Playbook Automation for tech GCs

Empower sales & marketing teams to self-serve documents, select the best terms, and automate negotiation, ensuring your company can scale fast without chaos.

There are so many tools for legal, yet still...

Legal is overrun with basic requests from sales & marketing teams

With GDrive or Dropbox, your deal processes won’t scale with the growth of the business

As your business grows, it becomes increasingly difficult to stay on top of precedent, favourable terms, and fallbacks. Sales teams might struggle to find the latest template and specially negotiated terms disappear in a sea of files.

CLMs support bigger teams with organising their work; Legal OS helps you get work done.

CLMs still require a high degree of input from legal to handle objections, justify terms, and to identify the strongest deal position for the business. GCs remain overwhelmed. Legal OS works seamlessly with most CLMs to ensure you're organised and effective.

Increase deal speed by 300% within a week while mitigating risk

Set up your first deal automation within a week (or less) and start empowering your business development reps to draft documents, objection handle, and close deals independently.

Build self-executing playbooks in minutes with an easy to use playbook builder

- Define rules for each deal, including fallbacks, justifications, and standard terms.
- Build playbooks for negotiation scenarios, procurement, compliance checks, FAQs, and more.

Allow your sales & marketing teams to self-serve through an intuitive portal

Publish your playbooks as intuitive, context-specific interfaces. Legal OS integrates into Salesforce, Hubspot, and Pipedrive, with custom support for many more industry- standard sales/marketing tools available on request.

Overview active deals, approve non-standard clauses, kill risk

- View success rates of certain terms & fallbacks
- Easily update playbooks & precedent; sync these updates through all your systems everywhere
- Identify most common requests  and add new self-executing plays, self-service checkers, and FAQs.

Step 1

Build playbooks for predictable scenarios

Centralise your terms, fallbacks, and playbooks in moments

Define rules for each deal, including fallbacks, justifications, and standard terms. Use our library of playbooks, ranging from B2B SaaS deals through to complex data privacy regulations.. Or start from scratch and define rules your way.

Step 2

Empower non-legal teams with automation

Provide automations to your sales team where they work

Legal OS integrates into Salesforce, Pipedrive, Zendesk, and many more industry standard sales tools to ensure adoption is seamless and your sales team have no barrier to adopting your expertly crafted playbooks.

Step 3

See what matters most, learn, and level up

Overview deals, approve non-standard clauses, kill risk

Your dashboard empowers you to keep at eye on the most important deals. You are notified of deals that require action from you, such as approvals, signatures, or additional legal support. And all of this is accessible via Microsoft
365 SSO.

Trusted and backed by:
2020INC logoThe Paak logoEphicient logoToogether logo

"Legal OS enables non-legal business users to independently create high-quality, compliant, and consistent contracts and legal documents."

Alexander Steinbrecher

General Counsel

Provide automations to your sales team where they
 work

Legal OS integrates into Salesforce, Pipedrive, Hubspot, and many more industry standard sales tools to ensure adoption is seamless and your sales team have no barrier to adopting your expertly crafted playbooks.

Overview active deals,
approve non-standard clauses, kill risk

Your dashboard empowers you to keep at eye on the most important deals. You are notified of deals that require action from you, such as approvals, signatures, or additional legal support. And all of this is accessible via Microsoft
365 SSO.

You're moments away from becoming the primary driver of growth at your org

30 day money back guarantee — no conditions

A single subscription for the only seat you’ll need

Start paying only once your first deal is closed

Our team can get you started today with immediate set up on our zero maintenance platform with an intuitive user experience you can work with from day one.

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