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PLAYBOOK TEMPLATES
Outsourcing Agreement
An Outsourcing Agreement governs the delegation of business functions to an external provider, defining scope, service levels, and performance standards. This playbook highlights key risk mitigation strategies for data protection, continuity, and liability allocation.
Payment Terms
Negotiation strategy
Ensure the payment terms align with the company's cash flow needs. Negotiate for favorable payment schedules and remedies for late payments.
Advocate for clear invoicing procedures and timely payments. Ensure interest rates for late payments are reasonable and compliant with laws.
Essential elements
1
Pricing Structure
Defines fixed or variable pricing.
2
Payment Schedule
Outlines payment milestones.
3
Invoicing Procedures
Details invoice submission process.
Action framework
ACCEPT
Propose edits if payment terms do not align with financial policies.
EDIT
Reject if terms impose unreasonable financial risk.
ADD
Add clauses for clarity on payment timelines.
PRO TIP
Always ensure payment terms are clear and enforceable to avoid disputes.
Real-world examples
FAVORABLE
Clear Payment Schedule
"Payments shall be made in accordance with the following schedule: 30% upon execution, 40% upon milestone completion, and 30% upon final delivery."
NEUTRAL
Standard Invoicing Terms
"Invoices to be submitted monthly with detailed service descriptions."
UNFAVORABLE
Ambiguous Payment Terms
"Payment terms to be determined at a later date."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure payment terms include additional security measures such as escrow accounts.
International Transactions
For international deals, consider currency fluctuations and include terms for exchange rate adjustments.
Long-Term Contracts
In long-term contracts, include periodic reviews of payment terms to adjust for economic changes.
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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