Is this template free?
Yes. The zip is Word documents and CSV sheets, no account and no card. Edit with AI is the other half: the agent reads your contract, fills the Issue Register against clause numbers, and calls each issue against whatever positions you supply. Other packs sit in the template library.
What format are the downloaded files?
Word (.docx) for the six documents and CSV (.csv) for the three sheets, zipped together. Excel, Numbers and Google Sheets open the registers straight off the download, and the memo and cover note open in Word or Pages. Nothing to convert.
We have no playbook. Is this useless without one?
No, and it is honest about it. Three clause types get seeded from what your contract itself puts at issue, every one marked unset. An issue landing on an unset row comes back as not in register, which is a finding for a partner rather than a default invented on your behalf. Building the register itself is the contract playbook pack.
Do the conduct rules require a written playbook?
No. California's Rule of Professional Conduct 5.1 and Washington's both ask a managerial lawyer for measures giving reasonable assurance of conformity, and Washington's comment 3 says informal supervision ordinarily suffices in a small experienced firm. Adoption differs by state, so check the rule you are admitted under.
Does it decide whether a clause is acceptable?
No, and the Decided By column is how that is enforced. Every issue gets a position against your register, a risk level with the exposure named, and reasoning you can disagree with. A named human puts their name against each one, and a review with a blank in that column does not close.
How is this different from reviewing the redline that comes back?
This is the outbound half: reading paper you were sent, against positions you hold. Once your comments come back marked up, reading the returned rounds against each other is a separate job, because a clause the newest comparison flags as changed is often language nobody has touched since round two. Once it is signed, the obligations it created go into a standing register.
What does 'Edit with AI' actually do?
It signs you up, installs this exact pack as a private workspace, and puts the agent in front of an empty Issue Register. Then you send the contract and whatever your firm has already settled, in whatever shape it is in: a clause library, a marked-up precedent, an email, or nothing at all.