💡 NOTE: AI Review is enabled for all user roles except for Viewers.
Creating an AI Review playbook 🏗️
To create a playbook for AI Review:
1. Open the Playbook hub and click +Add Playbook. |
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2. Select one of Juro's starter playbooks or + Add own rules to build a new one from scratch. |
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3. To create a new rule, click + Add rule and populate the fields.
Juro's starter playbooks have preset rules that you can update as needed. When it's ready to use, publish the playbook. |
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💡 NOTE: To edit a playbook at any stage, you'll need to unpublish it. |
Running AI Review 📃
💡 NOTE: You must first install Juro's Word plug-in to use this feature.
To run AI Review from Word:
1. Open your DOCX file, open the Juro plug-in and sign in. |
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3. Open the AI Review tab, select your playbook and click Run AI review. |
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4. Juro will now review and return your document with suggested redlines where it identifies areas that do not comply with playbook guidance. |
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Understanding the Agent's output 💭
Post-review, the Agent will generate one of two responses:
If the contract terms comply with your playbook, you'll receive: |
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If changes are needed, you'll receive: |
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Accepting, rejecting and editing redlines 🎯
Once the review is complete, you can:
Accept, reject or edit* redline suggestions (*Tracked changes must be enabled)
Update the information explaining why the redline was generated ('Reasoning')
Add internal comments for your team and add/update approvers or reviewers (from the Collaborate tab)
Download the reviewed document
Start another review
💁♀️ 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 us at support@juro.com 🚀