ThePlaybooksallowyoutodefinenegotiationrulestostructureandautomatethereviewofyourcontractsusingAI.
AdedicatedPlaybookstabisavailableonthehomepage,inthesidemenu,undertheWorkspacesection.
Thisfeatureisrestrictedtoadministrators.
AccessPlaybooks
Logintoyouraccount.
Intheleftsidemenu,undertheWorkspacesection,clickonPlaybooks.
ThePlaybookspageisdividedintotwoparts:StandardPlaybooks(providedbyTomorro)andyourInternalPlaybooks(createdbyyourteam).
StandardPlaybooks(Tomorro)
TheStandardPlaybookshavebeendesignedbyTomorro'slegalteamtomeetmarketstandards.Theycovervariouscommoncontracttypes(NDA,SaaS,commercialpartnership,etc.)andareavailableinFrench,EnglishandGerman.
Eachstandardplaybookcontainsasetofpredefinedrules.Arulecandetail:
Rule:thedescriptionofwhattheAIshouldcheckinthecontract,alongwiththeevaluationcriteria.
Riskifnotfollowed:thepotentialconsequencesofnon-compliance.
Remediation:therecommendedactionstocorrecttheclause.
Alternativepositions:exceptions(caseswheretherulecanberelaxed)andfallbackpositions(negotiationmarginiftheclauseisrejected).
TryaStandardPlaybook
Beforelinkingastandardplaybooktoacontracttype,youcantestit:
Clickonthestandardplaybookofyourchoicetodisplayitsrules.
ClickonTrythisplaybooktotestitonacontract.
LinkaStandardPlaybooktoacontracttype
Ifthetestissuccessful,youcanlinktheplaybooktoacontracttype:
ClickonLinktoacontracttypeatthetoprightoftheplaybook.
Selectthedesiredcontracttype.
Oncelinked,allcontractscreatedwiththiscontracttypewillautomaticallyusethisplaybookduringreview.
Aplaybookcanbelinkedtomultiplecontracttypes.However,acontracttypecanonlybeassociatedwithoneplaybookatatime:linkinganewonereplacesthepreviousone.
DuplicateaStandardPlaybook
Ifthestandardplaybookdoesnotfullymeetyourneeds,youcancustomizeit:
Clickonthe⋮menu(threedots)atthetoprightoftheplaybook.
SelectDuplicate.
TheduplicatedplaybookwillappearintheInternalPlaybooksection.Youcanthenmodifyitsrulesaccordingtoyourneeds.
InternalPlaybooks
LesInternalPlaybookssontdesplaybookscreatedbyyourteam,eitherbyduplicatingastandardplaybookorbycreatingonefromscratch.
CreateanInternalPlaybook
Tocreateaplaybookfromscratch:
IntheInternalPlaybooksection,clickonCreateaplaybook.
Enterthetitleoftheplaybook.
Addadescription.
Selectthecontracttypeyouwanttolinkitto.
Addrules
Aplaybookcontainsoneormorerulesthatdefinethecheckpointsduringreview:
Clickon+Addarule.
Entertherulename.
Writetheruledescription:ittellstheAIwhattocheckinthecontract.
YoucanclickonImprovewithAItohavetheAIhelpyourephraseandenrichyourruledescription.
Thegeneratedrulewillbeinthesamelanguageastheoriginalrule.
Definealternativepositions
Foreachrule,youcandefinealternativepositionsthatspecifytheexpectedbehaviorinspecificsituations.
ClickonSeealternativepositionsbelowtheruledescriptiontoaccessthem.Thenumberofdefinedpositionsisdisplayedinparentheses.
Therearetwotypesofalternativepositions:
Exception:avariantoftherulethatappliesinaspecificcaseofthecontract.
Forexample,iftherulerequiresalawfromaEuropeanUnionmemberstate,anexceptionmayindicatethatEnglishlawisacceptableifthecounterpartyislocatedoutsidetheEU.
Fallbackposition:iftheruleisrejectedbythecounterparty,thefallbackpositiondefinestheacceptablenegotiationmargin.
Forexample,ifthe30-daypaymenttermisrefused,a45-dayend-of-monthtermmaybeacceptedasacompromise.
Toaddanalternativeposition:
ClickonSeealternativepositionsbelowtheruledescription.
ClickonAddexceptionorAddfallback.
Writethedescriptionoftheposition.
Duringcontractreview,exceptionsareindicatedbyanorangeindicatorandfallbackpositionsbyablueindicator.
PublishthePlaybook
Onceyourrulesaredefined:
ClickonPublishatthetoprighttoactivatetheplaybook.
Orclicksaveasdrafttofinditinyourlibraryuntilyouarereadytopublish.
Theplaybookisautomaticallylinkedtotheselectedcontracttype.
Aplaybooksavedasadraftisnotlinkedtocontracttypes,eveniftheywereselectedintheform.
Ifyouunpublishaplaybook,itwillbeautomaticallyremovedfromallcontracttypesitwaslinkedto.
Playbooksremainaccessiblefromthecontracttypesettings:
GotoContracttypesinthesidemenu.
Openthedesiredcontracttype.
ClickontheReviewtoviewandmanagetheassociatedplaybook.
UseaPlaybookduringreview(userside)
Whenauserlaunchesacontractreview,thebehaviordependsontheconfiguration:
Ifaplaybookislinkedtothecontracttype:itwillbeusedbydefaultautomatically.
Ifnoplaybookislinked:atthetimeofreview,theusercanchoosefromthelistofavailableplaybooks(internalorTomorrostandard).
Specialcases
Leavewithoutsaving:awarningmessagewillaskifyouwanttosave.
Attemptingtopublishwithemptyfields:thepublishbuttonwillbegreyedout,makesureallfieldsareproperlyfilledin.