Agent Reviews and Playbooks
Agent Reviews and playbooks aren’t competing features. They solve different problems, and the best workflow usually involves both. Agent Reviews provide a base layer of reasoning. The AI reads the full contract, identifies issues, and generates redlines and comments on its own. You can run an agent review with just a prompt, with a playbook uploaded as context, or with nothing at all. This covers the bulk of the work, including the long tail of issues that don’t need pre-built rules. Playbooks are for the 5–20 issues your team cares about deeply and needs structure around. Specific fallback hierarchies, escalation paths, approval gates. If certain issues require strict compliance with a specific fallback order, that’s where playbooks shine. Playbooks are guardrails. Agent Reviews won’t always follow fallback hierarchies the same way. The AI reasons and may pick a different path because it found something better. That’s a feature for most workflows, but when you need strict consistency, use a playbook. The recommended approach: use Agent Reviews as the primary workflow, then layer in lightweight playbooks for the must-have issues that need structured rules.How it works
When you run an Agent Review, Pincites works through your document clause by clause:- Reads the document: The agent scans the full document structure, including tables, footnotes, and tracked changes
- Analyzes each clause: Every clause is evaluated using the agent’s reasoning, your company profile, and any playbook or context you’ve provided
- Produces suggestions: For each flagged clause, the agent generates redlines, comments, or both
- Assigns risk scores: Each clause gets a risk rating (low, medium, or high) so you know where to focus
Starting a review
- Open your contract in Word with the Pincites add-in
- Go to the Playbooks tab in the sidebar
- Select your playbook and company profile
- Click Run Agent Review
- Optionally add context before the review starts:
- Quick context tags: Select pre-built tags like “high-value deal” or “light-touch review” to adjust the agent’s approach
- Custom context: Add free-text instructions (up to 2,500 characters) for anything specific the agent should know
- Playbook: Attach a playbook as context for the agent to reason against (optional, not required)
- Review scope: Choose whether to review the entire document, only redlined sections, or specific clauses
Reviewing results
Each clause review includes a risk score, suggested redline, comment explaining the reasoning, and citations to the playbook rules or precedent that informed the suggestion. You can accept, skip, edit, or rerun any suggestion. Use the toolbar to search, filter by status, or sort by risk score.Interacting with the agent
During a review, the agent may pause and ask for your input:- Questions: Sometimes the agent needs more information before it can complete a clause review. A banner appears and the questions drawer opens. The agent may ask you to choose between approaches, confirm a position, or provide additional deal context. Answer the question and the agent picks up where it left off.
- Document changes: When the agent wants to modify the document directly, it asks for your approval first with a diff preview of the proposed edit. You can approve, reject, or edit each change. No modifications are made without your explicit approval.
Resuming a review
If you close the add-in or reopen the document, Pincites detects your most recent Agent Review (within 24 hours) and offers to restore it so you can pick up where you left off.Tips
- Start with Agent Reviews, not playbooks. You don’t need a pre-built rule for every issue. The agent reasons through the contract and catches things you haven’t written rules for.
- Add context before reviewing. A sentence or two about the deal type, your role, or key concerns helps the agent focus on what matters.
- Upload existing guidelines as context. If you have a Word doc playbook or negotiation guidelines, upload them as context rather than converting them into structured rules.
- Review high-risk clauses first. Sort by risk score to prioritize the items that need the most attention.
- Rerun individual clauses. If you’ve updated context or made changes to the document, rerun a specific clause instead of the entire review.
- Pair with Composer. After running Agent Review, switch to Composer to ask follow-up questions about specific flagged clauses or draft alternative language.