What is a PbOS Playbook?

PlaybookOS (PbOS) takes the traditional contract playbook and turns it into a living, interactive system. Instead of relying on static documents or checklists, PbOS analyzes each contract, highlights key provisions, and generates an actionable task list tailored to that agreement. This makes contract review more efficient, consistent, and transparent.

The Flow:

Building a Playbook: Topics and Criteria

At the core of every PbOS playbook are topics — the issues your business cares about most. Each topic has:

Title – A short, specific name for the provision (e.g., Limitation of Liability, Payment Terms). 

Description – 2–4 sentences that explain why this topic matters and what business or legal risk it addresses. 

Optional Categories – Groupings that help organize related topics for faster review.

Once your topic is defined, you create search criteria to tell DocJuris what to look for in a contract. Instead of coding complex rules, you can simply write a natural-language prompt like:

“Find any clause that limits a party’s liability.”

This approach teaches the AI what to search for, reducing the risk of missing important clauses and making results easier to understand for reviewers.

Turning Findings Into Actions

When the system identifies a relevant clause (or confirms one is missing), PbOS turns that result into an actionable task. Each topic defines two outcomes:

1. FOUND – What to do when the clause is present.
2. NOT FOUND – What to do when the clause is missing.

Each outcome is paired with an action, such as:

• Accept (if the clause already meets your standards)
• Edit (to redline and bring it into compliance)
• Reject (to remove it entirely)
• Add (to insert your standard language)
• Escalate (to get approval before proceeding)
• Proceed to Positions (to dig deeper using positions)

For example, if a governing law clause is present, you might instruct the reviewer to confirm that it specifies your preferred jurisdiction. If it’s missing, the action might be to insert your standard governing law clause.

Adding Context with Scenarios and Positions

Real-world contracts are rarely black and white, and PbOS accounts for this by allowing you to add scenarios — different guidance depending on context. You might have:

• A “Base Scenario” with default guidance.
• Alternate scenarios for different jurisdictions (e.g., “EU Contracts” vs. “US Contracts”).
• Business-line-specific approaches for different product teams.

When you need a deeper level of review, positions provide a sub-analysis within a topic. For instance, your governing law topic may have separate positions for California, New York, and Texas, each with unique guidance or fallback language.

This layered approach keeps your playbook flexible, allowing for nuanced decision-making without overwhelming reviewers.

Why This Matters

By combining search, guidance, and actions, PbOS ensures that contract review is:

• Consistent – Every reviewer sees the same guidance and decision points.
• Efficient – The system surfaces issues and creates a clear to-do list.
• Contextual – Scenarios and positions allow you to adapt guidance for different situations.

Start small with a handful of topics, then expand your playbook as your team gets more comfortable. The result is a scalable, living system that keeps risk management aligned with company priorities.