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PLAYBOOK TEMPLATES

Research Collaboration Agreement

A Research Collaboration Agreement outlines cooperative research activities between institutions or companies. This playbook discusses IP ownership, publication rights, and funding obligations.

Data Privacy & Security

Why This Matters: Data breaches or unauthorized disclosures can lead to severe penalties, litigation and reputational harm.

Negotiation strategy

If you're the Institution A:

Ensure robust data protection measures are in place, including encryption and access controls. Regularly review and update security protocols to comply with evolving privacy laws.

If you're the Institution B:

Implement comprehensive data handling procedures and ensure all personnel are trained in data protection obligations. Be prepared to provide evidence of compliance with privacy laws.

Essential elements

1

Data Security Measures

Technical and organizational safeguards.
2

Breach Notification Protocol

Timely notification of data breaches.
3

Compliance with Privacy Laws

Adherence to applicable regulations.

Action framework

ACCEPT

Propose edits if specific jurisdictional requirements are not addressed.

EDIT

Reject if the clause lacks enforceable security measures.

ADD

Add clauses if data protection measures are missing.

PRO TIP

Regularly update data protection measures to align with the latest legal requirements.

Real-world examples

FAVORABLE

Preferred Data Security Measures

"The Client shall implement and maintain appropriate technical and organizational measures to protect personal health information and other sensitive data against unauthorized access, disclosure, alteration, or destruction. These measures shall include, but are not limited to, encryption, access controls, and regular security assessments."
NEUTRAL

Standard Data Handling Procedures

"The Client shall establish and maintain data handling procedures to ensure the confidentiality, integrity, and availability of personal health information."
UNFAVORABLE

Inadequate Security Measures

"The Client will try to protect data but does not specify how."

Alternative scenarios & positions

High-Risk Projects

For projects involving high-risk data, ensure additional security measures are implemented, such as advanced encryption and multi-factor authentication.

Cross-Border Data Transfers

When transferring data across borders, ensure compliance with international data protection laws and consider data localization requirements.

Third-Party Vendors

Ensure third-party vendors comply with the same data protection standards and include audit rights in contracts.

Access all other DocJuris Playbooks

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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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