Playbook Customization FAQs

Explore our FAQs to find answers to common questions about our practical and powerful contract management solutions.

Can I customize a playbook to match my company’s policies?

Yes. You can easily customize our standard playbooks on your own, or work with our lawyer-led services team to tailor negotiation positions and fallback options to match your organization’s risk tolerance and business needs.

Can I start with a standard playbook and customize later?

Absolutely. Our standard playbooks are ready to use out of the box and can be customized at any time.

How are updates or changes to playbooks managed?

Playbooks can be updated in collaboration with our services team, or managed internally if you prefer. Their structured design makes updates simple and scalable.

How does ReviewPro use playbooks during contract review?

LegalSifter ReviewPro™ playbooks determine the core context and intent that power contract review and redlines in Microsoft Word.

The playbook you select determines:

  • The agreement type being reviewed
  • The business relationship it governs
  • The typical risk allocation for that contract
  • The positions and fallback language that should apply

ReviewPro’s redlines are powered by the intent captured in the playbook you select.

How does the AI work with the playbooks?

Our Sifters, or contract-specific algorithms, flag missing or risky terms included in the playbook with 95%+ accuracy. Generative AI then applies precise redlines based on your playbook, automatically adjusting language to match your negotiation positions.

What do Essentials contract playbooks not evaluate?

Essentials playbooks do not evaluate individualized business provisions such as price, scope of work, or negotiated commercial metrics.

What is a contract playbook?
A contract playbook is a structured collection of preferred positions, fallback language, and guidance for reviewing and negotiating a specific type of agreement.
What is a LegalSifter Essentials contract playbook?

LegalSifter Essentials contract playbooks are designed for speed and consistency. They focus on the provisions most likely to impact the deal, rather than covering every standard clause found in a fully customized playbook.

Unless otherwise noted, Essentials playbooks are available from either party’s perspective.

What is included in the LegalSifter ReviewPro™ Playbook Library?

LegalSifter maintains an extensive library of over 80 standard contract playbooks built directly into ReviewPro.

Essentials Playbooks cover the most frequent types of commercial contracts and focus on the provisions most likely to impact the deal, enabling fast, consistent, agreement-specific review from day one.

What types of contracts do your playbooks cover?

Our standard library includes structured playbooks for many of the most common contract types, including NDAs, MSAs, SaaS agreements, and more.

Where does contract review take place?

LegalSifter ReviewPro™ playbooks power contract review and redlines in Microsoft Word.

Why is selecting the right contract playbook important?

Choosing the right playbook is the single biggest factor in getting accurate, deal-appropriate redlines.

Without the correct playbook, analysis may be misaligned with the contract’s structure or risk profile, resulting in:

  • Redlines that do not match the deal structure
  • Missing key terms
  • Over-negotiation of standard provisions
  • Under-flagging of critical risks

The correct playbook ensures ReviewPro evaluates the contract in the proper agreement-specific context.

Still have questions?

Can’t find what you’re looking for? Our team is happy to help.

Ready to review contracts faster and with more confidence?

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