This article explains the key building blocks of a playbook. Playbooks are organized into Tiers, Sections, Groups, and Positions, with each Position assigned a Stance. Understanding how these pieces fit together will help you navigate and edit your playbook with confidence.
Tiers
Tiers are the "rounds" of negotiation in the playbook. There are three Tiers in playbooks:
- Preferred
- Fallback
- Final (where applicable)
Sections
High-level organizational structure for playbooks. You can find them inline in the playbook builder or in the left-hand navigation as you move through the playbook.
Groups
Groupings of positions that live within sections. These are organized by "topic" within a Section. The Group level can also house Negotiation Instructions, as well as Model Language associated with that Group.
Positions
These refer to each of the line items in the playbook. Stances can be assigned to Positions for each of the Preferred and Fallback tiers. Individual positions can also accommodate Negotiation Instructions and Model Language.
Stances
How the LLM should respond to a Position in the agreement. The meaning of the Stances and actions the LLM should take can be found below:
Accept
Accept this Position if it shows up in an agreement, but do not add if not included by the counterparty.
Include
Add this Position if it is not in an agreement.
Reject
Remove this Position from an agreement if it is already included.
Removable
Only exists for Fallback tiers and is not factored into Markup Builder at this time. For reviewers negotiating subsequent rounds of an agreement, Removable indicates that the Position they were previously pushing to Include is now ok to Remove from the agreement.
| If you instruct the LLM to include language that specifies that only materials received after the date of the NDA can be considered "Confidential Information," but are ok with the Reviewer removing this language in subsequent rounds, that's a Removable stance in action. |
Lawyer Discretion
This indicates that the reviewer can exercise their discretion in negotiating a Position as there is no preference on this particular provision.
Escalations
Playbooks may include escalation instructions. Escalations are positions that you prefer to be escalated to the proper deal team or legal team contact if they arise or the reviewer cannot achieve a satisfactory resolution. The various Escalations types and actions a reviewer should take are as follows:
Deal Team
Position should be escalated to the appropriate deal team contact.
Legal Team
Position should be escalated to the appropriate legal team contact.
Deal & Legal Teams
Position should be escalated to both the deal and legal team contacts.
Other
Position should be escalated to someone other than a deal or legal team contact.
Model Language
Model Language is the preferred language that you would like the LLM to use.
Negotiation Instructions
Negotiation Instructions tell the LLM how it should treat certain Positions.