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PLAYBOOK TEMPLATES
Executive Employment Agreement
An Executive Employment Agreement sets forth compensation, duties, and protections for senior executives. This playbook highlights negotiation around severance, equity awards, and restrictive covenants.
Scope of Engagement
Negotiation strategy
Ensure the scope of services is detailed and aligns with the company's objectives. Include specific deliverables and deadlines to avoid ambiguity.
Negotiate for flexibility in deliverables and timelines to accommodate unforeseen challenges. Ensure the scope is realistic and achievable.
Essential elements
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Services Description
Detailed list of services.
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Deliverables
Items to be delivered.
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Project Milestones
Key deadlines and progress points.
Action framework
ACCEPT
Propose edits if the scope lacks clarity or specificity. Ensure all parties agree on the changes.
EDIT
Reject if the scope is too vague or imposes unreasonable obligations.
ADD
Add new language if additional services or deliverables are required.
PRO TIP
Always document any changes to the scope in writing to prevent future disputes.
Real-world examples
FAVORABLE
Preferred Scope of Services
"The Consultant shall provide the following services: [detailed description of services]. The Consultant agrees to perform these services in a professional and diligent manner, consistent with industry standards and practices."
NEUTRAL
Standard Deliverables Clause
"The Consultant shall deliver the following items to the Client: [list of deliverables]. Each deliverable must meet the specifications and standards agreed upon by both parties and be delivered by the specified deadlines."
UNFAVORABLE
Vague Scope Definition
"The Consultant will provide services as needed, with deliverables to be determined at a later date."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure the scope includes detailed risk management strategies and contingency plans to address potential issues.
Long-Term Engagements
For long-term engagements, include periodic reviews of the scope to ensure it remains relevant and aligned with evolving project goals.
Multi-Party Agreements
In agreements involving multiple parties, clearly define the roles and responsibilities of each party to prevent overlap and confusion.
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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
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