01
Make your company’s preferences explicit
A useful review starts with knowing what your business wants. Payment terms, renewal language, liability, and termination rights may need different treatment depending on the agreement and your company’s role.
Build an editable playbook from starter rules, a reference agreement, or your own requirements. Review suggested rules before approving them as company standards. A term in one negotiated agreement is not automatically the policy you want for every future contract.
02
Review findings alongside the wording
AI review compares contract text with the selected playbook and surfaces findings for a person to assess. Review the cited language and the explanation before deciding whether a term meets the rule or needs further attention.
Source citations help connect the finding to the saved document. If an answer cannot be supported or a clause is unclear, investigate the underlying text. A matching rule is not approval of the contract as a whole, and an unsupported answer should not be treated as a verified fact.
03
Keep approved wording and exceptions organized
A playbook can include preferred positions and fallback language, giving reviewers a consistent starting point. Explain when a rule applies and who should decide on an exception rather than relying on an unwritten assumption.
Suggested changes still need review for the particular agreement. Check party names, amounts, related clauses, and the effect on the rest of the document. Use the document and approval process to prepare a reviewed version before requesting signatures.
04
Use the contract’s whole context
A review may involve vendor paper, your company’s Word template, or an imported agreement. Confirm that the saved version and the chosen playbook are appropriate for the task.
Keep amendments, supporting documents, decisions, and obligations connected to the contract record. AI assists with review; your team remains responsible for business decisions, legal review when needed, and final approval.
A FEW USEFUL ANSWERS
Questions before you start?
What is a contract review playbook?
It is an editable set of company preferences and review rules. It can include preferred terms, fallback wording, and instructions for handling exceptions.
Can we start from an agreement we already use?
Yes. You can use a reference agreement to suggest a draft playbook, then review and approve the proposed rules before using them as standards.
Does AI review approve the agreement?
No. Review findings and citations require human judgment. Approval and signing remain separate steps.