10
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.
Governing Law & Dispute Resolution
Negotiation strategy
Advocate for a neutral, common-law jurisdiction like New York to ensure predictability and enforceability. Propose arbitration to maintain confidentiality and control over the dispute resolution process.
Seek a jurisdiction that aligns with your operational base to minimize travel and legal costs. Consider court litigation if arbitration costs are prohibitive.
Essential elements
1
Governing Law
Law applicable to the agreement.
2
Dispute Resolution
Mechanism for resolving conflicts.
3
Jurisdiction
Location for legal proceedings.
Action framework
ACCEPT
Propose edits if the clause specifies a non-preferred jurisdiction or lacks arbitration.
EDIT
Reject clauses that impose unfavorable jurisdictions or dispute mechanisms.
ADD
Add clauses to specify governing law and dispute resolution if absent.
PRO TIP
Always align the governing law with jurisdictions known for commercial predictability and fairness.
Real-world examples
FAVORABLE
Preferred New York Governing Law
"This Agreement shall be governed by and construed in accordance with the laws of the State of New York. Any dispute arising out of or in connection with this Agreement shall be resolved by arbitration in accordance with the rules of the American Arbitration Association."
NEUTRAL
Fallback – Neutral Jurisdiction
"This Agreement shall be governed by the laws of England. Disputes shall be resolved in the courts of London."
UNFAVORABLE
Unspecified Jurisdiction
"This Agreement shall be governed by applicable laws without specifying jurisdiction."
Alternative scenarios & positions
Cross-Border Transactions
In cross-border deals, choose a jurisdiction with strong international enforcement treaties to ensure judgments are recognized globally.
High-Value Contracts
For high-value contracts, arbitration can provide a more controlled and confidential resolution process, reducing public exposure.
Technology Agreements
In tech agreements, consider jurisdictions with robust IP laws to protect proprietary technology and innovations.
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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
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WEEK 3
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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
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