Playbook

A playbook is a firm's written standard for reviewing a type of document: what to look for, what to flag, what position the firm takes and how to report the result.

Last updated

What it means for a UK law firm

A playbook turns the knowledge of senior lawyers into instructions that others can apply consistently. Traditionally a playbook is a document or checklist; in legal AI, a playbook is written as instructions that the AI applies to a document or set of documents.

A playbook used with AI still needs an owner. Someone has to keep the playbook in line with the firm's current positions and the law, and the output of a playbook review still needs checking by a solicitor.

Example

Illustrative scenario

A commercial team's playbook for supplier contracts says to flag any cap on liability below the firm's preferred position, any right for the supplier to vary terms on its own, and any automatic renewal. A trainee runs the playbook on a new contract and the supervising solicitor reviews each flagged clause.

How Chancery handles it

In Chancery, playbooks are written in plain English, the way you would brief a trainee: what to look for, what to flag and who the output is for. You can describe a playbook in a sentence and have Chancery draft it, or start from a built-in playbook and adapt it; see Playbooks. Playbooks also run inside Microsoft Word with Chancery for Word.

Related terms

This glossary entry is general information, not legal advice. See the full legal AI glossary for other terms.

Give your firm the same advantage as the top 20, at a price that makes sense for yours.