All Academy guides
Run a contract review
Use a named playbook, inspect findings against source text, and promote proposals only after a human gate.
- 1. Open CLM Command center and create or select the matter.
- 2. Start a review run from a playbook profile that matches the contract type.
- 3. Inspect findings with source citations. Do not treat unresolved citations as false.
- 4. Promote proposals through the approval gate before redlines land in the record.
The Microsoft Word add-in remains deferred. Intake, review, and redlines run in the Forlex editor.