Contents ๐
Introduction ๐
In the market, Legal teams dream of having a fast-working, knowledgeable Legal Assistant to support the review process and lighten the manual work required reviewing and marking up NDAs.
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๐ก NOTE: In its current state, the Legal Agent has been primarily built for NDA review, we are building capacity for additional contract types throughout 2025.
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Accessing the Legal Agent ๐ช
Look for the Legal Agent tab in your dashboardโs sidebar. Click it, and youโll land on the Agent home page.
To begin setting up the Legal Agent, you'll need to upload or draft a playbook that contains your positioning regarding NDAs. Your playbook should include context, all your default positions, items you can accept and item's that you cannot accept. Your playbook will provide your Agent with all the information it needs to be able to then review and action a redlined NDA using your company's guardrails.
Uploading your playbook โฌ๏ธ
To upload a playbook (Org Admins only):
3. Click Upload own playbook and select a .docx file from your desktop, if you already have a predefined playbook.
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After a few minutes, your playbook will load into Juro and you're ready for you to review NDAs against.
If you donโt have a playbook, Juro has provided an example NDA playbook, accessible within this section by the blue hyperlink. This can be used as a base and built out/adjusted according to your company's guardrails and positions.
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For more guidance on building your playbook, you can read our dedicated article here.
Reviewing your contract ๐
To start your contract review process in Juro:
2. Click Select from your computer and upload your contract (.docx documents or PDF only).
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Within a few minutes, the Agent will read your NDA playbook, review the uploaded contract against it and will produce redlined results for your consideration.
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๐ก NOTE: Users working from Slack can also start the review process from there.
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Understanding the Agent's results ๐ญ
Once the review is complete, the Agent will generate one of two responses:
When the uploaded contract is compliant with your playbook, you'll receive:
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When changes are needed, you'll receive:
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Working post-review ๐
Once you've completed your review of this redlined version, you can:
Download the reviewed document
Give feedback (thumbs up/down)
Start another review
Request new features
A few notes on this early iteration of our Legal Agent feature:
Only .docx and PDF documents are accepted for now
Each review request starts a new chat
Your chats are saved for future reference
Workspace Admins can see reviews for the whole workspace
Workspace Users see only their reviews
๐โโ๏ธ As always, our Support Team is happy to help you with anything further if needed. Start a chat with us right here by clicking the Intercom button in the bottom-right-hand corner of this page.
Alternatively, you can email your query to support@juro.com ๐
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