Exceptions handled consistently, every time.
The challenge
When a contract or request falls outside standard policy, it needs to reach the right approver quickly, with the reasoning intact. Manually tracking down who signs off, and proving the exception was reviewed properly, slows the business down.
The solution
Playbook flags the exception against the department's standard policy and identifies the approval path it requires. An external collaboration link then shares the flagged document with the approver, with a full audit trail of the decision.
Key Capabilities Used:
Playbook; External collaboration links.
Navigate to the contract or request in the next-gen iManage platform and run the department's saved policy Playbook.
The playbook checks the document against your standard terms and flags any clause that falls outside policy, along with the source citations.
Generate an external collaboration link for the flagged document and share it with the required approver. Set permissions to edit and apply an expiry date so access closes once the decision is made.
The approver can review the exact clause in question without needing an iManage account.
Once a decision is recorded, monitor the access log from the Versions button. Then run the Playbook again to ensure it passes.
The next-gen iManage platform keeps a timestamped record of who reviewed the exception and when, giving the department a defensible record for every deviation from standard policy.
More to explore
Check Which Documents A Regulatory Change May Affect
Use Case
Playbook
Key Capability
External Collaboration Links
Key Capability