4
PLAYBOOK TEMPLATES

Management Consulting Agreement

A Management Consulting Agreement governs advisory or professional services engagements. This playbook explores fee structures, confidentiality, and limitation of liability provisions.

IP Ownership

Why This Matters: Misaligned IP ownership can jeopardize competitive advantage and expose both parties to infringement claims.

Negotiation strategy

If you're the Company:

Ensure all IP created during the engagement is assigned to the company. Include comprehensive clauses for assignment and cooperation in IP protection.

If you're the Client:

Negotiate for a fair license to use pre-existing IP and ensure moral rights waivers are jurisdictionally compliant.

Essential elements

1

IP Assignment

Transfer of IP rights to Company.
2

License Grant

Rights to use pre-existing IP.
3

Moral Rights Waiver

Waiver of attribution rights.

Action framework

ACCEPT

Propose edits if IP rights are not clearly assigned or if the scope of the license is too broad.

EDIT

Reject clauses that do not comply with jurisdiction-specific IP laws or fail to protect core business assets.

ADD

Add clauses for confidentiality and cooperation if not present.

PRO TIP

Always verify that IP clauses align with both parties' strategic goals and legal standards.

Example clauses

FAVORABLE

Comprehensive IP Assignment

"Contractor hereby assigns to Company all right, title, and interest in and to any and all intellectual property created, developed, or conceived by Contractor, either solely or jointly with others, during the term of this Agreement."
NEUTRAL

Standard License Grant

"Contractor grants to Company a perpetual, irrevocable, worldwide, royalty-free, non-exclusive license to use, reproduce, modify, distribute, and display any pre-existing intellectual property."
UNFAVORABLE

Incomplete IP Assignment

"Contractor assigns some rights to Company but retains certain usage rights without clear limitations."

Fallbacks

High-Risk Projects

In high-risk projects, ensure IP clauses are robust to protect against potential disputes and loss of rights.

Cross-Border Agreements

Consider jurisdiction-specific IP laws and ensure compliance to avoid legal complications.

Collaborative Innovations

Clearly define ownership and usage rights for jointly developed IP to prevent future conflicts.
FEATURED SOLUTIONS

Contract Email Agent

Self-service Al for instant contract review and markups.
Never leave your inbox. Effortless contract markups and summaries—delivered straight to your inbox. No signups, no apps, no plugins, no playbooks, no delays.
LEARN MORE
FEATURED SOLUTIONS
DocJuris Editing Platform
Import PDF.
Redline on DocJuris.
Export to Word.
Save a day of work.
Import locked PDFs or Word docs and get work done with our world-class contract editing platform.  Track your changes and comments and export seamlessly to MS Word without the headaches of clunky add-ins.
LEARN MORE
FEATURED SOLUTIONS
Smart Markups
Markup clauses in seconds.
See the reasoning, stay in control.
Negotiate with confidence using DocJuris’s AI-powered suggestions. Pick a suggested action to balance or lean specific terms in favor of a party. Or, quickly make a clause mutual or simpler with a single click without the back-and-forth.
LEARN MORE
FEATURED SOLUTIONS
Repository AI
Uncover opportunities and risks in your signed contracts.
Turn your contracts into structured insights. With Repository AI, DocJuris analyzes every imported agreement—so you always know what’s expiring, auto-renewing, or exposing risk. Total visibility, zero guesswork.
LEARN MORE

Book a Contract AI Demo

See how DocJuris can automate your legal, procurement, and sales operations.

Contract review from 8 weeks to 5 minutes

Mitigate risk faster with dynamic playbooks

Become a valued partner

FIRST NAME*
LAST NAME*
BUSINESS EMAIL ADDRESS*
COMPANY*
TITLE*
COUNTRY*
PHONE (OPTIONAL)
WHAT DO YOU WANT TO LEARN?*
Thank you! Someone on our team will reach out.
Oops! Something went wrong while submitting the form.

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.

Not another CLM

Tackle everything your team needs using existing IT without expensive consultants, outrageous user licensing fees, or complex coding. DocJuris takes on the heavy lift and delivers your requirements with its people, process, and technology.

See how DocJuris can automate your legal, procurement, and sales operations.

Request demo
© 2025 DocJuris, Inc. All rights reserved. Patent Pending.
DocJuris is not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options,selection of forms or strategies.