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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.

Payment and Pricing

Why This Matters: Unclear payment terms can lead to cash flow challenges, disputes, and unexpected liabilities, impacting financial stability.

Negotiation strategy

If you're the Sponsor:

Ensure that payment terms are clear and align with the company's cash flow needs. Negotiate for detailed invoicing requirements and predictable payment schedules to avoid financial instability.

If you're the Institution:

Advocate for a pricing structure that reflects the value of services provided. Ensure that payment triggers are realistic and account for potential delays, such as regulatory approvals.

Essential elements

1

Payment Schedule

Defines timing of payments.
2

Invoicing Requirements

Details on invoice submission.
3

Pricing Structure

Outlines fees and charges.

Action framework

ACCEPT

Propose edits if payment terms lack clarity or do not align with business goals.

EDIT

Reject clauses that expose the company to financial instability or unclear liabilities.

ADD

Add language to ensure comprehensive payment terms and clear pricing structure.

PRO TIP

Always align payment terms with business cash flow needs and ensure clarity to prevent disputes.

Real-world examples

FAVORABLE

Preferred Payment Terms

"The payment terms shall include a detailed fee schedule, with payments due upon completion of specified milestones. Invoices must be submitted within 30 days of milestone completion, and payment will be made within 30 days of invoice receipt."
NEUTRAL

Regulatory Approval Payment Terms

"Payments contingent upon regulatory approval shall be made within 30 days of receiving such approval."
UNFAVORABLE

Ambiguous Payment Terms

"Payments are due at unspecified intervals, with no clear invoicing requirements."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, ensure payment terms include contingencies for delays and additional costs to mitigate financial exposure.

Cross-Border Transactions

For cross-border transactions, consider currency fluctuations and international invoicing requirements to avoid payment delays.

Long-Term Contracts

In long-term contracts, include periodic reviews of payment terms to adjust for market changes and inflation.

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.

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.

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