Playbooks allow you to define negotiation rules to structure and automate the review of your contracts using AI.
A dedicated Playbooks tab is available on the homepage, in the side menu, under the Workspace section.
This feature is reserved for administrators.
Access Playbooks
Log in to your account.
In the left side menu, under the Workspace section, click on Playbooks.
The Playbooks page is divided into two parts: Standard Playbooks (provided by Tomorro) and your Internal Playbooks (created by your team).
Standard Playbooks (Tomorro)
Standard Playbooks have been designed by Tomorro's legal team to meet market standards. They cover various common contract types (NDA, SaaS, commercial partnership, etc.).
These Playbooks are available in English and French to adapt to your working language.
Each standard playbook contains a set of predefined rules. A rule can detail:
Rule: the description of what the AI must check in the contract, along with the evaluation criteria.
Risk if not met: the potential consequences in case of non-compliance.
Remediation: the recommended actions to correct the clause.
Try a Standard Playbook
Before linking a standard playbook to a contract type, you can test it:
Click on the standard playbook of your choice to display its rules.
Click on Try this playbook to test it on a contract.
Link a Standard Playbook to a contract type
If the test is successful, you can link the playbook to a contract type:
Click on Link to a contract type at the top right of the playbook.
Select the desired contract type.
Once linked, all contracts created with this contract type will automatically use this playbook during review.
Duplicate a Standard Playbook
If the standard playbook does not fully meet your needs, you can customize it:
Click on the ⋮ menu (three dots) at the top right of the playbook.
Select Duplicate.
The duplicated playbook will appear in the Internal Playbook section. You can then modify its rules according to your needs.
Internal Playbooks
Internal Playbooks are playbooks created by your team, either by duplicating a standard playbook or by creating one from scratch.
Create an Internal Playbook
To create a playbook from scratch:
In the Internal Playbook section, click on Create a playbook.
Enter the title of the playbook.
Add a description.
Select the contract type you want to link it to.
Add rules
A playbook contains one or more rules that define the checkpoints during review:
Click on + Add a rule.
Enter the rule name.
Write the rule description: it tells the AI what to check in the contract.
You can click on Improve with AI to have the AI help you rephrase and enrich your rule description.
The generated rule will be in the same language as the original rule.
Publish the Playbook
Once your rules are defined:
Click on Publish at the top right to make the playbook active.
Or click on save as draft to find it in your library until you are ready to publish it.
The playbook is automatically linked to the selected contract type.
Playbooks remain accessible from the contract type settings:
Go to Contract types in the side menu.
Open the desired contract type.
Click on the Review tab to see the playbook associated with it or create one from this tab.
Use a Playbook during review (user side)
When a user launches the review of a contract, the behavior 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: at the time of review, the user will be able to choose from the list of available playbooks (internal or Tomorro standard).
Special cases
Leaving without saving: a warning message will ask if you want to save.
Trying to publish with empty fields: the publish button will be grayed out, make sure all fields are filled in.