Automate your review using policy-based rules.

While the AI Assistant is great for specific questions, Playbooks are for systematic, full-document reviews. Playbooks allow you to standardize reviews against your company's specific policies. You can use pre-loaded standards or build your own bespoke negotiation logic.

1. The General Review (Zero Setup)

Best for: When you don't have a specific playbook ready but need a safety check.

1. Navigate to the Review Tab and select General Review.
2. Set Context: Tell the AI who you represent (e.g., "Customer") and list any specific concerns.
3. Review Strategy: The AI will generate a summary of its proposed focus areas. You can iterate on this strategy (change risk appetite or priorities) before running it.
4. Run: Click Start Review. 

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💡 Pro-tip: Always check "Highest Quality" mode. It takes slightly longer but yields significantly better, deeper results.

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2. Standard Playbooks (Market Standards)

Best for: Quick reviews against industry norms.

1. Go to the Standard Playbooks library.
2. 🎖️ Choose from one of our 55+ expert-created playbooks (e.g., MSA, NDA, SaaS Agreement). These rules are based on Law Insider™ market data.
3. Run: Select the playbook matching your document type to see how your contract compares to market standards.

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3. Customizing Your Rules (Power User)

Best for: Tailoring the AI to your specific company policies.

You can duplicate a Standard Playbook or create a new rule from scratch. When editing a rule, use these powerful customization options:

• Set Response Type:
  
  • ✏️ Redline: Choose this for objective fixes (e.g., changing "Net 60" to "Net 30"). The AI will rewrite the text.
  • 🚩 Red Flag: Choose this for subjective issues. The AI alerts you to the risk but won't change the text.
• Add Fallbacks:
  
  • Define your "Plan B." If your ideal position is rejected (e.g., 1x Liability Cap), the AI can suggest your pre-approved compromise (e.g., 2x Liability Cap).
• Add Guidance Notes:
  
  • Add internal "sticky notes" for your team (e.g., "Escalate to CFO if this is missing"). These are not visible to the counterparty.
• Enable Comments:
  
  • Automate your arguments. These are external comments that explain your redlines to the other party (e.g., "Our policy requires mutual renewal").
• Toggle Active Rules:
  
  • Turn specific rules ON or OFF depending on the deal context (e.g., toggle off "GDPR" for a US-domestic deal) without deleting the rule entirely.

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4. Custom Playbooks (Bespoke Policy)

Best for: Deeply aligning the AI with your specific organizational templates.

Option A: Build from Document (Template Extraction)

1. Open your organization's "Gold Standard" template (e.g., your standard NDA).
2. Select "Create Playbook From Current Document."
3. The AI extracts the underlying principles from your template to create a playbook.
4. Use this new playbook to review incoming third-party papers against your specific standards.

Option B: Build from Scratch

1. Select "Build your own" to manually input specific clauses and rules.

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Enterprise Legal Engineering
Need a fully bespoke setup? Our Enterprise Plan includes access to our Legal Engineering team. We will work with you to codify your entire negotiation logic—including complex fallbacks and explanatory notes—into a "Perfect Playbook" that evolves with your business.

🎖️This is a unique SimpleDocs feature.

🎬 Watch & Learn: Click to see a full walkthrough of the Review feature & playbook creation.

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✅ Exercise F: The Standard Playbook

See how the AI automatically spots issues based on standard best practices.

Instructions:

1. Navigate to the Playbooks Tab in the add-in.
2. Review: Select the "MSA Standard Playbook" from the library.
3. Run: Click Run Playbook. Watch the AI scan the document.
4. Action:
   
   1. Locate a Redline suggestion card and click Accept.
   2. Locate a "Missing Clause" insertion suggestion and click Insert.
   3. Review one "Red Flag" alert.

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✅ Exercise G: The "General Review" (Zero-Setup)

Don't have a playbook ready? Let the AI improvise based on your instructions.

Instructions:

1. Select General Review from the menu.
2. Context: In the context box, type: "Review this as a favorable Vendor Agreement for a SaaS product."
3. Iterate: Review the strategy the AI proposes.
4. Run: Click Run General Review.
5. Bulk Action: Click Apply All to see how fast you can redline a document in one click.

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✅ Exercise H: Tweaking & Customizing

Tailor the rules to fit your specific needs.

Option A: The Duplicate Method

Instructions:

1. Go to the Library and find the "Standard Playbook."
2. Select Duplicate.
3. Edit: Find one rule (e.g., Payment Terms) and change the parameter (e.g., from 30 days to 45 days).
4. Run: Run this new duplicate playbook against the document.
5. Live Edit: While reviewing the results, click the "Edit Rule" icon to amend a rule on the fly to see how it updates the results.

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Option B: The Custom Builder (Power User Mode)

Create a playbook from scratch to match your exact legal requirements.

Manual Creation Method

Instructions:

1. Click Create New Playbook.
2. Add the following three rules manually:
   
   1. Governing Law: "Ensure governing law is Delaware. If not, redline accordingly."
   2. Liability Cap: "Ensure liability is capped to 12 months of fees paid or payable. If not, redline accordingly."
   3. Term Length: "Ensure the term is no less than two years. If it is, redline accordingly."

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Create from Document (Template Extraction)

Instructions: 

1. Open a "Gold Standard" template (use the Template.docx in your packet).
2. Select "Create Playbook from Document."
3. Review Rules: The AI will extract rules automatically.
   
   1. Iterate: Edit one of the extracted rules to refine it.
   2. Fallback: Add a "Fallback Position" to one rule (e.g., "If 12 months is rejected, accept 24 months").
   3. Guidance: Add a customized Guidance Note for your junior lawyers.
   4. Run: Save this playbook and run it against a different third-party document to test it.

🎬 Watch & Learn: Click to see a full rundown of the Playbook Review exercises.

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Conclusion and Next Steps

Congratulations! You have just completed a comprehensive review, redlined a complex document, and built a custom legal policy—all in a fraction of the time it usually takes.

Recap of Value:

• Speed: Instant answers and drafting.
• Accuracy: Nothing missed with automated Playbook scans.
• Consistency: Every contract reviewed against the same high standard.

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Go back to Part 1: Mastering AI Assistant