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Precedents are real redlines from past negotiations that are linked to checks in your playbook. They help reviewers understand how a check has been applied and give the AI examples of your team’s preferred outcomes.

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Why precedent matters

Precedents help your team:
  • Apply checks consistently across negotiations.
  • Give new team members examples of acceptable changes.
  • Identify checks that may be outdated or too broad.
  • Guide AI behavior without adding every edge case to a check’s instructions.
Each saved example gives the AI more context about what a good result looks like. As your precedent library grows, the system can identify patterns, suggest new checks, and recommend updates to existing checks.

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Save precedent

You can save precedent from Word or add it through the web app.

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From Word

Select Save Redlines next to a redline. The system maps redlines in the document to existing playbook checks and can suggest new checks when it identifies recurring patterns.
Save precedent redlines from Word

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From the web app

Upload precedent redlines directly to a check or playbook. Use this option to add examples from older deals or upload multiple examples.
Upload precedent redlines in the web app

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View precedent

Review precedent while working in Word or maintaining a playbook in the web app. Each example includes the source document, who saved it, when it was saved, and the exact redline.

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In Word

1

Open a failing check

Navigate to the relevant failing check in your playbook review.
2

Open precedents

Select the Precedents circle icon below the suggested redline.Open precedents from a suggested redline in Word
3

Review matching examples

Use the precedent panel to compare real redlines linked to the check and confirm that the suggested change fits the current context.Review matching precedent redlines in Word

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In the web app

1

Open the check

From the playbook editor, open the check you want to review.
2

View precedent redlines

Select View Precedent Redlines.Open precedent redlines from a check in the web app
3

Review the examples

Compare the saved examples as you maintain or refine the check.Review precedent examples in the web app

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Manage your precedent library

Keep examples that reflect positions your team would use again. In the web app, select the trash icon next to an outdated or unhelpful example to remove it. Review your precedent library periodically so the examples remain aligned with your current negotiation standards. To learn more about how saved redlines shape future results, see How the system learns.