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PLAYBOOK TEMPLATES
Settlement & Mutual Release Agreement
A Settlement & Mutual Release Agreement resolves disputes and releases parties from future claims. This playbook outlines negotiation of consideration, confidentiality, and release scope.
Intellectual Property & Data Rights
Negotiation strategy
Ensure all IP created under the agreement is assigned to the Company. Negotiate for broad data usage rights to support business operations.
Retain ownership of pre-existing IP and negotiate for a limited license to use the Company's data. Ensure confidentiality obligations are mutual.
Essential elements
1
IP Assignment
Transfer of IP ownership.
2
Data Usage Rights
Scope of data use permitted.
3
Confidentiality Obligations
Protection of sensitive information.
Action framework
ACCEPT
Propose edits if IP rights are not clearly defined or data usage is overly restricted.
EDIT
Reject clauses that do not adequately protect core IP or allow excessive data sharing.
ADD
Add clauses to address specific IP types or data categories not covered.
PRO TIP
Always ensure IP and data rights align with your strategic business goals and risk management policies.
Real-world examples
FAVORABLE
Comprehensive IP Assignment
"The Assignor hereby assigns to the Assignee all of its right, title, and interest in and to the Intellectual Property, including but not limited to patents, trademarks, copyrights, trade secrets, and any other proprietary rights, whether registered or unregistered, and all applications and registrations therefor, along with all rights to sue for past, present, and future infringements thereof."
NEUTRAL
Standard Data License
"The Licensor grants to the Licensee a non-exclusive, royalty-free, perpetual, and worldwide license to use, reproduce, modify, and distribute the Intellectual Property solely for the purpose of [specify purpose]."
UNFAVORABLE
Limited Data Rights
"The Client shall not disclose, sell, or otherwise distribute the Data to any third party without the prior written consent of the Data Provider."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure robust indemnification clauses to protect against potential IP infringement claims.
Cross-Border Transactions
Address jurisdictional differences in IP and data rights to avoid legal conflicts in cross-border transactions.
Joint Ventures
Define clear IP ownership and data sharing protocols to facilitate collaboration in joint ventures.
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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