7
PLAYBOOK TEMPLATES
Management Consulting Agreement
A Management Consulting Agreement governs advisory or professional services engagements. This playbook explores fee structures, confidentiality, and limitation of liability provisions.
Restrictive Covenants
Negotiation strategy
Ensure covenants are reasonable in scope, duration, and geography to protect business interests while remaining enforceable.
Negotiate to limit the scope and duration of restrictive covenants to ensure they are fair and do not unduly hinder future opportunities.
Essential elements
1
Non-Compete Clause
Restricts competition post-termination.
2
Non-Solicitation Clause
Prevents solicitation of clients or employees.
3
Non-Disparagement Clause
Prohibits negative statements about the company.
Action framework
ACCEPT
Propose edits if the geographical scope or duration is excessive.
EDIT
Reject if the clause is overly broad and unenforceable.
ADD
Add if missing to protect business interests.
PRO TIP
Always tailor restrictive covenants to the specific business context and applicable jurisdiction.
Real-world examples
FAVORABLE
Preferred Non-Compete Clause
"The Contractor agrees that during the term of this Agreement and for a period of one (1) year following the termination of this Agreement, the Contractor shall not, within the geographical area of [specify area], directly or indirectly engage in, or have any interest in any business that competes with the business of the Company."
NEUTRAL
Template Non-Disparagement Clause
"The Contractor agrees that during the term of this Agreement and thereafter, the Contractor shall not make any statements, written or oral, or take any action that disparages or criticizes the Company, its business practices, or its employees, officers, or directors."
UNFAVORABLE
Overly Broad Non-Compete Clause
"The Contractor agrees not to engage in any business activities in any capacity that could be deemed competitive with the Company, indefinitely."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, stricter non-compete clauses may be justified to protect sensitive information and business interests.
California Jurisdiction
Due to California law, non-compete clauses are generally prohibited. Focus on non-solicitation and non-disparagement clauses.
New York Jurisdiction
Under New York law, non-compete agreements are permissible if they are reasonable in time and scope. Ensure covenants meet these criteria.
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WEEK 1
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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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WEEK 3
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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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