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Building an AI Review playbook

Customize how Juro's sophisticated AI reviews your contracts.

Written by Jimmy Mooring
Updated this week

πŸ’‘ NOTE: You must be a Workspace Admin or Editor to access AI playbooks. Users and Viewers will not see this feature.

Juro AI playbooks are supported in all languages.

Getting started 🐴


AI Review can work on documents that meet at least one of the following criteria:

  • If you create a contract in Juro with Comment & suggest enabled, share it with a counterparty, and they redline it (see here)

  • If you upload a document through our Word plug-in

  • If you upload a document through Slack against a template that has AI Approvals enabled (see here)

AI playbooks: custom instructions for enhanced review πŸ“œ


With an AI playbook, you can customise how Juro extracts information from your contracts. Custom instructions on acceptable/unacceptable positions enable the AI to review the terms of a contract and flag areas for review.

Prompts and playbooks can be written in any language. You can also prompt Juro's AI to translate contract data into another language for the provided output.

Creating an AI Review playbook πŸ—οΈ


To create a playbook for AI Review:

1. Open the Playbook hub and click +Add Playbook.

2. Select one of Juro's starter playbooks or + Add own rules to build a new one from scratch.

3. To create a new rule, unpublish your playbook, 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, republish the playbook.

πŸ’‘ NOTE: To edit a playbook again at any stage, you'll need to unpublish it.

Understanding the Agent's output πŸ’­


Post-review, the Agent will generate one of two responses:

If the contract terms comply with your playbook, you'll receive:

  • A verified copy of your contract.

  • A message confirming compliance.

If changes are needed, you'll receive:

  • a redlined version of the contract showing suggested deletions and additions.

  • Explanations for each suggested change.

Refining and iterating your playbooks 🧹


After running AI review with your custom playbook rules, you can review the results and refine any prompts as needed. The more specific your instructions, the more accurate the AI’s output will be.

Visit our AI Help Center, or reach out to the Juro Support Team for personalised assistance.

πŸ’β€β™€οΈ 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 πŸš€

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