Playbook Assistant Use Cases and Examples

Contract reviews do not have to rely on memory, static clause libraries, or manual redlining. With the Playbook Assistant, you can define your organization’s negotiation standards and apply them automatically during review. By creating playbooks for different agreement types such as MSAs or NDAs, the AI can suggest edits, flag unacceptable terms, and surface preferred clauses in real time.

Playbooks help teams standardize negotiations, reduce manual effort, and improve consistency across reviews.

This article provides practical examples of how organizations use Playbooks across different contract types and review scenarios.

👉 For step-by-step instructions on how to create and use Playbooks, see our guide here. 

Examples: 

1. Term & Renewal

• Preferred: Initial term of 1 year; auto-renewal for successive 1-year periods; either party may opt out with 60 days’ notice.
• Fallback: 2-year initial term; 90 days’ non-renewal notice.
• Non-Negotiable:
  • Auto-renewal periods longer than 2 years.
  • Evergreen renewals with no opt-out rights.
• Escalation: Any request >90 days’ notice or >2-year renewals.

2. Termination

• Termination for Convenience:
  • Preferred: Either party, 30 days’ notice.
  • Fallback: Either party, 60 days’ notice.
  • Non-Negotiable: No unilateral termination rights.
• Termination for Cause:
  • Preferred: 15-day cure period for material breach.
  • Fallback: 30-day cure period.
  • Non-Negotiable: Cure periods longer than 30 days.

3. Payment Terms

• Preferred: Net 30 from invoice.
• Fallback: Net 45.
• Non-Negotiable: Terms beyond 45 days; “pay when paid” clauses.

4. Fees & Expenses

• Preferred: Pre-approved SOW fees only; expenses reimbursed at cost with receipts.
• Fallback: Reasonable travel expenses per company policy.
• Non-Negotiable: Open-ended or undefined expense obligations.

5. Confidentiality

• Preferred: Mutual confidentiality; survives 2 years after termination.
• Fallback: Mutual, survives 1 year.
• Non-Negotiable: One-sided confidentiality obligations; survival less than 1 year.

6. Data Protection & Security

• Preferred: Compliance with GDPR, CCPA, and applicable data protection laws; breach notification within 72 hours.
• Fallback: Breach notification within 10 business days.
• Non-Negotiable:
  • No breach notification.
  • Refusal to comply with data protection laws.
• Escalation: Breach notification periods >10 business days.

7. Intellectual Property

• Preferred: Client owns deliverables; Provider retains pre-existing IP/tools.
• Fallback: Joint ownership if clearly defined; license back to Client.
• Non-Negotiable: Provider owns all deliverables created for Client.

8. Warranties

• Preferred: Provider warrants services will be professional and free from defects for 90 days.
• Fallback: 30-day warranty period.
• Non-Negotiable: No warranty at all; disclaimers of gross negligence or willful misconduct.

9. Limitation of Liability

• Preferred: Capped at fees paid in 12 months prior to claim.
• Fallback: Capped at 2x fees.
• Non-Negotiable:
  • Unlimited liability (except carve-outs).
  • Caps below fees paid.
• Carve-Outs (excluded from cap): Confidentiality breaches, IP infringement, gross negligence, willful misconduct.

10. Indemnification

• Preferred: Mutual indemnity for IP infringement, bodily injury, property damage, gross negligence, and willful misconduct.
• Fallback: Mutual indemnity for IP infringement only.
• Non-Negotiable: One-sided indemnification obligations.

11. Insurance

• Preferred: Provider maintains CGL ($2M), Professional Liability ($1M), Cyber Liability ($1M).
• Fallback: Lower cyber liability ($500k).
• Non-Negotiable: No insurance coverage.

12. Governing Law & Dispute Resolution

• Preferred: Delaware law; venue in New York.
• Fallback: Client’s HQ jurisdiction.
• Non-Negotiable: Foreign governing law or venue outside the US.

13. Force Majeure

• Preferred: Excuses performance for natural disasters, government actions, labor strikes.
• Fallback: Same, but excludes strikes.
• Non-Negotiable: Unlimited force majeure with no termination rights after 30 days of non-performance.

14. Assignment & Change of Control

• Preferred: No assignment without consent, except in merger/acquisition.
• Fallback: Assignment allowed with 30 days’ notice.
• Non-Negotiable: Unrestricted assignment without Client consent.

15. Subcontracting

• Preferred: Allowed with Client’s prior written consent.
• Fallback: Allowed with notice, provided subcontractors are bound by confidentiality.
• Non-Negotiable: Free subcontracting with no restrictions.

16. Audit Rights

• Preferred: Client may audit once annually with 30 days’ notice.
• Fallback: Audit rights limited to financial/payment matters.
• Non-Negotiable: No audit rights where compliance obligations exist.

17. Service Levels (if applicable)

• Preferred: 99.9% uptime SLA; service credits for downtime.
• Fallback: 99.5% uptime SLA.
• Non-Negotiable: No SLA or remedies for downtime.

18. Export Control & Compliance

• Preferred: Mutual compliance with US export control laws, anti-bribery (FCPA/UKBA), and sanctions regimes.
• Fallback: Limited export control compliance only.
• Non-Negotiable: Refusal to comply with export or anti-corruption laws.

19. Non-Solicitation / Non-Hire

• Preferred: Neither Party solicits or hires the other’s employees during the term and for 12 months post-term.
• Fallback: 6 months post-term.
• Non-Negotiable: Restrictions longer than 12 months.

20. Notices

• Preferred: Notices via certified mail or courier, with copy by email.
• Fallback: Email only, with delivery confirmation.
• Non-Negotiable: No notice requirement.