9
PLAYBOOK TEMPLATES
Investment Subscription Agreement
An Investment Subscription Agreement sets the terms for an investor‚ purchase of securities in a company or fund. This playbook addresses representations, closing conditions, and investor rights under applicable securities laws.
Confidentiality & Data Protection
Negotiation strategy
Ensure that confidentiality clauses are comprehensive and include all necessary protections for sensitive information. Advocate for robust security measures and clear breach notification protocols.
Negotiate for reasonable limitations on confidentiality obligations to avoid undue burdens. Ensure that data protection compliance is feasible and aligns with existing practices.
Essential elements
1
Confidentiality Obligations
Protects sensitive information disclosure.
2
Data Protection Compliance
Adheres to applicable data laws.
3
Security Measures
Implements robust data protection.
Action framework
ACCEPT
Propose edits if clauses lack specific security measures or breach protocols.
EDIT
Reject if confidentiality obligations are overly broad or unmanageable.
ADD
Add clauses for jurisdiction-specific data protection laws.
PRO TIP
Regularly review and update data protection clauses to reflect changes in laws and technology.
Real-world examples
FAVORABLE
Preferred Confidentiality Obligations
"Each party agrees to keep confidential all information received from the other party that is marked as confidential or that should reasonably be understood to be confidential, including but not limited to business plans, strategies, customer lists, and financial information. Such information shall not be disclosed to any third party without the prior written consent of the disclosing party, except as required by law or as necessary to perform the obligations under this Agreement."
NEUTRAL
Standard Data Protection Clause
"Each party shall comply with all applicable data protection laws and regulations, including but not limited to the General Data Protection Regulation (GDPR)."
UNFAVORABLE
Weak Security Measures
"The parties shall implement reasonable security measures to protect data."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, additional security measures and stricter confidentiality obligations may be necessary to mitigate potential data breaches.
Cross-Border Transactions
Cross-border transactions require compliance with multiple jurisdictions' data protection laws, necessitating tailored clauses.
Cloud-Based Services
For cloud-based services, ensure that data protection clauses address data storage, access, and transfer across cloud environments.
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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COMPANY
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