What's New in Ironclad: August 2025

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August’s release includes efficiency enhancements across the contracting lifecycle from tapping AI to get unblocked to streamlining data and document management in your workflows to developing a robust understanding of your business relationships.

Guided AI Prompts in Jurist

Jurist now includes guided prompt experiences designed to simplify prompt engineering for legal professionals. You’ll see steps and explanations for crafting effective prompts tailored to your objectives. Instead of guessing at what the right questions are or how to phrase them, you’ll have clear, structured guidance that helps you frame issues the way other legal professionals think about them.

We’re starting with file summarization, with a few more guided prompting experiences in the works for early September:

• Review and Analyze Agreements
• Redline Based on Playbooks
• Compare Documents

Redlining Full Documents With Precedents and Playbooks in Jurist

You can now upload contracts into Jurist and have it take a first pass at redlining the entire contract in just a few minutes. Jurist provides explanations for the reasoning behind each redline so you can make informed decisions as you accept, reject, or edit the suggestions. Longer contracts provide a summary view of proposed changes to minimize review fatigue.

Signature Packet Review

You can now preview the documents in your signature packet in the exact order your counterparty will see them, while in the Review step. This helps ensure accuracy and increase confidence before sending for review or signature.

All users with workflow access (participants, users, and roles) can view the packet’s document order and see what is included or excluded during the Review step. Previously, it only showed the draft documents (generated from template or uploaded as the main document from the counterparty), and not any attachments that are configured to be in the signature packet.

Attachment Editing and Versioning

You can now edit, redline, and version DOC, DOCX, and PDF attachments directly in Ironclad. Whether a document is generated from a template or uploaded in the launch form, you have the same editing functionality.

Embed Properties in Global Clauses

Admins can now embed properties, such as counterparty names, dates, and more, into Global Clauses. This update makes clauses more dynamic and reusable across workflows.

Clause text, including all variations, now appears in full when downloading a workflow configuration template. We’ve also made minor usability improvements to enhance the overall experience when managing clauses.

Expand and Collapse All Sections in Launch Form

When building a Launch Form in the Create tab of Workflow Designer, you can now expand or collapse all sections at once with a single click. You still have the option to expand or collapse sections individually as needed.

Clickwrap Custom Styling

You can now customize the appearance of the acceptance language and iFrame in your Clickwrap Workflows using built-in styling options. This allows you to align the look and feel with your brand, ensuring a consistent and polished experience for your users.

Support for Docusign Organizations

You can now link multiple users through Docusign Organizations in Ironclad to route signature requests through the relevant Docusign account and user combination. Accounts and organizations can be linked to admin-level access to unlock advanced workflow routing and multi-account use cases.

Signature Stamps

We’ve added the option to use stamps as a new form of signature in your workflows. Stamps can be used in place of, or alongside, standard eSignatures and initials. You can save and store stamps the same way you save uploaded signatures.

The following signature providers support this feature:

• Adobe Sign
• Docusign
• Ironclad Signature

Reset Approvals by Template

You can now control when approvals reset based on more specific criteria. Instead of triggering approvals for any draft update, you can choose to trigger only when certain templated documents are redlined. This is especially helpful if your current trigger is set to “Draft documents update” and you want more control.

If you're a workflow admin, update your workflow’s Review tab in Workflow Designer to use this new setting.

Improved AI Model for Out-of-the-Box Property Extraction

We’ve improved the AI model that powers the extraction of our 19 out-of-the-box (OOTB) properties. While there’s no change to the UI, this update aims to improve extraction accuracy for users running Data Classification projects through Smart Import or Run AI suggestions.

This change only affects OOTB properties and does not impact custom property configurations. Once the new model is in place, you may notice changes in predicted values. For example, if you run AI suggestions on a contract where you have previously Smart Imported and have not confirmed the value, the output may update based on the improved model.

Normalize Address Formatting with Smart Import & Run AI

We’ve enhanced our data extraction process to normalize address formatting across Smart Import and Run AI. This update improves the consistency, readability, and cleanliness of your data.

The initial release supports address formats from the following regions:

• US
• UK
• Canada
• Mexico
• China
• Germany
• France
• Japan
• Switzerland
• Italy
• India

New Language Support

Ironclad now supports the following languages:

• Italian
• Portuguese
• Spanish (Latin America)
• Vietnamese

Entities

The following functionality has been added to entities:

Enhanced Entity Data Access in Workflow API

IT admins can now access all of the properties from the entity profile directly through the Workflow API. Previously, retrieving full entity details required a separate call to the Entities API. This enhancement streamlines integration workflows by enabling more efficient data syncing across systems.

Visual Contract Hierarchy for Entities

You can now view contracts associated with an entity in a hierarchy view, giving you a clear visual representation of how those contracts relate to one another. This helps you quickly understand the scope and structure of the contracting relationship, whether it’s a core agreement like an MSA or supporting documents such as NDAs, SOWs, or amendments.

Previously, you could only see contracts in a flat list, making it difficult to grasp the full context. With this update, the hierarchy view provides immediate clarity, especially for complex deals that evolve over time.

Delete Relationship Types

You can now delete relationship types in Data Manager.

Create Entity Families

You can now configure parent-child relationships between entities to view the full contracting history with a company and its subsidiaries. This visibility helps you identify shared terms, negotiate better discounts, and approach deals with a complete understanding of the broader relationship.

From the Entity Family modal, you can link an entity to others to form an entity family. Parent and child entities represent a more specific relationship where the entities are directly connected and should be evaluated as a group. Child entities are typically considered sub-entities of the parent.

Use Status and Category When Mapping Entities During Import

You can now use the Status and Category data points when mapping entities during the import process.

Create Entities Directly from Launch Forms and Active Workflows

You can now create a new entity directly within a Launch Form or at any stage of an active workflow. If you have general entity creation permissions or create permissions for the relationship types used in the form, simply type a counterparty name that doesn’t exist in the Entities Counterparty field. You’ll see the option to Create entity ‘Name’, making it faster to add new counterparties without leaving the form or workflow.

Improvements to Obligation Management

We’ve made several updates to improve your experience managing obligations. These changes focus on usability, clarity, and consistency, helping you more confidently track and manage post-signature commitments:

• You can now open obligation details directly on the contract page from the Obligation dashboard’s right-hand panel.
• Updated the header text in the obligation edit drawer from “Edit Information” to “Edit Obligation” for improved clarity and consistency.
• Resolved a bug where deleting an obligation incorrectly triggered an “unsaved changes” pop-up. Users will now only see the appropriate delete confirmation modal.
• Updated the delete toast message from “Record deleted” to “Obligation Deleted” to reduce confusion and better reflect the action taken.View Technical Details

Salesforce Email Notification Links

We’ve added an Open in Salesforce button to Ironclad system-generated email notifications for Salesforce-integrated workflows. Clicking this button directs Sales users to view active workflows or executed contracts in Salesforce instead of Ironclad. This allows users to stay fully connected to the contract process without leaving their native environment.

The Open in Salesforce button is supported in email notifications for:

• Reviewing notifications
• Adding Participants to a workflow
• Pausing workflows
• Resuming workflows
• Adding comments
• @mentions
• Reminders

The Open in Salesforce button is not yet supported in email notifications for:

• Slack
• Microsoft Teams
• Archive
• Bulk reassignments from the Dashboard
• Setting OOO status emails to delegates
• Importing records
• Workflow creation
• Signatures

Security and Data Pro (SDP) Audit Log Streaming to SIEM Tools

You can now stream audit log events from Ironclad to a SIEM tool near real time. You can keep a record of auditable events required for compliance. You can configure and enable this setting under Company Settings > Settings > Security & Data.

Release Summary

Frequently Asked Questions (FAQs)

We've compiled a list of key questions and answers to address some frequently asked questions

If you have any additional questions, please don’t hesitate to reach out to your Ironclad representative!

Jurist AI Assistant

AI and Contract Analysis

Clause Library

Document Management and Signature Packets

Editor

Entities

Integrations and Technical Features