Lext Playbooks Integration

Playbooks (formerly known as Ask Lexi) is an AI-powered application from Lext that aims to assist with research, document review and simple drafting. 

Playbooks integrates with Smokeball in the following ways:

• Record time spent in Playbooks and have the time entry created and saved to your Smokeball matter
• Save research notes from an Playbooks session to a memo in any Smokeball matter
• Pick a file from Smokeball for Playbooks to conduct a deep-dive review of it

Learn more about Playbooks on the Lext website.

For any Playbooks sales enquiries, email sales@lext.com.au.

Connect Playbooks to Smokeball

Playbooks' Smokeball integration is available on all Playbooks Starter and Pro subscription plans.

Integrating Playbooks to Smokeball is done within the Playbooks application.

1. Open the Playbooks Dashboard and select Preferences.
   
   
2. Select Connect your practice management system and enter your Smokeball login details on the next screen.
   
   
3. You will be returned to the home page. To check that you have successfully connected Smokeball, navigate to your dashboard.
4. To enable Playbooks to automatically begin recording time when opening a new Playbooks session, navigate back to the Preferences screen and toggle Auto-start time tracking, then select Save.
   
   

Recording time in Playbooks

To start recording the time you spend in the Playbooks application:

1. Select Start timer from the top-right corner of the screen.
   
   

2. Click on the timer to stop recording.
3. To create a Smokeball time entry from this timer, select Record time entry.
   
   
4. Select your matter, activity code and enter an hourly rate (optional). Playbooks will generate a subject and description for this time entry automatically.
   
   
5. Select Save to Matter.

Save research from Playbooks into a Smokeball memo

You can save transcripts from Playbooks directly to a memo in any Smokeball matter to be viewed by other staff members. To do this:

1. Click on the Playbooks to... button above the chat box.
2. Select Save to Smokeball.
   
   
   
3. Choose a matter from the drop-down menu, and select Create Matter Memo.
   
   

Use Playbooks to review documents

Any PDF, Word or PowerPoint document saved to a matter in Smokeball can be reviewed by Playbooks. Playbooks will identify important terms and key clauses, and you can ask questions about the document to pinpoint the information you need. 

To review a document:

1. Select Doc Review from the left panel.
2. Select Pick a file from Smokeball at the bottom of the Upload a Document screen.
   
   
3. Select a document from the matter. 
   
   
4. The document will be uploaded to Playbooks, and you can start reviewing it.
5. Save your key term summaries and a transcript of your queries to a memo in your Smokeball matter by selecting Save to Smokeball at the bottom of the screen. Alternatively, select Export to DOCX or Export to CSV to export the summary as a Word or Excel document.
   
   

Support options for the Playbooks integration

For any technical support enquiries around the Playbooks integration, email support@lext.com.au.