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PLAYBOOK TEMPLATES
Operating Agreement
An Operating Agreement governs internal management and ownership rights of a limited liability company. This playbook highlights voting procedures, capital contributions, and dissolution mechanics.
Representations & Warranties
Negotiation strategy
Ensure all representations are backed by accurate documentation. Insist on comprehensive disclosure schedules to cap liability.
Review all representations for accuracy and ensure that any exceptions are clearly noted in the disclosure schedules.
Essential elements
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Authority and Capacity
Power to enter agreement.
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No Conflict
No breach of existing agreements.
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Compliance with Laws
Adherence to applicable laws.
Action framework
ACCEPT
Propose edits if representations are too broad or lack necessary exceptions.
EDIT
Reject if representations are inaccurate or unverifiable.
ADD
Add language for specific industry standards or jurisdictional requirements.
PRO TIP
Always verify the accuracy of representations with supporting documentation.
Real-world examples
FAVORABLE
Comprehensive Representations
"Each party represents and warrants to the other party that: Authority and Capacity, No Conflict, Compliance with Laws, Financial Statements, No Litigation, Disclosure Schedules."
NEUTRAL
Standard Representations
"Each party represents and warrants to the other party that: Authority and Capacity, No Conflict, Compliance with Laws."
UNFAVORABLE
Incomplete Representations
"Each party represents and warrants to the other party that: Authority and Capacity."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure representations are detailed and include specific risk mitigation measures.
Cross-Border Transactions
Include representations that address compliance with international laws and regulations.
Start-Up Acquisitions
Focus on representations related to intellectual property and financial stability.
Access all other DocJuris Playbooks
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.
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