Playbooks are a documented set of guidelines, positions, fallback clauses, and decision rules that help lawyers review, negotiate, and draft legal agreements consistently and efficiently.

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

Playbooks in iManage platform provide an instant risk assessment of a document by identifying contract deviations, missing protections, and noncompliant clauses. Key features include:

• 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.

In iManage platform you can,

• Access Playbooks panel
• Create or modify Playbooks
• Run and understand Playbook analysis
• Expand and collapse Playbooks panel
• Export a Playbook
• Search and filter Playbooks