COBBLESTONE SOFTWARE

Contract Insight — User Guide

Clause Library Management

Clauses › Clause Library Management

Note: Each procedure in this guide begins at the Contract Insight homepage, so any section can be followed on its own. Custom fields are configurable, so the exact field list on a contract category record may vary between environments.

1. Overview

Clauses > Clause Library (1,331 records in this environment) is the shared repository of individually named clauses, with Export, "Extract with VISDOM" (the redesigned counterpart to legacy's IntelliDraft.AI clause-finding tool), and Add controls, and a grid of Clause Name, ID, Is Active, Clause Text, Entry Date, Date Updated, and Visdom Category. Opening a clause (Manage) reaches a detail record with Details, Clause Match, Record Info, and Playbooks tabs; Playbooks shows "The playbooks this clause is part of," with a Choose a playbook dropdown, an Add button, an "Add playbook..." link to create a new one, and removable tag chips for each playbook the clause already belongs to — directly matching the legacy description of assigning clauses to one or more playbooks.

2. Key Elements

• Clauses > Clause Library — 1,331 records in this environment, with Export, Extract with VISDOM, and Add
• Grid columns: Clause Name, ID, Is Active, Clause Text, Entry Date, Date Updated, Visdom Category
• A clause's Playbooks tab lists which playbooks it belongs to and lets you add it to more, or create a new playbook
• Extract with VISDOM is the current name for the AI-assisted clause finding/generation tool (formerly IntelliDraft.AI)