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Playbooks in Word

Use a playbook to check the agreement open in Word against a consistent set of review positions. You can use your own playbooks, those shared by your firm, or available Sonar Legal playbooks.

Choose a playbook​

  1. Open Playbooks in the Word add-in.
  2. Find the appropriate playbook in the library.
  3. Open it to review the available rules and questions.
The playbook library in Word.
Choose a playbook you own, one shared with you, or an available Sonar Legal playbook.

Quick Check​

Use Quick Check for a neutral first review of common issues such as incomplete clauses, ambiguous language, and inconsistent terminology.

Choose a playbook written for a particular party when you want to review against that party's preferred position. Read its description, review the rules, and choose which ones to include in this agreement's review.

Set up the review​

Check that the playbook is written for the side you represent, then choose the negotiating approach. Add the deal context that should influence this review, such as a light-touch review or an important transaction-specific concern.

Choose the rules and questions you want included. Exclude a rule when it does not apply to this agreement rather than changing the shared playbook just for this review. Start the review when the selection is ready.

Review setup with the negotiating approach, context, and rule selection.
Tailor this run to the agreement before you start.

Review the results​

For each rule, the findings show whether the agreement meets the position, the supporting document passage, and any proposed revision. Use High, Medium, or Low severity to prioritize your review, then inspect the issue in context.

Open Summary for an overview. In Rule View, open a rule to read the finding and any suggested changes. Switch to Group View to review findings together by outcome. Review the extracted answers under Questions as well as the proposed edits.

A playbook finding with its explanation and proposed revision.
Apply only the changes you want in the document.

Select Replace to apply an available revision. Choose whether to use tracked changes and confirm the author name where asked. If a comment is offered, select the internal or counterparty version and edit it before inserting.

Create or improve your playbooks​

Create and maintain playbooks in the Sonar Legal App. You can start from instructions, attach a precedent or an existing written checklist, or write the rules yourself. See Create a playbook for the full process and examples of clear review rules.

Before using a shared playbook, check the current version and its intended party. If a rule repeatedly proposes changes to wording you already accept, refine the rule to explain the preferred position and acceptable fallbacks. See Update and share playbooks.