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AI-Assisted Negotiation - How recommendations work

How do AI-assisted recommendations help me speed up my negotiation?

AI-assisted negotiation automatically analyzes your contracts and provides targeted recommendations to identify risks, inconsistencies and points to adjust throughout the negotiation.

It applies to contracts created in the editor as well as imported PDFs and Word documents.

To understand how AI-assisted negotiation works, feel free to read this article.


Launch AI analysis

The AI only analyzes the contract content, not the attached files or additional information in the summary sheet.

The AI analyzes the contract:

  • Upon the first import of a PDF or Word document

  • Upon receiving a new version of the contract

  • Upon a manual relaunch of the analysis

With each new version received, the analysis updates to identify:

  • Newly added clauses

  • Changes made

  • Persistent or new risks

It is possible to manually relaunch the analysis at any time.

By clicking the Relaunch icon, the AI reanalyzes the document and the Playbook in their current version, then updates the displayed recommendations.

Choose the Playbook to use

When you launch a contract review, the Playbook applied depends on the configuration:

  • If a Playbook is linked to the contract type: it will be used by default automatically.

  • If no Playbook is linked: you can choose from the list of available Playbooks (internal or Tomorro standards) when launching the review.

📌 Questions about the Playbooks offered? Contact your administrator.


Access recommendations from the contract

To view the recommendations:

  • Open the contract

  • Click on Review

The review mode centralizes:

  • The document editor

  • Comments

  • Suggestions

  • AI-generated recommendations

Recommendations remain accessible at all times during the negotiation.

A summary of the recommendations is also visible directly from the contract homepage, with the number of points to address and their statuses, for a quick overview of the situation.


Understanding the structure of a recommendation


Each recommendation contains several distinct sections:

Status

Each recommendation is associated with a status:

  • Acceptable (green)

  • To check (yellow)

  • Not acceptable (red)

  • Missing (red): content expected by the Playbook is absent from the contract

The status is determined according to the rules defined in the Playbook linked to the contract type or manually chosen when launching the review.

If an exception is defined in the Playbook for a given rule, the AI takes it into account during the analysis. A clause that matches an authorized exception will be evaluated as Acceptable, even if it would have been flagged without this exception.

The related recommendations remain visible in the panel with the Acceptable status and do not trigger a visual marker in the document.

By clicking on the displayed rule, you can view the corresponding rule in the Playbook.

Why

This section explains:

  • The identified risk

  • The deviation from your contractual policy

  • The reason why the clause is flagged

What should I do

This section suggests concrete actions, for example:

  • Modify the clause

  • Add a clarification

  • Remove an element

  • Adjust a cap or a duration

Rewording

When relevant, the AI suggests a rewording directly applicable to the contract content.

You can:

  • Apply the rewording in one click

  • Edit the suggestion before validating

  • Ignore the suggestion if it is not suitable

The AI never modifies the contract automatically without your action.

The quality of rewordings has recently been improved: suggestions are more relevant and better aligned with the Playbook rules, including for complex clauses.

Generate a comment for the counterparty

For clauses flagged as Not acceptable, a Generate a comment for the counterparty button is available.


In one click, the AI drafts a professional message of 2 to 4 sentences, directly intended for the counterparty, which:

  • Explains why a change is necessary, in diplomatic and professional terms

  • Does not disclose any internal rule name or review criteria

  • Is written in the language of the contract


The generated message can be copy-pasted directly into the contract's comments section.

This feature is available for all organizations with access to AI Review.


Navigate and track progress

Recommendations work as collaborative To-Dos: grouped in a dedicated tab (indicated by a flag), they can be archived once addressed to keep a clear view of remaining points.

  • Open a recommendation to automatically position the editor on the relevant clause

  • Navigate between recommendations to address points one by one

A progress bar allows you to track the processing status.

Recommendations are organized in two tabs:

  • To review: current recommendations

  • Archived: processed and archived recommendations


In the To review tab, recommendations are grouped by risk level into collapsible sections: Unacceptable, Missing, Points of attention and Acceptable. The Unacceptable and Missing sections are open by default, the other two collapsed, so you can focus on priorities first. The counter shown on the recommendations tab only counts Unacceptable and Missing items.


Once a recommendation is resolved or the risk accepted, it can be archived to maintain a clear view of progress.

All recommendations remain accessible even if you leave the contract.
When reopening, the history is preserved.

All collaborators with access to the contract can view and process the recommendations.


Handle a recommendation in the Oro chat

The review can also be used directly in the Oro chat, in the CLM as well as in the Word add-in: each recommendation offers a Handle in chat button, which sends it to the conversation along with your message.


From the chat, you can:

  • Discuss the recommendation with Oro and ask it to adjust the proposed rephrasing

  • Apply rephrasings directly from the conversation: pending rephrasings remain visible until they are applied

  • Accept or decline a Playbook rule update suggested by Oro. For a standard Tomorro Playbook, accepting creates a customized copy for your organization

  • Let Oro save your review preferences for future analyses

The recommendations panel remains available: the chat is a complementary way to handle the same recommendations, and Open review lets you return to it at any time.


Define the rules with the Playbook

Feature reserved for administrators.

The Playbook brings together all the rules defining your contractual policy.


There are two types of Playbooks:

  • Standard Playbooks: designed by the Tomorro legal team, they cover common contract types (NDA, SaaS, SLA, DPA, services, procurement, commercial partnership, etc.).

  • Internal Playbooks: created by your team, either by duplicating a standard Playbook or creating one from scratch, to reflect your own negotiation rules.

The Playbook allows you to:

  • Define your negotiation rules

  • Frame acceptable and unacceptable positions

  • Generate recommendations aligned with your contractual policy

📌 See the complete guide: Configure and use Playbooks.

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