Playbook & Template Creation
Create and apply negotiation playbooks that codify institutional knowledge into structured positions, alternatives, and red lines for consistent standards.
Ongoing efficiency gains from consistency
Partner-level standards applied by all
Workflows & Enterprise Tools
The Problem
- ✗Institutional knowledge not documented
- ✗Inconsistent negotiation approaches
- ✗Long onboarding for new lawyers
- ✗Partner bottleneck for guidance
- ✗Lost leverage from inconsistent positions
How Claude Helps
Helps develop playbook content, structures positions, alternatives, and red lines, applies playbooks to document review, ensures consistent standards, and enables knowledge transfer.
Step-by-Step Workflow
Identify agreement type
Select the contract or agreement type to create a playbook for.
Gather institutional knowledge
Conduct interviews with experienced lawyers and review closed deal precedents.
Structure playbook content
Organize positions, acceptable alternatives, and red lines for each provision.
Build playbook in Claude
Create the structured playbook with negotiation guidance for each section.
Test against sample agreements
Apply the playbook to sample contracts to verify effectiveness.
Train team on playbook use
Deploy the playbook across the team and establish usage standards.
Example Prompt
Help me create a negotiation playbook for software licensing agreements: PLAYBOOK STRUCTURE: For each provision type, I need: 1. Standard Position: Our preferred language/terms 2. Acceptable Alternatives: What we'll accept if they push back 3. Red Lines: Positions we won't accept (walk-away) 4. Fallback Language: Specific alternative text when needed 5. Negotiation Guidance: Tips for the conversation PROVISIONS TO COVER: LICENSE GRANT - Standard: Non-exclusive, limited to internal business use - Common requests: Affiliate use, contractor use - Red lines: Exclusivity, unlimited use rights LIABILITY - Standard: Mutual cap at 12 months fees - Common requests: Lower caps, unlimited IP indemnity - Red lines: Uncapped liability for non-IP claims INDEMNIFICATION - Standard: Mutual IP indemnification, third-party claim defense - Common requests: Broader indemnification scope - Red lines: Indemnification for customer's own conduct [Continue for additional provisions...] Output as structured playbook I can save and reference.
Frequently Asked Questions
How do I capture existing institutional knowledge?
Interview experienced lawyers, review closed deals, analyze what's been accepted and rejected historically.
How often should playbooks be updated?
Review annually or when market terms shift. Track acceptance/rejection patterns to identify needed updates.
Can playbooks be shared across a team?
Yes. Create standardized playbooks that all team members use for consistency.