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PLAYBOOK TEMPLATES
Advisory Board Board Observer
An Advisory Board & Board Observer Agreement sets participation terms for advisors or observers in company governance. This playbook reviews confidentiality, fiduciary boundaries, and compensation considerations.
Intellectual Property Rights
Negotiation strategy
Ensure that all IP rights necessary for the business are clearly transferred or licensed. Negotiate for warranties and indemnities to protect against third-party claims.
Retain ownership of pre-existing IP while ensuring fair compensation for any IP transferred. Limit warranties to what is reasonable and within control.
Essential elements
1
IP Ownership
Defines who owns the IP.
2
IP Transfer
Details the transfer process.
3
Licensing Terms
Outlines licensing conditions.
Action framework
ACCEPT
Propose edits when IP ownership or licensing terms are unclear or unfavorable.
EDIT
Reject clauses that do not adequately protect IP rights or expose to undue risk.
ADD
Add clauses to address gaps in IP ownership, transfer, or licensing.
PRO TIP
Always ensure IP clauses align with the overall business strategy and risk management policies.
Real-world examples
FAVORABLE
Clear IP Ownership
"The Parties agree that all intellectual property rights, including but not limited to patents, trademarks, copyrights, and trade secrets, created or developed by either Party prior to the execution of this Agreement shall remain the sole and exclusive property of the respective Party."
NEUTRAL
Joint Ownership Clause
"Any intellectual property developed jointly by the Parties during the term of this Agreement shall be owned jointly by the Parties, unless otherwise agreed in writing."
UNFAVORABLE
Ambiguous IP Transfer
"The transfer of intellectual property shall be conducted as per mutual agreement, without specific terms outlined."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure IP clauses include detailed risk mitigation strategies and clear ownership terms to prevent disputes.
Cross-Border Transactions
Consider jurisdictional differences in IP laws and ensure clauses are compliant with all relevant legal frameworks.
Technology Collaborations
In tech collaborations, focus on joint development clauses and ensure clear terms for commercialization and revenue sharing.
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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