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CoCounsel Drafting

Create a custom playbook from a contract

Follow these steps to create a playbook from an existing contract.
  1. Open your existing contract in Word, then select the arrow button in the CoCounsel Drafting pane to open the menu.
  2. Make sure you have selected
    Transactional
     as the practice area. If you need to change the practice area:
    1. Select the
      Change
       link in the
      Practice area
       section.
    2. Select
      Transactional
       from the dropdown, then select
      Save
      .
  3. In the
    Manage your content
     section, select
    Manage Playbooks
    .
  4. Select
    Import Contract
    .
  5. Choose your import method.
    • Use the open document
    • Upload a file
  6. Review the generated playbook. The playbook will appear in the panel and is private by default.
  7. Review playbook details. CoCounsel names the playbook and provides a summary description, identifying parties involved.
  8. Examine identified clauses.
    1. Select the
      Edit
       icon for a clause.
    2. Review the preferred clause example extracted by CoCounsel.
      note
      You can select
      Show source
       to view the source of the extracted clause.
  9. Add additional details to the playbook.
    • Negotiation Guidance
    • Escalation Guidance
    • External messaging
    • Scenarios
  10. Select
    Save
     after completing clause edits.
  11. Select
    Add clause
     to add more clauses if needed.

This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

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