Playbooks

Practice intelligence

Build firm playbooks that benchmark documents against your own standards, risk thresholds, and negotiation positions

Playbooks are 8rney's Practice Intelligence Engine. A playbook encodes your firm's or team's specific standards for a practice area — what acceptable risk looks like, which clause positions you typically hold, which deviations you flag as material. Once a playbook is built, any document can be benchmarked against it in seconds.

Why playbooks exist#

Every firm and legal team has standards that live in the heads of senior lawyers — what a market-standard indemnity looks like, which governing law is acceptable, how long a non-compete should be. Playbooks make that institutional knowledge explicit and reusable. A junior associate running a playbook gets the same benchmark a partner would apply manually.

Building a playbook#

1

Choose a practice area

Select one of the six built-in practice areas: Commercial, Corporate, Employment, IP, Litigation, or Regulatory. Each has a pre-configured set of benchmark dimensions you can customise.

2

Set your standards

For each dimension — governing law, liability cap, termination notice, arbitration seat — define what your firm considers acceptable, preferred, and unacceptable. The Playbook Builder form walks you through every dimension.

3

Add negotiation memory

Optionally, provide examples of your firm's historical positions — clauses you have previously accepted, language you typically propose, fallbacks you have agreed to. The AI uses these as context when generating recommendations.

4

Publish the playbook

Published playbooks are available to all members of your workspace. Unpublished playbooks are private to the creator.

Running a benchmark#

  1. Open any document in the Document editor, or go to Playbooks and click Benchmark a document.
  2. Select the playbook to benchmark against.
  3. Click Run — the AI compares the document against every dimension in the playbook.

The result is a structured Findings table with:

  • A risk badge per finding (high / medium / low)
  • The specific clause text from the document
  • The playbook standard it was compared against
  • A recommendation (accept / negotiate / reject)

Findings table#

The Findings table shows every deviation discovered by the benchmark. For each finding you can:

  • Accept — mark as reviewed and acceptable in this context
  • Negotiate — flag for negotiation with suggested language
  • Reject — mark as unacceptable for escalation
  • Add a note — record why a deviation was accepted or rejected

Export#

Export the full findings report as:

  • DOCX — formatted findings report with clause text, risk levels, and recommendations
  • Redline — the original document with tracked changes showing proposed revisions based on the playbook
Tip

Run the playbook at the start of a contract review, not the end. Early findings shape the negotiation strategy rather than just documenting what you eventually agreed to.