Legal Playbooks
Playbooks: Legal Governance for Your Business
Playbooks are a type of manual that documents an organization’s policies, positions, and strategies related to the operationalization of the legal dimension of its activities.
Currently, this type of documentation exists in companies and law firms in the form of manuals, guides, policies, circulars, or directives in unstructured text format.
Regardless of the name, the purpose remains the same: to document a company’s legal governance rules. However, such documentation relies heavily on lawyers, paralegals, and other professionals for interpretation, execution, and auditing. Without significant effort and constant updates, these documents often become obsolete.
There is a better and more efficient way to manage policies, organize contract and dispute portfolios, and execute routine steps while delivering legal services to the organization transparently and with minimal operational friction. Enter Digital Playbooks.
Instead of creating Document Templates, Flows, or Dashboards on a case-by-case basis, organizations can standardize their policies in a type of intelligent document called a Digital Playbook.
Playbooks serve as a centralized setup for an organization’s knowledge management and legal governance across specific operational dimensions, such as supplier management, client contract relationships, and operational and legal management of contentious portfolios.
From there, organizational policies and rules are executed and audited for compliance in an automated manner. Instead of Software as a Service (SaaS), lawyers can implement a Legal as a Service (LaaS) solution.
The Digital Playbook is a type of intelligent document specifically designed to establish and automate the execution of regulatory compliance rules and risk management for legal services automated by the Looplex platform.
Playbook Elements
A Digital Playbook is essentially divided into the following content blocks:
Enablement – Definitions regarding “conditions of action” and who the organization can engage with in the context of an operation or business activity, both during onboarding and throughout the engagement’s lifecycle.
Legal Content – Definition of minimum rules and operational details (object, values, dates), compliance (data treatment dimensions, reporting, admissible arguments in disputes, anti-corruption rules, etc.), guarantees and ancillary rules (jurisdiction, severability, notifications, etc.), resolution or cancellation rules; flexibility or negotiation scenarios, checklists for creating or evaluating external content (what it must include and exclude). In disputes, it includes arguments or defenses for contingent obligations.
Support Content – Arguments, citations, contract attachments, and other informational elements that clarify, complement, or detail the central content elements, such as SOW (Scope of Work) details, jurisprudence bundles, legal or doctrinal citations, an attached price table, etc.
Flows (business processes) – Mandatory or conditional steps in the document or case lifecycle, task routing and allocation criteria, review rules, legal control, and SLA deadlines.
Analysis and Monitoring – Definitions of evaluations and aggregations (visual or tabular) to measure performance, compliance, and optimize contract or dispute portfolios.