An AI playbook compliance agent reads a contract and tests each relevant clause against your playbook rules, whether the clause is vendor paper, a redline or a signed agreement.
The agent reads the company's contract positions.
Each clause is mapped to a playbook topic.
Clause wording is compared with the preferred and acceptable positions.
Each topic is marked compliant, acceptable or outside.
Legal decides how to treat clauses outside the playbook.
The compliance view is stored with the contract.
It produces a scorecard of clauses that meet, partly meet or break the playbook, with the exact text and the rule involved.
It routes departures to the approver named in the playbook and records the decision.
Playbooks exist so that every deal is held to the same standard, but they only work if someone checks. Manual comparison against a long playbook is slow, so checks are partial and uneven.
Few reviewers hold all the rules in mind for a given deal.
A position may depend on value, region or data type.
Different reviewers read the same clause differently.
An accepted exception is not captured, so it cannot be repeated or reversed.
Finding issues after signature leaves no room to fix them.
The agent locates each clause in the draft that the playbook covers and extracts its text.
It picks the rules that apply given the deal value, vendor type and data involved.
The clause is compared with the rule and rated as meets, partly meets or departs, with the reason.
Each departure is sent to the approver the playbook names for that level of deviation.
Decisions are logged against the contract, building a record of exceptions granted.
Bring a small sample and watch Flo work through it.
| Aspect | By hand | With the agent |
|---|---|---|
| Checking positions | Reviewers recall the playbook from memory. | Each clause is tested against written positions. |
| Consistency | Different reviewers apply the playbook differently. | One test is applied to every contract. |
| Reporting | Compliance is a verbal summary. | A per-topic compliance view is produced. |
| Exceptions | Approved exceptions are not recorded. | Accepted exceptions are logged with the approver. |
| Playbook upkeep | Rarely used positions go stale. | Positions often failed are surfaced to the playbook owner. |
| If | Then | Who decides |
|---|---|---|
| Clause meets the preferred position | Mark compliant | None |
| Clause meets an acceptable fallback | Mark acceptable | Negotiator |
| Clause falls outside all positions | Mark outside | Legal counsel |
| Playbook has no position on the topic | Mark uncovered | Playbook owner |
| Exception was previously approved | Show the earlier approval | Legal counsel |
| Contract is missing a required topic | Flag absence | Legal counsel |
The agent shows its reading and marks it for confirmation. The lawyer decides if the substance matches.
It applies the region of the deal and says so. Legal confirms the region.
The agent reports facts and leaves the call. Legal applies the judgement.
They are linked in the report. The lawyer confirms the combination works.
Talk it through with the team. We will map it to your steps and show where a person stays in control.
Turn the playbook into clear preferred and acceptable positions.
Run the agent over past contracts and check against lawyer judgement.
Show compliance during review while lawyers decide.
Review uncovered and often-failed topics each quarter.
Use it to find deals that bypass review. Pair it with the count of departures approved.
Quick answers to what people ask most about playbook compliance.
Book a demoIt is the check that a contract follows the negotiation positions a company has set for each clause. It shows where a draft departs and who must approve the departure.
A written playbook with clear positions and conditions. The clearer the rules, the more reliable the results.
It reports departures and routes them to approvers. Signing remains a decision for authorised people.
Yes. It can read signed agreements and report where they differ from the current playbook, which helps plan renewals.
A fallback clause is pre-approved alternative wording a team may offer when a counterparty will not accept its preferred clause, usually ranked from least to most concessive.
→Contract risk scoring is the assignment of a rating to a contract based on the terms that expose a company to loss, such as uncapped liability, auto-renewal or weak data protection.
→Redline review is the reading of tracked changes a counterparty makes to a draft contract, to understand what has changed and whether each change is acceptable.
→Risk clause detection is the process of finding contract terms that expose a company to loss or restrict its options, such as one-sided remedies, broad exclusions or hidden obligations.
→Bring a small sample of real items. We will show what Flo handles on its own and where it hands over to your team.
