Review the other side’s draft against your team’s playbook
Open the contract in Word. Pactly checks it against each standard in your playbook and shows you the clauses it relied on. Pick your approved wording and it goes in as a tracked change.
Free 30 day trial. No credit card needed.
Your playbook decides what gets flagged
A playbook is your team’s review checklist. Each position says what the contract must say, the wording you offer instead, and why.
- Start from what you have
- Upload the playbook you keep in Word, or your standard template, and Pactly drafts the positions from it.
- Answer a few questions
- The AI wizard drafts positions from your answers about each type of agreement.
- Use one of ours
- Pactly Playbooks for NDAs, SaaS agreements and master services agreements are ready to run as they are.
- Write it yourself
- Add positions one at a time in the playbook editor.
A published playbook is locked, so the whole team reviews against the same version.
What the review says about each position
Pick a position to see what the review found in the same supplier agreement.
When the AI cannot decide
It says so and leaves the call to you. Read clause 6.3, choose the verdict and note why. Your note stays on the record for whoever looks at the contract later.
Position 4, Payment terms. Invoices must be payable 30 days or more after receipt. The review marked it Uncertain. Clause 6.3 reads, Invoices are payable within thirty (30) days of receipt, unless the Order Form states otherwise. Clause 6.3 gives 30 days but lets an Order Form set other terms, and no Order Form is in this document.
When nothing is found
No renewal clause turned up. Your playbook says what an empty result means for each position, and here it means the position passes.
Position 5, Automatic renewal. The agreement must not renew automatically. The review marked it Compliant. No clause was found. No clauses found.
When a position does not apply
Clause 12.1 rules it out. The position drops to the bottom of the list and out of the work left to do.
Data protection. A data processing agreement must be signed before the Provider handles personal data. The review marked it Not applicable. Clause 12.1 reads, The Provider will not have access to any personal data under this Agreement.
When the clause meets your standard
Skim the clause it found and move on, or start a chat about it if something reads oddly.
Position 2, Indemnities. Each party must indemnify the other against third party IP claims. The review marked it Compliant. Clause 8.1 reads, Each party shall indemnify the other against any third party claim that the indemnifying party's materials infringe that third party's intellectual property rights. Clause 8.1 gives both parties an indemnity against third party IP claims, as the position requires.
When it falls short
Put your team’s clause in its place, adapted to their defined terms, or have the AI draft a fix from your guidance. Either way it goes in as a tracked change.
Position 1, Limitation of liability. Liability must be capped at 12 months of fees. The review marked it Not compliant. Clause 9.2 reads, The Provider's total liability shall not exceed the fees paid by the Customer in the three (3) months before the claim. Clause 9.2 caps liability at 3 months of fees, short of the 12 months required.
Also in contract review
Ask about the contract
Assist, still in beta, answers questions about the open document and drafts edits you apply as tracked changes.
Your clause library
Search your approved clauses from the pane and insert one, adapted to the contract’s defined terms.
The next round
Record each round you send and receive. Positions whose clauses changed since the last one are flagged for you to check.
Results on the contract
Verdicts, reasoning and your notes stay on the contract’s timeline for whoever picks it up next.
Reviews that start on their own
A workflow can start the review as soon as a contract of that type comes in.
Word on Windows, Mac and the web
Install it from Microsoft AppSource, or have IT deploy it to the whole team.
Questions about contract review
Do we need a playbook before we start?
No. Start from one of the Pactly Playbooks, such as those for NDAs, SaaS agreements and master services agreements. Depending on your plan, you can also import the playbook or template you already keep in Word, or answer a few questions and let the AI draft one. A draft stays out of your team’s reviews until you publish it. See Pricing for the plans.
How accurate is the review?
The AI can miss a clause or misread one. Where it relied on a clause, the verdict shows you which one. A position the AI cannot judge is marked Uncertain, and you can change any verdict and note your reason. Nothing goes into the document until you insert it.
Does Pactly change the contract on its own?
No. It marks each position and offers wording. Your clause or a drafted fix goes in only when you choose Insert or Apply, and it goes in as a tracked change for you and the other side to see.
What kinds of contracts can it review?
Any contract you write a playbook for. Customers review NDAs, supplier and services agreements, software licences, leases, employment contracts and procurement contracts. Each playbook is tied to the contract types it covers, so the right one is offered when you start.
How long does a review take?
Usually three to five minutes, depending on the length of the contract. You can keep working in Word, and tick Play sound when complete to hear when it is done.
Which versions of Word does it work with?
Word 2016 or later and Microsoft 365 on Windows, Word 2019 or later and Microsoft 365 on Mac, and Word for the web with some limits. Install it from Microsoft AppSource, or ask IT to deploy it from the Microsoft 365 admin center. How to install it.
Which plans include contract review?
It comes with Pactly’s contract management plans, each with a number of reviews a month, and with the 30 day free trial. See Pricing for the numbers.
How is my data handled?
Pactly is ISO 27001 certified. Our Trust page describes where data is stored, who can see it and how it is protected.
See the review run on the contracts your team receives
Pick a 45 minute slot and tell us about the contracts your team reviews, so we can tailor the session.
Request a demo