Opening an Existing Playbook
- Existing playbooks are available at the bottom of the dashboard in blue tiles.
- You can also see all of your playbooks in a list by clicking "View All Playbooks".
This playbook covers North America contracts for services only.
Note: you won't find this useful if you have 12 or less playbooks.
Creating a New Playbook
Click on Create a Playbook.
Drafter's Note - A high-level drafter's note is helpful to describe the purpose or provide high-level info about the playbook.
e.g., This playbook covers North America contracts for services only.
Standard Form Upload - If you have a form of agreement related to this playbook, uploading it will allow you to analyze and compare a counter party's redlines.
General Playbook Info
- Details tab - General playbook information;
- Download link - located at the bottom of the Details tab. Click to download or update the standard form associated with this playbook.
- Issues tab - View the negotiation issue list.
- Members & Privacy tab - User access rights.
- Analyze a Contract tab - Launch a contract analysis against this playbook.
Navigating the Issue List
- Filter/Search for an issue in your playbook.
- Click an issue to view details (provisions, positions guidance, etc.) The issue list can be re-ordered by dragging the dotted handle bars.
- Delete an issue. (Careful! Cannot be undone.)
- Right pane: Upload or view a sample document to create, edit, and/or test the playbook.
- Sections in each Issue (Look for the EDIT icon to modify these sections).
- General: Title of the issue, references back to the form, general deviation guidance and search tags to configure keyword matching.
- All issues have a title and general deviation guidance. Optionally, add a reference back to the form.
- DocJuris playbooks use "tags" to search through and highlight contracts.
- Pre-configured Issue Tags: proprietary data set that issue spots 150+ clauses.
- Custom Issue Tags: use search connectors to design your own custom search - click here to learn more about DocJuris' connectors.
- Must Match Tags: limit the search further with additional custom search parameters.
- When saving, click the drop-down arrow to save and go to another section of the issue for quicker navigation.
- Preferred Position: Define one or more preferred clauses/provisions (or none, if prefer to be silent) together with a drafter's note and commentary.
- Click the grey box in the upper right portion of the section to set the preferred position to either:
- a provision should be included; or
- a provision should NOT be included; (i.e., preference is to be silent).
- Add multiple provisions to break down the preferred position further. For example, create a long vs. short form approach to the provision depending on the circumstance.
- Add a Drafter's Note to explain the concept to the internal reviewer. Separately, add external negotiation commentary to save standard comments you may want to include in a redline for the counter party's review.
- Counter Party Position(s): Sets forth one or more objections or problems you encounter, and how you prefer to negotiate these positions; (i.e., fallback, accept, reject).
- Don't forget to save!
- DocJuris' playbook engine allows you to configure:
- Playbook Details ( i.e., title of playbook, high-level drafter's notes, and upload standard form).
- Issues (i.e., Itemized negotiation documentation that can be ordered accordingly).
- General Information (i.e., Title of issue, deviation guidance, and search parameters).
- Preferred Positions (i.e., go-to clauses and concepts to avoid, drafter's notes, external commentary).
- Counter Party Position(s) (i.e., red flags, opportunities to fallback, and acceptable second positions).