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PLAYBOOK TEMPLATES

Memorandum of Understanding (MOU)

An MOU establishes the foundational understanding between parties prior to definitive agreements. This playbook reviews negotiation of commitments, timelines, and governance structures.

Indemnification

Why This Matters: Without precise indemnification terms, parties may face open-ended liability for third-party claims. Clear indemnity provisions are critical to controlling potential financial exposure.

Negotiation strategy

If you're the Party A:

Negotiate for a cap on indemnification liability to limit financial exposure. Ensure exclusions for indirect damages and require prompt notification of claims.

If you're the Party B:

Seek to include broad indemnification obligations to cover all potential liabilities. Aim to limit exclusions and ensure the right to control defense of claims.

Essential elements

1

Indemnification Obligations

Compensation for losses and liabilities.
2

Limitations on Indemnification

Caps and duration of liability.
3

Exclusions from Indemnification

Exceptions to indemnity obligations.

Action framework

ACCEPT

Propose edits to include specific caps and exclusions that align with industry standards.

EDIT

Reject clauses that impose unlimited liability or lack clear exclusions.

ADD

Add language to address specific liabilities or jurisdictions not covered.

PRO TIP

Always ensure indemnification clauses are reviewed by legal counsel to align with jurisdictional requirements.

Real-world examples

FAVORABLE

Balanced Indemnification Clause

"Each party agrees to indemnify the other for losses arising from breaches, subject to a cap of $1 million."
NEUTRAL

Standard Indemnification Terms

"The Indemnifying Party shall indemnify the Indemnified Party for any third-party claims."
UNFAVORABLE

Unlimited Indemnification Liability

"The Indemnifying Party shall indemnify for all losses without limitation."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, consider increasing the indemnification cap and including specific liabilities related to project risks.

Cross-Border Transactions

For cross-border deals, ensure indemnification terms comply with international laws and address currency fluctuations.

Technology Agreements

In tech contracts, include indemnification for intellectual property infringements and data breaches.

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WEEK 1
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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
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
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