Playbook Editor Interface Updates

What's New

Harvey’s updated playbook editor makes it easier to build, organize and manage rules. Updates include:

• Side panel for rule management: Add, reorder, and delete rules from a dedicated side panel.
• Search and rename: Search across all rules, and quickly rename playbooks or individual rules.
• Rich-text editing: Use the updated editor to refine positions and highlight key information for your team.
• Add new position types: Add standard, fallback, or unacceptable positions, plus inline comments.
• Harvey suggestions: Ask Harvey to improve your positions for a specific rule.

Why It Matters

The new editor gives you more structure and flexibility to capture the full nuance of your legal positions and makes it easier than ever to update your playbooks.

How to Use

Users with Playbook creator or manager permissions will see the new editor automatically.

Navigate to Settings → Playbooks, and you’ll be able to see the new editor experience once you click into a Playbook.