Skip to main content

Key Concepts

What playbooks, rules, redlines, and source types mean in Vallor.

Written by Antonio Goncalves
Updated over 3 weeks ago

Playbooks

A playbook is a set of rules that define your standards for a specific contract type. For example, an "IT Software MSA Buyer" playbook contains rules about liability caps, IP ownership, termination rights, and more. When you analyze a contract, Vallor compares it against your selected playbook.

Rules

Each playbook contains rules. A rule defines what a specific clause should look like. For example: "Limitation of Liability should include uncapped carve-outs for data breach and IP infringement." The AI checks each rule against the contract and flags gaps.

Redlines

A redline is a proposed change to the contract. Vallor generates redlines from three sources, each with different action buttons:

Opposing Party Changes

Tracked changes made by the counterparty (detected via Compare mode). Actions: Reject, Counter, Accept.

Internal Changes

Tracked changes made by your own team. Action: Discard only (since these are your own edits).

AI Suggested Modifications

Changes the AI recommends to align existing clauses with your playbook. Actions: Edit, Discard, Include.

AI Suggested New Clauses

Entirely new sections the AI recommends to fill playbook gaps. Actions: Discard, Insert with AI, Insert. These show a "Locate" button instead of "Highlight" since the clause doesn't exist yet.

Risk Levels

  • High Risk: Critical issues that could expose significant liability

  • Medium Risk: Important issues that should be addressed

  • Low Risk: Minor issues or nice-to-haves

Compliance Status

  • Compliant: Clause meets the playbook rule

  • Non-Compliant: Clause exists but doesn't meet the standard

  • Missing: Required clause is not in the contract at all

Review Status

  • Needs Review: Not yet acted on

  • Confirmed: Accepted or included

  • Discarded: Rejected or removed

  • Countered: Counter-proposal submitted

Two Review Views

The Playbook tab groups changes by rule (best for compliance-focused review). The Redlines tab shows changes in document order (best for sequential review). Both share the same data.

Did this answer your question?