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PLAYBOOK TEMPLATES
Software as a Service (SaaS) Agreement
A SaaS Agreement governs access to cloud-hosted software services, typically under a subscription model. This playbook covers service uptime, data ownership, termination, and liability limitations for cloud-based offerings.
Intellectual Property
Negotiation strategy
Ensure that all pre-existing intellectual property remains with the Company. Negotiate for joint ownership or favorable licensing terms for any new IP developed during the contract.
Seek to retain ownership of any pre-existing IP and negotiate for fair compensation or licensing terms for new IP created during the project.
Essential elements
1
IP Ownership
Defines who owns the IP.
2
Licensing Terms
Outlines IP usage rights.
3
Infringement Liability
Allocates risk for IP breaches.
Action framework
ACCEPT
Propose edits if the clause lacks clarity on ownership or licensing terms.
EDIT
Reject if the clause imposes undue restrictions on IP use.
ADD
Add language to define ownership and licensing if missing.
PRO TIP
Always ensure IP clauses align with your strategic business goals and do not impose unnecessary restrictions.
Real-world examples
FAVORABLE
Preferred IP Ownership Clause
"The ownership of all pre-existing intellectual property remains with the original owner. Any newly created intellectual property during the term of this agreement shall be jointly owned/licensed as per the agreed terms."
NEUTRAL
Fallback IP Ownership Clause
"The parties agree to negotiate in good faith to determine ownership and licensing rights for any newly created intellectual property."
UNFAVORABLE
Restrictive IP Clause
"All intellectual property created during the term of this agreement shall be exclusively owned by the Contractor, with no licensing rights granted to the Company."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure IP clauses provide clear ownership and liability terms to mitigate potential disputes.
Collaborative Development
For joint ventures, establish clear joint ownership terms and responsibilities for IP management.
Technology Licensing
In licensing deals, ensure terms do not restrict future innovations or collaborations.
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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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