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PLAYBOOK TEMPLATES

Software Development Agreement

A Software Development Agreement governs custom software creation, specifying scope, milestones, and IP ownership. This playbook highlights negotiation on deliverables, acceptance testing, and post-delivery warranties.

Change Management & Scope

Why This Matters: Uncontrolled changes can lead to cost overruns, missed deadlines, and disputes, undermining project success and budget forecasts.

Negotiation strategy

If you're the Company:

Ensure all change requests are documented and include a clear impact assessment. Negotiate for a reasonable timeframe for approvals to avoid project delays.

If you're the Developer:

Advocate for a structured change control process to manage expectations and prevent scope creep. Ensure that any changes are mutually agreed upon and documented.

Essential elements

1

Change Request Submission

Formal request for changes.
2

Impact Assessment

Evaluate effects of proposed changes.
3

Approval Process

Mutual agreement on changes.

Action framework

ACCEPT

Propose edits when the change process lacks clarity or detail.

EDIT

Reject if changes can be made without mutual agreement.

ADD

Add requirements for detailed impact assessments.

PRO TIP

Always document changes and ensure both parties agree to avoid future disputes.

Real-world examples

FAVORABLE

Preferred Change Request Process

"Any party seeking changes must submit a written Change Request detailing proposed changes and anticipated impacts."
NEUTRAL

Fallback Change Request Process

"Changes may be requested verbally but must be documented in a Change Order before implementation."
UNFAVORABLE

Unfavorable Change Request Process

"Changes can be made without formal documentation or mutual agreement."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, a stringent change management process is crucial to mitigate potential risks and ensure project stability.

Fixed-Price Contracts

For fixed-price contracts, any change in scope must be carefully evaluated to avoid financial losses.

Agile Development

In agile development, flexibility is key, but changes should still be documented to maintain project alignment.

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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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