AI-guided playbook creation from your executed contracts, templates, and prior redlines, with legal in control at every step.
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Upload executed agreements, standard forms, templates, or sample redlines. Less is more, quality over quantity.
The agent asks a few plain-language questions, such as whether the playbook is for reviewing counterparty paper, whose position you represent, and what type of agreement it covers. As you answer, it drafts rules in real time.
Review the proposed guidelines, refine each rule, then save into a reusable playbook that is immediately available for any future contract.
Accelerate every stage of the contract lifecycle with AI and agentic workflows.
See how teams review and negotiate contracts with clarity.
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No. You can deliver value on day one by attaching reference documents or instructions. Playbooks are optional to begin and can be built when you are ready.
Templates define structure. The Playbook Creation Agent captures preferred and fallback positions, generates granular rules with escalation logic, and applies them consistently across every review.
Self-serve is available in the product today, both manual and AI-assisted. Enablement is preferred over services and helps teams become proficient and maximize success.
Yes. You can upload new precedents, mark preferred positions, and configure rules through an intuitive interface, keeping playbooks current as your positions evolve.
The workflow is review-before-publish. The agent scopes rules step by step, and you review, edit, and approve every rule before it goes live.
Yes, though enterprise teams typically prefer custom playbooks tailored to their own positions and contract types.
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