What's New in Ironclad: May 2025

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Your feedback drives our platform evolution: in this release, we’re delivering more intuitive navigation, direct in-app access to our Support team, and seamless integration capabilities designed around your needs.

At Ironclad, we're committed to continuously improving our platform based on your feedback. Since our recent UI update, many of you have shared valuable insights about your experience. We've been listening carefully, and we're excited to announce a series of fast follow changes designed to address your most common concerns and suggestions. To view a list of all of the updates we have made and will be making based on your feedback, refer to this article.

 

Dashboard Enhancements

Edit Record Properties from Preview Pane

Users with the necessary permissions can now edit record properties directly from the Unified Dashboard using the preview pane.

View and Manage Access from Preview Pane

On the Dashboard, you can now view who can access a particular record or workflow, and (if you have the necessary permissions) configure permissions on a workflow or record from the preview pane.

 

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Workflow Page UI Improvements

You now have a faster way to edit documents directly from the Workflow Page and better visibility into clause and playbook errors.

• Edit button for main documents: You’ll see a new Edit button on the Workflow Page for documents generated from a template or uploaded as counterparty paper. If there’s only one main document, it opens in the editor automatically. If there are multiple documents, you can select which one to edit from a dropdown. This doesn’t apply to attachments or other non-main documents.

• Improved clause and playbook error visibility: Clause error pills now appear in red. When you select a document, the Doc Preview shows a banner with clause error details. The message adapts based on your edit permissions.

  View Technical Details

  Product Area	CLM Workflows
  Impact of Change	Expanded Functionality
  Roles Impacted	Admins and End Users
  How to Enable	This functionality is automatically enabled for all users.
  Relevant Resources	Update a Workflow's Properties and Documents Use Playbooks in Workflows and Contract Reviews

   

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In-App Support Widget

We’ve introduced a new in-app support widget to make it easier to get help when using Ironclad. If you have live chat included in your success plan, you can contact Support live, otherwise, our chatbot will provide relevant help center articles and provide an easy way to submit a ticket.

If you do not have live chat with Support included in your success plan and would like to learn more, please reach out to your Ironclad representative.

To open the Support widget, click the Help icon in the top-right corner of your Ironclad CLM instance, then select Ironclad Support. A chat window will open in the bottom right corner.

 

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Updated Company Settings Page

We’ve made technical and design updates to the Company Settings > Settings page to support future improvements and simplify maintenance.

You’ll see a refreshed layout, and settings now save automatically when toggled—no need to click an Update button. Existing functionality remains unchanged.

 

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Updated Group Details Page

The Group Details page has been redesigned to improve user access management. Admins can now search by user name or email, bulk delete users, and filter users by seat type. The interface also allows you to easily see which seat types are granted through each group, making it easier to understand and manage seat assignments.

 

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Customize Out-Of-The-Box AI Properties

You can now train Ironclad AI to refine the detection of the 19 out-of-the-box AI properties to better fit your company’s needs. Simply provide details like the property’s purpose, any context, descriptions of what not to detect, and example clauses to train our AI.

You can customize these settings to improve detection accuracy for your organization. For example, if your team uses the “Delivery Date” as the “Agreement Date”, you can either:

• Add additional clause examples and detection logic while keeping the original property name and description, or
• Provide a new property name and description to enable additional detection logic (similar to how custom clauses work).

These customizations don’t change the original Data Manager property configuration but add another layer of detection. Out-of-the-box detection remains available and continues to function as expected.

 

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Resume Record Sync for Manually Updated Salesforce Fields

Previously, if a user manually edited a property in Salesforce that was synced by Ironclad Record Sync, Ironclad would stop syncing updates to that property—putting it in a permanently broken state.

Now, syncing will resume once the value in Ironclad matches the value in Salesforce. If the values do not match, Ironclad will not overwrite the Salesforce value. Once they do match, syncing resumes, allowing the property to recover from the broken state.

Additionally, the External Links view on the record now shows when Record Sync was last attempted. This information appears beneath each link as ‘Updated –m ago’.

 

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Update Record Sync Configurations via Import

You can now import a Record Sync configuration for an existing Record Type to update the existing configuration, rather than replacing it. Previously, this required deleting the original configuration first, which disrupted record sync.

 

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Retention of Salesforce Record Sync Errors

Starting August 13, 2025, Ironclad will begin automatically deleting integration errors on a rolling 90-day basis from your Ironclad account. This means that any integration error logged more than 90 days ago will be permanently removed from your account.

This change is designed to enhance your experience by reducing outdated or resolved errors that often create noise and clutter in your error log dashboard. By streamlining the error list, you'll be able to identify and resolve issues faster, without needing to sift through thousands of historical error records.

If you need to retain access to errors older than 90 days, please export your error logs prior to this date. Once deleted, these error logs will not be recoverable. To export your errors, please reach out to Ironclad Support.

 

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Transactional API Updates to Salesforce

Ironclad now updates all objects for a given Record in Salesforce with a single API call during Record Sync. Previously, Ironclad made separate API calls per object, which could lead to partial updates and excessive API usage.

 

 

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Ironclad Microsoft Word Add-In

The Ironclad Word Add-in allows users of Microsoft Word to search for Ironclad documents from within Microsoft Word, providing easy access to documents without needing to enter Ironclad. In addition, the add-in:

• automatically detects Ironclad documents when downloaded from Ironclad, connecting the document to the correct workflow and version history.
• provides the ability to save back to Ironclad at any time, allowing legal team members to complete extensive review and then save a single version back to Ironclad when complete.

The Ironclad Word Add-in is compatible with both Word Desktop and Word Online.

 

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Jurist Improvements

Expanded Prompt Library with Improved Usability

We’ve added nine new AI prompts, giving you more options for automating common contract actions:

• Playbook Redlining
• Playbook Generation
• Template Generation
• Document Compare
• Identify Conflicting Provisions
• Generate a Timeline
• Identify Language in Agreements
• Translate an Agreement
• Extract Obligations

We’ve also updated the existing prompt names for increased clarity.

 

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Obligations Improvements

With this release, we are making a few key enhancements to obligations in Ironclad:

Automatically Grant Edit Access to Record and Obligation Assignees

When creating an obligation, if the assignee does not have Edit access to the associated record, they are now automatically granted access to both the record and the obligation.

Categorize Obligations by Type on the Contract Page

Obligations are now organized by obligation type on the contract page.

 

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Build Clickwrap Workflows in Ironclad CLM

You can now create and manage Clickwrap workflows directly in Ironclad CLM. These workflows are prefect for standard agreements where contract acknowledgment is required and contracts remain static or can be updated dynamically. Clickwrap Workflows in CLM allow customers to leverage the power of Ironclad's Workflow Designer to build workflows that capture user acceptance of terms through an embedded experience—typically with a checkbox, acceptance language, and access to view and download terms.

When a user accepts the terms by checking a box, their acceptance is recorded and tracked in Ironclad. While acceptance is often captured upon form submission, you can configure exactly when acceptance is recorded in your implementation. You can find and review this information in the Ironclad CLM Dashboard by opening the corresponding record.