This article should answer:
What is the Playbooks feature?
When should I use it?
When shouldn’t I?
What should I expect from it?
What is the Playbooks feature?
Playbooks allows you to review legal documents using AI combined with your organisation’s own review rules.
Instead of relying only on general AI knowledge, Playbooks applies explicitly defined internal rules to your document. It analyses clauses and paragraphs individually, cross-checks them against your requirements, and returns structured feedback with references to the relevant sections.
The result: faster reviews that reflect how your legal team actually works.
Why not rely on AI alone?
Large Language Models (LLMs) like GPT are trained on publicly available information. While they understand legal language well, they do not know:
Your internal policies
Your negotiation positions
Your risk appetite
Your deal-specific context
Your unwritten team practices
Playbooks solves this by explicitly defining your rules and (optionally) asking deal-specific questions before running the review. This ensures the AI applies your standards — not generic assumptions.
When should you use Playbooks?
Playbooks works best when you want to:
Ensure contracts comply with your internal policies
Standardise review practices across a team
Speed up repetitive or structured contract reviews
Support legal professionals with an AI-assisted first assessment
It is particularly useful for recurring contract types such as NDAs, commercial agreements, and vendor contracts.
Playbooks is a support tool - not a replacement for legal expertise.
Avoid relying on it:
If the review is delegated to non-legal users who cannot assess the output
For highly sensitive or high-risk matters without legal supervision
If your organisation prefers fully manual review workflows
For structured manual reviews without AI, consider using Checklists instead.
What types of documents can be reviewed?
Playbooks is primarily designed for contracts in DOCX format.
It can also be used for other Word documents such as memos or letters.
PDF documents must first be converted to Word before review.
Important: Playbooks is review support
AI-based document review is still evolving.
Playbooks should be considered a structured first-pass review that helps you:
Identify potential issues
Spot missing elements
Highlight clauses that require attention
You should not blindly rely on the output, regardless of how detailed your rules are. Final legal assessment remains the responsibility of a qualified professional.
The quality of results will continue to improve as AI models evolve.