> ## Documentation Index
> Fetch the complete documentation index at: https://docs.loisforword.com/llms.txt
> Use this file to discover all available pages before exploring further.

# Playbook Prompting

> How to build effective LOIS for Word playbook rules and prompts for consistent contract review, covering rule structure, fallbacks, and test prompts.

Playbook prompting is different from ad-hoc prompting. When you write a playbook rule, you're creating a reusable instruction that needs to work across many different contracts. The prompt must be specific enough to catch real issues but flexible enough to handle variations.

## The three-part rule structure

Every playbook rule has three components that work as a mini workflow:

### Part 1: The rule (issue spotting)

This tells the AI what to look for. It filters which clauses get attention.

### Part 2: The action (redlining guidance)

This tells the AI what changes to make when it finds an issue.

### Part 3: The comment (explanation)

This tells the AI how to explain the change to the counterparty.

Each part builds on the previous one, creating a complete review process.

## Writing effective rules

### Be specific about what to flag

The rule acts as a filter. Too broad and it catches everything. Too narrow and it misses variations.

**Too broad:** "Check for problematic payment terms"

**Too narrow:** "Flag if payment terms exceed exactly 45 days"

**Just right:** "Flag payment terms exceeding 30 days net, including any provisions that delay payment start date"

### Use keywords that appear in contracts

Reference actual contract language rather than abstract concepts:

```
Look for: "audit rights" "right to audit" "inspection rights" "review of records"
Not just: "oversight provisions"
```

### Include placement hints

If the AI adds clauses in wrong places, guide it:

```
This insurance requirement should follow other liability-related provisions like indemnification or limitation of liability
```

### Use negative scoping

Tell the AI what's out of scope for this specific rule:

```
This rule covers on-site audits only. Ignore remote audits, document reviews, and financial audits.
```

## Writing redlining guidance

### Provide exact language when possible

If you have standard fallback language, include it:

```
If missing, add: "Vendor's liability shall not exceed the fees paid in the twelve (12) months preceding the claim."
```

### Describe the concept when flexibility is needed

Sometimes you want the AI to adapt to context:

```
Limit audit rights to once per year during business hours with reasonable notice
```

### Specify the style of edit

Tell the AI how to make changes:

```
Add qualifiers like "commercially reasonable" rather than deleting
Insert as a separate subsection, not inline
Use strikethrough and brackets, not clean changes
```

### Include conditional logic

Use if-then patterns for different scenarios:

```
If customer is government entity: Accept standard federal audit rights
If commercial customer: Limit to annual audits
If startup: Push back entirely
```

## Writing comment guidance

### Remember it's a prompt, not the comment

Don't write the exact comment. Write instructions for creating comments:

```
Explain this protects confidential information while allowing reasonable oversight
```

### Include tone instructions

Specify how the comment should sound:

```
Professional but firm. Emphasize business rationale, not legal theory.
```

### Add escalation language

Include when something needs human review:

```
If this is rejected, add comment: "Please escalate to legal team for discussion"
```

## Modular rule design

### Break complex issues into multiple rules

Instead of one giant liability rule, create separate rules for:

* Liability caps
* Liability exclusions
* Super caps for certain claims
* Mutual vs one-sided limitations

This makes rules reusable and easier to debug.

### Create building blocks

Core concepts like confidentiality appear in many contracts. Write these rules once and reuse them:

* NDA playbook → confidentiality rules
* MSA playbook → includes same confidentiality rules
* DPA playbook → includes same confidentiality rules

### Test individual rules

When a rule isn't working, you can test and fix it without affecting others.

## Common playbook patterns

### The protective rule

Prevents specific unfavorable terms:

```
Rule: Must not require us to audit our subcontractors
Action: Delete or limit to providing existing documentation
Comment: We manage our vendor relationships independently
```

### The requirement rule

Ensures something essential is included:

```
Rule: Must include data breach notification timeline
Action: If missing, add "within 72 hours of discovery"
Comment: Industry standard for breach notification
```

### The threshold rule

Triggers action at certain levels:

```
Rule: Insurance requirements exceeding $5M
Action: Cap at $5M unless special circumstances
Comment: Aligns with our current coverage levels
```

## Testing and refinement

### Run rules against multiple contracts

Test each rule on 5-10 different contracts to ensure it:

* Catches what it should
* Doesn't trigger false positives
* Produces appropriate redlines
* Generates useful comments

### Watch for drift

Rules that work today might not work after model updates. If a rule starts failing consistently, it needs revision.

### Check rule interactions

Sometimes rules conflict with each other. Test the full playbook, not just individual rules.

## When playbooks work best

### Ideal for:

* Standardized agreements (NDAs, DPAs, BAAs)
* Routine reviews with consistent positions
* High-volume contract processing
* Training consistency across team members

### Less suitable for:

* Highly negotiated custom agreements
* Novel deal structures
* Agreements where every term is negotiable
* One-off strategic partnerships

## The key insight

Playbook rules are different from regular prompts because they need to work reliably across many scenarios. They're not just instructions – they're codified expertise that scales your legal knowledge across every review.

Think of each rule as training a permanent team member who will handle this specific issue the same way every time, across hundreds of contracts.

## Remember

The goal isn't to automate everything. It's to automate the routine stuff so you can focus on what requires real legal judgment. Good playbook rules handle the 80% of issues that have standard responses, freeing you to tackle the 20% that need creativity and strategy.
