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PLAYBOOK TEMPLATES
Loan Agreement (Secured)
A Secured Loan Agreement provides financing backed by collateral assets, outlining repayment and enforcement terms. This playbook explains negotiation of covenants, events of default, and security perfection requirements.
Interest and Payment Terms
Negotiation strategy
Ensure interest rates are competitive and align with market standards. Include rate floors or caps to manage financial risk and provide stability.
Negotiate for clear and favorable payment schedules that align with cash flow needs. Ensure default interest terms are reasonable and well-defined.
Essential elements
1
Interest Rate
Rate at which interest accrues.
2
Payment Schedule
Timetable for payment obligations.
3
Default Interest
Interest rate upon default.
Action framework
ACCEPT
Propose edits if terms do not align with market standards or financial strategy.
EDIT
Reject if terms are ambiguous or overly burdensome.
ADD
Add terms if missing to prevent ambiguity and disputes.
PRO TIP
Regularly review and adjust interest terms to reflect current market conditions and financial strategies.
Real-world examples
FAVORABLE
Preferred Interest Clause
"Interest shall accrue at a rate of [X]% per annum, calculated on a [daily/monthly] basis, with payments due on the [first/last] day of each month."
NEUTRAL
Standard Interest Clause
"Interest shall be calculated at a standard rate, with payments due monthly."
UNFAVORABLE
Ambiguous Interest Terms
"Interest terms shall be determined at a later date."
Alternative scenarios & positions
Variable Interest Rates
Ensure alignment with index rates like LIBOR or SOFR. Adjust margins as necessary and include fallback provisions if the index is discontinued.
Cross-Border Transactions
Consider currency risk and jurisdictional differences in interest calculations. Consult with international finance experts if needed.
High-Risk Projects
Implement higher interest rates and stricter payment terms to mitigate increased risk.
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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