If you’re reviewing 10+ contracts a day, chances are you’ve wished you could just tell the AI what your company cares about—and have it flag contracts that don’t meet your standards.
Now you can.
We’re excited to launch Playbooks in goHeather: a completely DIY feature that lets you teach our lawyer-trained AI your company’s contract guidelines—no coding, no calls with an account manager, no sales process, no onboarding required.
It’s your rules, your way. And it’s already helping busy legal and ops teams review contracts faster and more consistently than ever before.
Playbooks let you create a custom list of rules your company uses when deciding whether to approve a contract. You can add rules like:
Once you’ve created a Playbook, goHeather’s AI applies those rules every time you upload a new contract. You’ll get a clear answer—Yes, No, or Not Applicable—alongside plain-English analysis of why each rule passed or failed, plus AI-suggested edits when available.
And all of that appears right at the top of your contract review, in a clean, structured format.
Unlike other tools that offer “AI playbooks” as a services-led feature that requires setup calls or configuration by their team, goHeather’s Playbooks are:
✅ 100% user-created
✅ Live inside your goHeather dashboard for PDF or MS Word as an Add In
✅ Instantly editable at any time
You don’t need to talk to anyone to get started. Just click the new “Playbooks” tab in the header next to “Reviews” and build your first one in minutes.
Each Playbook contains a set of free-text rules—no code or markup required. Just type your rules in plain English, and goHeather takes it from there.
Once you run a contract through goHeather using a selected Playbook, here’s what you’ll see:
Each result is color-coded (green, red, or gray), and you can expand each rule to dive into the details.
Playbooks are ideal for:
If you’ve ever built a clause library in a spreadsheet, or emailed the same contract checklist to five different people, Playbooks is what you’ve been waiting for.
Playbooks are available to all Pro users starting today. You’ll find them behind a new tab in your goHeather dashboard. If you’re on a Starter plan and want to upgrade, you can do that instantly—no need to wait for a sales call.
Jeff is a lawyer in Toronto and he is a co-founder of goHeather. Jeff is a frequent lecturer on commercial and employment law and AI for law firms, and is the author of a commercial law textbook and various trade journal articles. Jeff is interested in business, technology and law.
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