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Creating and Editing Playbooks

A DocJuris playbook is a structured set of negotiation guidelines that encodes your organization's contracting positions into a format DocJuris AI can use to screen, redline, and draft contracts. Playbooks are organized into topics — specific negotiation decision points — each containing your organization's positions on that clause area. Playbooks are available in both Core DocJuris (Markup Application) and Workforce, and can be built collaboratively with DocJuris Legal Engineers or configured directly by your team using the steps below.

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 is especially useful if you have more than 12 playbooks, since the dashboard displays a limited number of tiles.

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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.
  • Topics tab - View the playbook's negotiation topics. Each topic addresses one negotiation decision point (e.g., Governing Law, Limitation of Liability, Indemnification) and contains your organization's positions for that clause area.
  • Members & Privacy tab - User access rights.
  • Analyze a Contract tab - Launch a contract analysis against this playbook.

Exporting a Playbook

  • To export a legacy playbook, click Export Playbook in the top right of the playbook tab, next to Analyze a Contract.

Note: The Export Playbook option is not available for PbOS playbooks. For a PbOS playbook export, please reach out to your Customer Success Manager.

Navigating the Topic List

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  • Filter/Search for a topic in your playbook.
  • Click a topic to view details (positions, guidance, etc.) The topic list can be re-ordered by dragging the dotted handle bars — for example, to match the order of your standard form.
  • Delete a topic. (Careful! Cannot be undone.)
  • Right pane: Upload or view a sample document to create, edit, and/or test the playbook.
  • Sections in each topic (Look for the EDIT icon to modify these sections).

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

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  • All topics 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 Tags: proprietary data set that spots 150+ clauses.
  • Custom 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 topic for quicker navigation.
  • Positions: A position is your organization's specific negotiation preference or stance on a clause or term. Each topic can contain multiple positions — for example, a long vs. short form approach to the provision depending on the circumstance.
  • Each position carries an action classification:
    • Preferred — your ideal clause language;
    • Acceptable — language you can live with; or
    • Reject — language that must be changed or escalated.
  • DocJuris AI uses your positions to assist with screening, redlining, and drafting.

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  • Click the grey box in the upper right portion of the section to set whether:
    • a provision should be included; or
    • a provision should NOT be included; (i.e., preference is to be silent).
  • 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.
  • Don't forget to save!

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What Makes a Good Position?

Positions should be specific, actionable guidance — not vague categories.

  • Too vague: "Limitation of Liability" (a category, with no guidance on how to handle the term); "High Risks" (a concern, not a stance); "APAC Regions" (a geographic area, with no position specified).
  • Specific and actionable: "Fallback from New York governing law is Delaware"; "Online terms and conditions should be removed"; "Limitation of liability must be no more than 2x or we escalate."

Summary

  • DocJuris' playbook engine allows you to configure:
  • Playbook Details (i.e., title of playbook, high-level drafter's notes, and upload standard form).
  • Topics (i.e., negotiation decision points that can be ordered accordingly).
  • General Information (i.e., title of topic, deviation guidance, and search parameters).
  • Positions (i.e., your organization's stances — each classified as Preferred, Acceptable, or Reject — with drafter's notes and external commentary).
  • DocJuris AI uses your topics and positions to screen, redline, and draft contracts consistently with your organization's guidance.

Video Overview