What Is This Manual

This manual is your guide to building, testing, and improving contract review playbooks within our AI platform. It’s designed to help you move from theory to practice—turning your negotiation principles, fallback positions, and review checklists into structured, AI-ready rules that perform reliably across every contract.

Whether you’re creating your first playbook from scratch or refining an existing one, this guide will walk you through each step with clarity and precision. The goal isn’t just to help you use the tool—it’s to help you think in playbooks: to translate legal judgment into repeatable, automated logic.

Who It’s For

This manual is written for:

• In-house legal teams building scalable review processes.
  
• Legal operations professionals designing workflows around AI-assisted review.
  
• Law firm lawyers looking to standardize client deliverables or template reviews.
  
• Legal engineers and product teams configuring playbooks for enterprise deployment.
  

If you work at the intersection of law, process, and technology—this manual is for you.

What It Includes

You’ll find step-by-step instructions, examples, and best practices for:

• Accessing and navigating the Playbooks workspace
  
• Creating your first playbook with AI assistance
  
• Building or editing playbooks manually
  
• Writing effective prompts that drive accurate AI behavior
  
• Testing and iterating to refine performance over time
  

Each section focuses on how to do the work and why it matters—so you can adapt the approach to your own team’s context.

How to Use It

You don’t need to read this manual cover to cover. Start where you are:

• If you’re new, begin with “Getting to Playbooks.”
  
• If you already have internal standards, skip to “Setting Up Your Playbook Manually.”
  
• If you’re testing or improving an existing playbook, go straight to “Testing” and “Iterating.”
  

Each section builds on the last, but you can move freely between them depending on your role and objectives. Treat this as a working reference—open it whenever you’re designing a rule, refining a prompt, or troubleshooting behavior.

Suggesting New Additions or Edits

This manual will evolve as our tools and user community evolve. If you spot a gap, an unclear explanation, or a new best practice worth sharing, we want to hear from you.

Send your suggestions directly to the Product or Legal Engineering team via email: implementation@simpledocs.com.

All substantive updates will be reviewed and added in future releases of this manual, with contributors credited where appropriate.