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PLAYBOOK TEMPLATES
Master Services Agreement (MSA)
An MSA sets the overarching terms governing ongoing services between parties, providing a foundation for future statements of work or projects. This playbook breaks down best practices for managing risk, defining scope, and balancing flexibility with legal protection.
Change Control and Amendments
Negotiation strategy
Ensure that any change requests are documented and include a detailed impact analysis. Establish clear approval thresholds to maintain control over contract modifications.
Advocate for a flexible change control process that allows for necessary adjustments while ensuring mutual agreement. Propose reasonable timelines for review and approval.
Essential elements
1
Change Request Process
Formal procedure for change requests.
2
Approval Thresholds
Defined limits for change approvals.
3
Documentation Requirements
Necessary records for changes.
Action framework
ACCEPT
Propose edits when the change process lacks clarity or defined roles.
EDIT
Reject if the clause allows unilateral changes without consent.
ADD
Add language if no change control process is present.
PRO TIP
Always ensure that change requests are accompanied by a cost-benefit analysis to justify the modification.
Example clauses
FAVORABLE
Preferred Clause
"All amendments to this Agreement must be made in writing and signed by authorized representatives of both parties. Change requests should include a detailed description of the proposed change, its impact on the contract, and any associated costs."
NEUTRAL
Fallback Clause
"Changes to this Agreement may be made by mutual written consent of the parties. Each party shall have a reasonable period to review and approve any proposed changes."
UNFAVORABLE
Unilateral Amendment Clause
"The Company reserves the right to amend the contract terms at its discretion without prior notice to the Contractor."
Fallbacks
High-Value Contracts
For contracts exceeding a certain threshold (e.g., $1 million), additional layers of approval are required. Consider involving senior management or legal counsel in the approval process.
Urgent Modifications
In cases of urgent changes, establish a fast-track approval process to ensure timely implementation while maintaining documentation.
Long-Term Agreements
For long-term contracts, include periodic review clauses to assess the need for amendments based on evolving circumstances.
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Contract Playbook Templates
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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.
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