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PLAYBOOK TEMPLATES
Sale and Contribution Agreement
A Sale and Contribution Agreement formalizes the transfer of assets or capital into a joint entity. This playbook analyzes valuation methods, assumption of liabilities, and closing deliverables.
Intellectual Property Rights
Negotiation strategy
Ensure that IP ownership is clearly defined and aligns with the company's strategic goals. Negotiate for broad usage rights to maximize asset exploitation.
Secure ownership or a strong licensing position to protect proprietary technology. Limit usage rights to prevent unauthorized exploitation.
Essential elements
1
IP Ownership
Defines who owns the IP.
2
Licensing Scope
Outlines the extent of IP use.
3
Usage Rights
Specifies how IP can be used.
Action framework
ACCEPT
Propose edits if the IP rights are not clearly defined or aligned with business objectives.
EDIT
Reject if the clause imposes unreasonable restrictions on IP usage or ownership.
ADD
Add language to clarify ownership, licensing, and usage rights if missing.
PRO TIP
Always ensure IP clauses are aligned with your long-term business strategy and risk management policies.
Real-world examples
FAVORABLE
Preferred IP Ownership
"The Seller retains ownership of all Intellectual Property Rights related to the Products, while the Buyer is granted a non-exclusive, perpetual license to use the IP for commercial purposes."
NEUTRAL
Standard IP Licensing
"The Buyer is granted a non-exclusive license to use the Intellectual Property for internal purposes only."
UNFAVORABLE
Restrictive IP Usage
"The Buyer shall have limited rights to use the Intellectual Property solely for internal purposes, subject to the Seller's approval for any external use."
Alternative scenarios & positions
Joint Ventures
In joint ventures, ensure IP rights are shared equitably, with clear terms on usage and ownership to prevent conflicts.
Cross-Border Transactions
Consider international IP laws and ensure compliance to avoid legal issues in cross-border transactions.
Technology Transfers
Ensure that technology transfer agreements include detailed IP rights to protect proprietary technology and facilitate smooth transitions.
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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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