--- title: October 2023 Release Roundup description: See new product features and enhancements to the LinkSquares Cloud in our October 2023 Release Roundup. Learn about new dashboards in Prioritize, a new Prioritize user role, more customization with Analyze tasks, and more! image: https://release.linksquares.com/hubfs/10_DG_October%20Release%20Roundup%20Creative%20Assets_v1.png --- [Skip to content](https://release.linksquares.com/october-2023#main-content) [LinkSquares](https://release.linksquares.com/) Open Mobile Menu [LinkSquares](https://linksquares.com/) Close Mobile Menu [Why LinkSquares](https://linksquares.com/why-linksquares/) [Products](https://linksquares.com/products/) --- [The LinkSquares Cloud One platform for all your in-house legal needs](https://linksquares.com/products/linksquares-cloud/) --- Contract Lifecycle Management Create, review, manage and sign contracts Legal Project Management Centralize your work and keep projects moving Cross-product capabilities Get scalability, efficiency and connectivity LinkSquares Onboarding Experience A step by step guide to get started today --- [Solutions](https://linksquares.com/solutions/) [Customer Stories](https://linksquares.com/customers/) Resources Content [LinkSquares+ Content curated for in-house leaders](https://linksquares.com/plus/) [The Library](https://linksquares.com/library/) In the studio [Demo Library](https://linksquares.com/demo-library/) Community & Events [Customer Stories](https://linksquares.com/customers/) [Events & Webinars](https://linksquares.com/events/) Learning [Blog](https://blog.linksquares.com/) [In-House Insights](https://linksquares.com/inhouse-insights/) [Knowledge Base](https://help.linksquares.com/) [Events](https://linksquares.com/events/) [About Us](https://linksquares.com/about-us/) [Careers](https://linksquares.com/careers/) [Press](https://blog.linksquares.com/tag/linksquares-news-press) [Pricing](https://linksquares.com/pricing/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Contract Lifecycle Management](https://linksquares.com/products/) [Finalize Streamline your contract creation process](https://linksquares.com/products/finalize/) [Sign Get your contracts executed faster](https://linksquares.com/products/sign/) [Analyze Your post-signature analytics & repository](https://linksquares.com/products/analyze/) [CLM Suite One platform to rule them all](https://linksquares.com/products/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Legal Project Management](https://linksquares.com/products/) [Prioritize Manage, track, and report on legal work in one place](https://linksquares.com/products/prioritize/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Cross-product capabilities](https://linksquares.com/products/) [LinkAI Predictive and generative AI](https://linksquares.com/products/analyze/features/ai/) [Integrations Connect the tools you love](https://linksquares.com/integrations/) [Reporting Improve your teams efficiency with KPIs](https://linksquares.com/products/analyze/features/dashboard/) [API Integrate with any third-party app](https://linksquares.com/integrations/linksquares-api/) [Request a demo](https://linksquares.com/demo-request/) Back Close Mobile Menu [Cross-product capabilities](https://linksquares.com/products/) [Onboarding We're here for you from day one](https://linksquares.com/onboarding-services/) [Services Short on time? We can help!](https://linksquares.com/services/) [Support Get answers to all of your technical questions](https://linksquares.com/contact-us/) [Request a demo](https://linksquares.com/demo-request/) [LinkSquares](https://linksquares.com/) - [Why LinkSquares](https://linksquares.com/why-linksquares/) - Products ![](https://images.ctfassets.net/a3hff24q6nt8/104udRs2GzBis3lVOIsQfq/24c371c6c0463777709a98a8bd89cc8c/Image.png) Introducing: Agentic AI for Contract Management Search, edit, and create contracts like never before. [Learn more](https://linksquares.com/agentic-ai/) Contract Lifecycle Management Create, review, manage and sign contracts Legal Project Management Centralize your work and keep projects moving Unified Capabilities Get scalability, efficiency and connectivity LinkSquares Onboarding Experience A step by step guide to get started quickly [Finalize Streamline your contract creation process](https://linksquares.com/products/finalize/) [Sign Get your contracts executed faster](https://linksquares.com/products/sign/) [Analyze Your post-signature analytics & repository](https://linksquares.com/products/analyze/) [CLM Suite One platform to rule them all](https://linksquares.com/products/) [Prioritize Manage, track, and report on legal work in one place](https://linksquares.com/products/prioritize/) [LinkAI Predictive and generative AI](https://linksquares.com/ai/) [Agentic AI Smarter contracting with a multi-agent approach](https://linksquares.com/agentic-ai/) [Integrations Connect the tools you love](https://linksquares.com/integrations/) [Reporting Improve your teams efficiency with KPIs](https://linksquares.com/products/analyze/features/dashboard/) [API Integrate with any third-party app](https://linksquares.com/integrations/linksquares-api/) [Onboarding We're here for you from day one](https://linksquares.com/onboarding-services/) [Services Short on time? We can help!](https://linksquares.com/services/) [Support Get answers to all of your technical questions](https://linksquares.com/contact-us/) - Solutions Use Cases [Crisis Management](https://linksquares.com/solutions/crisis-management/) [Contract Review](https://linksquares.com/solutions/contract-review/) [Contract Storage](https://linksquares.com/solutions/contract-storage/) [Data Privacy & Compliance](https://linksquares.com/solutions/data-privacy-compliance/) [Deal Acceleration](https://linksquares.com/solutions/deal-acceleration/) [Mergers & Acquisitions](https://linksquares.com/solutions/fundraising-and-ma/) [Vendor Management](https://linksquares.com/solutions/vendor-management/) --- DEPARTMENTS [Legal](https://linksquares.com/solutions/linksquares-for-legal/) [Procurement](https://linksquares.com/solutions/linksquares-for-procurement/) [Sales](https://linksquares.com/solutions/linksquares-for-sales/) - Resources Content [LinkSquares+ Content curated for in-house leaders](https://linksquares.com/plus/) [The Library](https://linksquares.com/library/) Community & Events [Customer Stories](https://linksquares.com/customers/) [Events & Webinars](https://linksquares.com/events/) In the studio [Demo Library](https://linksquares.com/demo-library/) Learning [Blog](https://blog.linksquares.com/) [In-House Insights](https://linksquares.com/inhouse-insights/) [Knowledge Base](https://help.linksquares.com/) [![](https://release.linksquares.com/hubfs/Navigation/website-menu-navigation-hs-risk-scoring.png)](https://linksquares.com/events/product-spotlight-webinar-risk-revolution/) - Company [About Us](https://linksquares.com/about-us/) [Careers](https://linksquares.com/careers/) [Events](https://linksquares.com/events/) [Partner Program](https://linksquares.com/partners/) [Press](https://blog.linksquares.com/tag/linksquares-news-press) - [Pricing](https://linksquares.com/pricing/) - [Login](https://app.linksquares.com/) - [Request a demo](https://linksquares.com/demo-request/) [Previous Roundups](https://release.linksquares.com/) ![10\_DG\_October Release Roundup Creative Assets\_v1](https://release.linksquares.com/hs-fs/hubfs/10_DG_October%20Release%20Roundup%20Creative%20Assets_v1.jpg?width=575&name=10_DG_October%20Release%20Roundup%20Creative%20Assets_v1.jpg) # October 2023 Introducing dashboards for Prioritize, more customization in Analyze tasks, and more! October’s Release Roundup brings you no tricks, but all sorts of treats across the LinkSquares Cloud. From Dashboards in Prioritize to new user roles across the entire suite, the only thing scary about this edition is the sheer amount of new functionality at your fingertips.  So sit back, break out some Halloween candy, and take a look at all the new enhancements. ## What’s new in Legal Project Management? ## Visualize and report on your team’s impact with new Dashboards in Prioritize. Access to data is critical for a modern, efficient legal team. But gathering the relevant, accurate data you need to make informed decisions is easier said than done.  LinkSquares Prioritize now includes dashboards so you can monitor and report on your team’s workload and compile the data you need to improve processes and make strategic decisions. Find the info necessary to stay on top of workloads, identify roadblocks, prove your team’s business impact, or even make the case for additional headcount.  Receive instant access to key metrics with pre-configured dashboards, drill down with filters, or export the data for ad hoc analysis.   ![Prioritize Fixed](https://release.linksquares.com/hs-fs/hubfs/Prioritize%20Fixed.gif?width=1976&height=1036&name=Prioritize%20Fixed.gif)   [Prioritize Dashboards:](https://help.linksquares.com/hc/en-us/articles/18378926948119-Prioritize-Dashboard) Now in Beta. If you’d like to be considered for beta access, contact your CSM. ## New user role streamlines user access and permissions. - [Prioritize Full Access Role:](https://help.linksquares.com/hc/en-us/articles/4419522480663-Managing-Users)Control access to your LinkSquares Prioritize account with a new, dedicated role. ## Plus, customize your Prioritize Board to fit your workflows. - Customize column names to match your existing processes - Reorder tasks in a column to prioritize your to-dos   Want to see Prioritize in action? [Schedule a demo](https://go.linksquares.com/prioritize-demo)or [join our webinar on 11/16](https://go.linksquares.com/building-project-management-process) to hear how the LinkSquares legal team is using Prioritize.     ## What’s new in Contract Lifecycle Management? ## Sort your language by similarity. Similarity Terms brings a new level of custom tracking to Analyze. Now, take search a step further by ranking terms in order of likeness. Easily assess where the language is a near match or has a lot of variability, and use it to make the decisions you need. ![Higher quality ](https://release.linksquares.com/hs-fs/hubfs/Higher%20quality%20.gif?width=1976&height=1080&name=Higher%20quality%20.gif)   [**Sort by similarity:**](https://help.linksquares.com/hc/en-us/articles/16235627927575-Similarity-Terms) Now available for users with Similarity Terms enabled. Interested in activating this feature in your account? Speak with your CSM today.   ## Set tasks to recur on a cadence that works for you. We know you have critical tasks that require reminders more than just once a year - think about submitting reports and completing audits. Now, Analyze tasks can be set to recur annually, semi-annually, monthly, weekly, every two years, or even every three years. Once the task has been completed, a new, identical task with a due date in accordance with the recurrence automatically populates. You’ll never miss a deadline again with this enhanced flexibility. ![Final custom Gif ](https://release.linksquares.com/hs-fs/hubfs/Final%20custom%20Gif%20.gif?width=1976&height=1080&name=Final%20custom%20Gif%20.gif)   [Customize Task Recurrence](https://help.linksquares.com/hc/en-us/articles/360021503293-Analyze-Tasks): Now available in Analyze.   ## Access agreements in Salesforce from email notifications. Salesforce users can now access their contracts in Salesforce right from their inbox. No more switching windows – just click ”view in Salesforce” and you’re there! Now available with Finalize for Salesforce. ## Want to learn more about the LinkSquares Cloud? Check out the new LinkSquares Academy! Get the most out of LinkSquares with [The LinkSquares Academy,](https://academy.linksquares.com/) our new educational platform that offers product overview courses, on-demand spotlight webinars, monthly release notes, and more.   [![Screenshot 2023-11-01 at 11.44.40 AM](https://release.linksquares.com/hs-fs/hubfs/Screenshot%202023-11-01%20at%2011.44.40%20AM.png?width=1886&height=1550&name=Screenshot%202023-11-01%20at%2011.44.40%20AM.png)](https://academy.linksquares.com/)   [**Check out the LinkSquares Academy today!**](https://academy.linksquares.com/) *Note: you must be logged into your LinkSquares account to access the academy.*   ## Join us for our upcoming November webinars: Product Spotlight Webinar: The Latest and Greatest in LinkSquares Finalize *Tuesday, Nov. 14 at 1:00 p.m. ET* LinkSquares Finalize has come a long way this year. With recent enhancements to Templates, Tasks, integrations, and more, Finalize is truly a contract creation powerhouse.  In this special spotlight webinar, come see how you can use Finalize to scale and automate contract creation at your organization. With LinkSquares Finalize, confidently take your contracts from creation to signature, all with one tool. Don’t miss out. [**Save your spot today!**](https://go.linksquares.com/linksquares-latest-and-greatest-in-finalize)   Building a Project Management Process that Actually Works: How the LinkSquares Legal Team uses Prioritize  *Thursday, Nov. 16 at 12:00 p.m. ET* Join us as we dig into how the LinkSquares legal team has built and implemented a project management process to cut out manual work, save time, and get more done. See how the  team uses Prioritize to intake requests from across the business, manage recurring tasks, and tackle large-scale projects and initiatives with a project management tool built for legal. Plus, get an inside look at what's new and coming in LinkSquares Prioritize! Looking for some productivity inspiration?  [Register today!](https://go.linksquares.com/building-project-management-process)         ## Subscribe to the LinkSquares Release Roundup Get the most out of your CLM and stay up to date on new product features and enhancements to the LinkSquares platform.  - [Products](https://linksquares.com/products) - [LinkSquares Cloud](https://linksquares.com/products/linksquares-cloud/) - [Prioritize](https://linksquares.com/products/prioritize/) - [Finalize](https://linksquares.com/products/finalize) - [Sign](https://linksquares.com/products/sign) - [Analyze](https://linksquares.com/products/analyze) - [Full Suite](https://linksquares.com/products) - [Integrations](https://linksquares.com/integrations) - [Reporting](https://linksquares.com/products/analyze/features/dashboard/) - [API](https://linksquares.com/integrations/linksquares-api/) - [LinkAI](https://linksquares.com/ai/) - [Agentic AI](https://linksquares.com/agentic-ai/) - [Services](https://linksquares.com/services/) - [Solutions](https://linksquares.com/solutions) - [Crisis Management](https://linksquares.com/solutions/crisis-management/) - [Contract Review](https://linksquares.com/solutions/contract-review/) - [Contract Storage](https://linksquares.com/solutions/contract-storage/) - [Data Privacy & Compliance](https://linksquares.com/solutions/data-privacy-compliance/) - [Deal Acceleration](https://linksquares.com/solutions/deal-acceleration/) - [Mergers & Acquisitions](https://linksquares.com/solutions/fundraising-and-ma/) - [Vendor Management](https://linksquares.com/solutions/vendor-management/) - Departments - [Legal](https://linksquares.com/solutions/linksquares-for-legal/) - [Procurement](https://linksquares.com/solutions/linksquares-for-procurement/) - [Sales](https://linksquares.com/solutions/linksquares-for-sales/) - [Resources](https://linksquares.com/library) - [LinkSquares+](https://linksquares.com/plus) - [Blog](https://blog.linksquares.com/) - [Cockpit Counsel](https://linksquares.com/cockpit-counsel-series) - [Customer Stories](https://linksquares.com/customers) - [Demo Library](https://linksquares.com/demo-library) - [Events & Webinars](https://linksquares.com/events) - [In-House Insights](https://linksquares.com/inhouse-insights/) - [Knowledge Base](https://help.linksquares.com/) - [The Library](https://linksquares.com/resources) - Company - [About Us](https://linksquares.com/about-us) - [Careers](https://linksquares.com/careers) - [Contact Us](https://linksquares.com/contact-us/) - [Onboarding](https://linksquares.com/onboarding-services/) - [Partner Program](https://linksquares.com/partners) - [Pricing](https://linksquares.com/pricing/) - [Press](https://blog.linksquares.com/tag/linksquares-news-events) - [Recognition](https://linksquares.com/recognition/) - [Support](mailto:support@linksquares.com) - [Why LinkSquares](https://linksquares.com/why-linksquares/) #### LINKSQUARES, INC. 60 State St. Suite 1200 Boston, MA 02109 [617-681-8552](tel:617-681-8552) [salesinfo@linksquares.com](mailto:salesinfo@linksquares.com) © 2026 LinkSquares, Inc. - [SaaS Terms of Service](https://linksquares.com/saas-terms-of-service/) - [Privacy](https://linksquares.com/privacy-policy/) - [Security](https://linksquares.com/security/) - [Status](https://linksquares.statuspage.io/) - [Your Privacy Choices](https://go.linksquares.com/linksquares-do-not-sell-or-share-personal-data) - ![aicpa soc 2](https://release.linksquares.com/hs-fs/hubfs/soc2_66933e61%20copy.png?width=100&height=100&name=soc2_66933e61%20copy.png) - ![barr certification](https://release.linksquares.com/hs-fs/hubfs/Frame%201921.png?width=129&height=57&name=Frame%201921.png) ```json { "@context" : "http://schema.org", "@type" : "Organization", "address" : { "@type" : "PostalAddress", "addressCountry" : "United States", "addressLocality" : "Boston", "addressRegion" : "MA", "postalCode" : "02109", "streetAddress" : "60 State Street" }, "knowsLanguage" : "en", "logo" : { "@type" : "ImageObject", "url" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/Navigation/logo_643dd1b1.svg" }, "name" : "LinkSquares", "url" : "https://release.linksquares.com/october-2023" } ``` ```json { "@context" : "http://schema.org", "@type" : "BlogPosting", "abstract" : "See new product features and enhancements to the LinkSquares Cloud in our October 2023 Release Roundup. Learn about new dashboards in Prioritize, a new Prioritize user role, more customization with Analyze tasks, and more!", "author" : { "@type" : "Person", "name" : "LinkSquares Team" }, "dateModified" : "2024-10-24T18:37:58Z", "datePublished" : "2023-11-01T18:06:21Z", "headline" : "October 2023 Release Roundup", "image" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/10_DG_October%20Release%20Roundup%20Creative%20Assets_v1.png", "inLanguage" : "en", "keywords" : "[]", "mainEntityOfPage" : { "@type" : "WebPage" }, "name" : "October 2023 Release Roundup", "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://6934676.fs1.hubspotusercontent-na1.net/hubfs/6934676/Navigation/logo_643dd1b1.svg" }, "name" : "LinkSquares" }, "text" : "October’s Release Roundup brings you no tricks, but all sorts of treats across the LinkSquares Cloud. From Dashboards in Prioritize to new user roles across the entire suite, the only thing scary about this edition is the sheer amount of new functionality at your fingertips. So sit back, break out some Halloween candy, and take a look at all the new enhancements. What’s new in Legal Project Management? Visualize and report on your team’s impact with new Dashboards in Prioritize. Access to data is critical for a modern, efficient legal team. But gathering the relevant, accurate data you need to make informed decisions is easier said than done. LinkSquares Prioritize now includes dashboards so you can monitor and report on your team’s workload and compile the data you need to improve processes and make strategic decisions. Find the info necessary to stay on top of workloads, identify roadblocks, prove your team’s business impact, or even make the case for additional headcount. Receive instant access to key metrics with pre-configured dashboards, drill down with filters, or export the data for ad hoc analysis. Prioritize Dashboards: Now in Beta. If you’d like to be considered for beta access, contact your CSM. New user role streamlines user access and permissions. Prioritize Full Access Role: Control access to your LinkSquares Prioritize account with a new, dedicated role. Plus, customize your Prioritize Board to fit your workflows. Customize column names to match your existing processes Reorder tasks in a column to prioritize your to-dos Want to see Prioritize in action? Schedule a demo or join our webinar on 11/16 to hear how the LinkSquares legal team is using Prioritize. What’s new in Contract Lifecycle Management? Sort your language by similarity. Similarity Terms brings a new level of custom tracking to Analyze. Now, take search a step further by ranking terms in order of likeness. Easily assess where the language is a near match or has a lot of variability, and use it to make the decisions you need. Sort by similarity: Now available for users with Similarity Terms enabled. Interested in activating this feature in your account? Speak with your CSM today. Set tasks to recur on a cadence that works for you. We know you have critical tasks that require reminders more than just once a year - think about submitting reports and completing audits. Now, Analyze tasks can be set to recur annually, semi-annually, monthly, weekly, every two years, or even every three years. Once the task has been completed, a new, identical task with a due date in accordance with the recurrence automatically populates. You’ll never miss a deadline again with this enhanced flexibility. Customize Task Recurrence: Now available in Analyze. Access agreements in Salesforce from email notifications. Salesforce users can now access their contracts in Salesforce right from their inbox. No more switching windows – just click ”view in Salesforce” and you’re there! Now available with Finalize for Salesforce. Want to learn more about the LinkSquares Cloud? Check out the new LinkSquares Academy! Get the most out of LinkSquares with The LinkSquares Academy, our new educational platform that offers product overview courses, on-demand spotlight webinars, monthly release notes, and more. Check out the LinkSquares Academy today! Note: you must be logged into your LinkSquares account to access the academy. Join us for our upcoming November webinars: Product Spotlight Webinar: The Latest and Greatest in LinkSquares Finalize Tuesday, Nov. 14 at 1:00 p.m. ET LinkSquares Finalize has come a long way this year. With recent enhancements to Templates, Tasks, integrations, and more, Finalize is truly a contract creation powerhouse. In this special spotlight webinar, come see how you can use Finalize to scale and automate contract creation at your organization. With LinkSquares Finalize, confidently take your contracts from creation to signature, all with one tool. Don’t miss out. Save your spot today! Building a Project Management Process that Actually Works: How the LinkSquares Legal Team uses Prioritize Thursday, Nov. 16 at 12:00 p.m. ET Join us as we dig into how the LinkSquares legal team has built and implemented a project management process to cut out manual work, save time, and get more done. See how the team uses Prioritize to intake requests from across the business, manage recurring tasks, and tackle large-scale projects and initiatives with a project management tool built for legal. Plus, get an inside look at what's new and coming in LinkSquares Prioritize! Looking for some productivity inspiration? Register today!", "url" : "https://release.linksquares.com/october-2023", "wordCount" : "1929" } ``` ```json { "@context" : "https://schema.org", "@type" : "BlogPosting", "author" : { "@type" : "Person", "name" : "LinkSquares Team", "url" : "https://release.linksquares.com/author/linksquares-team" }, "dateModified" : "2024-10-24T18:37:58.862Z", "datePublished" : "2023-11-01T18:06:21.000Z", "headline" : "October 2023 Release Roundup", "image" : [ "https://release.linksquares.com/hubfs/10_DG_October%20Release%20Roundup%20Creative%20Assets_v1.png" ], "mainEntityOfPage" : { "@id" : "https://release.linksquares.com/october-2023", "@type" : "WebPage" }, "publisher" : { "@type" : "Organization", "logo" : { "@type" : "ImageObject", "url" : "https://release.linksquares.com/hubfs/Navigation/logo_643dd1b1.svg" }, "name" : "LinkSquares" } } ```