Legal

Availableapp.erp.io/legal/clauses

Clauses and playbooks

A clause library is what you will sign. A playbook is what you will accept. The second is the one nobody writes down.

Clauses
Variants per position
Playbooks
Which variant, when
Used by
The drafter
Maintenance
Ongoing

The clause library

Each clause holds the variants you use — the preferred position, one or more fallbacks, and the position you will not go beyond. Recording them all together is the point: a library holding only the preferred wording is a library that cannot help during a negotiation, which is when help is actually needed.

app.erp.io/legal/clauses
Limitation of liability

4 variants · used in 61 documents

New variant
Capped at fees paid in the preceding 12 months
Used 44 timesPreferred
Capped at 150% of fees paid
Used 12 timesFallback
Capped at 2× fees, with carve-outs
Used 5 timesFallback
Uncapped
NeverDo not accept
A clause with its variants. Preferred, fallback, and the line that is not crossed.

Playbooks

A playbook says which variant applies in which circumstance — by counterparty size, by contract value, by risk, by whatever your firm actually uses to decide. It is the institutional knowledge that usually lives in one senior person's head and gets asked for at six o'clock on a Friday.

A playbook recordsWhich answers
The preferred positionWhat we ask for.
The acceptable fallbacks, in orderWhat we concede, and in what sequence.
The walk-awayWhat we do not accept.
Who can approve an exceptionThe question that otherwise escalates every time.
WhySo the next person understands rather than obeys.
A stale playbook is worse than none

A playbook is believed. If a position changed and the playbook did not, somebody will concede something the firm no longer concedes, and they will do it confidently. Put a review date on each one and treat an out-of-date playbook as a defect rather than as a document that is merely a bit old.

What this does not do

No approval workflow on a clause

Anyone with the module can edit the library.

No version history

A clause has a current state.

No usage analytics

Beyond a count, there is no analysis of which fallbacks are being reached.

No automatic review reminders

A review date is a note, not a trigger.

Questions

How many variants should a clause have?

As many as you genuinely use. Three is common; ten means the library is doing the deciding.

Can playbooks differ by client?

By the criteria you define, which can include the counterparty.

Who should own the library?

One named person. A library owned by everyone is maintained by nobody.