6
PLAYBOOK TEMPLATES
Mutual Confidentiality (Non-Disclosure Agreement)
A Mutual NDA establishes reciprocal obligations to protect proprietary and confidential information. This playbook addresses definition scope, duration, and permitted disclosure exceptions.
Payment Terms
Negotiation strategy
Negotiate for a payment schedule that aligns with cash flow needs. Consider requesting an escrow account to secure final payments.
Ensure payment terms are clear and protect against non-payment. Propose holdbacks to ensure all conditions are met before final payment.
Essential elements
1
Payment Schedule
Defines timing of payments.
2
Earn-Outs
Contingent payments based on performance.
3
Payment Guarantees
Secures payments via escrow or credit.
Action framework
ACCEPT
Propose edits if payment terms do not align with strategic objectives or expose financial risk.
EDIT
Reject if terms are ambiguous or lack necessary guarantees.
ADD
Add clauses for missing payment schedules or guarantees.
PRO TIP
Always ensure payment terms are clear and include necessary guarantees to protect financial interests.
Real-world examples
FAVORABLE
Structured Payment with Escrow
"The Buyer shall pay the Purchase Price in three installments: 30% upon signing, 40% upon delivery, and 30% upon acceptance. An escrow account shall be established to secure the final payment."
NEUTRAL
Standard Payment Terms
"The Purchase Price shall be paid in full upon delivery."
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 guarantees such as performance bonds or insurance.
Cross-Border Transactions
Consider currency fluctuations and include clauses for currency conversion and payment in stable currencies.
Start-Up Acquisitions
For start-ups, include earn-outs based on revenue milestones to align incentives.
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.
See how DocJuris can automate your legal, procurement, and sales operations.
Request demo
COMPANY
© 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.