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PLAYBOOK TEMPLATES

Purchasing Terms and Conditions

Purchasing Terms and Conditions outline the baseline commercial and legal framework for buyers when acquiring goods or services. This playbook guides you through essential clauses like payment, delivery, and liability, ensuring consistent protection across suppliers.

Confidentiality and Data Security

Why This Matters: Protecting sensitive information reduces the risk of data breaches, regulatory penalties, and reputational harm.

Negotiation strategy

If you're the Buyer:

Ensure robust confidentiality clauses are included to protect proprietary information. Negotiate for stringent data security measures to mitigate risks of breaches.

If you're the Supplier:

Advocate for reasonable data security standards that align with industry practices. Seek clarity on breach notification procedures to manage liabilities effectively.

Essential elements

1

Confidentiality Obligations

Maintain secrecy of shared data.
2

Data Security Standards

Implement protective measures.
3

Compliance with Privacy Laws

Adhere to legal requirements.

Action framework

ACCEPT

Propose edits if clauses lack specificity or fail to address key risks.

EDIT

Reject if clauses do not meet minimum legal standards or expose the party to undue risk.

ADD

Add clauses when existing terms do not cover necessary protections or legal compliance.

PRO TIP

Regularly review and update data security measures to adapt to evolving threats and regulations.

Example clauses

FAVORABLE

Strong Confidentiality Clause

"Each party agrees to maintain the confidentiality of all confidential information disclosed to it by the other party, and to use such information solely for the purposes of performing its obligations under this Agreement."
NEUTRAL

Standard Data Security Clause

"The parties shall implement and maintain appropriate technical and organizational measures to protect personal data against unauthorized processing."
UNFAVORABLE

Weak Breach Notification Clause

"Notification of data breaches will be provided at the discretion of the affected party."

Fallbacks

High-Risk Projects

For projects involving sensitive data, enhance security measures and breach protocols to mitigate heightened risks.

Cross-Border Transactions

Ensure compliance with international privacy laws, such as GDPR, when data crosses borders.

Third-Party Data Sharing

Include clauses that govern data sharing with third parties to ensure continued protection and compliance.
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WEEK 1
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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
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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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