Playbooks

A playbook stores your firm's review rules: the terms you prefer, acceptable alternatives, and issues to raise with a reviewer. A workflow stores reusable task instructions.

Use your firm's playbookCopy Anchor Link

1. Open Playbooks and choose the relevant playbook.
2. Read its rules and check that they fit the contract and the party you represent.
3. Follow Run a review, then inspect the findings against the contract.

If your firm has no suitable playbook, create one when you have permission or ask the person responsible for its review standards.

Run a reviewCopy Anchor Link

1. Select Use → Run playbook, or New run in Runs.
2. Add the contracts to review. Each file gets its own run.
3. Choose Full review to include passing rules, or Issues only to focus on problems.
4. Choose Strict to flag fallback positions for review, or Permissive to allow acceptable fallbacks.
5. Choose a Review model, add any specific instructions, and select Start review.

You can leave the page and return to Runs. Completed reviews retain the rules and contract content they used; editing the playbook does not update past results.

Inspect findingsCopy Anchor Link

Read the summary, rule, assessment, contract quotation, and recommended wording. Use View to open the reviewed document beside the findings. On editable Word files, suggestions may be saved as tracked changes. Check them before accepting.

If the document changed during the review, rerun against the current version before applying suggestions. Your Runs lists your own reviews, including reviews of shared playbooks.

Create or import a playbookCopy Anchor Link

Open Playbooks and select New playbook.

• Start from scratch: name the playbook and select Create.
• Import from file: add a Word or PDF negotiation guide, choose a compilation model, and select Compile. Review the extracted rules when compilation finishes.

Scanned guides need a readable text layer. Importing can take several minutes; the playbook list shows its progress if you leave the dialog.

Define a ruleCopy Anchor Link

1. Select Add rule and enter a clear rule name.
2. In Overview, describe the Concept to detect and whether it is required.
3. In Positions, add the standard position and any fallback or unacceptable positions.
4. Add sample clauses, conditions, guidance, or escalation actions where needed.
5. Wait for Saved before starting a review.

For a payment rule, a standard criterion could be: “The agreement states the fee and an unambiguous payment deadline, including the event that starts the payment period.”

Use topics to organize rules. The References tab holds the imported guide and supporting documents. Added references are copies attached to the playbook; later changes to the original file do not update them.

Maintain and shareCopy Anchor Link

Use Replace from file to compile an updated guide. Editing pauses while replacement runs. Review the replacement before using it.

Firm managers should check that shared rules reflect the firm's current positions. Changing a playbook affects future reviews; run a new review when you need existing contracts checked against the updated rules.

Use the people button to share. Viewers can read and run; Editors can change rules and references; Owners can manage access and delete. Deleting a completed run removes its findings but does not undo tracked changes already made to a document.