This article explains the features of the new LegalOn. For information on the current versionβs product features, please refer to this page.
1. Create a New Playbook
Go to [Alert settings] β [Playbook].
Click [οΌ Add Playbook].
Enter the playbook name and click [Add].
π‘ Info
Playbooks are displayed in the order they are created.
2. Create a New Playbook alert
In your Playbook list, click [οΌ] on the right side of the Playbook where you want to add a Playbook alert.
Fill in each field as needed:
Click the down arrow next to [Supplementary information] to expand optional fields.
Field | Description | Required/Optional |
a: Playbook alert | Free text (max 800 characters). Write clear, specific review points in a YES/NO style. | Required |
b: Importance | Choose: High / Medium / Low. | Optional |
c: Model language | Free text (max 3,000 characters). Add your model clause or standard wording. | Optional |
d:Fallback position | Free text (max 3,000 characters). Describe fallback negotiation positions. | Optional |
e: Acceptable fallback language | Free text (max 3,000 characters). Example fallback wording. | Optional |
f: Escalations or approvals | Free text (max 3,000 characters). Points to confirm with stakeholders. | Optional |
g: Other | Free text (max 3,500 characters). Add any extra context or notes. | Optional |
β
Only completed fields will appear in the Playbook review results.
β
3. Click [Save] to finish.
π‘ Info
Each Playbook can contain up to 250 Playbook alerts.
3. Manage Playbooks and Playbook alerts
Edit a Playbook name
Go to [Alert settings] β [Playbook].
Click [β¦] β [Edit] next to the Playbook.
Update the name and click [Save].
Delete a Playbook
Go to [Alert settings] β [Playbook].
Click [β¦] β [Delete] next to the Playbook.
Confirm and click [Delete].
β οΈ Deleting a Playbook will also delete all Playbook alerts it contains. This cannot be undone.
Edit a Playbook alert
Open the Playbook with the Playbook alert you want to edit.
Click [β¦] β [Edit] next to the Playbook alert.
Update the fields as needed and click [Save].
Copy a Playbook alert to another Playbook
Open the Playbook with the Playbook alert.
Click [β¦] β [Copy] next to the Playbook alert.
Select the destination Playbook and click [Copy].
π Copied Playbook alerts are independent. Changes made to one will not affect the other.
Move a Playbook alert to another Playbook
Open the Playbook with the Playbook alert.
Click [β¦] β [Move] next to the Playbook alert.
Select the destination Playbook and click [Move].
Delete a Playbook alert
Open the Playbook with the Playbook alert.
Click [β¦] β [Delete] next to the Playbook alert.
Confirm and click [Delete].
β οΈ Deleted Playbook alerts cannot be recovered.