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PLAYBOOK TEMPLATES
Sales Agency Agreement
A Sales Agency Agreement defines the relationship between a principal and agent for the promotion and sale of goods or services. This playbook outlines commission structures, exclusivity provisions, and termination rights critical to effective representation.
Change Control Process
Negotiation strategy
Ensure all change requests are documented and assessed for impact on project scope and budget. Negotiate for a clear approval process to avoid unauthorized changes.
Advocate for a streamlined change request process to minimize delays. Ensure that all changes are documented and agreed upon to prevent disputes.
Essential elements
1
Change Request Submission
Formal written request required.
2
Impact Assessment
Evaluate effects on cost and schedule.
3
Approval Process
Authorized representatives must approve.
Action framework
ACCEPT
Propose edits when the process lacks clarity or timelines are unrealistic.
EDIT
Reject if the clause allows unilateral changes without mutual consent.
ADD
Add language for high-impact changes requiring senior management approval.
PRO TIP
Always document changes in an amendment to prevent misunderstandings.
Real-world examples
FAVORABLE
Preferred Change Control Language
"Any party seeking a modification to the scope, pricing, or timelines must submit a formal change request in writing. The request should detail the proposed changes, the reasons for the changes, and any anticipated impact on the project."
NEUTRAL
Basic Change Request Clause
"Changes to the project must be agreed upon by both parties."
UNFAVORABLE
Vague Change Control Terms
"Changes can be made as needed without formal documentation."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure that change requests undergo a more rigorous impact assessment and approval process to mitigate potential risks.
Fixed-Price Contracts
For fixed-price contracts, changes should be carefully evaluated to avoid cost overruns and ensure profitability.
Agile Development
In agile development, incorporate flexibility in the change control process to accommodate iterative changes while maintaining project goals.
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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.
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