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PLAYBOOK TEMPLATES
Investment Advisory Agreement
An Investment Advisory Agreement outlines the relationship between an advisor and client, specifying fiduciary duties and compensation. This playbook emphasizes regulatory compliance, performance reporting, and termination triggers.
Definitions & Interpretation
Negotiation strategy
Ensure all key terms are clearly defined to prevent misunderstandings. Propose industry-standard definitions and interpretation rules that align with your business practices.
Review definitions to ensure they reflect mutual understanding. Advocate for clarity in interpretation rules to avoid potential disputes.
Essential elements
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Defined Terms
Key terms and their meanings.
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Interpretation Rules
Guidelines for term interpretation.
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Jurisdictional Variations
Rules differing by jurisdiction.
Action framework
ACCEPT
Propose edits when definitions are incomplete or unclear.
EDIT
Reject if definitions introduce ambiguity or conflict with existing terms.
ADD
Add definitions if key terms are missing or undefined.
PRO TIP
Always cross-reference definitions with other contract sections to ensure consistency.
Real-world examples
FAVORABLE
Comprehensive Definitions
"For the purposes of this Agreement, the following terms shall have the meanings set forth below..."
NEUTRAL
Basic Interpretation Clause
"Unless the context otherwise requires, terms defined in this section shall apply throughout this Agreement..."
UNFAVORABLE
Ambiguous Definitions
"Terms used herein shall have the meanings commonly understood in the industry..."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure definitions are exhaustive to cover all potential scenarios and reduce liability.
Cross-Border Agreements
For cross-border agreements, include jurisdiction-specific interpretation rules to comply with local laws.
Technology Contracts
In technology contracts, define technical terms precisely to avoid operational misunderstandings.
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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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