Playbooks let your firm encode standard contract positions, fallback positions, and risk thresholds. Run a playbook against any document to get a clause-by-clause deviation report.
Running a Playbook
Open the document you want to review.
Switch to Playbook in the bottom toolbar.
Upload the playbook you want to use, or select one you have already added.
Click the play button at the top right.
The Playbook analyses the entire agreement against the rules defined in it. Results return as a breakdown across four categories:
Unacceptable: clauses that do not meet the firm's positions and need to be redrafted.
Fallback: clauses that match the firm's fallback position.
Starting: clauses that match the firm's preferred starting position.
Missed provisions: clauses or positions that the playbook expects but were not found in the document.
Applying Suggested Edits
Click Suggest All Edits. The Assistant generates updates for every flagged clause. Apply the changes using the same four options as in the Assistant:
Apply as tracked change
Apply
Apply with comment
Apply as tracked change with comment
You can also work through the suggestions one by one using Show and Apply to review each change in context before committing.
Creating a Playbook
You can upload an existing playbook or build a custom one by filling in the required fields.
For each rule, define:
Starting position: the preferred language for the client.
Fallback position: the backup language acceptable to the client.
Editing Rules
You can search, add, or modify existing rules directly from the playbook component.