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
Concise Instructions: Keep instructions clear and under 4000 characters for accurate results.
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.
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
Term must be no longer than 7 years
Must be mutual obligations
Jurisdiction must be {jurisdiction} for arbitration
Governing law must be laws of {jurisdiction}
Confidential information must not be limited to information that is specifically marked as confidential
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
Ensure the receiving party is required to return and/or destroy any confidential information following the disclosing party’s request
SAAS PLAYBOOK
Ensure the document allows the customer to terminate for convenience at no cost or penalty
Ensure that any fees prepaid by the customer are refunded on a pro rata basis the event of a termination for convenience
Ensure payment terms are net XX
Ensure the vendor's liability is uncapped for gross negligence, willful misconduct, personal injury, or death
Ensure the vendor's liability is high enough with respect to the contract, often $2,000,000 or higher
Ensure the vendor maintains appropriate insurance policies, with a general policy of not less than $XX
Ensure vendor is not permitted to use the customer's logo or to disclose the relationship between the parties for marketing purposes
Ensure customer retains rights to data they enter into the system, or documents they store in the system
Ensure document storage is in [insert jurisdiction]
Ensure service availability is XX% or higher
Ensure that vendor is required to provide service level reports on at least a XX (daily/weekly/monthly) basis
Ensure there is 24/7 support for priority 1 issues or system outages
Ensure renewal fees are capped at the lesser of XX% or CPI for the preceding calendar year
Ensure there is no autorenewal clause
Ensure the jurisdiction for any legal disputes is in [insert jurisdiction]
Have additional questions? Contact our Support team at Success@Spellbook.legal