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๐Ÿš€ Product Update: Legal Intake, Inline Citations & Smarter Alerts

๐Ÿš€ Product Update: Legal Intake, Inline Citations & Smarter Alerts

Shaunak Turaga

April 14, 2026

Table of Contents

๐Ÿ“ข Every legal request, captured and tracked in one place.

Legal work starts with a request, and those requests come from everywhere. This release introduces Legal Intake, a new module that turns incoming asks from Slack and email into trackable tasks on a Kanban board. We've also made AI answers more trustworthy with clickable citations and added a powerful new alert type driven by your extracted contract data.

๐Ÿ“ฅ Legal Intake: Turn Requests Into Trackable Work

Capture every request from Slack, automatically.

Legal teams field requests through whatever channel is convenient for the requester. The new Legal Intake module meets them there: contracts and requests sent via Slack automatically become intake tasks on a Kanban board, so nothing gets lost in an inbox or a thread.

  • Automatic task creation. Requests arriving via Slack turn into intake tasks without manual copy-paste.

  • A board built for legal work. Tasks support file attachments, comments, and activity tracking, with manual task creation when you need it.

  • Real-time and reliable. Built on real-time sync so your board stays current across the team, with intake processing handled automatically behind the scenes.

๐Ÿ”— Inline Citations: Verify Every AI Answer in One Click

Every answer links straight to its source.

Trust comes from being able to check the work. Chat responses now include clickable inline citation badges that link directly to the source document, making it effortless to verify any AI-generated answer. Jump from a claim straight to the exact document behind it.

๐Ÿ”” Value-Based Alerts: Get Notified on What's Actually in Your Contracts

Trigger alerts from extracted field values, not just dates.

A new alert type lets you trigger notifications based on extracted field values, including composite values, with configurable filters. And one-click auto-renewal presets for expiration and opt-out dates mean the alerts that matter most are fast to set up, so you never miss a critical deadline.

Also in this release:

  • Chat with a view. Scope a conversation to a specific view, so questions are answered against a filtered subset of documents rather than the full repository.

  • Prompt Improver. A new tool that helps you refine your custom extraction prompts for better, more accurate entity extraction.


๐Ÿš€ Why This Matters

Legal teams don't just review contracts, they manage a constant flow of requests and obligations. This release tightens that whole loop: capture work the moment it arrives, trust AI answers because you can verify them instantly, and get alerted on the substance of your contracts, not just the calendar. It's contract management that keeps pace with how your team actually works.

Get Started Today

Purpose built for
in-house legal teams.

Book a demo today to learn about how to use Docsum AI to get organized in a matter for minutes.

  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work
  • Security Questionnaires
  • HIPAA Business Associate Agreements
  • Privacy Policies
  • Terms of Service
  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work
  • Security Questionnaires
  • HIPAA Business Associate Agreements
  • Privacy Policies
  • Terms of Service
  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work

Get Started Today

Purpose built for
in-house legal teams.

Book a demo today to learn about how to use Docsum AI to get organized in a matter for minutes.

  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work
  • Security Questionnaires
  • HIPAA Business Associate Agreements
  • Privacy Policies
  • Terms of Service
  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work
  • Security Questionnaires
  • HIPAA Business Associate Agreements
  • Privacy Policies
  • Terms of Service
  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work

Get Started Today

Purpose built for
in-house legal teams.

Book a demo today to learn about how to use Docsum AI to get organized in a matter for minutes.

Get Started Today

Purpose built for
in-house legal teams.

Book a demo today to learn about
how to use Docsum AI to speed up
your contract workflow by 10x.

  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work
  • Security Questionnaires
  • HIPAA Business Associate Agreements
  • Privacy Policies
  • Terms of Service
  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work
  • Security Questionnaires
  • HIPAA Business Associate Agreements
  • Privacy Policies
  • Terms of Service
  • Non-Disclosure Agreements
  • Master Services Agreements
  • Data Processing Addendums
  • Statement of Work

AI contract repository and negotiation for legal and sales teams

ยฉ 2025 Docsum, Inc. All rights reserved.

AI contract repository and negotiation for legal and sales teams

ยฉ 2025 Docsum, Inc. All rights reserved.

AI contract repository and negotiation for legal and sales teams

ยฉ 2025 Docsum, Inc. All rights reserved.

AI contract repository and negotiation for legal and sales teams

ยฉ 2025 Docsum, Inc. All rights reserved.