What's New in Ironclad: March 2026

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Extract Metadata

We’ve renamed Run AI to Extract Metadata to better reflect what this feature does in your workflow, and we’ve also expanded its capabilities to give you more control over which metadata properties and clauses are extracted from your repository contracts.

You can select the specific AI-supported properties and clauses (OOTB and custom) that you want Extract Metadata to populate for that batch. This helps you avoid extracting irrelevant metadata, and ensures that the metadata you do extract aligns with the business question being asked.

Flag and Fix Properties with Focused Verification

We’ve added two connected capabilities to help teams clean up metadata faster:

• End users can flag metadata properties for review directly in a record. When a user sees a value that looks incorrect, they can now click to flag that specific property and add a short note about what’s incorrect instead of reaching out to the owner.
• Reviewers get a single queue to review and fix those flags. All flagged properties now appear in a focused verification workspace that opens the relevant document and flagged field automatically. Here, they can quickly confirm the value, update it, or dismiss the flag.

Access Contract Family from Dashboard

You can now see at a glance when a contract is part of a broader relationship directly from the Dashboard and Workflow pages via a new Contract Family pill. This indicator lets you immediately understand whether a record belongs to a larger family (such as an MSA with SOWs and amendments) and click through to view the full hierarchy. By surfacing this context in primary views, you can make faster, more informed decisions without hunting for related records or leaving your current workflow.

Export SDP Data with Snowflake DataShare

Security & Data Pro (SDP) customers can enable Snowflake data sharing to access their Ironclad data directly in Snowflake. With this release, all data currently available through the SDP Data Export API will be available via Snowflake.

This feature allows customers to analyze their existing Snowflake environment without building or maintaining custom ingestion pipelines.

Additional datasets will be added to our data sharing feature in future releases.

Purchased Seat Count Visibility

You can now see a real-time comparison of your purchased seats versus active users directly on the Users page in Company Settings, broken down by seat type. This view gives admins a self-serve way to validate contract compliance, manage provisioning, and avoid surprise overages as a source of truth without relying on manual checks from the Ironclad Team. 

Workflow Designer - Interactive Loading State

You can now start configuring workflows in Workflow Designer while large documents load in the background.

While documents load, you can:

• Create and edit form questions
• Add properties
• Configure conditions

Document-dependent actions like tagging clauses, assigning signer properties, and publishing configurations still require documents to fully load before they become available.

Ironclad Salesforce Managed Package Updates

We’ve added four key features to the Salesforce Managed Package. These updates improve signature coordination, workflow visibility, configuration stability, and alignment with Salesforce’s latest authentication standards.

Workflow Signature Management Support

Coordinate signatures directly from Salesforce using the Ironclad Next Steps component. This component enables you to start the signature phase after approvals are complete. You’ll also be able to send and cancel signature packets using the Send Signature Packet and Cancel Signature Request APIs.

Turn Tracking History Component

The Salesforce Managed Package will include a custom Turn History Lightning Web component that will be added to the Ironclad Workflow record page. This component displays related turn records in a timeline view to provide a clear and intuitive overview of workflow activity.

Workflow Launch Group API Name Metadata Decoupling

Lightning components that reference Workflow Launch Groups (WLGs) now store the WLG API Name (DeveloperName) in FlexiPage metadata, instead of the org‑specific record ID. This update means that pages are less likely to break across environments or after upgrades.

Ironclad ID Field Addition

The Ironclad Contract and Workflow objects now include a new Ironclad ID field that can be leveraged when viewing or creating records from Ironclad to avoid creating duplicates. This ID field syncs into Salesforce for contracts and workflows, allowing for better data mapping between Ironclad and Salesforce records.

Clickwrap Workflows - Multiple Checkboxes Support

You can now configure Clickwrap workflows to require explicit acceptance for each individual document instead of using a single consolidated checkbox for all agreements. By enabling the Require acceptance for each document setting in Workflow Designer, signers see a separate checkbox per document, helping you meet stricter compliance and consent requirements without creating and maintaining multiple workflows.

This brings CLM Clickwrap workflows closer to legacy Ironclad Clickwrap (Pactsafe) behavior, easing migration and reducing operational overhead.

Enable Privacy-Focused Emails

Admins can now enable privacy-focused emails to keep sensitive contract information out of email inboxes while still notifying users when action is required.

When privacy-focused emails are enabled:

• Notification emails won’t include customer-entered data, workflow titles, document comments, or contract attachments.
• Recipients will receive a short, generic summary and a secure link that prompts them to sign in to Ironclad and view the full details.

This setting is optional for all customers. Admins can choose whether to use privacy-focused mode or not.

NetSuite Integration with Workflow Sync and Contract Sync (EAP)

Ironclad now offers a NetSuite integration through the Early Access Program (EAP). Customers can pull vendor data into workflow launch forms and sync completed contracts back to NetSuite as contract records.

Features

• Workflow Sync
  • Pull vendor attributes from NetSuite directly into Ironclad workflow launch forms
  • Automatically populate mapped fields after selecting a NetSuite vendor
• Contract Sync
  • Create and populate a custom NetSuite contract record from completed Ironclad contracts
  • Sync contract metadata and associated executed agreements with NetSuite records

Refine Contract Understanding with Conversational Search

On March 19, we're adding Conversational Search to our suite of AI tools, agents, and features. Instead of relying solely on filters and exact keywords, users can:

• Ask natural-language questions about their contracts and surface the most relevant records and clauses through semantic understanding.
• Use AI-suggested searches that automatically translate plain-language prompts (e.g., “agreements expiring in the next 90 days”) into the right filters.
• Get answers that are backed by the underlying contracts, with in-context previews so you can quickly validate key terms before acting.

Once enabled by an admin, users will be able to access this feature from supported search surfaces. Conversational Search respects existing workflows, record, and group permissions. Users will only see records and data they are already authorized to access.

Updated User Interface

We heard your feedback, and we're restoring the primary action button color to green. This update makes key actions easier to see and click.

Release Summary