Writing Rules for Gerri

How your rules are written can make a significant difference in how well Gerri is able to apply those rules appropriately to your uploaded agreement.

Topics are an umbrella for a series of related rules. The best topic names either match section names in your agreement or are common names for legal concepts.

For instance: Termination, Auto-Renewal, Liability

Descriptions help Gerri to further refine the topic and know when to apply those rules (in addition to helping you remember what the topics mean). A good description is short but descriptive.

Here's a good example from the demo playbook and the Audits topic:

The ability for a customer to conduct an audit of our premises, facilities, code base, or books and records.

Actions are the actual rules that Gerri will apply to each redline. When editing a specific, you can add as many actions as you want, each separated by a new line.

Here are some tips for writing good actions:

Use Gerri's vocabulary

Gerri has been trained to make an evaluation of each redline in your agreement and return one of these decisions:

Using these exact words in your rules will lead to better outcomes from Gerri.

For example, here's a rule about governing law:

We're ok with any governing law as long as it's not Lousiana.

Here's a better version:

Accept any state for governing law except Louisiana.

Be clear in your instructions

Gerri likes to be decisive, and will have a hard time interpreting words like 'preference' and 'generally.' When writing rules, try to avoid these kinds of vague directives and instead be direct about the outcome you want.

Here's an example of an ok rule:

Non-renewing contracts are permitted if they are strategic, generally over $1,000,000 in ARR, and must be approved by Irv (CRO).

Here's a better version:

Reject a non-renewing contract if the ARR of the contract is under $1,000,000. If the contract exceeds that amount, escalate the issue to Irv (CRO).

Mention who should review changes if needed

When a rule requires review by a specific person, name that person directly in the rule.

For example:

Accept any notice of non-renewal that is 30 days or longer. If a shorter time frame is proposed, escalate the issue to Irv (CRO).

When counter-proposing, explain what to do

Counterproposing is one of the most powerful and complicated things that Gerri can do. In order to get the best outcome when counterproposing, it's best to explain in more detail what you'd like to do.

Here's an example of an ok rule:

If a customer requests unlimited claims, try adding them to the supercap instead.

Here's a better version:

If a customer requests unlimited claims, counterproprose by removing the unlimited claims and including them as increased claims instead.