Your playbook
A short, structured profile of your organization that grounds every AI analysis Fusial runs on a contract.
Your playbook is what Fusial uses to decide what's acceptable on every contract. Every redline pass and every Response suggestion is calibrated against it.
Each organization has one playbook. You set it up during sign-up and can refine it any time from the Playbook page in the app (admins and owners only).
What's in your playbook
The playbook is a short, structured profile rather than a list of individual rules. It has six fields:
| Field | What it is |
|---|---|
| Company description | A few sentences about what your organization does. Used as context for every AI pass. (Up to 4,000 characters.) |
| Jurisdiction | The country (and US state, if applicable) whose law your team operates under by default. |
| Compliance frameworks | The regulatory or audit frameworks you operate under — GDPR, CCPA, HIPAA, SOC 2, ISO 27001, PCI DSS. |
| Governing law preference | How flexible you are about the contract's choice of law. Insist / Prefer / Accept other US / Flexible / Custom. |
| Dispute resolution preference | Courts, Arbitration, or Flexible. |
| Custom notes | Free-text guidance the AI should keep in mind. (Up to 4,000 characters.) Use it for things that don't fit the structured fields — escalation paths, deal-specific carve-outs you always require, anything else. |
The redline pipeline interprets the structured fields plus your custom notes to flag issues at appropriate severity (Must have / Should have / Nice to have / Neutral) and draft suggested rewrites.
How the playbook is used
Every AI pipeline takes the playbook as context:
- Extraction uses the company description and jurisdiction to interpret ambiguous terms in your favor.
- Redline uses every field to decide what counts as a deviation, what severity to assign, and how to draft the suggested rewrite.
- Response uses the same context to recommend Accept / Reject / Counter on incoming edits and to draft counter-proposal text.
Editing your playbook
Open the Playbook page in the app to edit any field. Edits take effect on the next AI pass; in-flight passes finish on the previous version of the playbook. Already-decided issues on prior contracts are not re-classified.
Only owners and admins can edit the playbook. Members and viewers can read it.
When to update
Common reasons to revisit your playbook:
- You expand into a new state, country, or compliance regime.
- Your standard governing-law or dispute-resolution stance shifts.
- A pattern keeps coming up in redlines that you'd handle the same way every time — capture it in Custom notes so the next pass already knows.