Click to view related learning resources:
Help Center
- Ironclad AI Playbooks Overview: This article will provide you with a conceptual overview of Ironclad Playbooks.
- Use Playbooks in Workflows and Contract Reviews: This article will explain how to use playbooks in workflows and contract reviews. This includes how to resolve suggestions individually. If your organization has access to AI Assist, you may use AI Assist to apply all suggestions at once. Refer to the AI Assist Overview for more information.
- Create Ironclad AI Playbooks in Workflow Designer: This article will walk you through how to use Ironclad Playbooks.
Academy
- AI (Playbooks 1 of 3) Improving Automated Clause Detection: This webinar will help you improve and automate AI clause detection to speed up your contract review.
- (AI Playbooks 2 of 3) Speed Up Contract Review: This webinar will help you speed up contract review by setting AI Playbooks to monitor the presence of your chosen clauses.
- (AI Playbooks 3 of 3) Streamline Negotiation with Standardized Language and Generative AI: This webinar will help you plan the final steps of your AI Playbook configuration based on the context of your particular contract and business needs.
This article will provide you with a list of frequently asked questions surrounding Ironclad AI Playbooks.
How do Ironclad AI Playbooks work?
Your Ironclad Playbook is linked to a Workflow Designer template, allowing you to attach a Playbook, composed of a set of plays, to a single workflow. Each AI Playbook consists of a series of plays. You can customize the AI Playbook in each Workflow Designer template based on your business needs. To learn more about Ironclad AI Playbooks and the sequence of events, refer to the Ironclad AI Playbooks Overview.
What are the differences between an AI Clause and AI Custom Clause?
To ensure Ironclad’s AI successfully detects clauses in documents via AI Playbooks and Smart Import, Ironclad has two types of clause detection: AI Clauses (Out-of-the-Box) and AI Custom Clauses. Ironclad provides 175 out-of-the-box AI clauses that will be detected in AI Playbooks and Smart Import documents. In addition, Ironclad also features AI custom clauses that enable you to train and fine tune AI to better detect clauses in both AI Playbooks and Smart Import. To learn more, refer to AI Clauses and AI Custom Clauses Overview.
Are Ironclad AI Playbooks available to EU customers?
Yes, Playbooks, powered by Ironclad AI, are available to EU customers.
Which languages does Ironclad AI support?
We currently support English.
What are AI clause types? How do they work?
The AI Clause Type drop-down labels the Playbook clause as one of our 175 built-in types. Our model, trained on these types, can automatically detect such clauses. Any new Custom AI Clauses you define will also be available in this list. However, if the box is left blank, the AI won't detect that specific clause type as it’s trained on a database of samples of these types of clauses. This differs from position matching.
If you need more than these 175 clauses, you can utilize Custom Clauses to train and publish more clauses, specific to your company.
Are clause approvals automatically reset if the text of the clause changes using Ironclad AI Playbooks?
Yes. With each document edit and document version, Ironclad automatically reviews the changes and takes the appropriate action based on the Playbook confirmation. This enables your team to safely delegate and manage any clause exception approvals to relevant stakeholders.
Are clause approvals retained on future document versions if the clause text has not changed?
Yes, you can accurately capture any required clause approvals, even while other parts of the document are being negotiated and worked on. As long as the text of the previously approved clause remains unchanged, Playbooks will not require the clause to be approved again.
Will clause approvals for non-standard terms or exceptions be reset if ‘Reset all approvals’ is used during the workflow or document editing process?
Yes. If Reset all approvals is selected, Ironclad requires approval from all workflow and clause approvers before the workflow can proceed.
Are Playbook rules available for all AI-powered clauses?
No, currently, Playbook rules are only available for the "Governing Law" and "Payment" clause types detected by AI. We plan to expand this to more clause types later this year.
Which document file types can AI-powered Playbooks support?
Ironclad Playbooks support both PDF and DOCX documents.