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Welcome to our early access program for active CM users

As a Beta Collaborator, you’ll get early visibility into upcoming product capabilities before they are broadly available. You’ll be able to explore upcoming changes, share practical use cases, highlight gaps, and help us understand what needs improving before the wider rollout.

This is not a formal UAT or quality testing process. The goal is to help you understand what is coming, assess how it fits your internal processes, and share early feedback while there is still time to shape the solution.

As a participant, you can expect:

• early access to selected upcoming capabilities;
• short product updates when something new is available;
• occasional feedback requests or surveys;
• invitations to discovery or demo sessions;
• opportunities to share your use cases directly with the product team.

What to expect and how to engage

How to Get the Most Out of CM Beta Space

1. Explore new capabilities today: https://beta.clausematch.com
2. Share your Feedback and Use Cases

Thank you for helping shape the future of the CM product. Yan Shtefanets / [email protected]

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Briefs

• Brief: Clausematch Applied AI Module </aside>

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Join our Beta program

Get early access to new capabilities, explore what’s coming next, and help shape CM with your feedback. If other active CM users in your team would benefit from early access, invite them to join.

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Beta News

🏗️ Changes to Explore 2026.2

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2026.2: DEPRECATION / CRITICAL CHANGES

Policy Management

• [Editor] Multi-paragraph context menu removed for bulk formatting
• [Automation] Send Email action recipients migrated to TO / CC / BCC
• [Metadata] Title and Document added as system fields
• [Approvals] Approver document view simplified </aside>

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2026.2: IMPORTANT changes in User Interface, Text, etc

All

• [Design system] Inter is now the default interface font
• [Metadata] Unified metadata mentions across the platform
• [Repository] Unify Field Modals Appearance
• Modifications to the Text in the interface </aside>

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2026.2 Summary

The release focuses heavily on Global Automation and Workflow governance, aiming to make automation easier to manage at scale and improve clarity of how automations apply across documents and lifecycle stages

1 We make automation easier to govern, safer to test, and more powerful to configure across Policy Management. We introduce centralized automation oversight, clearer global and local visibility rules, safer document-specific test runs.

2 We also expand metadata-driven automation by adding dynamic values in conditions and metadata updates, plus new stage-related system fields that can be used across workflow-aware views, rules, and communications.

3 For document users, we improve the Editor experience with a more focused approval review mode, bulk paragraph formatting, collapsible table-of-contents navigation, and a more consistent image menu.

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• Data