3
PLAYBOOK TEMPLATES
Letter of Intent (LOI)
A Letter of Intent expresses preliminary terms for a potential transaction, outlining intent before formal contracts. This playbook clarifies binding vs. non-binding provisions and confidentiality obligations.
Indemnification
Negotiation strategy
Negotiate clear caps and thresholds to limit exposure. Ensure survival terms are aligned with the transaction's duration.
Advocate for reasonable exclusions and ensure indemnification obligations are not overly burdensome.
Essential elements
1
Indemnification Triggers
Conditions activating indemnity obligations.
2
Caps and Thresholds
Limits on indemnity amounts and claims.
3
Survival Terms
Duration of indemnity obligations post-termination.
Action framework
ACCEPT
Propose edits when caps or survival terms are unclear.
EDIT
Reject if indemnification is unlimited or lacks exclusions.
ADD
Add language for jurisdiction-specific enforceability.
PRO TIP
Always align indemnification terms with the business's risk tolerance.
Example clauses
FAVORABLE
Balanced Indemnification Clause
"The indemnification obligations shall be subject to a cap of [insert cap amount] and shall only apply to claims exceeding a threshold of [insert threshold amount]."
NEUTRAL
Standard Indemnification Clause
"Each party agrees to indemnify, defend, and hold harmless the other party from and against any and all losses, liabilities, damages, and expenses arising out of or resulting from breaches or third-party claims."
UNFAVORABLE
Unlimited Indemnification
"Indemnification obligations shall apply to all claims without any cap or threshold."
Fallbacks
High-Risk Projects
In high-risk projects, ensure indemnification covers specific risks and includes higher caps.
Cross-Border Transactions
Consider jurisdictional differences in indemnification enforceability and consult local experts.
Long-Term Contracts
For long-term contracts, ensure survival terms are sufficient to cover potential future claims.
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Contract Playbook Templates
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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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