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PLAYBOOK TEMPLATES

Master Services Agreement (MSA)

An MSA sets the overarching terms governing ongoing services between parties, providing a foundation for future statements of work or projects. This playbook breaks down best practices for managing risk, defining scope, and balancing flexibility with legal protection.

Scope of Deliverables

Why This Matters: Clear scope reduces the risk of misunderstandings, scope creep, and potential liability arising from unmet expectations.

Negotiation strategy

If you're the Company:

Ensure all deliverables are clearly defined with specific timelines and performance standards. Negotiate for detailed descriptions to avoid ambiguity.

If you're the Contractor:

Provide a comprehensive list of deliverables with clear timelines and standards. Be prepared to discuss any potential dependencies or third-party coordination.

Essential elements

1

Deliverables List

Detailed list of goods/services.
2

Timelines

Specific delivery dates.
3

Performance Standards

Required quality benchmarks.

Action framework

ACCEPT

Propose edits if deliverables lack clarity or completeness.

EDIT

Reject if the scope is too vague or undefined.

ADD

Add language for missing deliverables or standards.

PRO TIP

Always align the scope with business objectives to prevent future disputes.

Example clauses

FAVORABLE

Preferred Clause

"The Supplier shall deliver the following goods/services: [detailed list]. Delivery shall occur by [specific dates], and all deliverables must meet the following performance standards: [detailed standards]."
NEUTRAL

Fallback Clause

"The Supplier agrees to provide the goods/services as outlined in Exhibit A, adhering to the timelines and performance standards specified therein."
UNFAVORABLE

Vague Deliverables

"The Supplier will provide necessary services as needed, with no specific timelines or standards."

Fallbacks

Complex Deliverables

If the deliverables involve multiple phases, dependencies, or require coordination with third parties, ensure each phase/component has its own timeline and standards.

High-Volume Contracts

For contracts involving large quantities, ensure scalability and resource allocation are addressed in the scope.

Custom Solutions

When deliverables are tailored solutions, include detailed specifications and customization requirements.
FEATURED SOLUTIONS

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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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