Updates Q3 2026

                       1. ✍️ Auto-Assign Teammates for each Contract Types

Stop manually tagging the same teammates on every single contract. You can now set default assignees and collaborators by contract type so your deals pre-staff themselves instantly.

How to set it up:

Go to Contracts → Settings → Custom Contract Types and set your team defaults when creating or editing a type.

👤 Automate assignment: Assign default owners and collaborators to specific contract types.

✅ Instant setup: Pick your contract type during creation—your team auto-populates instantly.

🔄 Flawless routing: NDAs, MSAs, and employment agreements route to the right inbox every time.

Your records should reflect what actually happened - not just when you clicked. You can now edit the Open Date and Close Date directly on any matter.

Open a matter and set the Open Date to the real start. When you move the status to Closed, a Close Date field appears with a date picker — so you can log the true closing date, backdate a matter that wrapped last week, or fix an entry in seconds.

✏️ Edit the Open Date to match when work truly began.
🎯 Set an accurate Close Date the moment a matter is marked Closed.
🔝Cleaner timelines for reporting, SOPs, and audit-ready records.

3. 🔐 Private Activity Messages

Some conversations are meant for everyone - others aren't. With Private Activity Messages, you can now choose whether a message is Public or Private when posting in the Activity tab across all modules.

Private messages are only visible to the sender and users who are explicitly @mentioned. A 🔒 lock icon identifies private messages, and hovering over it shows exactly who can view them. To make them even easier to spot, private messages are highlighted in yellow.

Notifications and attachments follow the same privacy rules, so only tagged users will be notified and have access to attached files. And yes, even Admins won't be able to view private messages unless they are mentioned.

Small feature. Big boost for confidential collaboration. 🔐

4. 📅 Your Calendar View

Designed to help you stay organized and keep track of all your upcoming activities in one central place.

What’s New?

⏱️ All-in-One Schedule: Effortlessly track important deadlines—including task due dates, contract renewals, tax filings, and scheduled events—right from your main navigation menu.

🔗 Easy Event Management: Create, edit, and manage meetings or reminders with full details like virtual meeting links, custom notification reminders, and recurring options.

⚙️ Seamless Integration: Sync your workspace calendar directly into Google Calendar (via URL) so you never miss an important date.