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PLAYBOOK TEMPLATES

Clinical Trial Agreement

A Clinical Trial Agreement defines the conduct of research between a sponsor and study site. This playbook emphasizes regulatory compliance, data ownership, and subject safety responsibilities.

Regulatory Compliance

Why This Matters: Failure to comply with regulatory obligations can result in severe fines, enforcement actions, and reputational damage.

Negotiation strategy

If you're the Sponsor:

Ensure that all compliance requirements are clearly outlined and that responsibilities are assignable. Regularly review and update compliance protocols to align with current regulations.

If you're the Institution:

Negotiate for reasonable compliance obligations that reflect the company's operational capabilities. Seek to include language that allows for updates as regulations evolve.

Essential elements

1

FDA Compliance

Adherence to FDA regulations.
2

HIPAA Compliance

Protection of patient data.
3

GMP Standards

Good Manufacturing Practices adherence.

Action framework

ACCEPT

Propose edits if specific regulatory references are missing or outdated.

EDIT

Reject if the clause lacks essential compliance obligations.

ADD

Add language for new or emerging regulations.

PRO TIP

Regularly consult with regulatory experts to ensure compliance clauses remain current and comprehensive.

Real-world examples

FAVORABLE

Comprehensive Compliance Clause

"The parties agree to comply with all applicable healthcare and life sciences laws, regulations, and industry standards, including but not limited to FDA regulations, HIPAA requirements, and GMP standards."
NEUTRAL

General Compliance Clause

"The parties shall use reasonable efforts to comply with applicable healthcare regulations."
UNFAVORABLE

Vague Compliance Obligations

"The parties will comply with relevant laws as necessary."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, ensure that compliance clauses are detailed and include specific risk mitigation strategies.

Cross-Border Transactions

Consider additional compliance requirements for international regulations and standards.

Data-Intensive Operations

Emphasize data protection and privacy compliance, particularly under HIPAA and similar regulations.

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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.

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