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PLAYBOOK TEMPLATES

Software as a Service (SaaS) Agreement

A SaaS Agreement governs access to cloud-hosted software services, typically under a subscription model. This playbook covers service uptime, data ownership, termination, and liability limitations for cloud-based offerings.

Data Security & Privacy

Why This Matters: Data breaches and non-compliance with privacy laws carry severe legal, financial, and reputational consequences.

Negotiation strategy

If you're the Provider:

Ensure the contract mandates compliance with all applicable data protection laws, including GDPR and CCPA. Include specific security measures such as encryption, access controls, and regular audits.

If you're the Customer:

Agree to adhere to industry-standard data protection practices and ensure timely notification of any data breaches. Negotiate clear data processing and transfer protocols.

Essential elements

1

Compliance Obligations

Adherence to data protection laws.
2

Security Measures

Implement encryption and access controls.
3

Breach Notification

Notify within 72 hours of breach.

Action framework

ACCEPT

Propose edits to include specific security measures and jurisdictional compliance.

EDIT

Reject if the clause lacks compliance with major data protection laws.

ADD

Add language for jurisdiction-specific requirements like GDPR and CCPA.

PRO TIP

Consult with IT and compliance teams to ensure technical accuracy and legal compliance.

Real-world examples

FAVORABLE

Robust Data Protection Clause

"The parties shall comply with all applicable data protection laws, including GDPR and CCPA. The parties shall implement appropriate technical and organizational measures to ensure a level of security appropriate to the risk, including encryption and access controls. In the event of a data breach, the affected party shall notify the other party within 72 hours."
NEUTRAL

Standard Data Protection Clause

"The parties agree to adhere to industry-standard data protection practices and notify each other of any data breaches in a timely manner."
UNFAVORABLE

Weak Data Protection Clause

"The parties will make reasonable efforts to protect data without specific compliance obligations."

Alternative scenarios & positions

High-Risk Projects

For projects involving sensitive data, ensure additional security measures and stricter compliance checks are in place.

Cross-Border Data Transfers

Include specific protocols for data transfers across jurisdictions to ensure compliance with international laws.

Small Business Contracts

Simplify compliance requirements while ensuring basic data protection standards are met.

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.

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