6
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.
Liability & Indemnification
Negotiation strategy
Negotiate for liability caps and carve-outs for willful misconduct. Ensure indemnities are balanced to protect against excessive risk.
Advocate for reasonable liability limits and ensure indemnification obligations are not overly burdensome. Focus on fair risk allocation.
Essential elements
1
Liability Cap
Defines maximum financial exposure.
2
Indemnification Obligations
Outlines responsibility for third-party claims.
3
Insurance Requirements
Specifies necessary insurance coverage.
Action framework
ACCEPT
Propose edits when liability caps are absent or indemnification is too broad.
EDIT
Reject clauses with uncapped liability or unreasonable indemnities.
ADD
Add language for industry-specific risks or missing liability caps.
PRO TIP
Always ensure liability caps are aligned with the business's risk tolerance and industry standards.
Real-world examples
FAVORABLE
Balanced Liability Clause
"The liability of each party shall be capped at the total contract value, except in cases of willful misconduct."
NEUTRAL
Standard Indemnification Clause
"Each party agrees to indemnify the other for third-party claims arising from their own negligence."
UNFAVORABLE
Uncapped Liability Exposure
"The contractor shall be liable for all damages without limitation."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure liability caps are sufficient to cover potential damages and include specific carve-outs for gross negligence.
Healthcare Contracts
Include indemnification for patient safety and regulatory compliance to address industry-specific risks.
Technology Transactions
Focus on indemnities related to data breaches and intellectual property infringements.
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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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