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PLAYBOOK TEMPLATES
Purchasing Terms and Conditions
Purchasing Terms and Conditions outline the baseline commercial and legal framework for buyers when acquiring goods or services. This playbook guides you through essential clauses like payment, delivery, and liability, ensuring consistent protection across suppliers.
Insurance Requirements
Negotiation strategy
Ensure that the insurance requirements are comprehensive and align with the company's risk management policies. Insist on receiving certificates of insurance before any work begins.
Negotiate reasonable insurance limits that reflect the scope of work and potential risks. Ensure that the additional insured provisions are not overly burdensome.
Essential elements
1
Coverage Types
Specify required insurance types.
2
Coverage Limits
Define minimum insurance limits.
3
Additional Insured
Include additional insured provisions.
Action framework
ACCEPT
Propose edits if coverage limits are insufficient or do not align with industry standards.
EDIT
Reject if the clause lacks essential coverage types or fails to name the company as an additional insured.
ADD
Add language for waiver of subrogation if not included.
PRO TIP
Always verify that the insurance policies are current and meet the specified requirements before commencing any work.
Real-world examples
FAVORABLE
Comprehensive Insurance Clause
"Each party shall, at its own expense, maintain in full force and effect during the term of this Agreement, insurance coverage of the types and in the minimum amounts as follows: (a) Commercial General Liability Insurance with limits of not less than $1,000,000 per occurrence and $2,000,000 in the aggregate; (b) Workers' Compensation Insurance as required by applicable law; (c) Employer's Liability Insurance with limits of not less than $1,000,000 per accident; and (d) Automobile Liability Insurance with limits of not less than $1,000,000 combined single limit."
NEUTRAL
Basic Insurance Clause
"Each party shall maintain insurance coverage as required by law."
UNFAVORABLE
Insufficient Insurance Clause
"Each party shall maintain insurance coverage at their discretion."
Alternative scenarios & positions
High-Risk Projects
For high-risk projects, increase the insurance limits and ensure comprehensive coverage types are included to mitigate potential liabilities.
Small-Scale Contracts
For smaller contracts, negotiate lower insurance limits that still provide adequate protection without imposing excessive costs.
International Agreements
Consider local insurance requirements and potential geopolitical risks when drafting insurance clauses for international agreements.
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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