The all-in-one
legal operations platform

Org Charts

The Org Chart editor of Rulebooks is the best in class. Developed by and for companies with both simple, straight forward structures and very complex, multi country structures. Without a dynamic org chart, companies miss a key foundation for the AI-first future. The structures of Rulebooks can be easily integrated in your ERP, CLM, and other platforms. Features include multiple filter option, history, footnotes, sub charts, export to excel, and much more.

Efficient collaboration

Rulebooks can be used to collaborate with legal, compliance, tax, and other outside service providers. The platform offers standard workflows for several tasks required to manage a group of legal entities and all related corporate matters. Administrators can set budgets for specific matters and track the actual spend. The dashboard gives a clear overview of all open service requests and the related spend.

Corporate archive

Companies need to archive important matters and documents. Rulebooks offers a smart register for all your corporate matters like articles, minutes, resolutions, contracts, guarantees, and many more. You can set access permissions on every level and automatically share the archive with colleagues and outside service providers. The archive can be integrated with Microsoft and Google. With smart search, users can find the info needed in seconds.

Reporting & Alerting

Rulebooks offers a library of standard and special reports. Some examples are the GAP report tracking all missing data, the Directors & Officers report, the PILAR II report, and many more. Users can design their custom reports. On each deadline registered in Rulebooks, alerts can triggered and send to responsible users. The administrators have a clear workflow to monitor the follow-up and can automatically escalate non-compliance to the accountable managers.

Open API and MCP

The Rulebooks API (Application Programming Interface) connector enables communication between the platform and other software systems. It handles authentication, data requests, and responses, allowing applications to exchange information and perform action. The Rulebooks MCP (Model Context Protocol) enables the platform to connect seamlessly with AI models. It defines a standardized way to request, retrieve, and use the Rulebooks contextual data.

Matter management

Rulebooks turns corporate work into measurable, trackable business processes. It helps companies reduce risk, control costs, and operate their corporate legal function with the same rigor as finance or operations. The platform helps companies and their corporate functions (legal, compliance, finance, tax, accounting) organize, track, and manage all of their corporate matters or cases in one place.