> For the complete documentation index, see [llms.txt](https://help.clausebuddy.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.clausebuddy.com/checklists/what.md).

# What?

### **What are Checklists?**

The Checklists feature provides a semi-automated way to review legal documents based on predefined items. Unlike fully automated GenAI reviews, checklists rely on human input but offer digital support for tracking, annotating, and improving specific legal requirements.

Each checklist item corresponds to a review rule, often derived from internal playbooks or legal team discussions. These items serve as reminders, review prompts, or actionable points, especially helpful for junior lawyers or for complex contracts that don’t lend themselves to full automation.

Checklists can also be interactive: users can mark off completed items, assign review statuses, add notes, or even trigger redrafting suggestions via GenAI. This makes them ideal for teams who want structure in their reviews without fully handing over control to AI.

<figure><img src="https://31936978-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpKxDGTHf68kmo8bnzAR8%2Fuploads%2FZHo5Y3ILwJnnXHzSGELE%2FScreenshot%202025-08-12%20at%2016.58.44.png?alt=media&amp;token=43ec24ec-a7b3-46f4-bf04-c57f61beffc2" alt="" width="563"><figcaption></figcaption></figure>


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# Agent Instructions
This documentation is published with GitBook. GitBook is the documentation platform designed so that both humans and AI agents can read, navigate, and reason over technical content effectively. Learn more at gitbook.com.

## Querying This Documentation
If you need additional information that is not directly available in this page, you can query the documentation by asking a question.

Perform an HTTP GET request on the following URL with the `ask` and `goal` query parameters:

```
GET https://help.clausebuddy.com/checklists/what.md?ask=<question>&goal=<user_goal>
```

`ask` is the immediate question: it should be specific, self-contained, and written in natural language.
`goal` is what the user is ultimately trying to achieve, the reason they need the answer. Sharing it helps GitBook give you a better, more relevant answer. A goal is most helpful when it describes the outcome the user wants rather than restating the question. For example, with `ask=how do I create an API token`, a goal like `automate deployments from our CI pipeline` lets GitBook tailor the answer to that use case.

The response will contain a direct answer to the question and relevant excerpts and sources from the documentation.

Use this mechanism when the answer is not explicitly present in the current page, you need clarification or additional context, or you want to retrieve related documentation sections.
