Skip to main content

How to review a contract against your playbook in Attorly

Last updated:

Short answer

Upload the contract, open its redlines, choose a playbook (or let Attorly pick the best match), say whose paper it is and how hard to negotiate, and generate. Every term is graded against your positions, and the suggestions you accept export to Word as tracked changes.

Steps

  1. Upload the contract

    Upload a PDF or DOCX of up to 10 MB from Documents. Attorly analyses it clause by clause and flags risks. Upload a DOCX if you want the redlines applied to your original file later.

  2. Open the redlines and choose a playbook

    In the document’s redline panel, choose a playbook. "Automatic (best match)" picks one by contract type. Attorly ships default playbooks for NDAs, master service agreements, employment contracts, SaaS subscriptions and commercial leases; your own playbooks appear next to them.

  3. Set paper side and stance

    Say whether it is your paper, their paper or either, and choose the negotiation stance. Both change which positions are pushed and how far.

  4. Generate and triage

    Each playbook term is graded as compliant, fallback acceptable, non-standard or unacceptable, with a suggested edit and its legal basis. Accept, reject or rewrite each suggestion.

  5. Export or run a negotiation round

    Export a DOCX with tracked changes (applied to your original when it was a DOCX), the accepted changes only, or a clean version. To negotiate, mark the round as sent and attach the counterparty’s reply as the next round.

Before you start

  • Default playbooks are available on every plan. Writing or importing your own playbook needs Pro or Enterprise.
  • Redlines are a draft for a lawyer to check, not legal advice.

Frequently asked questions

Can I do this inside Word?
Yes. The Word add-in applies redlines in the open document as tracked changes, using the same playbooks.
What if the clause text appears twice in the contract?
The add-in uses the surrounding text to pick the right occurrence. If it still cannot tell them apart, it refuses to apply the change instead of editing the wrong place.

Review your next contract this way

Start a 7-day trial and run it on a contract you already know well.

Start your trial