Platform Code Release Information:
| Platform | Release Date |
|---|---|
| Alpha | November 9, 2026 |
| Gold | November 11, 2026 |
| Tau | November 16, 2026 |
| Production | November 18, 2026 |
Configuration Required - May Require Services
- Updated Unity components for CLM and Legal Service Requests (LSR) give users a more consistent view of progress, hierarchies, lifecycle metrics, and in-product status messages.
- Several new App Widgets put the most important information and actions front and center for users. These options include:
- Phase Widgets, showing a clear progress tracker of where a record is in its lifecycle.
- Custom Toast Widgets, showing short, timely alerts above the record, such as "Document is processing," "Signature complete," or "Extraction failed."
Liquid Table Widgets, showing related information in a simple table, such as contacts, negotiation history or line items. Columns can be plain text or clickable links that open in a new tab. When there is nothing to display, the table shows a custom message.
Group Widgets, combining several Summary, Message, Quick Link, and Liquid Table Widgets into one collapsible section, such as "Matter Overview."
- Improved App Builder and Counsel Exchange synchronization adds guardrails to help prevent invalid updates from creating sync issues, boosting data consistency for invoices, rates, and related records.
For more information, see our Feature Spotlight: LSR/CLM Unity UX and App Widgets article.