Welcome to Aline! Whether you're logging in for the first time or you've just been invited by a teammate, this guide gives you a full tour of the platform so you know what to expect and where to find what you need.
Aline is a comprehensive legal AI platform. End-to-end, we help you draft, redline, review, negotiate, and send contracts for signature. For executed contracts, you can also run bulk analysis and create reports across everything in your repository.
A Quick Note on Access
Access in Aline is permission-based and managed via labels and groups.
When you log in, your workspace should already be set up and you'll see the documents your team has granted you access to.
If your repository looks empty under Documents, reach out to your team's admin — it likely means you haven't been added to a group with the right labels yet.
💡 This is by design. Not everyone on every team needs access to every agreement legal is hosting.
AI Chat
When you log in, you'll land on the AI Chat. Under the hood, we use multiple models plus custom logic specifically built for legal drafting, review, analysis, and contract comparison.
From here you can:
Draft a document directly into the chat
Search your repository for anything previously uploaded by your team (e.g., "Do we have an NDA with X company?") — Aline will surface the agreement and give you a base-level analysis
Access your chat history and saved prompts — including prompts saved by you or your organization for repeated use
The Aline Prompt
The Aline Prompt is a great starting point if you're new to prompting or want a thorough analysis of a specific contract type.
Click Aline Prompt
Attach the document (e.g., a DPA)
Fill out the guided questionnaire so the AI knows who you are and what you're looking for
Specify your deliverable (e.g., redlines) — and you'll see those redlines live within the agreement
Improve Prompt
Start with something simple like "review this agreement for me" or "redline this NDA," then click Improve Prompt. Aline will sharpen the prompt to produce a more targeted analysis.
Dashboard
Your dashboard is where you see at a glance:
Anything currently out for signature or review
What's pending
My Actions — items waiting on you
Workflows
Workflows are your active tickets — every envelope sent for signature, review, or negotiation lives here. Think of them as the "tickets" in the Aline world.
Switch between a board view and a list view (and customize columns soon)
See what's in review, negotiation, or signature
Check exactly where something is — e.g., "this is at signature" or "still with cybersecurity for review"
Launching a Template
If your team has built templates, you can launch one from the Templates tab:
Click Launch
Give the workflow a clear, descriptive name
Enter the emails for the relevant roles in the agreement
Templates can include phases — tasks that happen pre- or post-signature, like legal review before signature. These all show up in the workflow so the whole team has visibility.
📌 Coming soon: launching workflows directly from Slack, HubSpot, and email. We already support launching from Salesforce, so reps can request a template right from their CRM.
Document Repository
Your repository is a smart repository. Every agreement uploaded is automatically analyzed by AI for at least two data points:
Parties
Contract type
Want more? Open the analysis panel on any document to run further analysis using standard terms (built in) or custom terms you've added to your library.
Parent–Child Relationships
Aline automatically detects relationships between documents — no manual linking required.
Subsequent SOWs, amendments, and exhibits show up under the parent agreement
Incorporations by reference are flagged so you can see linked terms when reviewing a contract
Parties
Parties are detected automatically on upload. To find every agreement with a specific counterparty:
Open the Counterparties folder
Find their agreements
Use the analysis panel to surface related agreements or pull specific properties (e.g., agreement term)
Reports
Reports are where many customers get the most value from Aline. Build a report against any subset of your contracts and pull terms across the whole set at once.
Standard and Custom Properties
Aline ships with standard properties like:
Auto-renewal
Contract value
Jurisdiction
Termination for convenience
Termination for cause
Don't see what you need? Click Create Existing Property, give it a name, and write a prompt. Indemnification, MFN clauses, anything specific to your business — it's yours.
💡 Best practice: When building a new property, write the prompt and run it on a few test agreements first. Once you're happy with the results, run it on the full column. This saves time and tokens.
Citations and Live Testing
Click any cell in a report (e.g., "Governing Law" for an MSA) and Aline takes you directly to that section of the document with a citation.
From there you can:
Edit the answer to customize what's in the report
Live-test a custom prompt right within the agreement, adjust until you like the answer, then re-run on the rest of the column
AI Reminders
AI Reminders turn your reports into automations. Use a date or condition in a report to trigger an email to specific teammates when the condition is met.
Example use cases:
Notify the team 30 days before any renewal deadline
Surface contracts that terminate within the next 90 days
Email procurement when an SLA threshold approaches
Support
Have a question? Click the Support button anywhere in the platform.
Browse our support library for resources, Q&A, and videos
If you don't find your answer, send a message — it goes directly to our Slack channel and you'll hear back from our team
Settings
Under Settings, admins manage everything that controls who sees what and how Aline connects to your other tools.
Roles and Access
Access is controlled through groups and labels:
Create a group
Assign labels to that group (e.g.,
HR)Members of that group can see any document tagged with that label
💡 If a teammate logs in and doesn't see anything, it's because they haven't been added to a group with the right labels yet.
Organization Settings
SSO and domain verification
Billing
Integrations
Set up live sync with any of your existing repositories so you don't have to manage them in parallel. Anything added to a connected folder is automatically pulled into Aline.
Supported sources include:
Google Drive
Dropbox
SharePoint
Next Steps
Now that you've got the lay of the land, here are some good places to go next:
🎧 Need Help?
Click the 🎧 Support button inside Aline to chat with our team, or book time with us if you'd like a walkthrough tailored to how your team works.