
- 🔍 Full review visibility - Access all pre-submission and review steps for already submitted requests
- 💬 Review AI interactions - Go through the entire conversation with AI again to understand context and decisions
- 📍 Convenient access - Button located under the Download Artifacts tab for easy discovery
- 🎯 Better troubleshooting - Helps owners and legal admins understand where things went wrong or reference previous answers
- 🔄 Reopen request workflow - Legal admins can now reopen resolved requests with clarification:
📢 Release Date: 2026-01-21 (v2.2.1 Alpha)
- 🚀 Legal Intake v2.2.1 Alpha enhances document processing, introduces human-friendly request identifiers, and adds export capabilities for legal admin!
- 🌐 Enhanced online terms and conditions processing - Improved handling of terms and conditions mentioned as links in documents to review:
- 🔥 Firecrawl integration - Links that fail to download via standard fetch or contain dynamically loaded content are now processed using Firecrawl for reliable extraction
- 🔗 Reference link visibility - Users can now see that automatically generated documents prepared using which links
- 🔢 Introduced Reuquest Number - Human-friendly identifiers for easier request management:
- 🏷️ Short memorable identifiers - Each request now receives a simple integer called Request Number alongside the UUID
- 💬 Easier internal communication - Request number is by default appeneded in Request Name making communication simpler and transparent
- 📊 Bulk request export for legal admins - Enhanced reporting and invoicing capabilities:
- 📥 XLSX export - Legal admins can now download all requests in Excel format
- 💰 Invoicing support - Export includes all relevant request data needed for billing and invoicing workflows
- 🌐 Enhanced online terms and conditions processing - Improved handling of terms and conditions mentioned as links in documents to review:
📢 Release Date: 2025-12-19 (v2.2.0 Alpha)
- 🚀 Legal Intake v2.2.0 Alpha enhances comment management and signature document visibility!
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💾 Persistent comment drafts - Comment drafts are preserved when switching between tabs, ensuring users never lose their work
- ✏️ Comment editing - Users can now edit their own comments (previously unavailable):
- 📝 Edit comments with or without attachments
- 👤 Only comment authors can edit their comments
- ✏️ Edited comments display a small “edited” indicator visible to everyone
- 📄 Individual signed document visibility - After signatures are completed, users can view individual signed documents separately instead of only combined documents
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📢 Release Date: 2025-12-12 (v2.1.9 Alpha)
- 🚀 Legal Intake v2.1.9 Alpha delivers a smarter interactive review experience powered by latest langgraph agent!
- 💬 Enhanced interactive review experience - More intelligent and user-friendly question-and-answer flow:
- 🎯 Multiple suggested answers - Users now receive several high-quality answer suggestions to choose from, making it faster to respond accurately. Suggested answers are more relevant and closely aligned with what users would naturally choose.
- 📊 Formatted analysis and findings - AI-generated analysis and findings for question is now presented in a clean, structured format that’s easy to read and understand.
- 🎛️ Dual instruction system - Intake systems now support two specialized instruction sets for better control:
- 📝 Interactive review instructions - Dedicated instructions for conducting the interactive review that is responsible for analyzing contracts and asking contextual questions to user
- 📋 Summary generation instructions - Separate instructions specifically for generating comprehensive legal team summaries
- 🤖 Advanced LangGraph agent orchestration - Sophisticated AI agent architecture powers the interactive review:
- 🔄 Smart phase transitions - Agent intelligently assesses progress and seamlessly transitions users between phases (interview → feedback → summary)
- 🧠 Context-aware question planning - Plans follow-up questions by deeply understanding user’s previous answers
- 🏗️ Support for complex systems - Enhanced architecture enables onboarding of more sophisticated intake systems
- 🔧 Critical bug fixes and improvements:
- 📄 Long summary generation - Fixed issues preventing generation of long summaries when using models like Anthropic Claude Sonnet
- ✍️ Robust signature workflow - Enhanced signature field validation to correctly identify required signature fields and ensure sufficient fields are present based on selected signers
- 🔒 Security patch - Updated to Next.js 15.5.9 to address critical React2Shell vulnerability (CVE-2025-55182 & CVE-2025-66478), preventing remote code execution exploits in React Server Components
- 💬 Enhanced interactive review experience - More intelligent and user-friendly question-and-answer flow:
📢 Release Date: 2025-10-19 (v2.1.3 Alpha)
- 🚀 Legal Intake v2.1.3 Alpha introduces centralized request management for legal teams and universal mobile optimization!
- 📋 Assigned Requests page for legal users - Single dashboard to manage all assigned requests across intake systems:
- 📊 Four filter categories with statistics (defaults to “Needs Your Attention”):
- All Requests - Every request assigned to legal user who is signed in
- Needs Your Attention - Requests submitted to legal user
- Waiting on Customer - Assigned Requests awaiting customer response
- Completed - Assigned requests which is resolved
- 🔍 Powerful search - Find requests by name, intake system name, owner, or status
- 📱 Mobile and tablet friendly - Full functionality on touch devices
- 📊 Four filter categories with statistics (defaults to “Needs Your Attention”):
- 🛠️ Manage Requests page for legal admins - Comprehensive system-wide request oversight from user profile → Manage Requests:
- 📊 Six filter categories with statistics:
- Created - All requests created in the system
- Yet to be submitted - Requests not yet submitted by customer
- Need legal attention - Requests pending legal action
- Waiting on customer - Requests awaiting customer response
- Completed - Resolved requests
- Failed - Requests that failed submission
- 🔍 Powerful search - Find requests by name, intake system name, owner,status and assignee
- 📊 Six filter categories with statistics:
-
🎨 Visual color system - Purple represents End Users/Customers, Yellow represents Legal Team across the application
- 📱 Universal mobile-friendly tables - All tabular data across the system now converts to cards on mobile devices for optimal touch experience
- 📋 Assigned Requests page for legal users - Single dashboard to manage all assigned requests across intake systems:
📢 Release Date: 2025-10-12 (v2.1.2 Alpha)
- 🚀 Legal Intake v2.1.2 Alpha enhances request workflow management with intelligent status tracking and mobile optimization!
- 📊 Enhanced legal review status tracking - Better visibility into request lifecycle with new granular statuses:
- 🔍 “Under Legal Review” - Indicates legal team is actively working on the request
- ⏳ “Awaiting Response” - Clearly shows when legal team is waiting for business user input
- 📍 Manual status control - Legal reviewers can manually mark requests as “Awaiting Response” when needed
- 🤖 Automatic status updates - Smart workflow transitions based on activity:
- ✨ Legal team first comment - Status automatically changes from “Submitted to Legal” → “Under Legal Review” when legal team drops their first comment
- 💬 Business user responds - Status automatically changes from “Awaiting Response” → “Under Legal Review” when business user comments back
- 🔄 Seamless transitions - Essentially business user does not need to manually update status
- 📱 Mobile-optimized resolve page - Complete touch-device experience for the most visited and feature-rich page in Legal Intake:
- 🎯 All three user roles (end users, legal users, and legal admins) can now access “Request resolution page” on the go
- 👆 Full functionality on mobile: add comments, reassign requests, share requests, and download artifacts
- 📊 Enhanced legal review status tracking - Better visibility into request lifecycle with new granular statuses:
📢 Release Date: 2025-10-03 (v2.1.1 Alpha)
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🚀 Legal Intake v2.1.1 Alpha introduces “Edit and Resend” during interactive review!
🔄 How edit and resend works ?
- ⏮️ Go back to any message - Navigate to any previous message during interactive review
- ✏️ Update your responses - Modify answers you’ve already provided
- ➡️ Continue from there - Resume the conversation flow from that point forward
- 🎯 No need to restart - Perfect for long interactive reviews with 15-20 interactions when you realize an earlier answer needs correction
📢 Release Date: 2025-09-26 (v2.1.0 Alpha)
- 🚀 Legal Intake v2.1.0 Alpha revolutionizes the request submission experience with a completely revamped UX and enhanced administrative capabilities!
- 📝 Streamlined request submission flow - Complete redesign of the submission process with clear step-by-step guidance:
- 🎯 Clear submission steps - New screen shows the three simple steps needed to complete request submission
- 🔄 Restart conversation - Users can restart the interactive review at any time to change their answers
- 🔙 Go back from any step - Navigate backwards through the submission process, even after reading the summary
- 🧑⚖️ Smart legal assignment - Enhanced assignment process:
- ⚖️ Mandatory legal assignment - System ensures every request is assigned to a legal team member before submission
- 🤖 Automatic recommendations - System recommends and auto-select recommended legal team member
- 📱 Mobile and tablet optimization - Complete touch-device friendly experience:
- 📲 Cross-device continuity - Start reviews on desktop and seamlessly continue on mobile or tablet
- 👆 Touch-optimized interface - All interactions for review process is designed to be touch device friendly
- 👀 Legal admin preview capabilities - Enhanced oversight for legal administrators:
- 🔍 Preview unrestricted access - Legal admins can now view any request before it’s officially submitted
- 👁️ View-only indicator - Clear “View only” badge reminds legal admins they’re in preview mode
- ✏️ Request name editing - Flexible request management for owners and admins:
- 📝 Editable request names - Request owners and legal admins can update request names after creation
- 📋 Full name visibility - Complete request names are now visible on request resolution page
- 👤 Enhanced user management - Improved administrative controls:
- ✏️ Username updates - Legal admins can now update usernames directly from the Manage Users page
- ✏️ Username updates - Legal admins can now update usernames directly from the Manage Users page
- 💬 Improved discussion board experience - Enhanced communication and engagement:
- 📧 Direct email navigation - Clicking “Checkout Discussion Board” in emails opens the discussion board directly
- 🔢 Comment count display - Discussion board shows comment counts to encourage user engagement
- 📝 Streamlined request submission flow - Complete redesign of the submission process with clear step-by-step guidance:
📢 Release Date: 2025-09-04 (v2.0.9 Alpha)
- 🚀 Legal Intake v2.0.9 Alpha revolutionizes the interactive review experience with enhanced AI capabilities and dynamic document upload!
- 🤖 First reasoning model support - Breakthrough in AI-powered legal analysis:
- ⚡ Grok4 integration - First reasoning model now supported, bringing advanced analytical capabilities to interactive review of legal documents
- 🚀 More reliable reviews - Enhanced system architecture eliminates errors even when AI responses take longer to generate
- 📄 Dynamic document upload during review - Users can now add documents while performing interactive review:
- ➕ Multiple document uploads - Upload additional documents when prompted or needed during review
- 🎯 Contextual document requests - Legal admins can update instructions to request specific documents as partof their instructions
- 📥 Enhanced artifact management - Complete document visibility for reviewers:
- 🗂️ Comprehensive download artifacts - All documents uploaded during interactive review appear in the download artifacts section
- 🗂️ Comprehensive download artifacts - All documents uploaded during interactive review appear in the download artifacts section
- 🤖 First reasoning model support - Breakthrough in AI-powered legal analysis:
📢 Release Date: 2025-08-27 (v2.0.8 Alpha)
- 🚀 Legal Intake v2.0.8 Alpha supercharges legal admin capabilities with comprehensive system-wide access!
- 🦸♂️ Supercharged legal admin powers - Legal admins now have full reviewer capabilities on every request in the system:
- 🔗 Share any request - Share requests with anyone, regardless of ownership
- 🔄 Reassign any request - Move requests to the right reviewer at any time
- ✅ Resolve any request - Mark requests as complete when appropriate
- 💬 Comment on everything - View and add comments to any request
- ✍️ Mark ready for signature - Flag comments as ready for signature across all requests
- 🗑️ Delete or restore - Full control over request lifecycle management via delete and restore requests
- 🎯 Enhanced request owner guidance - Improved nudges to ensure proper request assignment:
- 📌 Assignment prompts - Request owners are nudged to assign requests immediately
- 📧 Default assignment option - Indication to assign to “admin@jonesspross.com” when unsure of the right reviewer
- 📝 Role reference cards - Quick access to user role capabilities via role cards on user management page:
- 🦸♂️ Supercharged legal admin powers - Legal admins now have full reviewer capabilities on every request in the system:
📢 Release Date: 2025-08-11 (v2.0.7 Alpha)
- 🚀 Legal Intake v2.0.7 Alpha enhances user management, workflow efficiency, and system administration with powerful new features!
- 👥 Enhanced user management and onboarding - Streamlined user invitation and onboarding process:
- 🔄 Resend invitation button - Legal admins can now refresh user invitations by clicking “Resend” next to user names
- ⏰ Extended invitation expiry - Invitation/confirmation links now last 24 hours (maximum possible)
- 📧 Professional mobile-friendly emails - All signup/invitation emails have been updated for better presentation
- 🚨 Better expired link handling - Users clicking expired links receive clear information instead of generic errors
- 🔄 Resend invitation button - Legal admins can now refresh user invitations by clicking “Resend” next to user names
- ✍️ Enhanced “Ready for Signature” workflow - More actionable signature process with stakeholder notifications:
- 💡 Improved reviewer guidance - Reviewers now see an “Action Required” tip when no comment is marked as ready for signature
- 📧 Comprehensive notifications - Email notifications sent to all stakeholders plus legal admin when marked ready as ready for signature
- 💡 Improved reviewer guidance - Reviewers now see an “Action Required” tip when no comment is marked as ready for signature
- 🗂️ Advanced request management for legal admins - Better control over request lifecycle:
- 🗑️ Delete requests - Legal admins can now batch delete unwanted requests
- ♻️ Restore requests - Legal admins can restore deleted request and make them active again
- ⏳ Automatic cleanup - Requests are permanently deleted along with all assets after 15 days
- 🗑️ Delete requests - Legal admins can now batch delete unwanted requests
- 🔧 Bug fixes and improvements:
- 📎 Document attachments for legal admins - Fixed issue preventing legal admins from attaching documents to comments
- 📧 Reply-to email enhancement - Added sender’s email for proper reply-to functionality in email notifications
- 👥 Enhanced user management and onboarding - Streamlined user invitation and onboarding process:
📢 Release Date: 2025-07-22 (v2.0.6 Alpha)
- 🚀 Legal Intake v2.0.6 Alpha enhances collaboration and workflow management with powerful new assignment and signature features!
- 🔄 Request re-assignment - Assigned reviewers can now re-assign requests to other users:
- 👤 Only the currently assigned person can re-assign the request
- 👤 Only the currently assigned person can re-assign the request
- 🤝 Enhanced share request experience - Search users by name or email when sharing requests:
- 🔍 No need to remember email addresses - instantly see matching users
- 🔍 No need to remember email addresses - instantly see matching users
- ✍️ Ready for signature marking - Reviewers can now mark comments with attachments as ready for signature:
- 📝 Mark any comment with attachments as “Ready for Signature”
- 📥 Documents from marked comment appear under “Download Artifacts”
- ✅ Requests cannot be resolved unless at least one comment is marked ready for signature
- 🔒 Only assigned reviewers can perform this operation, visible to all with request access
- 📧 Enhanced email notifications - Email notifications are now more informative and mobile-friendly:
- 📱 Mobile-optimized email templates for better readability
- 💬 Includes actual comment content in notification emails
- 📨 Improved notifications for request assigned, resolved, shared, and new comments
- 🔄 Request re-assignment - Assigned reviewers can now re-assign requests to other users:
📢 Release Date: 2025-07-14 (v2.0.5 Alpha)
- 🚀 Legal Intake v2.0.5 Alpha enhances the user experience with smarter request management and improved admin oversight!
- 📝 Request naming capability - Users can now provide meaningful names for their requests, making it easier to identify and track submissions:
- 🤖 Request names are automatically filled based on uploaded documents for faster request initiation
- 🏷️ Clear identification of requests in listings and dashboards
- 💡 Enhanced user guidance for document formats
- 📄 Explains why .doc format isn’t supported and inform about next steps
- 📄 Explains why .doc format isn’t supported and inform about next steps
- 📊 Admin dashboard for request management - Legal admins now have comprehensive oversight of their intake systems:
- 🗂️ Bird’s eye view of all requests of an intake systems
- 📈 Statistics for various stages of request
- 👀 Ability to view and manage every request from a centralized location
- 🔄 Seamless view switching for admins - Legal admins can effortlessly switch between administrative and end-user view:
- 👤 Toggle between admin dashboard and normal user view
- 🔍 Experience the intake system as end user and legal user’s perspective
- 📝 Request naming capability - Users can now provide meaningful names for their requests, making it easier to identify and track submissions:
📢 Release Date: 2025-07-15 (v2.0.4 Alpha)
- 📧 User invitation system - Legal admins can now invite users directly to the legal intake system through the Manage Users Page:
- 🔐 Only users with “Legal Admin” role can send invitations
- 👤 Assign appropriate roles during the invitation process
- 🔗 Invitation links are sent to the user’s email address for immediate access
- 🚀 Start sharing requests with invited users immediately—no need to wait for invite acceptance
- 🤖 Enhanced AI review suggestions - AI-powered review suggestions are now copy-pasted to the message box instead of auto-submitted, allowing users to review and modify suggestions before sending.
- 🔧 Document upload improvements - Various bug fixes and enhancements to document processing:
- 🏷️ Document names are now properly sanitized during upload
- 📄 Temporarily discontinued support for .doc format uploads for requests and knowledgebase while we figure out how to convert them to markdown
📢 Release Date: 2025-06-30 (v2.0.3 Alpha)
- 🚀 Legal Intake v2.0.3 Alpha enhances document processing capabilities and introduces comprehensive user management!
- 📄 Enhanced large document support - Upload large Word documents across various LLM models with practically no limit on file size. This is achieved by estimating tokens consumed by the markdown version of the document uploaded, ensuring placement on file size limit is optimal.
- 💡 Fun fact: Google Docs in DOCX format with extensive formatting and comments can be 8MB+ in size, but their markdown equivalent is typically just ~700KB—that’s a 91% size reduction (over 11x smaller)!
- 👥 User management dashboard - Legal admins can now manage users and update roles for existing users through a comprehensive dashboard:
- 🔄 By default, all users are onboarded as end users
- ⚙️ Admins have full control over user role assignments and permissions
- 🗂️ Automated cleanup scheduler - Added cron scheduler that automatically removes intake system records that have been marked as deleted and are older than 15 days, keeping the system clean and optimized.
- 📄 Enhanced large document support - Upload large Word documents across various LLM models with practically no limit on file size. This is achieved by estimating tokens consumed by the markdown version of the document uploaded, ensuring placement on file size limit is optimal.
📢 Release Date: 2025-06-17 (v2.0.2 Alpha)
- 🚀 Legal Intake v2.0.2 Alpha brings enhanced communication and improved user experience!
- 📧 Real-time email notifications - Users now receive instant email notifications for all important request activities:
- When a request is shared with them
- When they are assigned to a request
- When a reviewer resolves their request
- When a comment is added to their request
- 📝 Enhanced Q&A readability - Interactive Q&A now features word wrap functionality, eliminating the need for horizontal scrolling when reading questions and answers.
- 📧 Real-time email notifications - Users now receive instant email notifications for all important request activities:
📢 Release Date: 2025-06-07 (v2.0.1 Alpha)
- 🎉 Reviewers can now easily share requests with other users on Legal Intake!
- Users assigned to a request can share request with others to collaborate seamlessly.
- Users assigned to a request can share request with others to collaborate seamlessly.
- 🔒 Enhanced security: Only users who have access to a request can access shared links, ensuring sensitive information remains protected.
📢 Release Date: 2025-06-05 (v2.0.0 Alpha)
- 🚀 Legal Intake v2.0.0 Alpha is here! This major release revolutionizes the review process based on user feedback—featuring a streamlined question-and-answer approach and simplified admin setup!
- 🔄 Transitioned from review items to Q&A based review - We’ve completely reimagined the end user experience by moving from traditional review items to a more intuitive question-and-answer based review system, significantly streamlining the entire process.
- ⚡ Simplified admin setup with prompt instructions - Legal admins can now set up intake systems much more efficiently by configuring prompt instructions rather than writing individual questions one by one—making system creation faster and more flexible.
- 🎯 This release focuses on reducing complexity while maintaining the powerful AI-driven insights that make Legal Intake effective.
- 🔄 Transitioned from review items to Q&A based review - We’ve completely reimagined the end user experience by moving from traditional review items to a more intuitive question-and-answer based review system, significantly streamlining the entire process.
- 🌐 Browse UI here : https://legal-intake.ti.trilogy.com/
- 🎬 Demo Video : https://www.loom.com/share/572ede60358d441b942e9728650bda96?sid=d5118ce5-b840-4d96-92e8-ae9e8abf063f
📢 Release Date: 2025-01-23 (v1.2.0 Alpha)
- 🚀 Legal Intake v1.2.0 Alpha brings powerful improvements based on user feedback—featuring enhanced AI capabilities, better review experience, and streamlined legal summaries!
- 🏋️ GPT 4.1 is now available - We’ve added support for GPT 4.1, a superior and more cost-effective model compared to GPT 4o. This new model supports processing more documents while delivering better performance!
- ✨ Enhanced UX for review items - A completely redesigned review experience that guides users more effectively:
- 📢 Users are now clearly informed that flagging items and adding comments is crucial—otherwise the legal team defaults to standard wording
- 🏷️ Cleaner, more descriptive titles for every review item
- 📊 Progress tracker at the top to help users stay oriented throughout their review
- 🌱 Concise summary for legal - Streamlined legal summaries that save time and improve clarity:
- 🎯 No-fluff summaries with minimal, focused details
- 📋 10x better user experience for legal teams reviewing submissions
- 🏋️ GPT 4.1 is now available - We’ve added support for GPT 4.1, a superior and more cost-effective model compared to GPT 4o. This new model supports processing more documents while delivering better performance!
- 🌐 Browse UI here : https://legal-intake.ti.trilogy.com
📢 Release Date: 2025-05-20 (v1.1.0 Alpha)
- 🚀 Legal Intake v1.1.0 Alpha introduces Knowledgebases—making your intake systems smarter and more context-aware!
- 📚 Legal admins can now upload up to 3 knowledgebase documents per intake system. These documents serve as reference material for the AI when answering questions.
- 📝 For example, you can now add instructions like: “Refer to terms related to payment in knowledgebase and compare terms in documents uploaded. Highlight if terms in documents deviate.”
- 🤖 When a question’s LLM Instructions mention “knowledgebase,” the AI will automatically use the uploaded documents for deeper analysis—enabling powerful use cases like policy compliance checks, contract term comparisons, and more.
- 👀 A visual label appears next to the LLM Instructions box to confirm when knowledgebase is active for a question.
- 📚 Legal admins can now upload up to 3 knowledgebase documents per intake system. These documents serve as reference material for the AI when answering questions.
- 🌐 Browse UI here : https://legal-intake.ti.trilogy.com
- 🎬 Demo Video : https://www.loom.com/share/92d932ef0c6a42f19b018516c02bf77b?sid=fbf09212-9aec-4c29-af66-537920e6f837
📢 Release Date: 2025-05-12 (v1.0.0 Alpha)
- 🎯 Legal Intake v1.0.0 Alpha Release featuring:
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🤖 Multi-provider LLM support - Supports LLMs from multiple providers (OpenAI, Anthropic/Claude, Google/Gemini and X/Grok) so that you can experiment with different LLMs and select the best one that suits your intake system.
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🚀 Enhanced request submission capabilities - Increased document upload limit (up to 10 files) - Support for additional formats (XLS, XLSX) - Larger document size support (no longer limited to 5MB files)
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🔒 Improved request management - Ability for legal users to mark requests as resolved
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- 🌐 Browse UI here : https://legal-intake.ti.trilogy.com
📢 Release Date: 2025-04-28 (v0.8.0 Alpha)
- 🎯 Legal Intake v0.8.0 Alpha Release featuring:
- 🚀 Customizable question-based intake system
- Onboarded two intake systems: Trilogy Buy Side (15 questions) and Contractor Engagement (23 questions)
- Admin users can create, edit, and delete intake systems with custom instructions and questions
- 👥 Advanced collaboration features
- Ability to add attachments to comments on discussion boards
- Enhanced sharing and communication between end users and legal teams via comments
- 🏢 Improved branding and organization
- “Attorney Client Work Product - Privileged and Confidential” header
- Jones & Spross logo integration
- Organized view of user-created vs. shared requests
- 📄 Enhanced document support
- Support for more documents types : doc, docx, txt (apart from pdf files)
- Ability to download user-uploaded artifacts as well as summary generated for legal
- 🚀 Customizable question-based intake system
- 🌐 Browse UI here : https://legal-intake.ti.trilogy.com
- 🎬 Demo Video [1] : https://www.loom.com/share/37eceab04d6b46d0bfc81bb51121022b
- 🎬 Demo Video [2] :https://www.loom.com/share/298722f481154a4baf41bae1f1c6b4f1
📢 Release Date: 2025-04-04 (v0.2.0 Alpha)
- 🎯 Legal Intake v0.2.0 Alpha Release featuring:
- Smooth sign-in and sign-up experience
- Support for both email and Google authentication
- Request submission capabilities (for end user)
- Ability to upload up to 3 PDF documents
- Option to specify priority topics for review
- Interactive review system (for end user)
- Agree/Flag functionality for each review item
- Commenting capabilities
- Focus mode for item-by-item review so that end user is not overwhelmed
- AI-powered summary generation
- Automated summaries for legal team based on review of user
- Smooth sign-in and sign-up experience
- 🌐 Browse UI here : https://legal-intake.ti.trilogy.com
- 🎬 Demo Video : https://www.loom.com/share/0ac482cb643942cf9ff97a5f444cf844
📢 Release Date: 2025-03-21
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🚀 Introducing Legal Intake: a streamlined solution that reduces the legal team’s contract review time by eliminating unnecessary back-and-forth communication. The system empowers contract submitters to proactively identify and highlight areas requiring legal attention, with AI assistance providing contextual guidance and enabling submitters to add relevant comments before formal legal review begins.
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🎯 Initial release of the Legal Intake UI mockup, showcasing the complete workflow : starting from vendor contract submission to creating JIRA ticket for legal team review
- 🌐 Browse UI here : https://legal-intake.ti.trilogy.com
- 🎬 Demo Video : https://drive.google.com/file/d/1XUPe6hTuHBzUVTdCyOHHHQFWvqFY3VFt/view?usp=sharing