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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.
Fees & Payment Mechanics
Negotiation strategy
Ensure that the payment terms are clearly defined to avoid any ambiguity. Negotiate for shorter payment cycles to improve cash flow and include penalties for late payments to incentivize timely payment.
Negotiate for flexible payment terms that align with your cash flow needs. Consider proposing a grace period for late payments to maintain a good relationship with the Company.
Essential elements
1
Payment Schedule
Defines timing of payments.
2
Interest Rates
Specifies rates for late payments.
3
Invoicing Procedures
Details invoice submission process.
Action framework
ACCEPT
Propose edits if payment terms are ambiguous or inconsistent with industry standards.
EDIT
Reject if the terms impose unreasonable financial burdens or are non-compliant with legal standards.
ADD
Add clauses if payment terms are missing or lack detail on invoicing and interest rates.
PRO TIP
Always ensure that payment terms are compliant with applicable laws and align with your financial strategy.
Real-world examples
FAVORABLE
Clear Payment Terms
"The fees for services rendered shall be $X, payable within 30 days of invoice receipt. Interest on late payments shall accrue at a rate of Y% per annum. Invoices will be submitted monthly, detailing all services provided and associated fees."
NEUTRAL
Standard Payment Terms
"Fees are due within 45 days of invoice receipt. Late payments will incur interest at the rate of Y% per annum. Invoices will be issued bi-monthly."
UNFAVORABLE
Ambiguous Payment Terms
"Payment terms will be discussed and agreed upon at a later date."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, consider including more stringent payment terms and higher interest rates to mitigate potential financial exposure.
Long-Term Contracts
For long-term contracts, ensure that payment terms include periodic reviews to adjust for inflation or changes in market conditions.
International Transactions
In international transactions, account for currency fluctuations and include clauses that address exchange rate risks.
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.
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COMPANY
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