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PLAYBOOK TEMPLATES
Credit Facility & Revolving Line Agreement
A Credit Facility & Revolving Line Agreement defines the terms for ongoing credit access between borrower and lender. This playbook reviews financial covenants, interest structures, and default remedies.
Regulatory Compliance
Negotiation strategy
Ensure that compliance responsibilities are clearly defined and that the Contractor is obligated to notify the Company of any regulatory changes. This minimizes risk exposure.
Negotiate for reasonable compliance obligations and ensure that indemnity clauses are fair and balanced. Seek to limit liability where possible.
Essential elements
1
Compliance Responsibilities
Define each party's compliance duties.
2
Notification of Regulatory Changes
Mandate prompt notification of changes.
3
Indemnity for Non-Compliance
Protect against non-compliance penalties.
Action framework
ACCEPT
Propose edits if compliance responsibilities are not clearly allocated or if notification requirements are vague.
EDIT
Reject clauses that impose unreasonable compliance burdens or lack mutual indemnity provisions.
ADD
Add clauses if compliance responsibilities, notification of changes, or indemnities are missing.
PRO TIP
Always consult with local legal experts to ensure compliance with jurisdiction-specific regulations.
Real-world examples
FAVORABLE
Balanced Compliance Clause
"Each party shall be responsible for ensuring its own compliance with all applicable securities, anti-money laundering (AML), tax, and other financial regulations."
NEUTRAL
Standard Notification Clause
"Each party agrees to promptly notify the other party in writing of any changes in applicable laws or regulations."
UNFAVORABLE
One-Sided Indemnity Clause
"The Contractor shall indemnify the Company for any non-compliance without reciprocal obligations."
Alternative scenarios & positions
High-Risk Jurisdictions
In high-risk jurisdictions, ensure that compliance obligations are more stringent and include specific local regulatory requirements.
Cross-Border Transactions
For cross-border deals, include clauses that address compliance with international regulations and standards.
Emerging Markets
In emerging markets, consider additional compliance support and training to mitigate risks associated with less mature regulatory environments.
Access all other DocJuris Playbooks
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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
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.
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