5
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.
Covenants & Obligations
Negotiation strategy
Negotiate for clear and enforceable covenants that protect your business interests and ensure a smooth transition. Focus on securing non-compete and non-solicitation clauses to prevent competitive harm.
Ensure that covenants are reasonable and do not overly restrict your future business activities. Aim for balanced terms that allow for operational flexibility while maintaining compliance.
Essential elements
1
Non-Solicitation Covenant
Restricts hiring of the other party's employees.
2
Non-Compete Covenant
Limits competitive business activities post-closing.
3
Operating Covenants
Ensures business continuity until closing.
Action framework
ACCEPT
Propose edits if covenants are too restrictive or vague.
EDIT
Reject clauses that impose unreasonable restrictions.
ADD
Add clauses to address missing protections or obligations.
PRO TIP
Always tailor covenants to the specific transaction context and jurisdictional requirements.
Real-world examples
FAVORABLE
Balanced Non-Compete Clause
"Each party covenants that, for a period of three (3) years following the Closing Date, it shall not engage in any business activities that are directly competitive with the business conducted by the other party as of the Closing Date, within the geographic area of [specify geographic area]."
NEUTRAL
Standard Operating Covenant
"From the date hereof until the Closing Date, each party shall conduct its business in the ordinary course consistent with past practice."
UNFAVORABLE
Overly Restrictive Non-Solicitation
"Each party agrees that, for a period of five (5) years following the Closing Date, it shall not, directly or indirectly, solicit for employment any employee of the other party."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, covenants should include additional safeguards to protect sensitive information and business interests.
Cross-Border Transactions
Consider jurisdictional differences in enforceability of covenants, especially non-compete clauses.
Technology Transfers
Ensure covenants address intellectual property rights and confidentiality to protect proprietary technology.
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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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