You can fine-tune AI Assistant using Juro's playbooks feature.
The guardrails you set within your playbook are used to inform its responses - and this is extremely powerful when performing contract review.
You can also set these on the template level to re-use them for any generated future document created using that template.
To set up a playbook, go to the playbooks section of AI Assistant:
Within this section you can free-type instructions or use one of our shortcuts to begin refining the Assistant. Added shortcuts will stack on to one another (i.e. using one will not wipe out any existing shortcuts).
On the 'legal character' shortcuts, tailor the Assistant by:
telling it your desired jurisdiction (e.g. 'Delaware')
writing a specific area of expertise it should have (e.g. 'SaaS contracts')
assigning it a side (e.g. 'Acting for the supplier').
On playbook rules, add guidance for what is a must have or hard stop for your organization when negotiating. We recommend:
1. For things you don't accept:
Liability cap (us) - A liability cap for us greater than 100% of fees payable.
Liability cap (them) - A liability cap for them less than 100% of fees payable.
Governing law - Any governing law other than [JURISDICTION] law.
Uptime SLA - An uptime service level of less than 99.5%.
Default interest - Default interest higher than 4% above the relevant base rate.
Time-barred claims - Any exclusion of claims based on time elapsed.
Arbitration - Any requirement to submit to arbitration.
Impractical notices - Any notices clause that does not allow all notices to be given by email.
Exclusivity - Any exclusivity obligation binding on us.
Non-solicit (customers) - Any obligation on us not to solicit the other side's customers.
Non-solicit (suppliers) - Any obligation on us not to solicit or use the other side's suppliers.
Non-solicit (personnel) - Any obligation on us not to solicit, employ or engage the other side's personnel.
Non-compete - Any obligation on us not to compete with them
2. For things you must have:
Confidentiality - An obligation to keep our confidential information confidential.
IP warranty - A warranty that our authorised use of the goods or services will not infringe any third party's intellectual property rights.
Capacity and authority warranty - A warranty that the other side is authorised to enter into the contract and perform its obligations under it.
Governing law - A clause specifying the governing law and forum for disputes.
This isn't exhaustive but should give a good starting point.
You can then use prompts in the main AI request section for any in-flight document (the below example is also a shortcut):
And just like that, you have playbook AI review!🎉