Overview
A playbook is your firm's library of negotiating positions. It records, clause by clause, the position your firm prefers, the standard language you like to use, and the pushback you typically see and how you respond to it.
Playbooks are what AI Contract Analysis checks a transfer agreement against, so the positions you capture in a playbook are reused on every future transfer.
Accessing Playbooks
Playbooks are a firm-level feature, available to Investment Firms and Law Firms on Navys. They are shared across your organisation rather than tied to a single transfer.
From the left sidebar, click Playbooks.
How a Playbook Is Organised
The Playbooks list shows every playbook your firm can see, both firm-wide playbooks and any scoped to a specific client organisation. You can filter the list by client organisation and by clause coverage.
Each playbook has a name, a description, and a scope, either firm-wide (applies across all clients) or limited to a specific client organisation.
Investment firms typically set playbooks firm-wide; law firms can additionally configure a playbook for a specific client. Within a playbook, content is organised into sections, and each section is keyed by two things:
Clause type: for example, indemnification, transfer restrictions, or representations.
Party perspective: General Partner, Transferor, or Transferee. Your preferred position on the same clause differs depending on which side you act for, so each clause can be authored per perspective. A toggle at the top of the playbook switches between the three perspectives.
What Each Clause Entry Contains
For a given clause and perspective, an entry can capture:
Preferred position: the outcome your firm aims for on this clause.
Standard language: your approved fallback drafting for the clause.
Typical pushback & response: the objections you usually encounter and how you answer them.
Example transfers: completed transfers linked to the entry, so a position is grounded in your firm's own precedent.
Building and Editing a Playbook
Playbooks are maintained by your team directly, without engineering help. Create a playbook, view all active playbooks at a glance, and drill into any section for the full detail. From the playbook detail view you can add and edit sections, choosing the clause type and party perspective and filling in the position, language, and pushback. A playbook grows over time as your firm's positions settle.
Note: You don't have to build a playbook from a blank page. When you run AI Contract Analysis on a transfer agreement, you can send any clause insight straight into a playbook with Add to Playbook. See the AI Contract Analysis article.
For any further questions or assistance, please reach out via the chat on the platform or contact the Navys support team at [email protected].