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Most teams should not start a playbook from a blank page. The template gallery ships 28 curated starting points that already carry real negotiation depth: an ordered fallback ladder per clause, a walk-away floor, a negotiability tier, a sign-off level, and in most cases conditional escalation rules. Cloning one gives you an editable playbook of your own in a single click.
Templates come in pairs, one tuned for each side of the deal. A vendor and a customer want inverted positions on liability, indemnification, and IP, so “SaaS, Customer side” and “SaaS, Vendor side” are genuinely different playbooks rather than the same file with the labels swapped.
Screenshot of a playbook detail view showing clause positions and fallback language

A playbook opened to its clause positions

Open Start from a template on the Playbooks page or on the new-playbook form. Templates are grouped into five sections, and you can search across name, use case, contract type, side, and the clause names each template tunes.

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Commercial

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Privacy and Data

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Non-Disclosure

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HR and Employment

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Intellectual Property

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Preview before you clone

Every card has two actions.
1

Preview

Opens the full position list for that template: preferred position, acceptable range, fallback ladder shown best to worst, walk-away floor, escalation triggers, and rationale for each clause. Clauses tagged as must-have carry a badge, as do clauses that require sign-off, and conditional rules are spelled out in plain language such as “If deal value over 1000000, require GC sign-off”.
2

Use this template

Clones the template into a new playbook you own and opens it in the editor. Nothing is shared or linked back: it is your copy from that moment on.
Positions are resolved for your active jurisdiction when the template is cloned. A few clauses, non-competes in particular, carry jurisdiction-specific wording, so the copy you get reflects the jurisdiction that was selected at clone time rather than a generic one.

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After cloning

Treat the clone as a first draft of your house position, not a finished one.
  • Read the walk-away floors first. Those are the strongest statements in the file and the ones most likely to be wrong for your business.
  • Check the sign-off levels against how your team actually escalates.
  • Run the Structure Check to see the score the template starts you at.
  • Compare it against the market-standard baseline from inside the editor to see where the template is harder or softer than typical market terms.

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Limitations

  • Templates are curated starting points, not legal advice, and not tailored to your business. Review before you rely on one.
  • A clone is a snapshot. Improvements made to a template later do not flow into playbooks you already created from it.
  • Coverage is 14 agreement types. Anything outside that list starts from a blank playbook or from an imported contract.
  • Depth varies by template. Most carry conditional escalation rules; the M&A pair does not.
  • The market-standard comparison panel is hidden for M&A and for the specialized addenda, because there is no meaningful generic baseline to compare those against.
  • The gallery does not merge templates. If you need both a services framework and a data processing addendum, that is two playbooks.

Playbooks overview

What a playbook holds and where it gets used.

Building a Playbook

Edit the clone, add clauses, and test-drive the result.

Clause Rules

What each field on a cloned position actually does.

Sign-Off Gates

How the approval levels a template ships with behave in review.