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PLAYBOOK TEMPLATES

Clinical Trial Agreement

A Clinical Trial Agreement defines the conduct of research between a sponsor and study site. This playbook emphasizes regulatory compliance, data ownership, and subject safety responsibilities.

Intellectual Property Rights

Why This Matters: Misaligned IP terms can hinder commercialization, trigger disputes, and erode competitive advantage.

Negotiation strategy

If you're the Sponsor:

Ensure that the IP terms align with your strategic objectives. Retain ownership of pre-existing IP and negotiate favorable terms for any jointly developed IP.

If you're the Institution:

Negotiate for clear licensing terms that allow for commercialization. Protect your proprietary technology and ensure confidentiality provisions are included.

Essential elements

1

IP Ownership

Defines who owns the IP.
2

Licensing Terms

Outlines scope and limitations.
3

Confidentiality

Protects trade secrets.

Action framework

ACCEPT

Propose edits if IP terms do not align with strategic goals.

EDIT

Reject if IP ownership is unclear or unfavorable.

ADD

Add clauses for joint development projects.

PRO TIP

Always consult with IP counsel for complex IP arrangements.

Real-world examples

FAVORABLE

Preferred IP Ownership Clause

"Each party retains ownership of its pre-existing intellectual property. Any new intellectual property developed under this agreement shall be jointly owned/licensed as specified herein. The parties agree to maintain the confidentiality of trade secrets and proprietary information."
NEUTRAL

Joint Ownership Clause

"In joint development scenarios, IP developed jointly shall be managed and commercialized as agreed by both parties, with clear dispute resolution mechanisms."
UNFAVORABLE

Unclear IP Terms

"The ownership and licensing of intellectual property developed under this agreement shall be determined at a later date."

Alternative scenarios & positions

Joint Development Projects

Evaluate contracts involving joint development to ensure clear terms for managing and commercializing jointly developed IP.

High-Risk Projects

In high-risk projects, ensure IP terms include robust dispute resolution mechanisms to handle potential conflicts.

Cross-Border Agreements

Consider jurisdictional differences in IP laws and ensure compliance with international IP standards.

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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