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PLAYBOOK TEMPLATES

Joint Defense & Common Interest Agreement

A Joint Defense & Common Interest Agreement protects privileged communications among aligned parties in litigation. This playbook provides guidance on scope, waiver risks, and confidentiality obligations.

Indemnification & Liability

Why This Matters: Uncapped or undefined indemnification exposes the business to unlimited losses. Reasonable caps and clear triggers mitigate worst-case financial exposure while preserving accountability.

Negotiation strategy

If you're the Party A:

Ensure indemnification obligations are reciprocal and cover all potential liabilities. Negotiate liability caps that align with industry standards and the company's risk appetite.

If you're the Party B:

Advocate for clear indemnity triggers and reasonable liability caps. Propose survival periods that reflect the contractor's risk management strategy.

Essential elements

1

Indemnification Obligations

Defines indemnity triggers and scope.
2

Limitation of Liability

Caps financial exposure for claims.
3

Survival Period

Duration indemnification obligations last.

Action framework

ACCEPT

Propose edits when liability caps are too high or indemnity triggers are unclear.

EDIT

Reject clauses that expose the company to unlimited liability or lack mutual indemnification.

ADD

Add clauses when absent to ensure risk allocation and financial responsibility.

PRO TIP

Always ensure indemnification clauses are reciprocal and liability caps are clearly defined.

Real-world examples

FAVORABLE

Preferred Indemnification Clause

"Each party (the 'Indemnifying Party') agrees to indemnify, defend, and hold harmless the other party (the 'Indemnified Party') from and against any and all claims, liabilities, losses, damages, costs, and expenses (including reasonable attorneys' fees) arising out of or resulting from any breach of this Agreement by the Indemnifying Party, or any third-party claims related to the Indemnifying Party's actions or omissions in connection with this Agreement."
NEUTRAL

Standard Liability Cap

"Except for liabilities arising from gross negligence, willful misconduct, or fraud, the total liability of each party under this Agreement shall not exceed [insert amount] in aggregate."
UNFAVORABLE

Unlimited Liability Exposure

"The Contractor shall indemnify the Company for all claims without any cap on liability."

Alternative scenarios & positions

High-Risk Transactions

In high-risk transactions, conduct a detailed risk assessment to determine appropriate indemnification and liability terms. Consider additional carve-outs or increased liability caps.

Cross-Border Agreements

For cross-border agreements, ensure indemnification clauses comply with local laws and consider currency fluctuations in liability caps.

Technology Contracts

In technology contracts, include specific indemnities for intellectual property infringement 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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