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How to set up AI contract review playbooks in ContractSafe

Build a playbook of rules once, run it on any contract, and see which terms pass, which fail, and what wording to suggest.

AI contract review playbooks let you test contracts against a standard set of rules your team defines. ContractSafe's AI reports a pass or fail for each rule, shows the text it used, and can suggest wording for failed rules. Admins create playbooks under Settings > AI Contract Review, and the feature is available on the Maximize plan on the New Contract Page.

Table of contents:

Prerequisites for AI contract review

  • Plan required: You must be on the Maximize plan to use this feature.
  • Permissions: Only Admins can create and edit playbooks. Any user with access to a contract can view playbooks run on contracts. Read-only users can't run a playbook.
  • This feature is available exclusively on the New Contract Page. See how to switch to the upgraded contract page.

Watch a quick demo of AI Contract Review

Create a contract review playbook

Before reviewing contracts, you must set up a "playbook," a standard set of rules your contracts will be tested against.

  1. Go to Settings > AI Contract Review.
  2. Click Create Playbook.
  3. Choose one of the three setup options below.

Settings > AI Contract Review with the Create Playbook options: from existing, from a contract, or from scratch

Create from Existing

Copy a pre-made sample (e.g., "Legal" or "Confidential") or duplicate an existing playbook from your library.

Create from a Contract (recommended)

Select a fully negotiated contract from your system to use as a model. There are two options once you select Playbook.

Create for me:

  1. Select Create for me to have the AI suggest rules based on that contract.
  2. Choose a rule count (we recommend 10-25 rules for best results).Create for me dialog with the rule count selector for AI-suggested playbook rules
  3. Review each AI-suggested rule and click Accept to add it to your playbook.

You can also add new rules to this AI-created playbook using the highlight function (below), from your existing rule library, or from scratch.

Create from highlights: If the AI misses a specific clause you want to track, or you prefer to create these rules directly without an initial AI creation, you can manually create a rule from the document text.

  1. Highlight the relevant text directly in the contract viewer.
  2. Select Create rule from highlight from the menu that appears.
  3. The highlighted text will automatically populate the rule builder.

Create from Scratch

Manually build rules or select individual rules from your Rule Library.

Create from Scratch playbook builder with the Rule Library

Save your playbook

Save your playbook. You can associate it with specific Contract Types (e.g., NDAs) so it appears automatically as a suggested playbook for those documents. Learn how to categorize contracts by type.

Note: There's no limit on the number of Playbooks that can be created.

Run a playbook on a contract

  1. Open the contract you want to review on the New Contract Page UI.
  2. Click the AI Contract Review tab.AI Contract Review tab on the New Contract Page
  3. Select the appropriate playbook from the dropdown menu.Playbook dropdown menu in the AI Contract Review tab
  4. Scroll down and click Run Playbook. The AI will analyze the document, which typically takes a few seconds.

Note: If you associated a playbook with this contract type, it will be suggested automatically.

Review playbook results

Review the Pass/Fail status for each rule:

AI Contract Review results listing Pass and Fail status for each playbook rule

  • Pass: The contract meets your rule criteria. You can click the eyeball icon to see the specific text in the document that passed the rule.
  • Fail: The contract doesn't meet the criteria. The system may provide a Suggested Fix.

Take action on failed rules

  • If a rule fails, you can use the Copy to Clipboard icon to grab the suggested language or change and paste it into your document editor, such as the in-app editor.
  • If you believe a "Fail" is actually acceptable, you can manually toggle the status to Pass. A note will appear indicating the result was manually changed.

AI contract review FAQs

Why did a rule fail when the language seems acceptable?

The AI is deliberately biased towards a "Fail" result. We prefer to flag potential issues for your scrutiny (a false negative) rather than letting a risky clause pass incorrectly (a false positive).

Is the AI checking against my "Preferred Language"?

No. The test runs against the Rule Definition. The "Preferred Language" field is optional and primarily helps the AI generate an accurate Rule Definition during setup.

How do I use this on a legacy plan? (My organization is on old pricing)

This feature is exclusive to the Maximize plan and isn't available on legacy pricing plans.

For more on how ContractSafe's AI works, see the ContractSafe AI FAQs or the AI contract review overview. For further questions, please reach out to support@contractsafe.com.