Building Playbooks in GC AI

A playbook is only as good as how it's built. This class teaches you how to build one your whole team can run.

This 60-minute live class walks you through creating, structuring, and refining a contract review playbook in GC AI. You'll work with real source materials and leave with a clear methodology for building playbooks that produce accurate, actionable results.

• Anatomy of a playbook: How descriptions, guides, checks, and positions fit together, and how each component shapes GC AI's review behavior.
• Source material strategy: Which documents to feed your playbook and why. Templates, negotiated versions, markups, and internal checklists each play a different role.
• Framing fallbacks: How to write fallback positions inclusively so GC AI finds the strongest reasonable position the contract supports, rather than requiring an exact match.
• Review and refine: Audit your playbook for ambiguities, contradictions, and missing context using Review Mode and GC AI's Playbook Review process.
• Common fixes: What to do when markup is too heavy, fallbacks trigger too early, or the playbook requires context AI doesn't have.

Taught by a GC AI Solutions Attorney who has helped legal teams build playbooks across all major contract types.

Speakers: Phil Lamothe, Alessandra Colaci, Courtney O'Brien, Amanda Ferriss, Lauren Picconi, Carla Lamb, Jenna Hunt.

Attending from outside California? California attorneys may also claim California MCLE credit for qualifying courses approved by a California-approved jurisdiction: Alabama, Arizona, Arkansas, Colorado, Delaware, Florida, Georgia, Hawaii, Idaho, Illinois, Indiana, Iowa, Kansas, Kentucky, Louisiana, Maine, Minnesota, Mississippi, Missouri, Montana, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, North Dakota, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Vermont, Virginia, Washington, West Virginia, Wisconsin, and Wyoming.

CLE credit in other states is subject to approval by the applicable state bar authority.