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PLAYBOOK TEMPLATES
Letter of Intent (LOI)
A Letter of Intent expresses preliminary terms for a potential transaction, outlining intent before formal contracts. This playbook clarifies binding vs. non-binding provisions and confidentiality obligations.
Scope & Deliverables
Negotiation strategy
Ensure that the scope of work is detailed and aligns with the company's strategic goals. Include specific milestones and acceptance criteria to manage expectations and performance.
Negotiate for clear deliverables and acceptance procedures to avoid disputes. Ensure that any changes to the scope are documented and agreed upon to protect against scope creep.
Essential elements
1
Scope of Work
Defines tasks and responsibilities.
2
Key Milestones
Outlines project milestones and dates.
3
Acceptance Procedures
Details review and acceptance process.
Action framework
ACCEPT
Propose edits when scope details are vague or incomplete.
EDIT
Reject if the scope does not align with strategic objectives or lacks clarity.
ADD
Add clauses for complex projects requiring detailed specifications.
PRO TIP
Always ensure that the scope of work is comprehensive and includes all necessary details to prevent misunderstandings.
Real-world examples
FAVORABLE
Comprehensive Scope Definition
"The Contractor shall perform the services described in Exhibit A (the 'Services'). The Services shall include, but not be limited to, the tasks and responsibilities outlined in Exhibit A."
NEUTRAL
Basic Scope Outline
"The Contractor will provide services as agreed upon in the contract."
UNFAVORABLE
Vague Scope Description
"The Contractor will do what is necessary to complete the project."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure that the scope includes risk mitigation strategies and detailed deliverables to manage potential issues effectively.
Agile Development
For agile projects, include flexible scope definitions that allow for iterative changes while maintaining clear acceptance criteria.
International Contracts
In international contracts, consider cultural and legal differences that may affect scope definitions and acceptance procedures.
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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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