Common Workflows & Playbooks
Actionable recipes for the most common legal tasks. Follow these steps to get the best results from Wisanna.
Workflows:
1. Counterparty Contract Review
Goal: Safely review a draft sent by another party, identify risks, and redline it.
Step 1: Initial Scan (Word Add-in)
Open the document in Word. Set your Context (e.g., "I am the Service Provider"). Run Document Overview to check for missing standard clauses and confirm key dates.
Step 2: Deep Review
Run the Review function. Toggle Side Selection to "My Client" to see risks specific to you. Review the high-priority flags first.
Step 3: Deep Dive on Tricky Clauses (Web)
If a specific clause is complex, copy it to the Web Platform. Ask: "Is this indemnity standard for a SaaS agreement in NY? Provide examples of market standard language."
Step 4: Apply Redlines
Back in Word, use AI Amendments to apply the fixes with Track Changes. Use "Tell AI" for custom instructions like "Cap liability at 12 months' fees."
2. Drafting a New Agreement
Example: Rental Agreement or NDA.
Step 1: Prompt (Web Platform)
Start on the Web. Prompt: "Create a rental agreement between ABC Ltd. and Building Owner SRL. Term: 12 months. Rent: 4,000/mo. Jurisdiction: Israel."
Step 2: Refine
Follow up: "Include a termination for convenience clause with 60 days notice. Add a maintenance section compliant with local law."
Step 3: Export & Finalize
Click the Word icon to export. Open in Word and do a final read-through.
3. Legal Research Memo
Example: Non-compete enforceability.
Process
- Query (Web): "Compare enforceability of non-compete clauses under Israeli vs EU law for tech employees."
- Deepen: "List key statutes and leading cases. Summarize the practical differences for an employer."
- Verify: Ask Wisanna to provide links or citations for the cases mentioned.
- Output: Export the summary to Word to use as the basis for your client memo.
4. Negotiation Preparation
Goal: Prepare a "battle card" for a call with the counterparty.
- Prompt: "Build a negotiation brief. My side: Supplier. Objectives: Limit liability, ensure fast payment. Review this uploaded contract [paste text] and provide: (1) Red flag issues, (2) Must-have edits, (3) Fallback positions, (4) Talking points."
- Output: A structured table you can print and have in front of you during the call.
5. Litigation Support
Goal: Draft a motion or pleading.
- Prompt: "Prepare a motion to dismiss based on lack of jurisdiction. Facts: [Insert Facts]. Jurisdiction: [Location]. Structure: Relief sought, Material facts, Legal grounds, Proposed order."
- Checklist: Ask Wisanna to generate a "Filing Checklist" to ensure you have all necessary exhibits and procedural elements.
6. Governance & Records
Use-cases: Shareholder/board resolutions, article updates, related-party mapping.
Best Practices
- Provide decision purpose and required approvals.
- Request minutes and resolution versions.
- Ask for filing checklists.
7. Regulatory & Compliance
Use-cases: Formal inquiries, incident assessments, compliance clauses.
- Ask for statutory themes and regulator expectations.
- Request decision trees for incident response.
8. Communications
Use-cases: Polished emails, term sheets, stakeholder Q&A.
- Specify tone (formal/cooperative/firm).
- Ask for summary + detailed body.
9. Translation & Normalization
Use-cases: Translate content, normalize terminology.
- Provide a mini-glossary.
- Request a "change log" of choices.
Client – Matter – Phase – Version – Date (e.g., "Acme – Supply Agreement – Negotiation v2 –
Nov 2026").