You can add playbooks to the Playbook Library for future redlining. You can store multiple playbooks for different use cases, which removes the need to upload a playbook each time you want to redline against it.
Jurist can take a first pass at redlining an entire contract. By uploading a contract and applying relevant playbooks, you can generate redlines across a full document. Additionally, you can use your playbooks to draft a new template or clauses, create deviation summaries and identify obligations related to high-priority standards.
To learn more about redlining with playbooks, refer to Use Jurist to Redline with Playbooks.
Use Case
Classics Inc manages a large volume of supplier agreements that follow a consistent structure but vary in negotiated terms. The legal team creates a set of standardized playbooks for clauses such as indemnity, payment terms, and liability caps, then adds them to the Playbook Library.
When a new supplier contract arrives, the team uploads the document and applies the relevant playbook. Jurist generates redlines across the full agreement, flags deviations from Classics Inc’s preferred positions, and provides reasoning for each suggested change. For lengthy contracts, the summary view helps the team spot high-impact issues quickly.
Because the playbooks are stored in the library, the team can reuse them across future contracts without reuploading, which saves time and ensures consistent review standards.
Permissions
| Features | Jurist |
| Permissions | Jurist = Yes |
Upload a Playbook
There is no fixed limit on the number of playbooks you can add, but performance may start to degrade if you add more than 30.
- Click the Playbooks icon located on the left sidebar.
- Click Add a Playbook.
- Add a Name and Description, and then upload the file.
- Click Add Playbook.
When redlining contracts, you can then select a playbook by clicking Add files > Add from Playbooks.
Edit a Playbook
To edit a playbook, select the playbook you want to update and click Edit playbook in the top-right corner. You can then edit the name/description and upload a new version to replace the existing playbook.
Delete a Playbook
To delete a playbook, select the playbook you want to delete and click Edit playbook in the top-right corner. You can then click Delete Playbook to delete the playbook.
Download a Playbook
To download a playbook, select the playbook you want to download and click Edit playbook in the top-right corner. You can then click Download playbook.
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