4
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.

Data Privacy & Security

Why This Matters: Weak data safeguards can lead to regulatory penalties, litigation, and loss of stakeholder trust.

Negotiation strategy

If you're the Sponsor:

Ensure that the contract includes specific references to GDPR and HIPAA compliance. Demand detailed breach notification procedures and insist on encryption and access controls.

If you're the Institution:

Propose reasonable efforts to comply with data protection laws. Offer to implement industry-standard security protocols and timely breach notifications.

Essential elements

1

Data Protection Compliance

Adherence to GDPR and HIPAA.
2

Breach Notification

Timely notification of data breaches.
3

Security Protocols

Encryption and access controls.

Action framework

ACCEPT

Propose edits to include jurisdiction-specific compliance requirements.

EDIT

Reject clauses lacking clear compliance with GDPR and HIPAA.

ADD

Add language for jurisdiction-specific data privacy laws.

PRO TIP

Always verify that data protection clauses reflect the latest regulatory updates.

Real-world examples

FAVORABLE

Preferred GDPR and HIPAA Compliance

"The parties agree to comply with GDPR and HIPAA regulations, implementing industry-standard security protocols and breach notification procedures."
NEUTRAL

Fallback Reasonable Efforts

"The parties will use reasonable efforts to protect personal health information and notify each other of any data breaches in a timely manner."
UNFAVORABLE

Lack of Specific Compliance

"The parties will attempt to comply with applicable data protection laws."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, ensure additional security measures are in place, such as regular audits and third-party assessments.

Cross-Border Data Transfers

For cross-border data transfers, include clauses that address data localization and international data transfer agreements.

Emerging Technologies

With emerging technologies, ensure that the contract addresses potential new data privacy challenges and incorporates adaptive security measures.

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
© 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.