After you've signed into Ivo, you'll be given the option to either choose a custom or Ivo Playbook, or create a new Playbook by clicking on Create Playbook.
Creating a Custom Playbook
General
If you wish to create a custom playbook from scratch, click on the “Create Playbook” button and provide the following details.
Title: The name of the playbook you are creating.
Description (optional): A description to provide context about the playbook you are creating.
Language (optional): A field to indicate the language in which the playbook is intended.
After adding the above fields, you can click on either “Add New” or “Generate from Document”. Selecting “Add New” allows you to manually insert party names of each party involved in this playbook. Choosing “Generate from Document” will autogenerate the parties based on the document you have opened.
Tip: “Party Name” refers to the name of the party. “Party Type” indicates the type of party, for example, if your party is referred to as Client in your playbook, you would insert Client in “Party Name” and Your Organization’s Party in “Party Type”.
Notes:
Ensure the party names entered here match those in your checklist items for consistency. For example, if your party name is Client, avoid using the term Customer in your checklist items.
The “either” option is commonly used for mutual NDAs where either party can be referred to as the Disclosing Party or the Receiving Party.
If you wish to autogenerate your playbook, check out the playbook autogeneration support article.
Playbook Items
As a rule of thumb, your playbook is generally made up of Checklist items and Clauses.
Checklist
Use this section to create custom checklist items. Ivo will review these checklist items against the contract you want Ivo to review. Checklist items should be formulated as plain English instructions that can be resolved to ‘Pass’ or ‘Fail’. For checklist items resolved as ‘Fail’, Ivo will generate redline suggestions for the provision to ‘meet’ your checklist requirement.
To add checklist items, click on the Checklist button, then click “Add New”.
For each checklist item, Ivo has multiple ‘features’ to enhance the review process:
Title: The name of the checklist item (e.g., “Governing Law”)
Prompt: The requirement you want Ivo to assess. This should be a plain English instruction that can be resolved to ‘Pass’ or ‘Fail’.
Resolution Guidance (optional): Let Ivo know what actions to take if a checklist item is marked as a Fail. For example, you can direct Ivo to amend the provision so that it aligns with your “Governing Law” language in the Clause Library.
Default Comment (optional): If a checklist item is marked as a Fail, you can write a comment to the counterparty that will be inserted as a comment bubble when applying Ivo’s suggested redlines.
Internal Note (optional): This feature is useful for leaving notes for team members about specific checklist items (e.g., if a checklist item is marked as a Fail, forward the provision to the General Counsel for review). This internal note is for reference purposes only and does not influence the generation of AI outputs.
Fallback (optional): You can add a prompt for a fallback position. For example, if your first preference is for the governing law to be in California, but you are also fine with it being in Delaware, you can write it here.
Clauses
This section allows you to store the language of all your important clauses (including fallback clauses) so you can use Ivo to create compromise clauses that satisfy your legal position stated in your clause language, while maintaining as much of the third-party clause language as needed.
Tip: Storing your most important clauses here is also beneficial for the Resolution Guidance feature when Ivo reviews your checklist items. When using Resolution Guidance, the Standard clause and Fallback language are sent to the AI model, allowing Ivo’s suggested output to align with your preferred (or fallback) wording.
Tip: For more detail, refer to the Clause Library support article.
To add a new clause, click “Add New”. You can then add the following:
Clause Name: The name of the clause.
Clause Language: Copy and paste your preferred standard language here.
Internal Note (optional): This feature is helpful for leaving notes for team members regarding this specific clause. This internal note is for reference purposes only and does not influence the generation of AI outputs.
Fallback Clause (optional): If you have alternative wording for a clause that you’re also willing to accept, insert this here.
After adding all the clauses and fallback clauses you want, scroll to the bottom of the Ivo window and click on Save Clause. You can then continue creating the rest of your playbook.
Edit an Existing Playbook
To edit an existing playbook, you'll want to:
Choose the playbook you'd like to edit from those that are available under the My Playbooks tab.
Input party names, and click on Start to take you to the the Features menu.
Note: If you're just editing the playbook and not using it with a contract, it doesn't matter what parties you put in the party fields.
From there, then select the ... icon at the bottom of the Ivo window and select Edit Playbook.
Follow the steps below to revise any of the playbook details.
To edit your playbook, you can now revise following details:
Under the General Tab, you can populate the following fields:
Name: The name for your playbook that everyone in your workspace will see
Description: An optional description to provide some context about this playbook.
Language: An optional field to indicate which language the playbook is intended for.
Parties: Provide placeholder names for each party that will be in contracts that you use this playbook for.
Note:
The party names will be replaced with the defined terms for each party in each contract you use this playbook for.
Using the Generate from Document option will autogenerate the parties based on the document you currently have opened. See the Playbook Autogeneration support article for more details.
Define the party for each party in the type of contract your playbook is intended for, then click Confirm.
They will be one of the following:
Your party.
Counterparty.
Either.
The either option is used in situations where both parties have a common party name, such as "disclosing party" in a mutual non-disclosure agreement.
Under the Playbook Items tab, you can add or revise the Checklist and Clause Library of the playbook by clicking on either Checklist or Clauses.
Clauses: Store the clause language of all of your important clauses and fallback clauses so you can either:
insert into contracts verbatim.
Create compromise clauses that satisfy your clause's position while maintaining as much of the 3rd party's clause language as is feasible.
Check out the Clause Library support article for more details.
To add your clauses to the Clause Library, click on Clauses from the Playbook Items tab, then click the Add New button.
Note: Using the Generate from Document option will autogenerate the clauses based on the document you currently have opened. See the Playbook Autogeneration support article for more details.
Add the Clause Name, your Clause language, and any Internal Notes that you want to provide to others that use this playbook in your workspace.
You can also add additional fallback (alternative) clauses as well by clicking on Add Fallback.
Once you've added all the clauses and fallback clauses that you want, you can scroll to the bottom of the Ivo window and click on Save Clause. you can then continue on with creating the rest of your playbook.
Review Checklist: List your contract requirements and see to what extent a 3rd party contract meets them, as well as recommendations to mark up the 3rd party contract so it satisfies your requirements.
Check out the Review support article for more details.
To add Checklist items, click on the Clauses button from the Playbook Items tab, then click Add New to add a checklist item.
Note: Using the Generate from Document option will autogenerate the checklist based on the document you currently have opened. See the Playbook Autogeneration support article for more details.
Add the name of the checklist item under Title* and the requirement under Prompt*. As optional fields, you can also add Resolution guidance to further instruct how an unmet checklist item should be resolved, and an Internal note to provide any internal context that you want to provide. In addition, you can also add additional fallback or alternative positions for this checklist item by clicking on + Add fallback.
Once you've finished populating the desired Checklist fields, click on Save Checklist Item.
Once you've added all the checklist items, clauses, and other details that you want for your playbook, make sure you click on Save Playbook.
Need more help? Ivo’s implementation team can work with you in setting up and editing playbooks according to you and your organization’s needs. If you require a new custom playbook or changes to an existing playbook, reach out to the implementation team at [email protected].