Playbooks Revamp

What’s Coming

We’re enhancing Playbooks Review to deliver more precise issue spotting, clearer reasoning, and more commercially aligned redlines — while making it significantly faster and easier to create and upload playbooks.

Today, users rely on Playbooks to identify deviations and suggest fallback language. With this revamp, Harvey will move beyond language matching and focus on the underlying concepts that matter in negotiation. Reviews will be more context-aware, more consistent across clauses, and more aligned with your specific negotiation posture.

We’re also streamlining how playbooks are created and ingested. You will be able to generate a playbook in seconds using Harvey-built templates for NDAs, MDAs, and commercial contracts (with more templates coming soon). For teams with existing playbooks, uploads will be significantly improved: Harvey will extract rules into a structured table format and stay true to the original language of your positions.

In addition, Harvey will support NDA-focused playbook creation directly from your standard NDA template, extracting your typical positions and fallback language from your form agreement.

The result: faster playbook setup, cleaner drafts, stronger reasoning, and reviews that reflect how legal teams actually negotiate.

Feature Highlights

• Concept-driven review: Harvey will evaluate clauses based on meaning and intent, not exact wording.
• Lighter-touch redlining: Fewer unnecessary edits, with focused changes that preserve structure and commercial balance.
• Full-document context awareness: Suggestions will account for how clauses interact across the agreement.
• Dynamic rule application: When a playbook rule affects multiple provisions, Harvey will ensure recommendations remain consistent throughout.
• Improved clause placement: Insertions and revisions will respect sections and subsections, maintaining clean formatting and logical flow.
• Stronger issue summaries: Each flag will include clearer reasoning to support faster decision-making.
• Negotiation-aware customization: Reviews will adapt based on whose paper it is, which party you represent, risk tolerance, and negotiation context.
• Instant playbook creation: Generate a structured playbook in seconds using Harvey templates for NDAs, MDAs, and commercial contracts, with additional templates coming soon.
• Enhanced playbook upload: Uploaded playbooks will be extracted into a clean, table-based format that preserves your original rule language.
• NDA-based playbook generation: Create a playbook directly from your standard NDA template, with Harvey extracting common positions and fallback language from your form.

FAQ

Q: How is this different from the current Playbooks Review?

The revamped experience will focus on conceptual alignment rather than surface-level wording. It will reduce over-redlining, avoid removing language unnecessarily, and generate suggestions that reflect the broader contract context and negotiation dynamics.

Q: Will this reduce inconsistent positions across a document?

Yes. Harvey will evaluate related clauses together and apply playbook rules consistently. If a rule impacts multiple provisions, recommendations will be coordinated to maintain internal alignment across the agreement.

Q: Can I still tailor the review to my negotiation posture?

Yes. The enhanced Playbooks Review will continue to support customization based on party position, first- or third-party paper, negotiation context, and risk tolerance—ensuring recommendations reflect your strategy and commercial goals.