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PLAYBOOK TEMPLATES
Material Transfer Agreement (MTA)
An MTA governs the transfer of tangible research materials between organizations. This playbook highlights confidentiality, permitted use, and ownership of resulting data or inventions.
Scope of Services
Negotiation strategy
Ensure the scope of services is detailed and exhaustive, covering all tasks and deliverables. Negotiate clear performance standards and timeframes to align with business objectives.
Advocate for realistic timeframes and deliverables that match your capabilities. Ensure change control procedures are flexible to accommodate unforeseen project adjustments.
Essential elements
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Description of Services
Detailed service tasks.
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Deliverables
List of required outputs.
3
Performance Standards
Quality and efficiency metrics.
Action framework
ACCEPT
Propose edits when service descriptions lack clarity or completeness.
EDIT
Reject if the scope is too vague or lacks essential deliverables.
ADD
Add clauses for missing deliverables or performance standards.
PRO TIP
Always align scope details with strategic business goals to minimize risks.
Real-world examples
FAVORABLE
Comprehensive Scope Definition
"The Service Provider shall perform the following services: [detailed description of services]. The services shall include, but are not limited to, [specific tasks, activities, or deliverables]. The Service Provider agrees to perform these services in accordance with the highest professional standards."
NEUTRAL
General Scope Outline
"The Service Provider shall perform the services as outlined in the agreement, subject to mutual consent for any changes."
UNFAVORABLE
Vague Scope Description
"The Service Provider shall perform services as needed, with deliverables to be determined."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure the scope includes detailed risk management strategies and contingency plans.
Regulatory Compliance
For projects involving regulatory compliance, include clauses that specify adherence to relevant standards and obtain necessary approvals.
International Services
When services are provided internationally, address cross-border legal requirements and cultural considerations in the scope.
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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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