Contract Playbook Template for Legal Negotiations

Download our free playbook template for negotiating any contract type from NDAs to complex MSAs. Automate your contract authoring!

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A General Contract Playbook Template

After researching and discussing contract playbooks with over 250+ companies, we've created a contract negotiation playbook in Microsoft Word that combines the experience and techniques of over 500 in-house lawyers and legal ops professionals.

This streamlined template can be used to develop a negotiation guideline for virtually any transaction/contract type, complex or basic. We'd love for you to try it out!

Frequently Asked Questions

What's the catch, and why is DocJuris providing this template?

DocJuris is contract negotiation software that helps organize and configure playbooks that automatically edit contracts.  To that end, our platform model is designed to take ordinary playbooks to the next level. By using this simple playbook template, we hope you'll consider our technology down the road to improve your review process.

What’s a contract playbook?

Playbooks, also known as contract policies and guidelines, help frame your contract negotiation tactics and procedures.  We’ve discussed contract playbooks in our blog in the past as a very important practice for legal teams of all sizes.  Also, check out how to design a contract playbook and standard is less than two hours.

Why use a contract playbook?

Building guidelines and policies around contract review and your transactional practice will reduce risk, save time, and improve task execution.  Best of all, all members of a legal department can get involved, from Paralegals to Senior Counsel.  For businesses, it’s just common sense.  You need to know where you’ll bend and on what terms.  At DocJuris, we’re passionate about playbooks and how to best incorporate them into everyday review practices.  

Why are you also including an Excel file?

DocJuris can import an Excel/CSV to dynamically generate a playbook in the DocJuris platform. Please get in touch to discuss! We can assist as part of onboarding and implementation.

What if the template is incomplete?

Good question — because it is!  Contract playbooks in flat-file formats are inadequate and don’t integrate into the review process as they should.  DocJuris drastically improves playbooking and allows you to one-click negotiate your contracts quickly and effectively.

Try DocJuris for Your Complex Contract Negotiations

DocJuris contract negotiation software is designed for complex contracts. It combines human intelligence with transactional tools to accelerate deal flow and risk reduction. Our software empowers legal, procurement, and sales teams to efficiently review and redline high-risk contracts in the energy, logistics, and construction spaces.

Schedule a demo to see how DocJuris can improve the process of complex contract negotiations to secure deal flow for your organization while reducing the risk of errors.

Playbooks by Function

Check out these specific playbook templates:

Executive Employment Agreement Playbook Template
Corporate and M&A
Executive Employment Agreement Playbook Template
When top talent is involved, employment contracts are subject to heavy negotiation. Here are the key issues to look out for.
Settlement and Mutual Release Agreement Playbook Template
Legal Operations
Settlement and Mutual Release Agreement Playbook Template
In the unfortunate event parties are in a dispute, settlement agreements wrap up resolution and obviate the need to proceed to litigation, which may not be in the interest of both parties. Because the ground floor of the negotiation is contentious to begin with, key focus on both sides should be narrowly tailored to swiftly resolve the claim.
Investment Advisory Agreement Playbook Template
Corporate and M&A
Investment Advisory Agreement Playbook Template
Investment Advisory Agreements are critical document that govern how an financial or investment advisor is compensated together with their responsibilities
Joint Venture Agreement Playbook
Corporate and M&A
Joint Venture Agreement Playbook
In our rapidly changing world ripe with many new potential opportunities, joint ventures can be successfully crafted to develop products and solutions in shorter time frames for mutual benefit.
Software License Agreement Playbook Template
Technology Transactions
Software License Agreement Playbook Template
This sample playbook provides guidance on the purchase of software licenses by your company.
Asset Purchase Agreement Playbook Template
General Commercial Contracts
Asset Purchase Agreement Playbook Template
Asset Purchase Agreements typically contemplate the purchase and acquisition of assets from a business, which might include equipment, real property, human resources, and other personal property
Purchasing Term and Conditions Playbook Template
General Commercial Contracts
Purchasing Term and Conditions Playbook Template
Companies buy goods and equipment all of the time, and there's never a department in an organization that goes unaffected by the potential complexities of terms and conditions for purchase.
Services Agreement Playbook Template
General Commercial Contracts
Services Agreement Playbook Template
Companies often negotiate and enter into services agreements covering professional services, consulting arrangements, engineering, and other activities.
Sale and Contribution Agreement Playbook Template
Corporate and M&A
Sale and Contribution Agreement Playbook Template
A Sale and Contribution Agreement lays out the conditions with respect to the transfer, sale, and disposition of various asset classes to another party
Hospitality / Hotel Contract Playbook Template
Corporate Services
Hospitality / Hotel Contract Playbook Template
Particularly with public companies, hotels are a frequent venue for stockholder meetings and annual meetings. The hotel will typically send a short but one-sided form, with the main issue being early termination and facility rights.
Management Consulting Agreement Playbook Template
Corporate and M&A
Management Consulting Agreement Playbook Template
Management Consulting Agreements are specific type of consulting services contract that governs the relationship between a management consultant and a client.
Manufacturing Services Agreement Playbook Template
General Commercial Contracts
Manufacturing Services Agreement Playbook Template
Manufacturing Services Agreements set forth the key issues that might arise for the manufacturing of tangible goods.
Warranty Service Agreement Playbook Template
General Commercial Contracts
Warranty Service Agreement Playbook Template
Warranty services are integral to protecting purchasers against defects, hidden or otherwise; however, the issues up for negotiation cut both ways.
Mutual Confidentiality Agreement Playbook Template
General Commercial Contracts
Mutual Confidentiality Agreement Playbook Template
NDAs (i.e., Confidentiality Agreements) are one of the most common and frequent contract types across industries.
Data Processing Agreements Playbook Template
Technology Transactions
Data Processing Agreements Playbook Template
The General Data Protection Regulation (GDPR) establishes general requirements that require data controllers to use data processors that provide sufficient measures to safeguard data subjects.
Outside Counsel Billing Guidelines Playbook
Legal Operations
Outside Counsel Billing Guidelines Playbook
In the challenging the legal services delivery market where we are all being asked to do more with less, legal operations professionals and legal teams they serve benefit greatly from having outside counsel billing guidelines to support their firm relationships as well as panel convergence, e-billing platform optimization and budgeting efforts.
Software as a Service Agreement Playbook Template
Technology Transactions
Software as a Service Agreement Playbook Template
In today's technology environment, software companies (like DocJuris) provide software as an accessible service in the "cloud" under subscription terms. Negotiations are similar to licensing agreements.
Operating Agreement Playbook
Corporate and M&A
Operating Agreement Playbook
Operating agreements for limited liability companies and partnerships offer substantial flexibility combining the liability protection of a corporation with favorable tax treatment.
HIPAA Business Associate Agreement Playbook Template
Technology Transactions
HIPAA Business Associate Agreement Playbook Template
Playbook template covering HIPAA / HITECH.
Office Lease Playbook Template
Real Estate
Office Lease Playbook Template
Office leases can vary in frequency but are a guaranteed contract type that needs review. Depending on the scope of the lease (gross vs. net), tenants and landlords will look to negotiate key concepts that are not typically standard

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