This is the first of what I'm planning to make a regular thing — a monthly review of what we've shipped, why we shipped it, and where we're headed. We publish release notes with every deployment, but those are intentionally granular. I wanted a space to connect the dots and give you a clearer picture of the thinking behind the work. Consider it a window into how we build Plexus.
This first edition is a little longer than usual since it covers January through early March. Future posts will be tighter, focused on a single month. With that said — we've shipped a lot, so let me walk you through what we've actually been building toward.
If I had to sum it up in one line: Plexus is a platform for your company, not just a tool for legal.
That might sound abstract, so let me walk you through what I mean.
A fresh canvas
The year started with something every user sees the moment they log in. We rolled out a completely refreshed search and menu bar across the platform — a new foundation for how you navigate Plexus and find what you need.
Alongside that, we added a persistent navigation bar on intake forms that stays with you as you scroll. It's one of those changes that sounds small until you're halfway through a detailed brief and need to jump back to a section you've already completed. Now you can, without losing your place.
These aren't flashy features, but they set the tone for everything else we shipped. When the basics feel effortless, the powerful stuff becomes easier to reach.
Counsel gets sharper — and more considered
Plexus Counsel received meaningful upgrades across the quarter, and the story here is about more than just "better AI."
In January, we improved how Counsel analyses requests, understands documents, and answers questions — a broad uplift to the intelligence layer underneath.
We also introduced more valuable quick actions that let you zero in on specific aspects of a contract, like financial obligations, without crafting a detailed prompt. Think of it as giving Counsel better instincts about what you're likely to ask.
Then in March, we made a deliberate change: Counsel no longer auto-opens when you visit the Document details page. This was an intentional product decision, not a bug fix. We want Counsel to be there when you need it — not when we assume you do. You start the conversation on your terms.
The biggest addition to Counsel this quarter, though, is Multi-Document Awareness & file upload. Until now, Counsel conversations were scoped to a single contract. Now you can select or upload up to 10 documents and analyse them together in one conversation — comparing clauses across similar agreements, spotting inconsistencies, or preparing advice for a matter that spans multiple contracts.
You can also directly upload files to Plexus Counsel - Uploaded files don't appear in your Document list either, so you can explore and discuss documents before committing them to a workflow. This shifts Counsel from a document-level tool to something closer to portfolio-level analysis, and it's a capability we've heard legal and business teams asking for since Counsel launched.
The arc across these releases is one I'm proud of: make the AI more capable and more respectful of how you actually work.
Support for bigger organisations
A few changes this quarter were aimed squarely at removing friction for larger, more complex organisations.
SSO now supports up to 1,000 domains. If you're a multinational managing dozens of subsidiaries and brands, you no longer need workarounds to bring everyone under one configuration. This was a direct response to feedback from some of our larger customers, and it's the kind of infrastructure work that quietly unlocks scale.
We also increased file upload limits to 33MB per file for main and sub-documents in signing packs. This keeps larger contracts flowing through to DocuSign without hitting file size walls — particularly useful for contracts with extensive schedules or annexures.
On the people side, we introduced the ability to explicitly share documents via the Counterparty Portal. Whether it's a colleague in another department or an external party, you now have control to send the counterparty portal link — granting visibility through the portal on a document-by-document basis. It's a more flexible way to collaborate across teams and organisations, especially when someone only needs to engage with a single contract rather than the full platform.
And for admins managing those growing user bases, the user list now shows when each member joined and when they last logged in — a simple addition that makes it much easier to spot inactive accounts and understand how your team is engaging with the platform.
The details that add up
Some of the most satisfying work this quarter was in the small, compounding improvements that make your daily experience smoother.
Better audit trail visibility: the Activity feed now shows which custom key facts were deleted and what the answers were, so you can track exactly what changed and when.
We also added a confirmation step when deleting an additional key fact — a small safeguard that prevents accidental data loss.
Bulk edit quality of life: after completing a bulk edit, document selections now automatically reset so you can move straight into your next batch without manually clearing your selection.
Document summary reliability: we improved how summaries handle large files. Where a document exceeds processing limits, Plexus will now let you know clearly — improving the user experience through transparency in outcomes.
Microsoft 365: meeting you where you work
We continued investing in our Microsoft 365 integrations throughout the quarter, with improvements landing in four separate releases.
The Word plug-in on Windows now handles new document version uploads regardless of how your Word window is sized — a fix for an edge case that was frustrating users on smaller screens or split-view setups. We also improved how contract summaries display on the Document details page when using the plug-ins, and made several under-the-hood improvements to the Outlook and Word desktop add-ins, including better support for email attachments and accessing supporting material.
Sure, these aren't headline features, but they reflect a commitment: if you're working in Word or Outlook, Plexus should feel native — not bolted on.
Get Plexus for Word and Outlook on the Microsoft Marketplace.
What's next
The theme across all of this work — from Counsel's quick actions to the refreshed navigation to SSO at scale — is removing the distance between you and the work you're trying to do. Less friction, more control, better defaults.
We've got a lot more shipping in the months ahead. Two areas I'm particularly excited about: we're exploring ways to streamline and automate the document intake experience — reducing the manual effort involved in filling out intake forms so your teams can get contracts moving faster with less back-and-forth.
And on the AI side, we're working on giving admins more control over how Plexus Counsel responds — the ability to shape its output, teach it new skills, and tailor its behaviour to match how your legal team actually works. More on both of these soon.
If you have feedback on any of these changes, or something you'd love to see next, reach out to your Customer Success Manager or drop us a note at [email protected].
We're listening.
— Cadell Falconer, Head of Product