A Cleaner, More Purposeful Interface
The most visible change in Q1 is the redesigned home dashboard. The previous layout treated all users the same. The new one does not.
Role-based widgets now surface the most relevant information depending on who is logged in. Members see upcoming reminders, expiring documents, and contracts out for signing. Managers and admins see pending approvals and documents awaiting signature. Viewers get reminders and expiry alerts. Everyone sees what they actually need — nothing more.
The archive search field has also been moved to a more prominent position on the home screen, with direct handoff to archive results on Enter. For teams that spend a significant portion of their time finding and retrieving contracts, this reduces several unnecessary clicks from a routine task.
The drafting interface has been streamlined in parallel. The top bar is now a single row, freeing up vertical space for the questionnaire itself. The progress indicator has moved into the sidebar. The Actions menu consolidates previously scattered controls into one place. These are quiet improvements, but they compound into a noticeably faster drafting experience for frequent users.
AI Guardrails: Smarter Assistance With Built-In Boundaries
The AI assistant in Precisely has been extended to handle imported documents — not just contracts drafted natively in the platform. This is a meaningful expansion, as a substantial proportion of contracts in most organisations originate outside the CLM.
Alongside this, guardrails functionality introduces a new layer of governance for AI-assisted review. Guardrails are predefined rules that govern what the AI assistant can suggest or surface. If a response or flagged clause falls outside those rules, the guardrail catches it before it reaches the reviewer.
This matters because AI assistance without boundaries creates its own compliance risk. Teams need to trust that AI-generated suggestions align with their legal playbook — not just that they are grammatically coherent. Guardrails make that trust possible.
Metadata Validation: Accuracy Before Approval
Data quality in contract archives is easy to overlook until it becomes a problem. Inconsistent metadata — wrong dates, missing counterparty names, incorrect contract values — makes contracts harder to find, harder to report on, and harder to audit.
The new metadata validation feature addresses this directly. When enabled at the organisation level, it requires users to review and confirm metadata tags before a document can proceed to final approval or signing. For manually edited or imported contracts, this is especially valuable — these are the documents most likely to carry incomplete or inaccurate data.
The optional AI-powered layer goes further. Rather than simply prompting users to review metadata, it suggests specific updates based on the document content. Users see the suggestions, can modify them, and choose what to accept. Nothing is applied automatically. Control stays with the reviewer.
Archiving Workflows: A Faster Path for Third-Party Contracts
Not every contract starts in Precisely. Supplier agreements, partner contracts, and legacy documents negotiated outside the platform all need a home in the archive — but forcing them through a full drafting and approval workflow is unnecessary friction.
The new Archiving workflow type removes that friction entirely. Users can upload a fully executed contract, skip drafting, approvals, and signing steps, and register the document directly in the archive. The project is marked complete immediately on upload.
If metadata validation is enabled, users are still prompted to complete required fields before finalising — ensuring the archive stays structured and searchable even for externally originated contracts.
This closes a gap that many teams had been working around with informal processes. Centralising legacy and third-party agreements is now a first-class workflow in Precisely, not an afterthought.
Improved Review Controls and Word Redlining Support
The review process has become more flexible. When inviting a reviewer, admins can now set granular permissions — view only, redline directly in Precisely, download to Word and upload a revised version, or a combination of both.
For workflows where counterparties or external counsel prefer to work in Word, this is a practical improvement. Reviewers receive a DOCX file with Track Changes enabled, mark up the document offline, and upload the redlined version back to the review portal. The process is structured from both ends.
This does not change how Precisely handles governance for internally drafted contracts — paragraph locking and approval logic remain unchanged. It simply gives teams more options for how external review happens in practice.
The New HubSpot Integration
The updated HubSpot integration is one of the most requested developments from the customer base, and the Q1 release delivers on the core ask: deeper, more reliable data mapping between HubSpot and Precisely.
Sales teams can now trigger contract creation directly from a HubSpot deal, with field data flowing automatically into the contract. Line items, deal values, counterparty details, and custom properties can all be mapped without manual re-entry. The result is a contract that reflects the CRM record precisely — not approximately.
For revenue operations and legal teams managing high volumes of commercial contracts, this removes a persistent source of error and back-and-forth. The deal closes in HubSpot. The contract reflects it accurately. There is no gap.
The integration also supports more flexible workflow configuration, allowing teams to build processes that fit their existing HubSpot setup rather than working around it.
What Is Coming Next
The webinar included a look ahead at features in development. The focus for the coming quarters is on deeper project management capabilities — improving visibility across active contracts, handling more complex multi-party workflows, and making it easier to manage contracts that involve multiple internal stakeholders across departments.
The product changelog is the best place to follow individual releases as they ship.
Watch the Full Webinar
The recording includes live demonstrations, Q&A, and more detail on each feature than a written summary can cover. Enter your email below for instant access.
Frequently Asked Questions
Is the webinar free to watch?
Yes. Enter your email above and you will receive access to the full recording immediately. No sales call or commitment required.
Do I need to be a Precisely customer to watch?
No. The webinar is relevant to anyone evaluating contract management software or looking to understand how modern CLM platforms are evolving. Customers and prospects are equally welcome.
Are the features covered in the webinar already live?
Most of them, yes. Archiving workflows, metadata validation, improved review controls, and the redesigned home dashboard have all shipped. The updated HubSpot integration and AI guardrails were announced during the webinar — check the product changelog for the latest availability status on each feature.
How do I enable AI features like metadata validation and guardrails?
AI features are enabled at the organisation level in Organisation Settings. Admins can turn on AI-powered metadata validation independently of other AI features. For a step-by-step guide, visit the Precisely Help Centre.
