The Jurist Redlining Agent with Playbooks delivers AI-guided first pass redlines across an entire contract. By uploading a contract and applying relevant playbooks, you can generate redlines across a full document in real time. Each redline includes an explanation of Jurist’s reasoning to help you make informed decisions as you review, accept, reject, or edit the suggested changes.
Use Cases
At Classics Inc., the legal team is tasked with reviewing a lengthy software licensing agreement from a new vendor. Instead of manually redlining the document clause by clause, a legal analyst uploads the contract to Jurist and applies the company’s standard playbook. Jurist automatically generates redlines throughout the entire agreement, flagging non-standard language and risky terms. For each suggested change, Jurist provides a clear explanation of its reasoning, helping the analyst quickly understand and evaluate each edit. Because the contract is over 40 pages, Jurist also produces a summary view of all proposed changes, allowing the team to efficiently prioritize which sections require further review. As a result, Classics Inc. accelerates its review process, ensures alignment with company standards, and reduces the risk of overlooking critical issues.
Other key use cases:
- Third-party paper first-pass redline (vendor / supplier paper): Upload third-party agreements (MSAs, DPAs, NDAs, licensing agreements) and generate a full, playbook-aligned first pass in minutes instead of hours.
- First-party paper counterparty review (responding to their redlines on your template): Take a counter-redlined version of your standard template and have Jurist propose responses grounded in your playbook positions and fallbacks.
- High-volume, lower-risk agreements (especially NDAs) to save attorney time: Use playbook-driven first passes on NDAs and other repetitive contracts so lawyers move from drafter to auditor and reclaim 30–45+ minutes per agreement.
- Legal team capacity relief / scaling to non-legal users: Let procurement / contract specialists run first-pass redlines against a vetted playbook, with attorneys only pulled in for exceptions or escalations.
Permissions
| Features | Jurist |
| Permissions | You must contact Ironclad Services to optimize your playbook for Jurist. |
Enabling Jurist Redlining Agent with Playbooks
Before you can use Jurist to redline against playbooks, your organization needs to be set up with a Jurist-ready playbook and the right access.
To prepare a Jurist-ready playbook for redlining:
- Confirm that your organization has access to Ironclad Jurist.
- Contact your Ironclad representative to request a Jurist Services engagement, or request it in-app via the flow below.
- In Jurist, click Redline against your playbook.
- Click Request Access.
-
A member of the Ironclad team will reach out shortly.
- As part of that engagement, the Ironclad Services team will help you:
- Review existing guidance (playbooks, clause banks, etc.)
- Translate those materials into a Jurist-ready playbook with your preferred positions, fallback language, and risk tolerances. This playbook could either be optimized from an existing playbook, or built from scratch.
- Test and refine the playbook with you.
- Once your playbook has been approved by Ironclad Services, they will either:
- Add the Jurist-ready playbook to your Playbook Library in Jurist, or
- Provide the playbook so you can upload it manually.
After you’ve completed these steps, you’re ready to upload contracts, apply your playbook, and review Jurist’s suggested redlines.
Uploading Playbooks to Jurist
Once you’ve created your playbook, you can either:
- Upload it along with the contract you want Jurist to redline, or
- Add it to the Playbook Library.
To add a playbook to your Playbook Library, follow the instructions in Manage Playbooks in Your Playbook Library. Once you’ve added a playbook to your Playbook Library, it’ll be available to you for reuse.
Note: English-language playbooks will work against contracts in 50+ languages. Redlines will default to the native contract language, but redlining cards default to English. You can prompt Jurist to output redlining card details in English.
To upload a playbook alongside a contract:
- In Jurist, click Redline with Playbook.
- Select File to Edit.
- Select Upload from your device.
- Attach your contract, and click Open.
- Select Playbook Files, and attach your Jurist-ready playbook using the same method.
- Click Continue.
To select a playbook from your Playbook Library:
- In Jurist, click Redline with Playbook.
- In Jurist, click the Add files icon (+) beneath the prompt box.
- Click Add from Playbooks.
- Select the playbook you want to apply.
- Click Add.
- Attach your contract using the same steps.
Once you’ve attached a contract, you’ll be ready to start redlining in Jurist.
Using the Jurist Redlining Agent with Playbooks
Warning: Ironclad is not a law firm, and the information in this article does not constitute or contain legal advice. To evaluate the accuracy, sufficiency, or enforceability of specific contract terms, or the applicability of these materials to your business, you should consult with a licensed attorney. Use of, and access to, any of the resources contained within this site does not create an attorney–client relationship between you and Ironclad.
Once you have your Jurist-ready playbook, you can start using the Jurist Redlining Agent with Playbooks:
- In Jurist, click Redline against your playbook.
- Click File to Edit, and attach the file you want to redline.
- Click Playbook Files to attach your Jurist-ready playbook.
- Note: You can choose to click Add from Playbooks to reuse a playbook from your Playbook Library.
- Click Continue.
- Fill out the field under My party, and Contract type.
- Select your Paper source:
- Third-party: Your counterparty’s paper.
- First-party: Your organization’s standard paper.
- Click Continue.
- Select your Negotiation Stance:
- Light: Focuses on high-importance issues and makes minimal edits.
- Balanced: Default stance; enforces must-haves and key negotiables with a moderate level of redlining.
- Firm: Hard-line; redlines aggressively, often inserting preferred or fallback language verbatim and catching more deviations.
- (Optional) Click the plus icon (+) next to Additional comments to include any other notes you want the AI to know.
- (Optional) Select the option to Run Ironclad risk assessment. This will scan for risks that may be missing from your playbook.
- (Optional) Select one of two options under Prepare accompanying documents to generate alongside your contract:
- Summary of redlines
- Extracted rules from playbook
- Click Redline document.
Once your redlined document has been generated, you can review, accept, reject, or edit the redlines.
Reviewing Redlines
Each redline includes an explanation of Jurist’s reasoning in a redlining card to help you make informed decisions as you review, accept, or reject the suggested changes.
Each redlining card also includes options to approve (checkmark icon) or reject (X icon) Jurist’s suggested edit.
Warning: Please be aware that follow-up prompts in Jurist will re-run the entire redlining pass instead of applying targeted edits.
Jurist Redlining Legends
Jurist displays redlines as inline tracked changes, and as redline cards containing relevant details in the right-hand panel.
| Inline Action | Description |
|---|---|
| Deletion | Text Jurist recommends removing appears inline as colored text with strikethrough in the contract. |
| Insertion | Text Jurist recommends adding appears inline as colored text inserted in the contract. |
| Suggested Edits | Edits that have not been accepted or rejected yet will appear in blue. |
| Accepted Edits | Once you’ve accepted an edit, its color will change from blue to red. |
Each inline tracked change is connected to a redlining card in the Jurist right-hand panel. The related redlining card includes:
- Reasoning for why the change was suggested.
- Risk level: Low, Medium, or High.
- Sources, so you can see which playbook rule the edit comes from.
- Approve/Reject buttons so you can apply or discard the change directly from the side panel.
| Risk Level | Description |
|---|---|
| Low | Minor or low-impact deviation from playbook. Typically acceptable with no adjustment needed. |
| Medium | Material deviation that may require negotiation or additional review. |
| High | Significant deviation or non-standard position that could create meaningful legal, commercial, or compliance risk. Usually requires closer legal review or stronger protections. |
Known Limitations
Note:
Known issues can often be effectively addressed with proper playbook design. If you're experiencing any of the issues listed in the table below, reach out to your Ironclad representative. From there, you'll be able to work with our Ironclad Services team to redesign your playbook for Jurist.
| Issue | Description |
|---|---|
| Prompting Jurist after redlining | Follow-up prompts re-run the entire redlining pass instead of applying targeted edits. This issue is being tracked for post-GA resolution. |
| Max. number of playbook files per run | Jurist supports one (1) playbook file per redline run. |
| Cross-referencing playbooks | References to other playbook documents aren’t followed. All rules must be self-contained in the uploaded file. |
| Playbook sharing across users | Organization-level playbook sharing is not currently supported. We recommend storing the approved playbook in a shared folder for easy access. |
| External URLs in playbooks | Jurist can’t fetch content from URLs referenced in playbooks or contracts. |
| Non-English contracts | English-language playbooks work against contracts in 50+ languages. Redlines appear in the contract’s native language, while redlining cards will default to English unless otherwise prompted. |
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