If you have skipped the How to use a Checklist section, you may wish to click here to cover those basics first. You will be returned to this page at the end of that section.
On the Home Screen, you can start with an AI-Assisted Smart Checklist Template rather than a Blank Checklist.
All the features of a Blank Checklist will still be available to you, but you will also have additional features, which include:
- Prefilled guidance notes for each issue to help users follow the playbook
- Fallback Positions that are connected to your Clause Library to assist with negotiation.
- AI alerts and redlining to help speed up and improve your review
Click on the Smart Checklist Template to create and start working on an AI-assisted Checklist Template based on your Playbook.
Click here to continue to the Standardised Playbook Notes and Fallback Positions section.