Search

DocJuris University — PlaybookOS

Overview

Welcome to DocJuris University! This page is your guide to PlaybookOS (PbOS), our next-generation playbook system for contract review. Whether you're new to PbOS or looking to deepen your expertise, you'll find resources here to help you get started, understand how playbooks work, and build your own.

Unlike legacy playbooks which relied on static tagging rules, PlaybookOS generates actionable task lists, incorporates AI-driven search and drafting, and allows for scenario-based guidance—giving your team more flexibility and precision during contract review.

New to PlaybookOS? This article covers PlaybookOS (PbOS), our current contract review platform. If your organization is still using Playbooks v1, please refer to our legacy Playbooks v1 documentation. To learn about migrating to PlaybookOS, contact sales@docjuris.com or your Customer Success Manager.

PlaybookOS Quickstart - Using PbOS

Get up and running with PlaybookOS quickly. These guides walk you through the essentials of navigating the platform and working with playbooks during contract review.

Lesson Topic Guide
1.01 Getting Started With PlaybookOS Open
1.02 Working With Playbooks (PlaybookOS) Open

PlaybookOS Modeling - Understanding PbOS

Learn how PlaybookOS playbooks are structured and how each component works together. These guides cover the core concepts—Topics, Search Criteria, Outcomes, and Positions—that power intelligent contract review.

Lesson Topic Guide
2.01 PlaybookOS Modeling: How a Playbook Is Structured Open
2.02 PlaybookOS Modeling: Topics Open
2.03 PlaybookOS Modeling: Search Criteria Open
2.04 PlaybookOS Modeling: Outcomes Open
2.05 PlaybookOS Modeling: Positions Open

Need a visual guide? Here's the flow (more in 2.01):

PlaybookOS Model Architecture

Architectural overview of the PlaybookOS contract review framework
Scroll right for more →

Playbook
Playbook
The top-level framework that orchestrates automated contract review. Contains:Title: Name of the playbook (e.g., MNDA Playbook)
Description: Purpose and scope
Topics: Contract issues to review
→
Topic
Topics
Key contract provisions and issues to be analyzed during review. Components:Title: Provision name (e.g., Confidential Information)
Description: Why it matters
Category: Optional grouping
Criteria: How to find it
Outcomes: What to do when found/not found
Positions: Optional deeper analysis
→
Search
Criteria
Search parameters used to identify and locate Topics within contracts. Search Options:PROMPT: Natural language (e.g., "find liability clauses")
TERMS & CONNECTORS: Boolean syntax
EDITED: Detects redlines Operations:MUST: Required terms
MAY: Optional terms
MUST NOT: Exclude terms
→
Decision
Outcomes
Actions to take based on whether a clause is found or not found.
FOUND
ACCEPTMeets standards
REVIEWNeeds human judgment
EDITModify to align
REJECTRemove clause
ESCALATEGet approval
PROCEEDGo to Positions
NOT FOUND
ADDInsert language
REVIEWAssess if needed
ACCEPTOK if missing
ESCALATEGet guidance
Scenarios: Optional context-specific guidance (e.g., different regions, deal sizes, counterparty types)
→
Sub-Analysis
Positions
Detailed sub-analysis of detected clauses when PROCEED is selected. Structure: Same as Topics: Title, Description, Criteria, Outcomes, Scenarios Use for: Analyzing jurisdictions, thresholds, or specific variations
Note: Final analysis layer—no further nesting supported
🎯 Start Simple
Begin with Topic → Criteria → Outcomes. Add Scenarios and Positions only when needed for complex situations.
🔍 Broad to Specific
Keep topic-level Criteria broad. Use Positions for specific variations like jurisdictions or thresholds.
📋 Actionable Output
PlaybookOS generates contract-specific task lists showing what needs attention and what action to take.

Building Your Own Playbook - Building PbOS

For Admins & Legal Users: The Playbook Editor is available to both Administrators and Legal Users. These resources will help you build, configure, and refine playbooks to match your organization's contract review needs.

Lesson Topic Guide
3.01 Building Playbooks in PlaybookOS | The Self-Service Guide Open
3.02 Setting up Search Criteria Open
3.03 Positions & Scenarios: Making Your Playbook Smarter Open