7
PLAYBOOK TEMPLATES
Guarantee & Security Agreement
A Guarantee & Security Agreement provides collateral and personal guarantees securing performance or payment obligations. This playbook details drafting considerations for enforcement rights, perfection, and priority of security interests.
Payment Terms
Negotiation strategy
Ensure that the payment terms are clear and align with your financial goals. Negotiate for favorable interest rates and clear repayment schedules.
Seek to understand all payment obligations and negotiate for flexibility in payment schedules. Ensure interest calculations are transparent.
Essential elements
1
Principal Repayment
Schedule for repaying principal.
2
Interest Calculation
Method for calculating interest.
3
Payment Mechanics
Details on payment process.
Action framework
ACCEPT
Propose edits if payment terms are unclear or misaligned with financial goals.
EDIT
Reject clauses that impose unreasonable financial burdens or lack transparency.
ADD
Add clauses to clarify payment schedules and interest calculations.
PRO TIP
Always verify the interest calculation method and ensure it aligns with industry standards.
Real-world examples
FAVORABLE
Preferred Interest Calculation
"Interest shall be calculated based on a [specified formula], with payments due on [specified dates]. Margin ratchets shall apply as follows: [detailed explanation]."
NEUTRAL
Standard Payment Terms
"Payments shall be made as follows: [details]. Interest shall be calculated using [specified formula]."
UNFAVORABLE
Unclear Payment Obligations
"Interest and principal payments are due at unspecified intervals, subject to lender's discretion."
Alternative scenarios & positions
High-Interest Environments
In high-interest environments, ensure that interest rate adjustments are capped to prevent excessive financial strain.
Variable Income Streams
For parties with variable income, negotiate for flexible payment schedules to accommodate cash flow fluctuations.
Cross-Border Transactions
In cross-border deals, ensure payment terms account for currency fluctuations and international transfer fees.
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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
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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
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