Review Playbooks

Review Playbooks let your team define how contracts should be reviewed, clause by clause, and apply those standards instantly during review.

Whenever you review a standard agreement, you’re working with a structured set of:

• Ideal positions

• Acceptable fallbacks

• Pre-approved language

Instead of reviewing each agreement from scratch, you work with a predefined set of clause-level positions, including what is acceptable, what requires negotiation, and what should be flagged. This creates a consistent review standard across matters, teams, and levels of seniority.

A Review Playbook captures how your team actually reviews and negotiates contracts, not just how templates are drafted.

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When you would use a Review Playbook

Review Playbooks are most useful when your team is handling:

• Repetitive contract types such as MSAs, NDAs, leases, or financing documents

• High-volume reviews where consistency matters

• Multi-level review structures involving juniors and seniors

• Client-specific positions that need to be applied uniformly

They are particularly effective in situations where the same clauses are negotiated repeatedly and institutional knowledge needs to be applied consistently.

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How it is used in practice

A Review Playbook is created once on the Jurisphere app, and then reused across documents when reviewing on the MS Word Add-in.

During review, the playbook acts as a reference layer:

• Clauses in the document are evaluated against your defined positions

• Deviations from your standards are identified

• Reviewers are guided on what is acceptable and what requires changes

This allows reviewers to move faster while staying aligned with your team’s expectations.