1
PLAYBOOK TEMPLATES

Data Processing Agreement (DPA)

A DPA outlines obligations between data controllers and processors regarding the handling of personal data under privacy laws. This playbook discusses key terms including processing scope, security measures, and cross-border transfers.

IP Ownership & Licensing

Why This Matters: Unclear IP ownership can lead to costly disputes, hinder product development, and expose the company to infringement claims, making clear allocation critical to protect business interests.

Negotiation strategy

If you're the Company A:

Ensure that all pre-existing IP remains with the Company and negotiate for joint ownership of any IP developed during the collaboration. Seek to include clauses that allow for future flexibility and expansion of IP rights.

If you're the Company B:

Negotiate for a clear license to use the Company's IP for the duration of the contract. Aim to secure rights to any IP developed independently and ensure any joint IP is fairly shared.

Essential elements

1

Intellectual Property Ownership

Defines ownership of existing and new IP.
2

License Grant

Specifies scope and terms of license.
3

Exclusive Rights

Options for exclusive use rights.

Action framework

ACCEPT

Propose edits if the IP ownership terms are not clearly defined or if the license scope is too restrictive.

EDIT

Reject clauses that do not adequately protect pre-existing IP or that impose unreasonable restrictions on future IP development.

ADD

Add clauses to address joint development of IP and to ensure freedom to operate is preserved.

PRO TIP

Always ensure that IP clauses are aligned with the overall business strategy and future growth plans.

Example clauses

FAVORABLE

Preferred Intellectual Property Ownership

"Each party shall retain ownership of all intellectual property rights that it owned or controlled prior to the execution of this Agreement or that it develops independently of this Agreement. Any intellectual property developed jointly by the parties in the course of performing this Agreement shall be owned jointly by the parties, unless otherwise agreed in writing."
NEUTRAL

License Grant

"Subject to the terms and conditions of this Agreement, the Licensor hereby grants to the Licensee a non-exclusive, non-transferable, royalty-free license to use the Licensor's intellectual property solely for the purpose of [specify purpose]. The Licensee shall not sublicense, assign, or otherwise transfer the rights granted herein without the prior written consent of the Licensor."
UNFAVORABLE

Exclusive Rights

"The Licensee shall have the option to negotiate for exclusive rights to use the Licensor's intellectual property in [specify field or territory], subject to mutually agreed terms and conditions. Such exclusivity shall be documented in a separate agreement."

Fallbacks

High-Risk Projects

In high-risk projects, ensure that IP ownership and licensing terms are robust to mitigate potential disputes and protect significant investments.

Cross-Border Agreements

For cross-border agreements, consider jurisdictional differences in IP laws and ensure compliance with international standards.

Technology Collaborations

In technology collaborations, prioritize clauses that facilitate innovation while protecting proprietary technologies and know-how.
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.