Playbooks
Playbooks define what the AI looks for in a contract. Choose from 7 pre-built playbooks covering the most common contract types, or create your own with custom rules, risk weights, and preferred language. Your playbook, your rules.
7
Pre-built playbooks
8+
Rules per playbook
Custom
Create your own
Shared
Team playbooks
Overview
Your review standards, codified.
Every law firm has standards for what to look for in a contract. Playbooks capture those standards as rules the AI follows. Pre-built playbooks cover the most common contract types with industry-standard risk patterns. Custom playbooks let you define exactly what matters to your practice — from specific clause requirements to risk weight adjustments.
- 7 pre-built playbooks: NDA, MSA, Employment, SaaS, Real Estate, Consulting, Partnership
- Each playbook contains 8+ specific review rules
- Create custom playbooks with your own rules and risk weights
- Share playbooks across your team for consistent review standards
- Duplicate and modify pre-built playbooks as a starting point
- Rules can specify required clauses, prohibited terms, and preferred language
How It Works
4 simple steps
Choose or create a playbook
Select from 7 pre-built playbooks or create a custom one. You can also duplicate a pre-built playbook and modify it for your specific needs.
Define your rules
Each rule specifies what to look for: required clauses, prohibited terms, risk thresholds, preferred language, and specific check instructions for the AI.
Assign to reviews
When uploading a contract, select which playbook to use. The AI follows your playbook rules during analysis, prioritizing what you've defined as important.
Share with your team
Publish playbooks to your organization. Every team member uses the same review standards, ensuring consistency across all contract reviews.
Benefits
Why Playbooks
Focused analysis
Playbooks tell the AI what matters to YOU. Instead of generic analysis, get findings tailored to your practice area and standards.
Team consistency
Every lawyer on your team reviews contracts with the same standards. No more inconsistent risk assessments between reviewers.
Duplicate and customize
Start with a pre-built playbook and tweak it. Add your firm's specific requirements without starting from scratch.
Risk weighting
Assign custom weights to different risk categories. What's critical for your practice might be low-priority for others.
Preferred language
Include preferred clause language in your rules. The AI will suggest your standard positions instead of generic alternatives.
Rule library
Build a library of reusable rules. Mix and match rules across playbooks for different contract types or clients.
Use Cases
Built for how you work
Law Firm Partner
A partner wants all associates to review NDAs with the firm's specific standards for confidentiality scope, term limits, and remedy provisions.
Outcome
Creates a custom NDA playbook with the firm's 12 mandatory check items. Associates select this playbook for every NDA review, ensuring consistent quality.
Corporate Legal Team
An in-house team processes vendor agreements from different departments. Sales, procurement, and IT each have different priorities.
Outcome
Creates 3 vendor agreement playbooks: Sales-focused (payment terms, SLAs), Procurement (liability, warranties), and IT (data protection, IP). Each department uses the right playbook.
Compliance Officer
A compliance officer needs to ensure all contracts meet new regulatory requirements for data processing agreements.
Outcome
Creates a DPA compliance playbook with rules checking for specific GDPR articles, data retention limits, sub-processor requirements, and breach notification terms.
Platform Integration
Works with everything else
Playbooks are the control layer for the entire platform. They direct AI Risk Analysis, shape Smart Suggestions, and standardize Batch Review. Combined with Preference Learning, you get two-layer customization: organizational standards (playbooks) plus individual preferences (learning). Clause Library entries can be linked to playbook rules for automated preferred language insertion.
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