10
PLAYBOOK TEMPLATES
Sales Agreement (Goods Supply Contract)
A Sales Agreement establishes the legal framework for the sale and supply of goods between parties, setting terms for pricing, delivery, and risk transfer. This playbook examines key negotiation points including warranties, payment terms, and remedies for breach.
Change Control
Negotiation strategy
Ensure that all change requests are documented and justified. Insist on a clear evaluation process to avoid unnecessary costs.
Prepare to justify the necessity of changes and their impact. Aim for flexibility in timelines to accommodate potential changes.
Essential elements
1
Change Order Request
Formal request for project changes.
2
Evaluation Period
Timeframe to assess change requests.
3
Dispute Resolution
Process for resolving disagreements.
Action framework
ACCEPT
Propose edits when the change process lacks clarity or timelines are too restrictive.
EDIT
Reject clauses that allow changes without mutual agreement or documentation.
ADD
Add language for high-impact changes requiring senior management approval.
PRO TIP
Always document changes and obtain written approval to avoid future disputes.
Real-world examples
FAVORABLE
Comprehensive Change Control
"Any party seeking to make a change to the scope, timeline, or budget of the project must submit a written Change Order Request to the other party."
NEUTRAL
Basic Change Request
"Changes to the project may be requested by either party and will be considered in good faith."
UNFAVORABLE
Lack of Control
"Changes can be made at any time without prior approval."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, change control must be stringent to prevent scope creep and ensure project viability.
Agile Environments
In agile environments, flexibility is key, but changes should still be documented and agreed upon.
Fixed-Price Contracts
For fixed-price contracts, changes can significantly impact profitability, requiring careful evaluation and approval.
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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.
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