Skip to content
Looplex Docs

Legal Playbooks

Playbooks are a type of manual where an organization’s policies, positions, and strategies related to the operationalization of the legal dimension of its activities are documented.

Currently, this type of documentation is represented in companies and law firms in the form of manuals, guides, policies, circulars, or instructions in unstructured text format.

Regardless of the name, the purpose is the same: to document the legal governance rules of a company. However, there is a significant disadvantage: they depend on lawyers, paralegals, and other professionals for reading, interpretation, execution, and auditing. Without constant effort, they risk becoming obsolete.

But there is a better and more efficient way to manage policies, organize portfolios of contracts and disputes, execute routine steps, and deliver legal services across the organization transparently and with minimal operational friction. Enter Digital Playbooks.

Instead of creating “case-by-case” Document Templates, Workflows, or Dashboards, an organization can standardize its policies in a type of smart document called a Digital Playbook.

Playbooks serve as the central hub where an organization sets up the cycle of knowledge management and legal governance for a specific operational dimension, such as supplier management, contractual relationships with clients, operational and legal management of contentious portfolios, among others.

From there, the organization’s policies and rules can also be executed and audited to ensure compliance automatically. Instead of Software as a Service (SaaS), lawyers can implement a Legal as a Service (LaaS) solution.

The Digital Playbook is a type of smart document specifically designed to set up and automate the execution of regulatory compliance and risk management rules for legal services automated by the Looplex platform.

Playbook Elements

The Digital Playbook is essentially divided into the following content blocks:

Enablement – Definitions regarding “conditions of action” and with whom the organization can engage in the context of an operation or business activity, both during onboarding and throughout the engagement.

Content (legal) – Definition of minimum rules and operation details (object, values, dates), compliance (data handling dimensions, reporting, admissible arguments in case of dispute, anti-corruption rules, etc.), guarantees and ancillary rules (jurisdiction, severability, notifications, etc.), resolution or cancellation rules, what is open for flexibility or negotiation, engagement scenarios, checklists for building or evaluating external content (what must be included and what must not). For disputes, this includes claims or defenses for contingent obligations.

Supporting Content – Arguments, citations, contract attachments, and other informational elements that clarify, complement, or detail the core content, such as an SOW (Scope of Work) breakdown, a compilation of case law, legal or doctrinal citations, an attached pricing table, etc.

Flows (business processes) – The mandatory or conditional steps in the document or case lifecycle, criteria for task routing and allocation, review rules, legal control processes, and SLA deadlines.

Analytics and Monitoring – Definition of evaluations and aggregations (visual or tabular) for measuring performance, compliance, and optimization of contract or dispute portfolios.