Playbooks work with Knowledge to codify how your legal team thinks – embedding your risk appetite, internal policies and negotiation positions directly into Plexus Counsel. The result is advice and drafting that is structured, consistent and aligned with your standards at scale – reducing rework, limiting deviation from approved positions and supporting faster decision-making across the business.
To help you configure your Playbooks, below are practical examples to get started. You can copy and paste these as Playbook objectives, then refine them with AI to reflect your specific thresholds, exceptions and escalation pathways.
1. Enforcing Contract Positions
Use Playbooks to apply consistent legal standards across contract reviews.
Name | Objective | Outcome |
Governing Law | Governing law is Australia, and any other proposed governing laws should be escalated to Legal. | Plexus Counsel will flag non-Australian governing law clauses and recommend amendment or escalation before approval. |
Auto Renewal | Contracts must not auto-renew for more than 12 months. Longer renewal periods require escalation. | Plexus Counsel will identify renewal terms exceeding 12 months and prompt amendment or escalation to prevent unintended lock-in. |
Payment Terms | 30 days preferred. 60 days acceptable as fallback. Terms beyond 60 days must be escalated. | Plexus Counsel will recommend 30-day terms, propose 60 days where appropriate, and escalate extended payment periods outside approved thresholds. |
Limitation of Liability | Liability must be capped at 12 months’ fees. Uncapped liability must be escalated to Legal. | Plexus Counsel will flag uncapped or excessive liability exposure and suggest compliant capped wording aligned with your risk settings. |
Termination | Counterparty termination for convenience is not permitted. Escalate if requested. | Plexus Counsel will identify termination for convenience clauses and recommend removal or escalation in line with your internal policy. |
For the above use case on Governing law, Plexus Counsel will analyse supplied contracts and actively check for governing law clauses. During configuration, AI may refine your playbook by asking questions like:
Are there any acceptable alternative jurisdictions?
Should disputes also be seated in Australia?
Are there exceptions for specific counterparties or deal types?
Once configured, Plexus Counsel will consistently flag non-Australian governing law and apply your defined escalation pathway.
Top tip! By linking to best-practice contracts in your Knowledge base, Plexus Counsel will have both the reference material and the decision rules required to enforce your standards in practice. This significantly improves accuracy and reduces deviation from your standard positions.
2. Standardising Advice and Outputs
Playbooks can shape how Plexus Counsel presents legal analysis.
Name | Objective | Outcome |
Escalation to Legal | Escalate to Legal by emailing [email protected]. | Plexus Counsel will direct users to the specified contact when escalation criteria are met, ensuring high-risk matters are routed appropriately. |
Tone | Plexus Counsel should use a firm but commercially constructive tone. | Drafted emails, negotiation responses and advice will reflect a balanced, professional posture – protecting your position without unnecessary confrontation. |
Advice Format | Provide advice in bullet points, stating the Issue, Rule, Advice and Conclusion (IRAC). | Plexus Counsel will structure legal analysis consistently, improving clarity, internal alignment and ease of review. |
For the above use cases, Plexus Counsel will help to generate instructions for your Playbook. Any questions during Playbook configuration might centre around exceptions to the rule, and when to escalate to legal.
3. Following Internal Rules and Policies
Playbooks can embed how your organisation actually operates — not just what the law says.
Name | Objective | Outcome |
Always Ask: Data Sharing | Plexus Counsel should always ask whether personal information is involved. | Plexus Counsel will proactively surface data protection considerations before providing advice or approving terms, reducing the risk of privacy exposure being overlooked. |
Exceptions for Specific Counterparties | Identify strategic customers by asking defined qualification questions (e.g. deal value, renewal status, revenue tier). List previously agreed exceptions for that counterparty. | Plexus Counsel will assess whether the counterparty qualifies as “strategic” and apply approved fallback positions or prior concessions consistently. |
Brand & Publicity Control | If a clause grants the right to use the company name or logo, message [email protected] before approval. | Plexus Counsel will flag publicity and branding clauses and prompt Marketing review before consent is given, preventing unintended endorsement risk. |
Top tip!
Playbooks don’t operate in isolation. When combined, they shape every Plexus Counsel interaction – layering risk thresholds, tone, escalation pathways and internal policies into a single, consistent response that reflects how your organisation actually operates.
For support, reach out to [email protected] or use the Live Chat to speak with a Plexus representative about configuring your playbooks.