Playbook Review Updates: Review Mode, Out-of-Scope Provision Flags, and Prompt Library

What's New

This release adds three capabilities to Playbook reviews:

• Review Mode feature: Choose how strictly Harvey applies your playbook positions during a review. Select Strict to push for the best terms or Permissive to accept fallbacks and close deals faster.
• Provisions Not Covered by Playbook feature: Harvey now flags contract provisions that fall outside of your playbook's defined rules, surfacing them as escalation flags alongside standard suggestions. Examples include clauses that are unusual in structure, scope, or risk profile relative to what your team typically accepts or proposes.
• Prompt library access for added context: You can now access and utilize prompts from your prompt library to add more context to your playbook review.

Why It Matters

These Playbook updates give you greater control over how Harvey supports your contract reviews, from negotiation strategy to deal-specific context.

Review Mode lets you instruct Harvey to hold to your standard positions early in a negotiation, or accept fallbacks when the priority is closing. The Provisions Not Covered by Playbook feature means that out-of-scope provisions get flagged. And by using your existing prompts, you can now easily give Harvey additional context to improve suggestions during playbook runs.

How to Use

Review Mode feature

1. Open a contract in Harvey for Word.
2. Navigate to Playbooks and select the playbook you’d like to run.
3. When you select Run playbook, the Customize playbook review panel will appear.
4. In the panel, navigate to Review mode and choose a mode:

   1. Strict: Harvey pushes for the best terms based on standard playbook positions, flagging fallbacks and acceptable deviations accordingly.
   2. Permissive: Harvey accepts fallback positions to reflect a deal-closing posture, reducing the number of flags.
5. Select Run playbook. Harvey will apply the selected review mode throughout.

Provisions Not Covered by Playbook feature

1. Run a Playbook review in Harvey for Word.
2. In the review panel, navigate to the Provisions Not Covered by Playbook section.
3. Expand the section to review escalation flags that Harvey has identified as outside playbook scope.
4. Review each flagged provision manually. These flags indicate that no playbook rule applies, not that the provision is unacceptable.

Using Prompt Library during a playbook run

1. Navigate to a Playbook review in Harvey for Word.
2. Select Additional context.
3. Select a prompt from your prompt library or create a new one.
4. Run the review. Harvey uses the prompt as context when generating suggestions.

FAQs

Can I change Review Mode mid-review?

Review Mode is set at the start of a review run. To change the mode, start a new review run with the updated selection.