The fallback language your team has refined over years of deals — preferred carve-outs, alternate definitions, the version of an indemnity that's been winning negotiations for a decade — usually lives in a folder a senior associate has been maintaining by hand. When a deal needs it, someone has to find the right file, copy the right version, and paste it into the right spot. Clausebook puts that library inside the document panel, so insertion is one click instead of a hunt.
01What's in your clausebook
Your encoded form covers the language that belongs in every draft. Clausebook covers the language that belongs in some drafts: fallback positions, alternate carve-outs, optional riders, the version of a clause you reach for when a counterparty pushes back. It's where you keep the multiple versions of the same provision that real negotiations require — a tighter assignment clause, a looser one, and the one you actually expect to land on.
Clauses live in folders so the structure can mirror the way your team thinks about provisions. If your team maintains more than one clausebook (often one per form, though you can structure it however helps), the dropdown at the top of the panel switches between them.
02Inserting a clause
Two ways to find what you're looking for:
- i.Browse the tree. Expand a folder, find the clause, click it. The selected clause expands inline with a Description note and the full Clause Preview below it.
- ii.Fuzzy search. Type into the Search Clauses or Folders box. Matches happen across folder names and clause text, so you can find a clause by what's in it, not just what it's called.
Once the right clause is in front of you, place the caret in the document where you want the language to land, click Insert, and it's there. The clause carries the formatting it was saved with.
NoteStar the clauses you reach for repeatedly. The star next to each clause and folder marks favorites — small on a quiet day, useful on a busy one when you're inserting the same fallback ten times.
03Maintaining your clausebook
Clausebook is self-onboarding. Your team adds clauses, renames them, restructures folders, and retires what's no longer used, all without help from us. Most teams populate their clausebook themselves; if you'd rather we help (pull in a folder structure from a network drive, dedupe versions, suggest a hierarchy), your implementation team will do that with you. After that, the library is yours to keep current.
NoteEncoded form vs. clausebook. Language that belongs in every draft of a given form is encoded into the form itself; updates to that language are made by a Form Manager for static prose, or by your implementation team for anything tied to conditional logic. Language that belongs in some drafts goes in the clausebook, where any drafter can reach for it.
For prose that doesn't fit either path — a one-off paragraph negotiated for a single deal — see text editing. To draft new language with AI assistance instead of inserting saved language, see Autopilot.