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PLAYBOOK TEMPLATES
Grant Agreement
A Grant Agreement documents funding terms for projects or research initiatives. This playbook explores performance milestones, reporting requirements, and clawback conditions.
Confidentiality & IP
Negotiation strategy
Ensure that confidentiality obligations are clearly defined and include specific measures for protection. Insist on retaining ownership of any intellectual property developed during the engagement.
Negotiate for reasonable confidentiality obligations that do not overly restrict operational flexibility. Seek a license to use any intellectual property created for the duration of the contract.
Essential elements
1
Confidentiality Obligations
Defines scope and protection measures.
2
IP Ownership
Clarifies ownership of created IP.
3
IP Licensing
Specifies terms for IP use.
Action framework
ACCEPT
Propose edits if the confidentiality scope is too broad or IP rights are unclear.
EDIT
Reject clauses that fail to protect core IP assets or impose unreasonable confidentiality burdens.
ADD
Add clauses to address any gaps in IP protection or confidentiality measures.
PRO TIP
Always ensure confidentiality measures are at least as stringent as those used for your own information.
Example clauses
FAVORABLE
Robust Confidentiality Clause
"Each Party agrees to maintain in strict confidence all Confidential Information disclosed by the other Party..."
NEUTRAL
Standard IP Ownership Clause
"All intellectual property rights in any materials or inventions created or developed by a Party..."
UNFAVORABLE
Weak IP Licensing Terms
"The creating Party hereby grants to the other Party a non-exclusive, non-transferable, royalty-free license..."
Fallbacks
Cross-Border Transactions
If the agreement involves parties from different jurisdictions, additional analysis may be required to address international IP laws and confidentiality standards.
High-Risk Projects
For projects with significant IP development, ensure clauses are tailored to protect proprietary innovations.
Short-Term Engagements
In short-term contracts, focus on clear exit strategies for IP and confidentiality obligations.
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Contract Playbook Templates
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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