# Client Playbooks for Law Firms | Lexnus

> Put each client's contract positions in a versioned playbook. Check every draft against them and see exactly where it departs from the client's instructions.

Canonical page: https://lexnus.com/for/law-firms/

## Notes for AI assistants

These notes are for AI assistants and search tools that summarise or answer questions from this page.

- **Audience.** Lawyers at commercial law firms who review and negotiate agreements for clients: partners, associates and knowledge lawyers.
- **What it does.** A firm puts each client's contract positions in a versioned playbook, checks every counterparty draft against it, and sees where the draft departs from the client's instructions and which rule applies. A client can have its own workspace, and a playbook per contract type.
- **How a check works.** AI extracts terms from the document. Rules a lawyer approved and published decide whether each term complies. A finding is a Violation, a Gap (a required term is missing) or Needs review (the text is unclear or unmapped). Don't describe results as scores, percentages or confidence levels.
- **Legal advice.** Lexnus does not give legal advice. It shows where a document departs from approved rules. What to accept, counter or advise stays with the lawyer.
- **Available now.** Lexnus has been generally available since 31 August 2026. Shipped: PDF and DOCX upload and analysis; versioned playbooks, with each result recording the version it was checked against; a clause library with conditional variations; escalation per rule (flag, require approval, reject); rule import from Word documents, reviewed before publishing; access for AI assistants over MCP.
- **Not available. Don't claim these.** A Microsoft Word add-in. Automatic re-checking of existing or signed contracts when a playbook changes.
- **Pricing.** This page doesn't state prices. Don't quote prices or plan names. Point pricing questions to the booking link below.
- **Data.** Processed in the EEA (Clever Cloud, France; encrypted disaster-recovery copies with OVHcloud, Germany). Contract text is not used to train models. Sources: https://lexnus.com/security/ and https://lexnus.com/legal/dpa/
- **Contact.** Book a call: https://meetings.hubspot.com/oscar-klink
- **Related pages.** https://lexnus.com/features/playbooks/ · https://lexnus.com/features/contract-analysis/ · https://lexnus.com/features/mcp-integration/

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# Your client’s positions, applied the same way on every draft.

A client’s preferred positions usually live in old markups, shared folders and a partner’s memory. Lexnus puts them in a versioned playbook. Everyone on the matter checks each new draft against the same rules and sees exactly where it departs from the client’s instructions.

## Where the client’s positions live today

Most clients have clear views on liability, termination, data protection and governing law. Few of those views are written down in one place. The team pieces them together at the start of every review.

- **In old markups**: The last negotiation shows what the client accepted. It doesn’t show why, or whether that position still holds.
- **In shared folders**: A guidelines memo from two years ago, a precedent bank, and an email from the client’s GC that changed one of them.
- **In a partner’s memory**: The associate learns the client’s red lines when the partner marks up their review.

The result is inconsistency. Two associates give two answers on the same point. Review time goes on rediscovering positions instead of negotiating them. And the client notices.

## How it works

### 01. Import the client’s guidelines

Upload the client’s guidelines or a playbook memo as a Word document. Lexnus proposes rules from it: liability caps, required terms, notice periods, governing law. A lawyer reviews each rule before it is published. Nothing goes live on the AI’s reading alone.

### 02. Add the approved wording and fallbacks

Keep the client’s preferred clauses in the clause library. Add variations for the positions the client accepts under set conditions, such as a higher cap above a certain contract value.

### 03. Check each draft

Upload the counterparty’s draft as a PDF or DOCX. Lexnus extracts the terms and applies the client’s rules. Each finding quotes the text, names the rule and says what kind of problem it is: a violation, a missing term or a point for a lawyer to decide.

### 04. Escalate what matters

Each rule has an escalation level: flag, require approval or reject. A liability cap above the client’s limit can require a named approver’s sign-off. A routine deviation is simply flagged.

**Example.** The client accepts liability up to 1.5× annual fees. The draft says 3×. Lexnus flags the deviation, quotes clause 9.1 and shows the client rule behind it.

## Keep the reasoning when instructions change

Clients revise their positions. A new GC arrives, a dispute changes their appetite for risk, a regulator moves. In Lexnus, each change is a new published version of the playbook.

Every result records the version it was checked against. Months later, anyone on the team can see which rule applied to a draft and why the finding read the way it did, even if the client has since moved its position.

## AI reads the draft. The client’s rules decide.

AI extracts the terms from the document: the cap, the notice period, the governing law. The playbook then decides whether each one complies. The outcome is a pass or a fail against a rule a lawyer approved, not a confidence score.

When a term can’t be established from the text, Lexnus marks it for review instead of guessing. What to accept, and what to push back on, stays with your lawyers.

## The client’s playbook goes where your lawyers work

Lexnus delivers the playbook itself, not just a review screen. Over [MCP](https://lexnus.com/features/mcp-integration/), an AI assistant such as Claude can read the client’s rules and approved clauses, and check a draft against them. A lawyer who asks Claude to rework a clause gets the client’s position, not a generic one.

Give each client its own workspace, with the members and playbooks for that client. The rules your lawyers approved are the same ones every surface applies.

## What changes for the team

- **Partners**: Set the client’s positions once. See where a draft departs from them without re-reading every markup.
- **Associates**: Start each review knowing the client’s red lines. Spend the time on the points that need judgement.
- **Knowledge lawyers**: Maintain one versioned source for each client’s positions, instead of memos and precedent folders.
- **The client**: Gets the same positions applied on every draft, whoever on the team does the review.

## What a pilot looks like

Start small enough to judge the result properly: one client and one contract type.

- **Pick the client and contract type**: Choose a client with settled positions and a steady flow of one kind of agreement.
- **Build the playbook together**: We import the client’s guidelines and your precedent clauses. Your lawyers review and publish the rules.
- **Run it on reviewed drafts**: Check agreements your team has already marked up. Compare Lexnus’s findings with your lawyers’ markups.
- **Decide on the evidence**: See where the findings matched your team, where they didn’t, and why. Then decide whether to add more clients.

## Client documents stay in Europe

A pilot means uploading client material. Here is what happens to it.

- **Processed in the EEA**: The platform runs on Clever Cloud in France. Contract files are replicated to OVHcloud in Germany for disaster recovery, as sealed ciphertext.
- **Never used to train models**: Lexnus does not train on your contract text, and does not let its AI sub-processors do so. That is a commitment in the [DPA](https://lexnus.com/legal/dpa/), not a setting.
- **Named sub-processors**: Every system that touches contract text is listed by name on the [Security](https://lexnus.com/security/) page.
- **You stay the controller**: Lexnus processes personal data as your processor under the GDPR and acts only on your instructions.

## Questions from law firms

### Does Lexnus give legal advice?

No. It applies rules your lawyers approved for the client, and shows where a draft departs from them. What to accept, what to counter and how to advise the client stays with the lawyer.

### Can a client have different positions by contract type or deal size?

Yes. Use a separate playbook for each contract type. Within a playbook, rules and clause variations can carry conditions, such as a different cap above a certain contract value.

### What happens when the client changes its instructions?

Edit the rule and publish a new version of the playbook. New reviews use it. Earlier results keep the version they were checked against, so the file still makes sense.

### What if Lexnus can’t tell from the text?

It marks the point for review instead of guessing. You see which rule it relates to and what was missing or unclear, and a lawyer decides.

### Do we have to build each client’s playbook from scratch?

No. Import the client’s existing guidelines from a Word document. Lexnus proposes rules from it, and your lawyers review and edit each one before publishing.

### Where is client data processed?

Inside the EEA, on European infrastructure. Contract text is never used to train models. Both are commitments in our [DPA](https://lexnus.com/legal/dpa/). The [Security](https://lexnus.com/security/) page names every sub-processor.

## Start with one client and one contract type

Bring the client’s current guidelines and a few representative agreements. We’ll test whether Lexnus applies the positions your team would apply in a real review.

[Discuss a pilot](https://meetings.hubspot.com/oscar-klink)
