7
PLAYBOOK TEMPLATES
Software License Agreement
A Software License Agreement governs the use and distribution of software between a licensor and licensee. This playbook examines license grant terms, maintenance obligations, and compliance mechanisms for audit and enforcement.
Confidentiality & NDA
Negotiation strategy
Ensure that confidentiality clauses are comprehensive, covering all proprietary information types. Negotiate for a duration that aligns with business needs and includes clear return/destroy obligations.
Focus on limiting the scope of confidentiality obligations to necessary information. Ensure permitted disclosures are reasonable and include provisions for legal compliance.
Essential elements
1
Confidentiality Obligations
Maintain confidentiality of shared information.
2
Duration of Confidentiality
Obligations last five years post-termination.
3
Permitted Disclosures
Disclosures allowed to necessary parties.
Action framework
ACCEPT
Propose edits if the duration or scope of confidentiality is misaligned with business needs.
EDIT
Reject if confidentiality obligations are overly broad or lack necessary protections.
ADD
Add language for reciprocal protections if both parties exchange sensitive data.
PRO TIP
Always ensure that confidentiality obligations are symmetrical and fair, especially in mutual exchanges of sensitive data.
Real-world examples
FAVORABLE
Preferred Confidentiality Clause
"Each party agrees to maintain the confidentiality of all proprietary information disclosed by the other party during negotiations and under the license."
NEUTRAL
Fallback Confidentiality Clause
"If negotiation requires, adjust the duration or permitted disclosures while maintaining core protections."
UNFAVORABLE
Overly Broad Confidentiality
"All information, regardless of relevance, must be kept confidential indefinitely."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, confidentiality obligations may need to be more stringent, with shorter review periods and stricter return/destroy requirements.
Cross-Border Transactions
Cross-border transactions may require additional considerations for data protection laws and international compliance.
Joint Ventures
In joint ventures, ensure that confidentiality obligations are balanced to protect both parties' interests equally.
Access all other DocJuris Playbooks
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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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