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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.

Intellectual Property Ownership

Why This Matters: Clear IP terms prevent disputes over usage rights and ensure control over proprietary assets.

Negotiation strategy

If you're the Buyer:

Ensure that all pre-existing IP remains with the company and negotiate for exclusive rights to any newly created IP. Consider including clauses that allow for sublicensing if necessary.

If you're the Supplier:

Negotiate to retain ownership of any IP you bring into the project and seek fair compensation for any newly created IP. Ensure that any licenses granted are limited in scope and duration.

Essential elements

1

Pre-existing IP Ownership

Ownership of existing IP assets.
2

Newly Created IP

Ownership of IP developed during contract.
3

License Grant

Terms for IP usage rights.

Action framework

ACCEPT

Propose edits if the scope of the license is too broad or if ownership terms are unclear.

EDIT

Reject clauses that attempt to transfer ownership of pre-existing IP without adequate compensation.

ADD

Add language to clarify joint ownership terms or to specify sublicensing rights.

PRO TIP

Always define the scope and duration of any IP licenses to avoid future disputes.

Real-world examples

FAVORABLE

Clear Ownership Clause

"Each party shall retain ownership of its pre-existing intellectual property, including but not limited to patents, copyrights, trademarks, and trade secrets, that were developed or acquired prior to the execution of this Agreement."
NEUTRAL

Basic License Grant

"Each party grants the other a non-exclusive, non-transferable license to use its pre-existing IP for the duration of this Agreement."
UNFAVORABLE

Ambiguous Ownership Terms

"Ownership of intellectual property created during the project will be determined at a later date."

Alternative scenarios & positions

Joint Ventures

In joint ventures, ensure that IP ownership and revenue-sharing arrangements are clearly defined to prevent conflicts.

High-Risk Projects

For high-risk projects, consider additional protections for IP, such as escrow arrangements or performance-based milestones.

International Collaborations

In international collaborations, account for jurisdictional differences in IP laws and ensure compliance with local regulations.

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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