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Contract Intelligence & Analytics

Contract Negotiation Playbook Automation

Automatically apply playbook rules to contracts, generating consistent redlines with 70-85% time savings.

Time Saved

70-85% reduction in playbook application time

Accuracy

100% consistent playbook application

Category

Contract Intelligence & Analytics

The Problem

  • Inconsistent playbook application
  • Time to reference playbook during review
  • New team members learning standards
  • Drift from playbook positions
  • Difficulty measuring compliance

How Claude Helps

Reads playbook standards, analyzes contract provisions, identifies deviations, generates redlines per playbook, and documents compliance with standards.

Step-by-Step Workflow

1

Define playbook

Define playbook with positions, alternatives, and red lines

2

Upload contract

Upload contract for automated review

3

Run automated review

Run automated review against playbook rules

4

Generate redlines per playbook

Generate redlines per playbook standards

5

Review and adjust

Review and adjust as needed for deal-specific context

6

Track playbook compliance

Track playbook compliance metrics over time

Example Prompt

Apply our vendor contract playbook to this agreement:

PLAYBOOK RULES:

PAYMENT TERMS
- Standard: Net 30
- Acceptable: Net 45
- Reject: Net 15 or less
> Action: Redline to Net 30 if different

LIABILITY CAP
- Standard: 12 months fees, minimum $1M
- Acceptable: 24 months fees
- Reject: Less than 12 months or uncapped for vendor
> Action: Redline to standard if unfavorable

INDEMNIFICATION
- Standard: Mutual IP indemnification
- Acceptable: One-way (vendor indemnifies us)
- Reject: We indemnify vendor for their conduct
> Action: Add mutual indemnification if missing

TERMINATION
- Standard: Either party, 30 days notice
- Acceptable: 60 days notice
- Reject: No termination for convenience
> Action: Add termination for convenience if missing

[Continue for all playbook provisions...]

OUTPUT:
1. Contract with redlines per playbook rules
2. Comment on each change referencing playbook
3. Summary of changes made
4. Items requiring human judgment (not covered by playbook)
5. Playbook compliance score

Frequently Asked Questions

What if the contract has provisions not in my playbook?

Claude flags provisions not covered for human review. Expand playbook as needed.

Can I track playbook compliance over time?

Yes. Track acceptance rates for each provision to refine playbook positions.

How do I handle deal-specific exceptions?

Instruct Claude to apply playbook as default, then manually adjust for approved exceptions.

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