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Icertis and SAP deliver Contract Intelligence embedded in SAP solutions with one UX and out-of-the-box integrations.

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Playbook Review for Icertis Copilot

Accelerate Smarter Contract Reviews with AI-Powered Playbook Intelligence

The Playbook Review plugin for the Icertis Copilot revolutionizes contract reviews by automating assessments against company playbooks, ensuring compliance and reducing legal overhead. Utilizing Harvey's legal AI expertise, it enables procurement and sales teams to efficiently evaluate draft contracts, while legal teams benefit from comprehensive reviews. This integration addresses challenges posed by complex contract language and regional nuances, mitigating risks and accelerating contract cycles.

The Challenge

Companies often have contract playbooks that define acceptable terms and conditions. However, the complexity of contract language, high volumes, and regional nuances make enforcing these playbooks difficult and error-prone.

Manual reviews are unsustainable, leading to substantial risks, business inconsistencies, higher legal costs, missed opportunities, and extended contract cycle times. Reviewing existing agreements for non-compliance and initiating amendments presents additional challenges.

The Solution

The Playbook Review plugin for the Icertis Copilot revolutionizes the contract review process by automating playbook reviews, enabling risk assessment, and helping to maintain governance and compliance with company standards.

Leveraging Harvey’s legal domain-specific AI models, this generative AI assistant empowers procurement and sales teams to perform a review of their draft contracts, while legal teams benefit from thorough contract reviews.  

  • Streamlined Contract Reviews

    Automate contract reviews against company playbooks using the Harvey platform. Business users and contract negotiators quickly assess risks and ensure compliance with company standards. Reducing the need for extensive legal reviews.

  • Improved Compliance and Risk Management

    Run post-signature playbook reviews to perform risk assessments and compliance checks. Ensure that contracts adhere to company policies as the business and market conditions evolve.

  • Enhanced Negotiation Efficiency

    Quickly review contracts with generative AI to help streamline negotiations. Quickly rerun reviews as contracts change, helping users to meet standards and reduce time spent on manual reviews.  

  • Quick Time to Value

    Simplify playbook creation and eliminate the need for prompt engineering. The Harvey platform takes on the prompt burden, reducing effort and increasing the accuracy of result.

Features

How It Works

The Playbook Review plugin uses Harvey to review contracts against defined playbooks without prompt engineering. Contracts can be reviewed pre- or post-signature by asking for a playbook review. Results are color-coded as Acceptable, Requires Further Review, and Not Acceptable.

  • Playbooks

    Company playbooks are saved in Icertis to reduce setup time.

  • Contract Review

    Utilize company playbooks to quickly review contracts, flag risks, and provide references to reviewed clauses.

  • Risk Categories

    Automatically identify, categorize, and flag risks.

  • Audit Trail

    Review results are saved as contract notes and can be downloaded as a formatted pdf.

Playbook Review for Icertis Copilot

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