Playbook Builder Updates

What’s New

The playbook builder and editor have been enhanced so Playbook managers and editors can build and refine playbooks more effectively in Assistant.

Key Playbook Builder Updates:

• When users ask Harvey to create a playbook in Assistant, the playbook builder guides them through a series of questions to identify and upload the right source documents.
• The playbook builder can build a playbook from multiple sources, including an existing playbook, a standard form, and executed precedent contracts.
• See a summary of each rule, including an explanation and citations to the source documents used to create it.
• Use one-click prompt suggestions to identify coverage gaps, make rules more specific, and add fallback positions.
• Refine and update the playbook by chatting conversationally with the playbook builder. Users can also select individual rules and ask the playbook builder to improve them.
• Key algorithm improvements leading to improved extraction, reasoning, and quality.

Key Playbook Editor Updates:

• Add, reorder, delete, and search across rules
• Set AI guidance, a field for users to give Harvey instructions on how to review / redline the contract (can be set at the Playbook or rule level).
• Set an Action on any rule that requires a human step or escalation during review, such as getting GC approval or looping in a specialist. Each Action has an optional Scenario describing when it applies and an Instruction describing what the reviewer should do.
• Capture more nuance with expanded rule fields, including guidance, positions, and support for conditional rules

Why It Matters

The updated playbook builder asks clarifying questions and lets you refine everything conversationally, making it faster and simpler to shape a complete playbook that captures the nuance of your rules and positions.

How to Use

For instructions, notes and tips on building playbooks, refer to Create a Playbook.

FAQs

Q: Can I still edit existing Playbooks manually?

Yes. The form editor remains available and unchanged, and you can switch between conversational editing in Assistant and manual editing at any time.

Q: Is there a new Playbook permission or admin setting?

No. This feature uses the existing Playbooks permission structure. Users with Playbook creator or Playbook manager permissions see the new capabilities, and users without them see no change.