Circularo Roadmap
Are you interested in what is coming next? This page is dedicated to the future - it contains a brief overview of new features and enhancements for our next releases. The releases have rough time frames in which they are planned to go live, but precise dates depend on a lot of moving parts and we do not want to mislead you.
Without further ado, let’s explore what we can look forward to.
Q3 2025
The list of features planned for this release is indicative and subject to change as priorities evolve and the platform continues to develop. Some features may be enhanced, adjusted, or postponed based on new requirements and unforeseen factors. We recommend checking this list monthly to stay up to date with any updates or changes.
1. Advanced Reporting and Actionable Real-Time Insights
This set of features introduces preconfigured tabular reports with advanced filtering, search, and XLS export, along with the ability to drill down or click for deeper insights. The goal is to enhance report management by allowing users to view document data in specific views without accessing the full content, ensuring they can identify documents and determine appropriate next steps without breaching confidentiality.
Enhancements include the ability for users to save default filter fields for a more personalized experience, subscribe to reports for automated updates, and improve the placement of the 'Settings' icon by considering its relocation to the top of the table. Users will also gain the ability to specify column formatting, apply global filters through a widget and shared parameters, and utilize quick filters for a more refined reporting experience. The dashboard and query definitions will be refactored to improve usability, with added options to define filter parameters within dashboard settings. Additionally, documentation and existing definitions will be updated to reflect these improvements. Clickable statistics will provide more interactive insights, and new user permissions will be introduced to ensure the right level of access to reporting features.
2. Enhanced Attachment Management
To make document workflows more flexible and efficient, signatories can now add attachments directly during the signing process. Whether it's a scanned ID, supporting documentation, or additional references, these attachments will be securely bundled into the final signed document, creating a comprehensive and tamper-proof record.
This enhancement eliminates the need for separate email exchanges or manual follow-ups, ensuring that all relevant materials are submitted at the point of signing - in one place, at the right time.
Key Benefits:
Streamlined Workflow: Keep everything within Circularo - no need to chase missing documents separately.
Improved Compliance & Record-Keeping: Attachments are included in the final signed file for better traceability and audit readiness.
Faster Completion: Reduce delays caused by missing information or additional email communication.
Enhanced User Flexibility: Empower signatories to provide all necessary documentation in one seamless step.
This feature enhances the signing experience while maintaining security, completeness, and convenience for all parties involved.
3. Comments Enhancements
We’re making the commenting experience in Circularo more powerful and intuitive to support clearer, more collaborative communication across your document workflows.
With this update, comments will now support threaded discussions, allowing users to reply directly within comment threads and keep conversations organized. In addition, rich text formatting and emoji support will enable users to express ideas more clearly, highlight key points, and add a more personal, human touch to feedback and collaboration.
These enhancements make it easier than ever to track feedback, resolve issues, and align teams - all within the context of your documents.
4. AI-Powered Smart Document Summaries
We’re introducing AI-driven document summarisation - a powerful tool that helps users quickly grasp the key points of any document without reading it in full. Whether you're working with lengthy contracts, internal reports, or external communications, this feature generates context-aware, concise summaries tailored to your specific needs.
Designed to boost productivity and streamline collaboration, AI Summarisation supports multiple summarisation styles and depths - ranging from brief overviews to detailed key point breakdowns - so you can focus on what matters most, faster.
Key Benefits:
Saves Time: Automatically distills lengthy or complex documents into easily digestible summaries.
Boosts Productivity: Choose from different summary styles depending on your context - whether you're preparing internal notes, public-facing content, or decision-ready insights.
Enhances Collaboration: Enables teams to quickly align on critical information without having to manually review every document.
Increases Accessibility: Makes content more approachable and understandable for wider audiences, including stakeholders who may not need full document access.
AI-Powered Summaries bring a new level of speed, clarity, and efficiency to how you engage with documents - so you can spend less time reading and more time acting.
5. AI-Powered Smart Labels
Introducing Smart Labels - an AI-powered feature in Circularo that brings intelligent document classification to a whole new level. Designed to automatically analyze document content, Smart Labels can suggest the appropriate Document Category, Sensitivity Level, and PII (Personally Identifiable Information) classification - all in one go.
This triple-labelling system helps organizations take control of their document governance by ensuring sensitive data is consistently identified, categorized, and protected - right from the start. Whether you're managing internal documentation, customer contracts, or regulated records, Smart Labels enhances compliance, security, and workflow automation across the board.
Key Benefits:
Boosted Compliance: Supports adherence to regulations like GDPR, HIPAA, and internal data protection policies by flagging and labeling documents containing sensitive or personal data.
Stronger Governance: Enables better classification and searchability, making it easier to manage and audit documents over time.
Smarter Access Control: Automatically apply or suggest access restrictions and routing rules based on sensitivity and content.
Enhanced Workflow Automation: Improve efficiency by embedding label-driven logic into approval processes, routing paths, and archival policies.
Increased Security: Proactively protects documents by clearly identifying sensitivity levels and ensuring they are handled appropriately.
Seamless Integration: Designed to work with your existing workflows and access control policies, without disrupting your current processes.
Smart Labels bring intelligence, consistency, and automation to document management - helping you protect what matters most while staying fast, compliant, and in control.
6. Knowledge Assistant: Real-Time, In-App Support Powered by AI
Introducing the Knowledge Assistant - Circularo’s intelligent, AI-powered support companion designed to deliver instant, contextual help directly within the platform.
Trained on Circularo’s comprehensive help center, documentation, and support knowledge base, the Knowledge Assistant provides users with real-time guidance, step-by-step instructions, and answers to common questions - right where they need it most. Already available on our website, it can now be seamlessly accessed within the Circularo interface, making support more intuitive and accessible than ever.
Key Benefits:
Reduces Support Burden: Deflects routine questions and empowers users to solve problems independently, reducing load on support teams.
Accelerates Onboarding: Helps new users get up to speed quickly with self-service assistance tailored to their current task.
Boosts User Satisfaction & Confidence: Enhances the user experience by providing reliable, on-demand help without breaking workflow.
Increases Feature Adoption: Promotes discovery of underused capabilities by offering relevant guidance at the point of need.
Lowers Onboarding & Support Costs: Encourages a self-service culture, minimizing the need for one-on-one intervention.
With the Knowledge Assistant, every user has access to a built-in expert - ready to guide, explain, and support - helping teams unlock more value from Circularo with less effort.
7. NFC Starcos 3.7 DI Smart Card for eIDAS Qualified Signing
Now available as an optional add-on, the Starcos 3.7 DI NFC smart card enables eIDAS-certified qualified electronic signatures (QES) directly within Circularo.
Certified as a Qualified Signature Creation Device (QSCD), this smart card ensures that every signature meets the highest legal and cryptographic standards across the EU - perfect for those who require maximum trust and regulatory compliance.
Designed for both desktop and mobile use, it integrates seamlessly into existing approval and signing workflows.
Key Benefits:
Legally binding QES using a certified smart card
Dual-layer security with MFA/UAE Pass + card-based authorization
NFC-enabled for secure mobile signing
Tamper-proof and fully eIDAS-compliant
Integrated into Circularo workflows for a smooth signing experience
Ideal for organisations handling sensitive or regulated transactions that demand the highest level of signature assurance.
8. Other
In addition to the features outlined above, this release also includes a variety of performance enhancements aimed at improving the overall efficiency and responsiveness of the platform. These improvements will optimize system operations, ensuring a smoother and more seamless user experience. Furthermore, the release addresses several integration updates, ensuring that Circularo works even more effectively with external systems and tools. Alongside these upgrades, we've included hotfixes to resolve any critical issues and minor updates to refine existing functionalities, ensuring everything continues to run smoothly and as expected.