6
PLAYBOOK TEMPLATES
Operating Agreement
An Operating Agreement governs internal management and ownership rights of a limited liability company. This playbook highlights voting procedures, capital contributions, and dissolution mechanics.
Confidentiality & IP Rights
Negotiation strategy
Ensure that confidentiality obligations are clearly defined and include survival periods post-termination. Confirm that all intellectual property created under the agreement is owned by the Company.
Negotiate for a reasonable scope of confidentiality obligations and ensure that any IP rights granted are limited to the purpose of the agreement.
Essential elements
1
Confidentiality Obligations
Protects disclosed confidential information.
2
IP Ownership
Defines ownership of created IP.
3
IP Licensing
Grants rights to use IP.
Action framework
ACCEPT
Propose edits if the confidentiality period is too short or IP rights are not clearly assigned.
EDIT
Reject if the clause allows for broad use of confidential information without restrictions.
ADD
Add clauses if confidentiality or IP terms are missing or insufficient.
PRO TIP
Always ensure that confidentiality obligations survive the termination of the agreement for a specified period.
Example clauses
FAVORABLE
Strong Confidentiality Clause
"Each Party agrees to maintain in strict confidence all Confidential Information disclosed by the other Party..."
NEUTRAL
Standard IP Licensing Clause
"Subject to the terms and conditions of this Agreement, the disclosing Party hereby grants..."
UNFAVORABLE
Weak Confidentiality Terms
"Confidential Information may be disclosed to third parties without restrictions..."
Fallbacks
Cross-Border Transactions
Cross-border transactions may require additional considerations for confidentiality and IP rights due to varying legal standards.
Joint Ventures
In joint ventures, ensure that IP ownership and confidentiality obligations are clearly defined to avoid disputes.
Technology Licensing
Technology licensing agreements should specify the scope of IP use and include robust confidentiality terms.
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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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Tackle everything your team needs using existing IT without expensive consultants, outrageous user licensing fees, or complex coding. DocJuris takes on the heavy lift and delivers your requirements with its people, process, and technology.
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