Legal OS helps GCs at the world’s fastest growing companies automate repeatable, predictable work.
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Our playbook builder has been built from the ground up for the unique challenges faced by general counsels at high growth businesses. GCs can map common negotiation scenarios, define recommended actions, and pre-approve plays with our visual conditions editor.
Legal OS empowers revenue generating teams to take action with immediate, trustworthy guidance. The experience for rev gen teams is highly intuitive and integrates directly into a range of CRMs to ensure adoption is easy.
Assign plays to particular negotiation scenarios. Then assign conditions to your plays to guide your sales & marketing teams to the correct play. The Legal OS playbook builder makes it easy to pre-approve and recommend particular plays for your revenue generating teams with incredible nuance.
Once the most effective play is identified, the sales or marketing executive can execute this play with a single click. The resulting actions range from inserting a fallback into a document to drafting a justification email.
Keep track of updates to playbooks, templates, and document versions. Track edits and enacted plays throughout a deal in the Legal OS versioning panel. Ensure proper governance at every step of the negotiation process.
Upload any word document as a document automation template and retain formatting. Build a playbook that uses these automation templates. Execute plays that action fallbacks and value changes on automated documents. And then download back to docx with formatting retained.
Set up dynamic templates for your documents, from simple letters to complex m&a contracts. Then share these templates with your business teams as intuitive apps.
The multiplayer text editor enables you to build complex, professionally formatted documents with zero fuss. No more double and triple checking document formatting. Easily reorganise document sections, reformat text in blocks, and work with all the legal specific formatting you need.
Publish playbooks as intuitive, mobile-first apps for revenue generating teams. These apps are purpose built for sales & marketing professionals, ensuring adoption is easy and existing workflows aren't disturbed.
A sales person can raise a query or request through the intuitive app that integrates closely with most CRMs use cases.
Triage is automated making it fast and simple for a sales person to find the most effective play for a given scenario.
Pre-approved plays self-execute ensuring the correct action is taken with minimal effort from the sales person.
