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Review third-party paper and later negotiation rounds against a playbook

Last updated: 2 October 2026

Use a third-party paper playbook when you are reviewing the other party’s contract against your organisation’s agreed positions.

Run the first review

  1. Open the contract in Word and open DraftPilot.
  2. Go to Review.
  3. Select the correct workspace and playbook.
  4. Confirm which party you represent.
  5. Choose the review output you need and start the review.

DraftPilot marks clauses with issues in red. You can filter the results by risk if you want to start with high-risk points. Select an issue to see the contract wording beside the relevant playbook rule, fallback options, suggested drafting and justification.

You can edit, accept or reject the suggestion. If you apply it, DraftPilot inserts the markup and comment as if you had added them yourself. Completed sections turn green with a tick.

If you choose a fallback that needs approval, DraftPilot can insert an internal escalation comment alongside the drafting and external justification. The comment tells the approver what they need to review.

Review a later negotiation round

When the counterparty returns a marked-up document:

  1. Open the latest version in Word.
  2. Select the same workspace and playbook used for the original review.
  3. Choose the option to review tracked changes.
  4. Select the authors whose changes DraftPilot should review. Exclude changes made by you or your team when appropriate.
  5. Run the review and work through the changed clauses.

Red sections contain a tracked change with an issue against the playbook. Grey sections have no change to review. Green sections contain a change that complies with the playbook.

Select a section to view the live playbook positions that remain relevant after the earlier negotiation rounds. You can choose the appropriate fallback, insert any required internal escalation, apply the markup and add the justification comment.

If the playbook does not contain a rule for the issue, DraftPilot may provide an AI-generated option based on the available context. Review, accept, reject or edit it before applying it.