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CoCounsel Drafting

Create a playbook

Follow these steps to create a playbook.
  1. Open 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
    Create playbook
    .
  5. Enter the playbook details.
    • Playbook name
    • Description
    • Agreement-type
    • Primary party role
    • Counter party role
    important
    If shared with the organization, it will be read-only for others.
  6. Select
    Create
     to finalize the playbook.
  7. Select
    Open
     to continue editing.
  8. Add clauses and drafting guidance.
    1. Select
      Add Clause
      .
    2. Enter the clause title and select issue flagging options.
      • Flag all major and minor issues
        : If you select this option, CoCounsel will notify you of any type of issue that is uncovered with this clause.
      • Flag only major issues
        : If this is a less important clause, you might select this option as CoCounsel will only notify you of major deviations from the clause.
      • Prohibit this clause
        : You may also prohibit clauses, meaning you never want this clause to appear in a contract. CoCounsel will then flag you anytime this clause appears.
    3. Complete the
      Preferred clause example
       field.
      note
      CoCounsel will use this example as it redlines third-party contracts to determine whether or not the corresponding clause in that contract deviates from the preferred.
    4. You can add negotiation guidance, escalation guidance, and templated external messaging. This can help other people within your organization on how they should negotiate this clause.
    5. Select
      Save
       after entering these details.
  9. Continue to add clauses until your playbook is complete.

This article applies to:

  • Product: CoCounsel
  • Audiences: Legal professionals

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