Where to Run a Playbook Review

Once you have a playbook, you run it against a counterparty’s paper to see, clause by clause, where their draft meets your standards and where it does not. The review is the same analysis in both places: Pactly compares the document to every position in the playbook and returns a verdict for each, with the reasoning and your approved language for the ones that need work.

A position resolves to one of five verdicts: Compliant, Not compliant, Not applicable, Uncertain, or Pending (not yet assessed). For what each one means and how to read them, see Reading Playbook Results in the Web App.

You can run that review in two places. Pick the one that fits how you are working.

Run the review in the Pactly Word plugin when you are working in the document itself: reading the counterparty’s draft, inserting approved language, and redlining inline with track changes. The plugin reads the open document, returns the positions in a side pane, and lets you act on each one without leaving Word.

This is the right surface for the person doing the line-by-line negotiation. The full flow, starting the analysis, reading the results, inserting clauses, and recording a decision, is documented in Running a Playbook Review in the Word plugin section.

Read the review on the contract record in the web app when you are managing the negotiation rather than editing the document: tracking where a contract stands, reviewing what the playbook review flagged, and comparing rounds as the counterparty sends revisions. The web app shows the same positions and verdicts as part of the contract’s timeline, alongside the rest of its history.

Reviews are also often triggered automatically by a workflow when a contract of a given type arrives, so the results appear on the record without anyone starting the review by hand. To read and act on those results in the web app, see Reviewing a Third-Party Contract.

• What is a Playbook?
• Choosing the Right Playbook
• Running a Playbook Review (Word plugin)
• Reviewing a Third-Party Contract
• Reading Playbook Results in the Web App