Playbook is a Ask iManage feature that provides an instant risk assessment against a company's playbook, identifying contract deviations, missing protections, and noncompliant clauses.

Without Playbook analysis, users cross-reference precedents and templates for each transaction, slowing deals and causing inconsistency.

Key features

• Risk assessment at scale: Users receive a structured starting point for every contract review, regardless of playbook familiarity.

• Persistent playbook profiles: Save playbooks for personal or organizational reuse. Teams maintain industry-, transaction-, or counterparty-specific playbooks and activate the appropriate one per contract.

• Secure by design: Data remains within iManage's secure, governed boundaries. Playbook analysis runs entirely on the iManage platform, respecting document permissions and ethical walls.

Playbook analysis is available in the Ask iManage side pane. You can upload or select a contract, invoke analysis, and receive a structured risk report linked to your Playbook. You can then access deeper analysis, summaries, side-by-side comparisons, or AI-powered redline analysis within the same workflow. Additionally, you can also use the Ask iManage home page to run a Playbook analysis of the document.

This page contains the following:

• Creating a Playbook and adding rules to it
• Duplicating a Playbook
• Importing rules into a Playbook
• Editing a Playbook
• Deleting a rule or Playbook
• Exporting a Playbook
• Marking a Playbook as favorite
• Accessing a document using Playbook