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

Why This Matters: Ambiguous payment clauses can lead to disputes over amounts owed or timing. Clarity prevents cash flow surprises and litigation.

Negotiation strategy

If you're the Lender:

Ensure that the payment terms are clear and align with your financial goals. Negotiate for favorable interest rates and clear repayment schedules.

If you're the Borrower:

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.

Example clauses

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."

Fallbacks

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.
FEATURED SOLUTIONS

Contract Email Agent

Self-service Al for instant contract review and markups.
Never leave your inbox. Effortless contract markups and summaries—delivered straight to your inbox. No signups, no apps, no plugins, no playbooks, no delays.
LEARN MORE
FEATURED SOLUTIONS
DocJuris Editing Platform
Import PDF.
Redline on DocJuris.
Export to Word.
Save a day of work.
Import locked PDFs or Word docs and get work done with our world-class contract editing platform.  Track your changes and comments and export seamlessly to MS Word without the headaches of clunky add-ins.
LEARN MORE
FEATURED SOLUTIONS
Smart Markups
Markup clauses in seconds.
See the reasoning, stay in control.
Negotiate with confidence using DocJuris’s AI-powered suggestions. Pick a suggested action to balance or lean specific terms in favor of a party. Or, quickly make a clause mutual or simpler with a single click without the back-and-forth.
LEARN MORE
FEATURED SOLUTIONS
Repository AI
Uncover opportunities and risks in your signed contracts.
Turn your contracts into structured insights. With Repository AI, DocJuris analyzes every imported agreement—so you always know what’s expiring, auto-renewing, or exposing risk. Total visibility, zero guesswork.
LEARN MORE

Book a Contract AI Demo

See how DocJuris can automate your legal, procurement, and sales operations.

Contract review from 8 weeks to 5 minutes

Mitigate risk faster with dynamic playbooks

Become a valued partner

FIRST NAME*
LAST NAME*
BUSINESS EMAIL ADDRESS*
COMPANY*
TITLE*
COUNTRY*
PHONE (OPTIONAL)
WHAT DO YOU WANT TO LEARN?*
Thank you! Someone on our team will reach out.
Oops! Something went wrong while submitting the form.

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
© 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.