Experienced GCs work tirelessly to get their work product done. At some point, they will need to scale their knowledge to train new team members, temp workers, procurement professionals, or sales teams. The reasons for scaling can vary. Sudden company growth, promotions that leave gaps to be filled, and departing employees can all leave firms in the lurch. To add further complications, a rise in remote work has created a dispersed workforce, which means more training is taking place offsite by individuals instead of in a group setting.
While training new team members is nothing new in the legal profession, most teams can agree that their methods are outdated. It’s time for a new tool to speed up contract negotiation training while improving accuracy and efficiency.
Using Integrated Playbooks for Training
Traditional playbooks are great—in theory. However, they’re difficult to put together and even more challenging to read when the final deliverable is sent as an Excel or Word file.
Because meaning can be lost or confused in these formats, playbooks are ultimately tricky to implement. Training can take an unnecessarily long time as the trainee attempts to sort through the playbook to get up to speed. Even worse, errors can occur if the playbooks have not been updated with the most recent version.
Integrated playbooks are an alternative to traditional playbooks for teams that need a quick and effective way to train new hires, procurement professionals, and sales teams.
Benefits of Integrated Playbooks
Integrated playbooks take the great idea of traditional playbooks and transform them into an actionable training tool. Here are some of the reasons legal teams rely on them for training.
Unlike traditional playbooks that require manual changes, integrated playbooks automatically inspect documents as they are loaded into a workflow. Users can immediately see what needs to be updated, what information is missing, and which sections need to be clarified.
The intuitive interface of an integrated playbook is checklist and collaboration-driven, making it ideal for team environments.
Integrated playbooks streamline the process of providing information and applying that knowledge to new contracts as they come in.
See How Integrated Playbooks Can Benefit Your Team
- Here’s an example of how an integrated playbook can help your team. Let’s say Jon is taking parental leave. A temp attorney is coming in to take over his contract review work. Typically, it would take a new attorney three months to get fully trained. Jon will be back by then!
- However, if the temp attorney is given an integrated playbook, they can simply upload a contract and be immediately guided through markups and negotiations with data at their fingertips.
- Without needing to go through all of Jon’s files, the temp attorney can see past precedent and redlines Jon has prepared plus get checklist guidance, one-click edits and highlights that identify errors, one-click exhibit insertion, one-click missing provision insertion, and automatic deletion of clauses that shouldn’t be there.
- Integrated playbooks can speed up the training process with up-to-the-minute markups that help trainees understand the nuances of your contract negotiation methods. See for yourself how integrated playbooks can benefit your team with our contract template playbook library.