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Ironclad Playbooks FAQ

Ariana Kemp
  • Updated

This topic provides a list of questions and answers regarding Ironclad Playbooks and AI.

 

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Ironclad AI Playbooks FAQ

Can I use both custom clauses and AI-detected clauses in a workflow template?

Yes, and we highly encourage you to do so. Our AI service currently supports 49 clauses and this list will continue to grow. Both clause types have their own benefits:

Clause Type Objective Benefits
Custom Clauses Custom clauses standardize manual contract reviews and negotiations.
  • Provide contract reviewers preferred and fallback terms to use when reviewing and negotiating contracts without leaving Ironclad.
  • Tag clause data for reporting and insights. Manually tag clause positions to use for advanced contract insights and analytics.
AI-Detected Clauses AI-detected clauses provide faster contract reviews and negotiations, as well as robust contract insights.
  • Use AI to detect nonstandard terms and clauses in documents when uploaded to a workflow. Ironclad AI detects clauses found in documents, analyzes changes required,  suggests pre-approved edits and routes any additional approvals required based on your Playbook rules and preferred language.
  • Provide contract reviewers preferred and fallback terms to use when reviewing and negotiating contracts without leaving Ironclad.
  • Ironclad AI automatically tags clause usage data for reporting and insights. This speeds up the volume and improves the quality of clause data for use in advanced contract insights and analytics.

 

Do I need to use Ironclad AI when creating Playbooks to review contracts?

No, you do not need to use Ironclad AI when creating Playbooks to review contracts. You have complete control over whether you use custom or AI-detected clauses and terms in contract reviews and negotiations.

I already have an existing Playbook. Do I need to create a new Playbook for AI-detected clauses? How do I do this?

No, you do not need to create a new Playbook. You can open the Playbook you want to update and add an AI-detected clause. To do this, follow the steps in Use Ironclad AI Playbooks.
Your existing language for standard and fallback terms is retained, and you can update it at any time. After you publish your Playbook updates, the changes are applied to all future workflows.

If I have defined clauses in Playbooks outside of the clauses that Ironclad AI supports, will deviations to those also be detected if I have standard/fallback language defined?

Ironclad AI supports 175 clauses. Any deviations from these 175 clause types are not detected and users will need to manually mark usage and clause position used in the document. 

Do Ironclad AI Playbooks work on all contract types?

Ironclad AI Playbooks can review all contract types, but are currently optimized for reviewing standard business agreements like NDAs, MSAs, DPAs, sales order forms, and vendor agreements. We plan to broaden and expand AI clause detection for more types of agreements and other use cases in the future.

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.

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 if other areas of document are  negotiated and worked on. As long as the clause text that was previously approved does not change, Playbooks does not require the clause to be re-approved.

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 all workflow and clause approvers to approve before the workflow can advance.

Are Playbook rules available for all AI-powered clauses?

No. Currently, Playbook rules are only available for the Governing Law and Payment AI-detected clause types. We hope to expand this to more clause types later this year.

Which document file types can AI-powered Playbooks support?

At this time, Ironclad Playbooks only support DOCX document files. If you have a PDF or DOC file, you. must convert the file into a DOCX file before using Ironclad Playbooks.

 

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