Once a review is complete, the Word Add-In presents the results in two views: Playbook View and Issues Only. Both views share the same Executive Summary at the top and let you take action on findings. The difference is how the findings underneath are organized. This article explains how to use each view and when to switch between them.
The two result views
Use the toggle at the top of the results panel to switch between the views at any time.
Playbook View — organized by the structure of your Playbook. Useful when you want to know how the document stacks up against your Playbook clause by clause, including the clauses that passed.
Issues Only — every detected issue across every selected Review Option, listed in document order. Useful when you want to work through the document top to bottom, regardless of which lens raised each issue.
Note: Issues Only includes findings from all four lenses (Playbook, Jurisdiction, Market Practice, Drafting Quality), not just Playbook ones. Playbook View shows only the Playbook lens findings, organized by clause.
Executive Summary
At the top of both views, the Executive Summary gives an AI-generated narrative overview of the document's overall risk profile, the key findings and the recommended next steps. It's designed to be useful negotiation prep — share it with your team or counterparty as a quick read of where the document stands.
Playbook View
Below the Executive Summary, Playbook View shows a Playbook Scorecard — a count of compliant and non-compliant clauses, followed by a card for every clause in your Playbook in order. Each card is colour-coded so you can scan results at a glance:
Orange — non-compliant. The clause has at least one issue that needs your attention.
Blue — compliant. The clause met the standard set by your Playbook.
Click a card to expand it. Both compliant and non-compliant clauses show:
Assessment — a plain-English explanation of how the clause stacks up against your Playbook position.
Evidence — the exact text from the document the AI relied on for its assessment.
Non-compliant clauses also include a Suggested Changes section with the proposed redline, the suggested replacement wording, and the Comment, Redline and Ignore action buttons. See Applying Changes for how to use those actions.
Issues Only
Issues Only takes every issue the AI detected — across every Review Option you selected — and lists them in document order. The issues are numbered sequentially so you can work through the document top to bottom, the same way you would if you were reading the contract on paper.
At the top of the issue list is a row of filter chips, each with a count, that lets you slice the results:
All Issues — every detected issue.
High Risks — issues the AI assessed as high risk.
Risks — issues the AI assessed as standard risk.
Redlined — issues you've actioned with a redline.
Commented — issues you've actioned with a comment.
Ignored — issues you've chosen to ignore.
Each issue card shows a tag for the lens that raised it (Playbook, Jurisdiction, Market Practice or Drafting), the risk level, the section reference, the proposed redline, the suggested replacement wording, and the action buttons.
Tip: Click on any issue card and the Word document panel will jump to the relevant paragraph and highlight the affected text in grey. This makes it easy to confirm context before you decide on an action.
Key term details
In Playbook View, scroll past the Playbook Scorecard to find Key term details — an AI-generated summary of the document's contract name, description, key dates, key parties, governing law, assignment, change of control, indemnities and liability. This information is extracted automatically from the document and provides a quick reference for negotiation or filing.
Re-analyzing
Click Re-analyze in the top-right of the results screen to return to the configuration screen with your previous selections remembered. You can adjust the Reviewer Role, Review Style, Governing Law, Review Options or Playbook and run a fresh analysis. Any redlines or comments already inserted into the Word document remain in place — only the AI's findings are reset.
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If you have any questions, please contact us at support@xakiatech.com or reach out to your Customer Success Manager.