Train · Firm
Your firm's way of working, written down. SOPs your team can find, and playbooks your AI tools follow.
Keep the firm's SOPs in a searchable library next to the work. Playbooks tell the AI tools how your firm handles each practice area and phase, in your own words.
- A searchable library of the firm's SOPs
- Playbooks by practice area and phase for the AI tools
- Choose which tools follow each playbook
- Playbooks can't override the rules on citations or review
Instead of
- a shared drive of SOPs
- binders
SOPs and AI playbooks kept next to the work.
Works with
The work, rule by rule
Train: questions firms ask
Written guidance, in your firm's own words, on how it handles a practice area and phase. You choose which AI tools follow each playbook.
No. Playbooks can't override the rules on citations or review, so drafts still cite their sources and a person still accepts what an agent proposes.
In a searchable library next to the work, so staff find the procedure where they do the task, not in a shared drive or a binder.
See Train with your case types. Thirty minutes, on your own practice.