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PLAYBOOK TEMPLATES
Statement of Work (SOW)
A Statement of Work defines the specific deliverables, timelines, and responsibilities under a broader master agreement. This playbook offers frameworks for drafting precise scopes, managing milestones, and mitigating disputes over performance.
Compliance & Regulatory
Negotiation strategy
Ensure that all compliance obligations are clearly outlined and that the Contractor is required to provide regular compliance reports. Negotiate for audit rights to verify adherence to these obligations.
Seek to limit the scope of compliance obligations to those directly relevant to the services provided. Propose reasonable notice periods for audits and ensure confidentiality of audit findings.
Essential elements
1
Compliance with Laws
Adherence to all applicable laws.
2
Audit Rights
Right to conduct compliance audits.
3
Cooperation Obligations
Mutual assistance in compliance matters.
Action framework
ACCEPT
Propose edits if specific laws or standards are missing or if audit rights are too restrictive.
EDIT
Reject if the clause imposes unreasonable compliance burdens or lacks mutual obligations.
ADD
Add language for specific industry standards or additional audit rights if not included.
PRO TIP
Regularly review and update compliance clauses to reflect changes in laws and industry standards.
Example clauses
FAVORABLE
Comprehensive Compliance Clause
"Each party shall comply with all applicable laws, regulations, and industry standards relevant to the performance of its obligations under this Agreement."
NEUTRAL
Basic Compliance Statement
"The parties agree to comply with applicable laws."
UNFAVORABLE
Vague Compliance Obligations
"Parties should try to comply with relevant laws."
Fallbacks
High-Risk Projects
In high-risk projects, ensure that compliance clauses are more stringent and include specific risk mitigation measures.
International Transactions
For international transactions, include clauses addressing cross-border compliance and export controls.
Technology Agreements
In technology agreements, emphasize compliance with data protection and cybersecurity regulations.
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Contract Playbook Templates
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WEEK 1
CLM Readiness and Design
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WEEK 2
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WEEK 3
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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
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