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PLAYBOOK TEMPLATES
Clinical Trial Agreement
A Clinical Trial Agreement defines the conduct of research between a sponsor and study site. This playbook emphasizes regulatory compliance, data ownership, and subject safety responsibilities.
Confidentiality & NDA
Negotiation strategy
Ensure the confidentiality clause is comprehensive, covering all proprietary information and specifying a survival period post-termination.
Negotiate clear exceptions to confidentiality obligations, such as disclosures required by law, to avoid undue restrictions.
Essential elements
1
Confidential Information Definition
Defines what is considered confidential.
2
Obligations of Receiving Party
Details duties to protect information.
3
Exceptions to Confidentiality
Lists circumstances allowing disclosure.
Action framework
ACCEPT
Propose edits if the clause lacks a survival period or clear exceptions.
EDIT
Reject if the clause allows discretionary disclosure without consent.
ADD
Add language if no confidentiality clause exists.
PRO TIP
Always specify a survival period for confidentiality obligations, typically 3-5 years post-contract.
Real-world examples
FAVORABLE
Preferred Confidentiality Clause
"The receiving party shall treat all information received as confidential and shall not disclose it to any third party without the disclosing party's prior written consent, except as required by law or regulation."
NEUTRAL
Fallback Confidentiality Clause
"Confidential information may be disclosed to third parties only if necessary for the performance of this agreement and with prior written consent from the disclosing party."
UNFAVORABLE
Unfavorable Confidentiality Clause
"The receiving party may disclose confidential information at its discretion, provided it notifies the disclosing party."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure confidentiality clauses are more stringent to protect sensitive data from potential leaks.
Cross-Border Transactions
Consider additional compliance with international data protection laws, such as GDPR, in cross-border transactions.
Healthcare & Life Sciences
Include specific references to healthcare regulations like HIPAA to ensure compliance and protect patient data.
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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