This article explains the features of the new LegalOn. For information on the current version’s product features, please refer to this page.
Purpose
This article explains how to convert an existing playbook in Word or Excel into LegalOn‑ready playbook instructions using Playbook Agent.
Feature Overview
Playbook Agent (V1) converts third‑party negotiation playbooks into clear, structured instructions that work in LegalOn — so teams can publish playbooks in under 10 minutes.
What it’s intended to do
Reduce manual copy‑paste and reformatting effort
Preserve auditability from source text to final instruction
Standardize guidance across deals and teams
Accelerate getting to a publishable first draft in My Playbooks
What it does
Ingests a .docx or .xlsx playbook and extracts issues, rules, and guidance
Maps content into LegalOn fields such as Playbook instruction, Model language, and Fallback position
Shows results in an interactive canvas with side‑by‑side Source snippet for easy auditing
Lets you review, edit, and publish directly to My Playbooks
Release scope (V1)
Supported file types: .docx and .xlsx
Upload limits: one playbook file and one optional contract template per run
Generation limit: up to 100 playbook instructions
Combined file size: up to 10 MB
Processing: results appear after processing completes (no streaming responses)
Canvas behavior: editable; shows the latest state only (no version history mid‑edit)
Step-by-Step Guide
Follow these steps to convert and publish your playbook.
Open Playbook Agent
From the main menu, go to Assistant, then select Playbook Agent.
From the Configuration page, go to “Third-Party Playbooks,” then select “Import playbook” under “+ Add Playbook”
2. Upload your files
Click Upload playbook and choose your .docx or .xlsx file
Optionally upload a contract template file to guide conversion
3. Review the plan
The Agent outlines what will happen next. Continue when ready.
4. Convert and review in the canvas
The Agent identifies issues and converts them into playbook instructions
Results load into an interactive canvas with Source snippet and Playbook instruction side by side
5. Edit your instructions
Click into each cell to edit Playbook instructions
Edit Model language or Fallback position if you want to add specific wording
Delete instructions by hovering over to the right of each row
6. Publish to My Playbooks
When you’re happy with the results, click Publish to LegalOn to save your instructions as a playbook
FAQs
What file formats are supported?
.docx and .xlsx in V1
Can I paste text instead of uploading a file?
Not in V1
How many instructions can be generated?
Up to 100 per playbook
Can I stream the output as it generates?
Not in V1; results appear after processing completes
Can I revert to earlier canvas versions mid‑edit?
Not in V1; the canvas reflects the latest state only