10
PLAYBOOK TEMPLATES
Loan Agreement (Secured)
A Secured Loan Agreement provides financing backed by collateral assets, outlining repayment and enforcement terms. This playbook explains negotiation of covenants, events of default, and security perfection requirements.
Assignment and Transfers
Negotiation strategy
Ensure that any assignment or transfer requires prior written consent to maintain control over who assumes contractual obligations.
Negotiate for the ability to assign or transfer rights with minimal restrictions to maintain operational flexibility.
Essential elements
1
Consent Requirement
Prior written consent needed.
2
Competitor Restriction
No assignments to competitors.
3
Notification Obligation
Notify parties of transfers.
Action framework
ACCEPT
Propose edits if the clause lacks clarity on consent requirements.
EDIT
Reject if the clause allows unrestricted assignments to competitors.
ADD
Add language to specify notification obligations for transfers.
PRO TIP
Always include a clause that requires notification of any assignment or transfer to ensure transparency.
Real-world examples
FAVORABLE
Balanced Assignment Clause
"Assignments require prior written consent and cannot be made to competitors."
NEUTRAL
Standard Assignment Clause
"Assignments are permitted with prior notice to the other party."
UNFAVORABLE
Unrestricted Assignment Clause
"Assignments can be made freely without consent or notification."
Alternative scenarios & positions
High-Value Contracts
In high-value contracts, ensure stringent consent requirements to protect against financial risk.
Joint Ventures
For joint ventures, allow more flexibility in assignments to accommodate evolving business needs.
International Agreements
In international agreements, consider local laws that may impact assignment rights and obligations.
Access all other DocJuris Playbooks
Launch in days, not months
Unlike complex CLMs with long implementations and steep learning curves, DocJuris is built for speed and simplicity. We integrate with your workflow—whether connecting to a CLM or uploading agreements manually—so you're up and running in days, not months.
WEEK 1
CLM Readiness and Design
Our CX team works with you to understand your contracting challenges, prioritize key workflows, and identify the biggest impact areas. We build a tailored implementation plan that fits your needs.
WEEK 2
Install Module
We connect DocJuris to your contract repositories, set up admin and user accounts, and ensure your environment is ready for success.
WEEK 3
Deliver & Test
Your team builds initial playbooks, reviews existing clause libraries, and trains the DocJuris agent to align with your internal standards and negotiation positions.
WEEK 4
Launch
We support you in rolling out DocJuris to a pilot group or your full organization—with launch materials, training, and hands-on support to drive adoption from day one.
Not another CLM
Tackle everything your team needs using existing IT without expensive consultants, outrageous user licensing fees, or complex coding. DocJuris takes on the heavy lift and delivers your requirements with its people, process, and technology.
See how DocJuris can automate your legal, procurement, and sales operations.
Request demo
COMPANY
© 2025 DocJuris, Inc. All rights reserved. Patent Pending.
DocJuris is not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options,selection of forms or strategies.