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Playbooks/Internal Client Tools
What Is It
The Playbooks / Internal Client Tools station is about empowering internal clients to do more themselves — safely, consistently, and in alignment with legal policy.
This is not about pushing work away from legal. It is about designing guardrails that allow the business to move faster without creating unmanaged risk.
In mature legal operating models, legal capability is not delivered only through people. It is embedded into tools — playbooks, checklists, templates, and guidance that encode legal expertise into repeatable, scalable assets.
This station is where legal stops being a bottleneck and becomes a multiplier and when implemented properly – becomes a powerful driver of Internal Client Line performance.
Scope
The Playbooks / Internal Client Tools station should enable legal to:
◼️ Identify Repeat Demand: Target areas suitable for self-service.
◼️ Encode Legal Position: Translate policy and precedent into usable guidance.
◼️ Standardise Common Scenarios: Reduce variability in outcomes.
◼️ Support Faster Execution: Allow business teams to progress without waiting.
◼️ Define Guardrails: Make clear what is permitted and what is not.
◼️ Reduce Low-Value Legal Work: Free legal capacity for higher-impact matters.
◼️ Integrate with Other Stations: Align with LSRFs, training, and analytics.
◼️ Support Consistent Risk Outcomes: Similar issues handled similarly.
◼️ Scale Legal Capability: Growth does not equal overload.
◼️ Continuously Improve: Tools evolve as insight is gained.
Types of Internal Client Tools
Different tools serve different enablement purposes. High-performing legal teams deploy a portfolio of tools, not a single asset type:
◼️ Playbooks: Step-by-step guidance for common scenarios and decisions.
◼️ Checklists: Clear, task-oriented lists to ensure nothing is missed.
◼️ FAQs: Plain-English answers to recurring questions.
◼️ Self-Serve Training: Short, targeted learning modules embedded in workflows.
◼️ Pre-Approved Templates: Contracts and documents with locked legal positions.
◼️ Legal Expert Directories: Clarity on who to contact for what.
◼️ Decision Trees: Guided pathways for common risk decisions.
◼️ Chatbots & AI Assistants: Front-line triage and guidance.
◼️ How-To Guides: Practical execution support.
◼️ Reference Libraries: Curated legal knowledge hubs.
Each tool reduces friction without removing legal oversight.
Resource Status
The Playbooks / Internal Client Tools station is considered Repeater and a Specialist resource within the GLS Legal Operations model.
A Foundational Resource: Is responsible for determining the overall performance capabilities of a “critical” legal function. If it is not optimised, the function can never be optimised.
A Repeater Resource: Supports the performance of multiple "critical" legal functions and as such represents a "ripple effect" productivity intervention point.
A Specialist Resource: Is responsible for driving the performance of a very specific part of an individual legal function. Its productivity contribution is limited to that single legal function.
Best Practice Features
Best practice Playbooks / Internal Client Tools demonstrate:
◼️ Policy Alignment: Tools reflect approved legal positions.
◼️ Client-Centric Design: Built for non-lawyers.
◼️ Clarity: Clear do / don’t boundaries.
◼️ Consistency: Same guidance everywhere.
◼️ Integration: Embedded into workflows and intake.
◼️ Accessibility: Easy to find and use.
◼️ Controlled Flexibility: Clear escalation for exceptions.
◼️ Lifecycle Management: Regular review and update.
◼️ Usage Measurement: Insight into adoption and impact.
◼️ Leadership Support: Endorsed and reinforced.
Business Value
Playbooks / Internal Client Tools deliver business value by:
◼️ Increasing Speed: Business moves without delay.
◼️ Reducing Friction: Fewer unnecessary legal touchpoints.
◼️ Improving Consistency: Outcomes are predictable.
◼️ Lowering Risk: Guardrails prevent error.
◼️ Empowering Teams: Confidence to act.
◼️ Reducing Cost: Less external and internal legal spend.
◼️ Supporting Growth: Scale without overload.
◼️ Improving Collaboration: Clear expectations.
◼️ Enabling Proactive Legal: Legal focuses on high-value work.
◼️ Strengthening Governance: Policy is operationalised.
Legal Department Value
For the legal department, these tools provide:
◼️ Capacity Relief: Less repetitive work.
◼️ Better Demand Quality: Fewer basic queries.
◼️ Stronger Risk Control: Approved positions enforced.
◼️ Operational Leverage: One-to-many delivery.
◼️ Improved Morale: Less firefighting.
◼️ Stronger Client Relationships: Legal seen as enabling.
◼️ Data for Improvement: Usage informs refinement.
◼️ Foundation for Automation: Structured inputs.
◼️ Consistency of Advice: Reduced variation.
◼️ Maturity at Scale: Performance holds as volume grows.
Who Needs It
Playbooks / Internal Client Tools are essential for:
◼️ Commercial & Sales Teams
◼️ Procurement Teams
◼️ Operations Teams
◼️ Project & Transformation Teams
◼️ Product & Marketing Teams
◼️ Finance Teams
◼️ Risk & Compliance Functions
◼️ Legal Operations Teams
◼️ In-House Legal Teams
◼️ Senior Leaders
Productivity Consequences
Where Playbooks / Internal Client Tools are absent or weak, organisations experience:
◼️ Over-Dependence on Legal: Bottlenecks everywhere.
◼️ Slow Execution: Waiting for basic advice.
◼️ Inconsistent Outcomes: Same issue, different answers.
◼️ Higher Risk: Uncontrolled deviations.
◼️ Burnout: Legal teams overwhelmed.
◼️ Poor Scale: Growth breaks the model.
◼️ Low Adoption of Policy: Guidance ignored.
◼️ Client Frustration: Legal seen as obstruction.
◼️ Missed Automation Opportunities: Nothing to systemise.
◼️ Stalled Maturity: Legal stays reactive.
Tech Implications
Supporting Playbooks / Internal Client Tools requires:
◼️ Knowledge Platforms: Central, searchable access.
◼️ Workflow Integration: Tools embedded at point of need.
◼️ Template Controls: Locking approved positions.
◼️ Decision Logic: Rule-based guidance.
◼️ Usage Analytics: Measure impact.
◼️ Access Controls: Right content to right audience.
◼️ Scalability: Enterprise-wide deployment.
◼️ AI Enablement: Assistive guidance.
◼️ Content Governance: Controlled updates.
◼️ Change Enablement: Continuous improvement.
What Next?
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