Risk Playbooks

Codify your contract review rules. Run them on any contract. Get findings with severity, suggested fixes, and citations back to the exact clause.

A Risk Playbook is a set of rules the AI applies to a contract. Each rule says "flag X", optionally provides preferred language, and is tagged with a severity. When you run a playbook, the AI reads the contract and returns one finding per matched rule, citing the exact passage that triggered it.

What a playbook looks like

A playbook has a name, a short description, and a list of rules. Each rule has:

• Title — short label (e.g. “Unlimited liability”)
• Severity — critical / high / medium / low. Drives the dot color in findings.
• Category — free-text grouping (e.g. liability, termination, IP)
• What to flag — plain English description of the issue you want the AI to detect
• Preferred language (optional) — the replacement clause if a fix is applied

Built-in playbooks

QuickContract ships with two built-in playbooks you can use immediately or duplicate to customize:

• Vendor Agreement Review — flags missing termination rights, unlimited liability, IP grabs, auto-renewal without notice, and other practical vendor risks.
• Founder-Friendly SaaS Review — flags terms that hurt small teams: overbroad non-competes, exclusivity, restrictive change-of-control clauses.

Built-in playbooks can’t be edited directly — click Duplicate to make an editable copy.

Building a custom playbook

From the Risk Playbooks page in the sidebar, click New Playbook. Give it a name and description, then start adding rules. Click any rule header to expand it and edit the fields.

A good rule is specific. Rather than “flag risky liability terms”, write:

Specific rules produce specific findings. Vague rules produce vague findings.

Running a playbook on a contract

Two ways:

1. From the playbook page: select a playbook, click Run on a contract…, pick the contract from the dialog. The contract opens with the playbook dialog auto-loaded and your selected playbook preselected.
2. From a contract: open any contract preview, click Run Risk Playbook in the toolbar, pick a playbook from the dropdown, click Run.

The AI chunks the contract, runs every rule against it in parallel, and returns structured findings. Each finding shows:

• The rule’s severity (colored dot) and category
• The flagged passage (a short quote)
• An explanation of why it’s a problem
• A suggested fix
• A citation linking to the exact location in the contract

Applying fixes

If a rule has preferred language and the finding has a clear flagged passage, the finding card shows an Apply Fix button. Clicking it rewrites the matched span using the preferred language. A version snapshot is saved automatically before the change so you can revert from the version history panel.