5
PLAYBOOK TEMPLATES
Management Consulting Agreement
A Management Consulting Agreement governs advisory or professional services engagements. This playbook explores fee structures, confidentiality, and limitation of liability provisions.
Confidentiality Obligations
Negotiation strategy
Ensure the confidentiality clause is comprehensive, covering all sensitive data relevant to the business. Insist on a broad definition of 'Confidential Information' and a duration that extends beyond the contract term.
Negotiate for reasonable exceptions to confidentiality obligations and ensure the duration is not excessively long. Seek clarity on the scope of information covered.
Essential elements
1
Confidential Information Definition
Defines what is considered confidential.
2
Non-Disclosure Obligation
Prohibits sharing of confidential data.
3
Duration of Obligations
Specifies how long obligations last.
Action framework
ACCEPT
Propose edits if the definition of 'Confidential Information' is too narrow or if the duration is insufficient.
EDIT
Reject if the clause lacks essential protections or imposes unreasonable obligations.
ADD
Add language to cover specific types of sensitive information or to clarify exceptions.
PRO TIP
Always ensure the confidentiality clause aligns with your company's data protection policies and legal requirements.
Real-world examples
FAVORABLE
Comprehensive Confidentiality Clause
"Confidential Information" means any information, whether oral or written, that is designated as confidential or that a reasonable person would understand to be confidential given the nature of the information and the circumstances of disclosure. This includes, but is not limited to, trade secrets, business plans, strategies, customer lists, financial data, and proprietary technology.
NEUTRAL
Standard Non-Disclosure Terms
"The Receiving Party shall not disclose any Confidential Information to any third party without the prior written consent of the Disclosing Party."
UNFAVORABLE
Weak Confidentiality Protections
"Confidential Information is limited to information marked as confidential."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, confidentiality obligations may need to be more stringent, with additional security measures and shorter review periods.
Cross-Border Transactions
For cross-border transactions, ensure compliance with international data protection laws and consider jurisdiction-specific confidentiality requirements.
Short-Term Contracts
In short-term contracts, the duration of confidentiality obligations may be reduced, but core protections should remain intact.
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.
Not another CLM
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.
See how DocJuris can automate your legal, procurement, and sales operations.
Request demo
COMPANY
© 2025 DocJuris, Inc. All rights reserved. Patent Pending.
DocJuris is not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options,selection of forms or strategies.