6
PLAYBOOK TEMPLATES
Material Transfer Agreement (MTA)
An MTA governs the transfer of tangible research materials between organizations. This playbook highlights confidentiality, permitted use, and ownership of resulting data or inventions.
Indemnification and Liability
Negotiation strategy
Ensure indemnity covers medical malpractice claims and includes specific language to address potential liabilities arising from patient care.
Focus on product liability and regulatory compliance indemnity, ensuring coverage for claims related to drug safety and efficacy.
Essential elements
1
Indemnity Cap
Limits total indemnity liability.
2
Liability Limitation
Restricts types of recoverable damages.
3
Exceptions
Outlines exclusions to limitations.
Action framework
ACCEPT
Propose edits when clauses do not align with risk management strategies or industry standards.
EDIT
Reject clauses that expose parties to unlimited liability without adequate protection.
ADD
Add clauses to address uncovered risks or specific industry requirements.
PRO TIP
Always ensure indemnity clauses are tailored to the specific risks and regulatory environment of the industry.
Real-world examples
FAVORABLE
Balanced Indemnity Clause
"Party A shall indemnify Party B for claims arising from Party A's negligence, capped at $1 million."
NEUTRAL
Standard Indemnity Clause
"Each party shall indemnify the other for direct damages only."
UNFAVORABLE
Unlimited Indemnity Exposure
"Party A shall indemnify Party B for all claims without limitation."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, consider increasing indemnity caps and including specific exclusions for high-impact events.
Cross-Border Transactions
Address jurisdictional differences in liability laws and ensure compliance with international standards.
Emerging Technologies
Include clauses that address potential liabilities from the use of new technologies, such as AI or biotechnology.
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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
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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