- Open the contract you want to review in Microsoft Word
- Open the GC AI add-in and confirm the document information
- Click on the “Playbooks” tab
- Select the playbook you want to run
- Click “Run playbook”
- A window will appear where you can provide additional context for GC AI, including:
- Whose paper - Select whether this is your company’s paper (First-party) or the counterparty’s paper (Third-party)
- Additional context - Optionally include details such as deal value, negotiation leverage, or specific concerns
- Click “Run”
📊 Playbook Summary
The very top of your playbook results is a visual dashboard showing a snapshot of the status of your checks. Below the dashboard, GC AI provides you with a summary of the contract review with the following sections:| Section | What the Section Describes |
|---|---|
| Key Findings | High-level overview of provisions that need your attention - typically items requiring review rather than provisions already aligned with your playbook. |
| Other Issues Identified | Provisions in the contract that your playbook doesn’t cover. Consider updating your playbook to address these in the future. |
| Escalations Needed | Terms requiring further approval based on your playbook’s escalation rules (e.g., provisions that need General Counsel sign-off). |
| Immediate Action Items & Next Steps | Specific actions you may need to take before proceeding. |
🔍 Smart Checks
Smart Checks are provisions detected in the document you are reviewing that aren’t covered by your playbook. They help identify unexpected clauses or counterparty additions.🏷️ Understanding Output Categories
Each check that GC AI analyzes is categorized as one of the following:| Category | Meaning |
|---|---|
| Pass | The substance of the provision matches your preferred position. |
| Fallback | The provision is acceptable under certain conditions you’ve defined. |
| Flag | The provision conflicts with your playbook, is misaligned with your position, or is missing required information. |
🤖 Reading the AI’s Analysis
For each check in your playbook, GC AI provides you with:- The check category (Pass, Fallback, or Flag)
- An analysis of why the check was categorized that way
- Suggested redlines (if needed) to amend the contract to reflect your playbook’s position
- You can also click “View Check” to see more detail about the check in your playbook
✏️ Working with Suggested Redlines
When GC AI identifies a provision that deviates from your playbook, it will suggest redlines to amend the contract language to reflect the position outlined in your playbook.| Action | What It Does |
|---|---|
| Apply | Inserts the redline into your document. |
| Copy | Copies the suggested language to your clipboard. |
| Edit - Manual | Allows you to modify the suggested redline before applying. |
| Edit with AI | Generates a new AI suggested redline. |
| Dismiss | Dismisses the suggested redlines. |
| Jump | Navigates to the relevant provision in the contract. |