4
PLAYBOOK TEMPLATES
Patent License Agreement
A Patent License Agreement grants rights to use, manufacture, or sell an invention covered by a patent. This playbook focuses on negotiating royalty structures, field-of-use restrictions, and ownership of improvements.
Financial Terms
Negotiation strategy
Negotiate for flexible payment terms that align with cash flow. Ensure royalty rates are competitive and reflect market standards.
Secure minimum guarantees to protect revenue. Ensure milestone payments are tied to clear, achievable objectives.
Essential elements
1
Payment Schedule
Defines timing and amounts.
2
Royalty Rates
Percentage of net sales.
3
Minimum Guarantees
Annual royalty floor.
Action framework
ACCEPT
Propose edits if terms are unclear or misaligned with business goals.
EDIT
Reject clauses that impose unreasonable financial burdens.
ADD
Add clauses for currency and tax considerations if absent.
PRO TIP
Always verify the financial terms against industry benchmarks to ensure competitiveness.
Real-world examples
FAVORABLE
Preferred Payment Schedule
"The Licensee shall pay the Licensor the License Fee in accordance with the following schedule: (i) an initial payment of [amount] due upon execution of this Agreement; (ii) subsequent payments of [amount] due on the first day of each calendar quarter thereafter. All payments shall be made in [currency] and shall be non-refundable."
NEUTRAL
Fallback Royalty Calculation
"The Licensee agrees to pay the Licensor a royalty of [percentage]% of Net Sales of the Licensed Products. 'Net Sales' shall mean the gross amount invoiced by the Licensee, its Affiliates, or sublicensees for sales of the Licensed Products, less the following deductions: (i) customary trade, quantity, or cash discounts; (ii) amounts repaid or credited by reason of rejection or return; and (iii) any taxes or other governmental charges levied on the sale, transportation, or delivery of the Licensed Products."
UNFAVORABLE
"The Licensee shall pay to the Licensor a minimum annual royalty of [amount] (the 'Minimum Royalty'). If the actual royalties paid in any calendar year are less than the Minimum Royalty, the Licensee shall pay the difference to the Licensor within [number] days after the end of such calendar year."
High-Risk Projects
Alternative scenarios & positions
International Agreements
For international agreements, consider currency fluctuation clauses and tax treaties to minimize financial exposure.
Start-Up Collaborations
In start-up collaborations, flexible payment terms and equity options can be more favorable than fixed royalties.
Licensing & IPPlaybook Template (Pro both parties )
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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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