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PLAYBOOK TEMPLATES

Cloud Services Agreement

A Cloud Services Agreement defines the legal and operational framework for cloud infrastructure or platform usage. This playbook outlines negotiation of service levels, data handling, and termination assistance provisions.

Confidentiality

Why This Matters: Unauthorized disclosure can erode competitive advantage and create legal liabilities, making strong confidentiality terms vital.

Negotiation strategy

If you're the Customer:

Ensure the confidentiality clause is comprehensive, covering all proprietary information. Negotiate for a longer duration of confidentiality obligations post-termination.

If you're the Service Provider:

Seek clarity on what constitutes Confidential Information to avoid overly broad obligations. Propose reasonable exclusions to protect your interests.

Essential elements

1

Definition of Confidential Information

Defines what is considered confidential.
2

Obligations of Confidentiality

Outlines parties' confidentiality duties.
3

Permitted Disclosures

Specifies allowed information sharing.

Action framework

ACCEPT

Propose edits if the definition of Confidential Information is too broad or vague.

EDIT

Reject if the clause imposes unreasonable obligations or lacks necessary exclusions.

ADD

Add language to clarify permitted disclosures and ensure compliance with industry standards.

PRO TIP

Always ensure that confidentiality obligations are clearly defined and enforceable to protect sensitive information effectively.

Real-world examples

FAVORABLE

Comprehensive Confidentiality Clause

"Confidential Information" means any information disclosed by one party to the other party, either directly or indirectly, in writing, orally, or by inspection of tangible objects, that is designated as "Confidential," "Proprietary," or some similar designation.
NEUTRAL

Standard Confidentiality Obligations

"Each party agrees to protect the confidentiality of the other party's Confidential Information with reasonable care."
UNFAVORABLE

Overly Broad Confidentiality

"All information exchanged between the parties is considered confidential, without exception."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, confidentiality terms should be more stringent, with enhanced monitoring and reporting requirements.

Cross-Border Transactions

Consider international data protection laws and ensure compliance with cross-border data transfer regulations.

Mergers and Acquisitions

Confidentiality is crucial during M&A to protect sensitive business information and prevent leaks.

Access all other DocJuris Playbooks

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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