Skip to content

Start a contract review

To review a contract against a playbook, open the Contract review area, select New review, choose a contract and a playbook, and select Start review. Like all workflows, contract reviews run in the background, so you can carry on with other work while you wait.

Where contract review lives

The Contract review area holds two views, and a toggle in its command bar switches between them. Each side of the toggle carries a count, and the heading and the main button change with the view you are in.

  • Contract review — the panel you start a review from, and the Recent reviews table beneath it. Its main button is New review.
  • Playbooks — your team's library of issues. Its main button is Upload playbook. See Manage playbooks.

Start a review

  1. In the Contract review view, select New review. The Start a review panel expands.
  2. Choose a contract and a playbook. Start review stays unavailable until you have chosen both. The contract you choose may show an indication of its size.
  3. Set the options you want. They are described below.
  4. Select Start review.

The button then reads "Analysing… (typically ~10 min)", and a row for the new review appears in the Recent reviews table.

To close the panel without starting anything, select Cancel, or select New review again. No review is started.

Options

  • Issues to analyse — analyse All issues in the playbook, or name the particular issues you want. Narrow the scope when only part of the playbook bears on the contract in front of you.
  • Analysis only — return the findings without drafting the proposed amendments.
  • Model — choose between Thorough — highest quality, which is the default, and Fast — quicker and lower cost.
  • Existing track changes — choose what happens to tracked changes already in the contract. By default the other side's changes are preserved as they stand. The alternative accepts them into the base text before the review begins.

A collapsible Advanced options section fine-tunes how the analysis runs. You can leave it as it is.

Track your reviews

The Recent reviews table lists your team's reviews.

Each row shows:

  • Contract — the document reviewed.
  • Playbook — the playbook it was reviewed against.
  • Date — when the review ran.
  • Issues — how many findings the review produced.
  • Amendments — the state of the proposed drafting.

Rows are grouped by contract and playbook. The latest review of a pair is the row you see, and the runs it supersedes sit under a history expander on that row. Sort by Contract, Playbook, or Date, and use the filter on the Contract column to narrow the table to one contract.

While a review runs

A review appears as Queued as soon as you start it, and becomes Processing once it is under way. If a run stops making progress, the marker changes to Taking longer than usual. Select either marker to open the progress view.

When a review has finished

  • Open → opens the review. It is unavailable for reviews you ran as Analysis only, because those produce no proposed drafting to open.
  • Re-analyse, in the row's ⋯ menu, runs the same contract against the same playbook again.