Consistent advice across every employment matter.


The challenge

Reviewing a client's policies against current employment law works best when the approach is consistent no matter which associate handles it. A shared reference keeps quality even across the team.

The solution

Playbook codifies the firm's standard review steps and positions for employment policy work, guiding each reviewer through the same checks. The firm's best practice is applied consistently, matter after matter.


Key Capabilities Used:

Playbook.



Navigate to the client matter in the iManage Next Generation Platform and open the employee contract. Run your firms previously created Playbook for employee contracts from the toolbox.

The firm's saved standard review steps and positions for employment policy work load automatically from the previously saved playbook, reflecting the approach the firm applies to this type of matter.




Review the rules set out in the Playbook. One required rule and one optional rule failed, playbook describes exactly the reason for the failure.

Each step reflects the firm's established position, so the reviewer knows exactly what to look for and how to assess it. Opening each result reveals the rule text, verdict, current draft language, evidence citation, and reasoning behind the finding.




Click on each of the citation markers to locate where exactly the rule has failed. From here you can easily make the edits to ensure the contract is successful in meeting the required rules outlined in the Playbook.

The findings are traceable back to the source document without any separate briefing needed.




Based on playbooks recommendations, make edits to the document. Once the document is updated, rerun the Playbook and ensure it is compliant with the rules of your Playbook.

The record shows that the firm's standard approach was followed, giving supervising counsel confidence in the consistency of the work delivered to the client.




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Key Capability

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Use Case