11 May 2024
Addition of Profiles
New feature For both ClauseBuddy and Clause9, "rights profiles" are added. These profiles essentially bundle user-right, so that they can be applied in bulk to certain users.
When a customer, for example, has 50 different user accounts, it gets cumbersome to manage all the rights for all those 50 users. Instead, with such user amounts, it is recommended to use profiles instead, which allow the administrator to centrally manage the rights (e.g., have a "Standard" profile, a "Senior lawyer" profile, a "Partner" profile, etc.). When, for example, a specific right is added to the Standard profile, all of the users tagged with that profile will immediately get that additional right.
Users can have multiple profiles, for which all the rights are always cumulatively applied.
Custom labelling in ClauseBuddy
New feature ClauseBuddy administrators can now add custom labels to basically any label on the screen. For example, when a customer would not like the term "Truffle Hunt" or "Quality Library", the administrator can change that label to something else — even in multiple languages.
In addition to the most common screen elements, administrators can temporarily turn on a "show translation labels" mode to hunt for other messages and hints to customise.
"Upgradable accounts"
New feature Specific user accounts can now be tagged with upgradability rights, so that the user in question can "jump" to any other account, without entering the relevant security code. This even works across servers.
This allows a lawyer in the Berlin office to, for example, "jump" to some other account of his firm's office in Paris, in order to consult the legal content of that firm.
Another possibility that is enabled by this new feature, is for a regular user to "jump" to some administrator account. This is particularly relevant when SSO is enabled, because in most customers' SSO setup, end-users will always login with their personal account, which is then transferred to the ClauseBase platform.
A backend GUI interface for this feature will be added soon.
Document Reviewing
Various small improvements were made:
New feature The LLM is now requested to add a "reason" to paragraphs & clauses, to explain why it considered the paragraph or clause to be relevant for a certain requirement.
The prompting instruction sent to the LLM was improved.
New configuration options for Truffle Baskets
New feature Users can now specify for Truffle baskets:
The category (to group multiple Baskets) together
Whether, by default, clauses must be uploaded into this basket
Whether, by default, documents must be uploaded into this basket.
Additional sharing options for Q&As
New feature ClauseBuddy users can now also specify for shared links to Q&As:
Whether to allow sending back answers
Whether to show the interactive right-side (document preview)
ClauseBuddy hints system
Upon first login, ClauseBuddy presents several helpful hints in popup-boxes at the top of the screen. ClauseBuddy will now remember which of those popup-boxes were previously shown to the end-user, even after logout, so that they are not presented again.
Clause9
Possessive form in Dutch, Swedish and Danish
The possessive form of concept-labels — essentially the suffix 's or even a simple ' — is now improved for these languages.
Administration
Administrators could inadvertently turn themselves into "anonymous" users, effectively locking them out of the system.
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