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PLAYBOOK TEMPLATES

Grant Agreement

A Grant Agreement documents funding terms for projects or research initiatives. This playbook explores performance milestones, reporting requirements, and clawback conditions.

Indemnification Terms

Why This Matters: Proper indemnification clauses allocate risk and incentivize accurate disclosures, and without clear indemnity terms, parties face uncertain liabilities and protracted disputes.

Negotiation strategy

If you're the Grantor:

Negotiate for a broad indemnification clause that covers all potential liabilities, including third-party claims. Ensure that the indemnity cap is high enough to cover potential losses.

If you're the Grantee:

Limit the scope of indemnification to specific, foreseeable risks and negotiate for a reasonable cap on liability. Include a basket to avoid liability for minor claims.

Essential elements

1

Indemnity Obligations

Defines each party's indemnity duties.
2

Indemnity Procedure

Outlines process for indemnity claims.
3

Indemnity Cap

Sets maximum liability for indemnity.

Action framework

ACCEPT

Propose edits if the indemnity cap is too low or if the procedure for claims is unclear.

EDIT

Reject if the clause lacks a clear procedure or if the indemnity obligations are unreasonably broad.

ADD

Add language to include a basket or to clarify the duration of indemnity obligations.

PRO TIP

Always ensure that the indemnity clause includes a clear procedure for handling claims and a reasonable cap on liability.

Real-world examples

FAVORABLE

Comprehensive Indemnity Clause

"Each party agrees to indemnify, defend, and hold harmless the other from any losses arising from third-party claims due to their breach or negligence."
NEUTRAL

Basic Indemnity Clause

"The Indemnifying Party shall indemnify the Indemnified Party for losses resulting from its breach of this Agreement."
UNFAVORABLE

Vague Indemnity Terms

"Indemnification will be provided as necessary for any claims."

Alternative scenarios & positions

High-Risk Transactions

In high-risk transactions, consider increasing the indemnity cap and including specific triggers for indemnification to manage potential large claims.

Cross-Border Deals

For cross-border deals, ensure indemnity terms comply with local laws and address currency fluctuations in potential claims.

Technology Agreements

In technology agreements, include indemnity for intellectual property infringement and data breaches to protect against specific industry risks.

Access all other DocJuris Playbooks

Launch in days, not months

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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