Playbooks
Record your firm's positions (gold standard, tiered fallbacks and guidance) so every review is judged against your standards.
A playbook is your firm's negotiating position in a form the software can apply. For each clause type you set a policy position, tiered fallbacks, and a guidance note for the reviewing lawyer.
- Tier 1 fallbacks are pre-approved. Tier 2 fallbacks need sign-off. The review knows what it may concede on its own and what needs a human.
- Playbooks are versioned, and the version used is saved into each review's audit trail, so you can always answer "which standard did we apply?"
- Attach a playbook when you run a review to judge each clause against your positions instead of generic best practice.
Related documentation
Contract review and risk analysis
The core workflow: verified, prioritised findings with citations, a clause heatmap, and visual risk maps.
Compare (what changed) and the review grid
Compare shows what changed between the copy you sent and the copy that came back. The review grid, in Tabular Diligence, answers the same questions across many contracts and exports to Excel.
Human Gates and the triage worklist
Keeping a lawyer in the loop without burying them: what escalates, and how the rest is ranked by risk and materiality.