In short
A playbook is your team's positions, written down: for each topic, what you want, what you can accept and where you walk away. Every review checks contracts against it.
Step 1
Open Playbooks
In Gathersense, open Playbook from the menu on the left and choose New playbook.
Step 2
Name it after a type of contract
For example, Client Services Agreements. Keep one playbook for each type of contract you review.
Step 3
Add a topic
For each topic, such as limitation of liability, write what you want, what you can accept and where you walk away.
Client Services Agreements13 guidelines
csa-01Limit on liabilityRed line
csa-02
csa-03
csa-04
csa-05
csa-06
Version 3 · PublishedUsed by every review
Step 4
Mark your red lines
Say how serious it is when a contract crosses the line, so those findings show first.
Step 5
Publish the version
When it is ready, publish it. New reviews use it, and each review records the version it used.
