5
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.
Confidentiality & Data Protection
Negotiation strategy
Ensure that confidentiality obligations are clearly defined and include specific measures for data protection compliance. Negotiate for the inclusion of robust data breach notification requirements.
Focus on limiting liability by ensuring that confidentiality obligations are reasonable and achievable. Advocate for clear definitions of permitted disclosures to avoid unnecessary restrictions.
Essential elements
1
Confidentiality Obligations
Defines protection of shared information.
2
Data Protection Compliance
Ensures adherence to data laws.
3
Data Breach Notification
Outlines breach reporting requirements.
Action framework
ACCEPT
Propose edits if the confidentiality clause lacks specific data protection measures or if the data breach notification timeline is too lenient.
EDIT
Reject clauses that do not comply with applicable data protection laws or fail to provide adequate protection for sensitive information.
ADD
Add clauses to address any gaps in data security measures or to include jurisdiction-specific data protection requirements.
PRO TIP
Always ensure that data protection clauses are aligned with the latest regulatory requirements to avoid compliance issues.
Real-world examples
FAVORABLE
Preferred Confidentiality Clause
"Each party agrees to keep confidential all information disclosed to it by the other party, whether orally or in writing, that is designated as confidential or that reasonably should be understood to be confidential given the nature of the information or the circumstances of disclosure. Each party shall use the same degree of care to protect such confidential information as it uses to protect its own confidential information, but in no event less than reasonable care."
NEUTRAL
Standard Data Protection Clause
"Each party shall comply with all applicable data protection laws, including but not limited to the General Data Protection Regulation (GDPR), in relation to the processing of personal data exchanged under this agreement."
UNFAVORABLE
Weak Data Breach Notification
"In the event of a data breach, the party experiencing the breach shall notify the other party within a reasonable time frame."
Alternative scenarios & positions
High-Risk Projects
For projects involving sensitive data, ensure that additional security measures are included, such as encryption and regular audits.
Cross-Border Data Transfers
Include clauses that address data transfer mechanisms and compliance with international data protection standards.
Third-Party Involvement
Ensure that third parties involved in data processing are bound by similar confidentiality and data protection obligations.
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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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