10
PLAYBOOK TEMPLATES
Loan Agreement (Unsecured)
An Unsecured Loan Agreement establishes credit terms without collateral, relying on borrower creditworthiness. This playbook focuses on interest provisions, representations, and remedies for nonpayment.
Regulatory Compliance
Negotiation strategy
Ensure all compliance representations are accurate and up-to-date. Negotiate for reasonable audit frequencies and cost-sharing for regulatory changes.
Insist on comprehensive compliance covenants and audit rights. Require prompt notification of any regulatory changes and remedial actions.
Essential elements
1
Compliance Representations
Accurate compliance declarations.
2
Audit Rights
Rights to verify compliance.
3
Regulatory Changes
Responsibility for compliance costs.
Action framework
ACCEPT
Propose edits if compliance obligations are unclear or overly burdensome.
EDIT
Reject if compliance clauses are missing or insufficient.
ADD
Add clauses for jurisdiction-specific compliance if not present.
PRO TIP
Regularly update compliance clauses to reflect changes in regulatory standards.
Real-world examples
FAVORABLE
Preferred Compliance Clause
"The Borrower represents and warrants that it is in compliance with all applicable anti-money laundering laws, sanctions, securities laws, and other financial regulatory regimes. The Borrower covenants to maintain such compliance throughout the term of this Agreement."
NEUTRAL
Standard Compliance Clause
"The Borrower agrees to comply with applicable financial regulations as required by law."
UNFAVORABLE
Weak Compliance Clause
"The Borrower will attempt to comply with applicable regulations."
Alternative scenarios & positions
High-Risk Jurisdictions
In high-risk jurisdictions, enhance compliance monitoring and include specific audit rights to mitigate risks.
Emerging Markets
In emerging markets, ensure compliance clauses account for rapidly changing regulations and potential enforcement actions.
Cross-Border Transactions
For cross-border deals, tailor compliance clauses to address multiple jurisdictions' regulatory requirements.
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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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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
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