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Best Practices for Writing & Using Playbooks
Best Practices for Writing & Using Playbooks

Best practices for custom Playbooks, allowing you to tailor review instructions.

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Written by Mustafa Jamal
Updated over a week ago

Use Playbooks to target your Reviews and ask Spellbook to review the document based on your specific needs and requests. Find Playbook templates at the bottom of this article!

Types of Playbooks to Use in Spellbook

  • Jurisdiction-Specific Review Playbooks: Customize reviews according to different legal jurisdictions or regions.

  • Identifying Unusual Terms Playbooks: Highlight and address aggressive or unusual terms in agreements.

  • Balancing Terms Playbooks: Transform one-sided terms into mutual or balanced agreements.

  • Consistency Checks Playbooks: Ensure consistent use of terminology and definitions throughout documents.

  • Neutral Tone Application Playbooks: Remove emotional appeals or persuasive language for objective verbiage.

  • Bias-Free Statements Playbooks: Reframe potentially biased statements to maintain neutrality.

Tips for Building Your Playbook

  1. Concise Instructions: Keep instructions clear and under 4000 characters for accurate results.

  2. Tagging for Specific Functions:

    • Use “comments only” to flag areas needing attention or clarification, identify areas of indifference or missed opportunities.

    • Utilize “redlines only” to receive suggestions for improving a party’s position or altering transaction details, improve language and verbiage or making transactional changes to documents.

  3. Detailed Instructions: Provide comprehensive guidance without worrying about length, ensuring thorough reviews.

By leveraging these tips, you can effectively utilize Playbooks in Spellbook to streamline legal document reviews tailored to your specific needs.

Example Playbooks

NDA PLAYBOOK

  1. Term must be no longer than 7 years

  2. Must be mutual obligations

  3. Jurisdiction must be {jurisdiction} for arbitration

  4. Governing law must be laws of {jurisdiction}

  5. Confidential information must not be limited to information that is specifically marked as confidential

  6. Ensure there is a clause allowing disclosure where required by law, so long as the party required to disclose provides notice to the other party in advance of the disclosure

  7. Ensure the receiving party is required to return and/or destroy any confidential information following the disclosing party’s request

SAAS PLAYBOOK

  1. Ensure the document allows the customer to terminate for convenience at no cost or penalty

  2. Ensure that any fees prepaid by the customer are refunded on a pro rata basis the event of a termination for convenience

  3. Ensure payment terms are net XX

  4. Ensure the vendor's liability is uncapped for gross negligence, willful misconduct, personal injury, or death

  5. Ensure the vendor's liability is high enough with respect to the contract, often $2,000,000 or higher

  6. Ensure the vendor maintains appropriate insurance policies, with a general policy of not less than $XX

  7. Ensure vendor is not permitted to use the customer's logo or to disclose the relationship between the parties for marketing purposes

  8. Ensure customer retains rights to data they enter into the system, or documents they store in the system

  9. Ensure document storage is in [insert jurisdiction]

  10. Ensure service availability is XX% or higher

  11. Ensure that vendor is required to provide service level reports on at least a XX (daily/weekly/monthly) basis

  12. Ensure there is 24/7 support for priority 1 issues or system outages

  13. Ensure renewal fees are capped at the lesser of XX% or CPI for the preceding calendar year

  14. Ensure there is no autorenewal clause

  15. Ensure the jurisdiction for any legal disputes is in [insert jurisdiction]

Have additional questions? Contact our Support team at Success@Spellbook.legal

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