A clean, chronological version history before your analysis begins.
The challenge
Establishing a reliable version history for an employee handbook requires locating multiple versions across the Matter, distinguishing them by date and context, and identifying the correspondence that explains why changes were made. Without this foundation, any comparison of substantive policy changes risks being built on incomplete or incorrect assumptions about which version is operative.
The solution
Ask iManage finds all handbook versions across the matter, organizes them chronologically, identifies the current operative version, and surfaces related emails and memos that explain why material changes were introduced. This gives attorneys a clear, reliable baseline before analysis begins.
Open Ask iManage and add your Matter or Workspace as a Filter.
Instantly scope to only the documents which matter, keeping your responses and citations relevant.
Craft a prompt to identify and organize handbook versions into chronological order and which is the most current.
Asking for chronology and information on which is the most current version allows you to see at a glance both history of the handbook, and the most relevant to work on today.
Copy this prompt
Identify all versions of the employee handbook in this matter, arrange them chronologically, and explain which appears to be the current version.
Craft a follow-up prompt to add context about why updated materials were introduced.
Asking for context on changes allows Ask iManage to look across other related documents and provide explanation on 'the why'.
Copy this prompt
For each handbook version, identify any emails, memos, or notes in this matter that explain why material changes were made.
With a clear history of employee handbooks, you are now ready to begin further analysis.
More to explore
Comparing Policy Provisions Across Employee Handbook Versions
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Using Compare for Compliance Risk Check
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Matter Orientation: Client Instruction
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