Creating and Editing Playbooks

Article author
Gaby Estrada
  • Updated

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.

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Creating a New Playbook

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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

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  • 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

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  • 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).

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  • General: Title of the issue, references back to the form, general deviation guidance and search tags to configure keyword matching.

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  • 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.

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  • 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.

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  • 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!

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Summary

  • 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).

Video Overview

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

 

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