RuleBook AI / Design Partner Pilot

Build a faster vendor-agreement workflow with us.

We are inviting a small group of operations, procurement, and sales-operations teams into a workflow-discovery pilot. See the sample-only guided workflow, map your exception process, and help shape the secure product roadmap.

Apply for the design partner pilot Explore the sample workflow

This is a request for a workflow and discovery conversation—not access to real-contract processing. No contract documents should be submitted through this site.

Pilot conversation

A focused 30-minute workflow review

SAMPLE-ONLY

01
Map your operating rules
Discuss the business parameters and exception handoffs your team already uses.
02
Walk through a fixed sample
Explore the guided demo using only the included illustrative agreement scenario.
03
Define a practical pilot
Identify what a future secure workflow would need before any live document use is considered.

The current product includes a sample-only guided workflow. Real contract upload, storage, parsing, external AI, and autonomous actions are not available.

Available today

A guided way to make the workflow concrete.

Use the existing sample-only experience to discuss operational parameters and review routes with your team. It is an illustrative productivity workflow, not a live contract review service.

01 / Configure

Set an operational playbook.

Discuss governing law, payment terms, liability preferences, indemnity, and insurance as user-configured business parameters.

02 / Demonstrate

Review a fixed sample.

See illustrative operational labels and a human-reviewed vendor-message draft in the guided demo.

03 / Discover

Shape the future workflow together.

Design partners help validate intake boundaries, human approval steps, and the operational evidence needed for a secure future release.

Who we want to learn from

Teams with a real exception-routing problem.

Operations leaders

Standardizing handoffs when vendor agreements depart from internal business rules.

Procurement teams

Reducing repetitive coordination before stakeholders decide how to handle a variance.

Sales operations

Giving commercial teams a clearer internal route for non-standard vendor or customer terms.

Practical collaborators

Willing to discuss the workflow—not submit agreements, confidential text, or legal questions.

Design partner pilot

Tell us where the handoff slows down.

We are looking for teams that can help us understand the operational work around agreement exceptions. Share only business-context details—never contract text, confidential documents, or legal questions.

What happens next

We review fit, then invite qualified applicants to a workflow/discovery conversation. Participation does not grant access to live document processing.

Built to scale with the work

A better review rhythm starts here.

Compare plans

Starter

$199/month

20 documents/month · 1 playbook · 2 seats

Pro

$499/month

75 documents/month · 3 playbooks · 10 seats