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PLAYBOOK TEMPLATES
Underwriting Agreement
An Underwriting Agreement governs the sale of securities by underwriters on behalf of an issuer. This playbook provides insights on indemnification, representations, and allocation of liability among underwriters.
Representations & Warranties
Negotiation strategy
Ensure that representations are specific and align with due diligence findings. Negotiate caps and time limits to limit exposure and avoid overly broad language.
Provide accurate and complete representations to build trust. Consider negotiating knowledge qualifiers to limit liability.
Essential elements
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Financial Statements Accuracy
Ensure financial data is correct.
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Authority Confirmation
Verify legal authority to contract.
3
Operational Compliance
Adhere to industry standards.
Action framework
ACCEPT
Propose edits when representations are too broad or misaligned with due diligence.
EDIT
Reject clauses that impose unreasonable liability or lack specificity.
ADD
Add language to cover missing representations or industry-specific requirements.
PRO TIP
Always align representations with due diligence findings to avoid future disputes.
Example clauses
FAVORABLE
Accurate Financial Representations
"The Seller represents and warrants that all financial statements provided are accurate and complete as of the date of this Agreement."
NEUTRAL
Knowledge-Based Warranty
"The Seller represents and warrants to the best of its knowledge that all financial statements are accurate and complete."
UNFAVORABLE
Overly Broad Representations
"The Seller represents and warrants that all aspects of its business are in perfect compliance with all laws."
Fallbacks
High-Risk Projects
In high-risk projects, ensure representations are detailed and include specific risk mitigation measures to protect against potential liabilities.
Cross-Border Transactions
For cross-border deals, include representations that address compliance with international laws and regulations to avoid jurisdictional issues.
Start-Up Acquisitions
In start-up acquisitions, focus on representations related to intellectual property and financial stability to safeguard investment.
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Contract Playbook Templates
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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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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.