Product update · Week of 20 Jul 2026

Clearer deal oversight, from journal insights to task progress

This week’s Lens update gives deal teams better ways to review journal activity, coordinate project work and track document indexing. Enhanced PDF export also supports sharing information for deal reviews.

IntelligenceIntegrationDue Diligence
  1. 01

    Intelligence

    Get more from your deal journal

    Enhanced journal features and new journal analysis capabilities help teams review recorded activity. They support a clearer view of the deal as work progresses.

  2. 02

    Integration

    Keep deal work moving

    Improved workstream and task management, alongside enhanced project scheduling, help teams coordinate ongoing work. Task notification improvements support keeping people informed as plans progress.

  3. 03

    Due Diligence

    Track document readiness more clearly

    Enhanced document indexing and indexing status features give teams better visibility into document processing. This helps them understand readiness before reviewing deal material.

Also improved this week

  • Enhanced PDF export supports sharing information for review.

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