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PLAYBOOK TEMPLATES
Clinical Trial Agreement
A Clinical Trial Agreement defines the conduct of research between a sponsor and study site. This playbook emphasizes regulatory compliance, data ownership, and subject safety responsibilities.
Scope of Services
Negotiation strategy
Ensure the scope is comprehensive and aligns with business objectives. Clearly outline all roles, deliverables, timelines, and acceptance criteria to prevent scope creep and disputes.
Use best efforts to deliver services as outlined, ensuring mutual agreement on timelines and acceptance criteria. Highlight any ambiguous language that could lead to misinterpretation.
Essential elements
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Service Deliverables
List of services to be provided.
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Timelines
Completion dates for deliverables.
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Acceptance Criteria
Standards for deliverable approval.
Action framework
ACCEPT
Propose edits when roles or deliverables are unclear.
EDIT
Reject if the scope is too vague or incomplete.
ADD
Add language for missing deliverables or timelines.
PRO TIP
Ensure acceptance criteria are measurable and agreed upon to avoid future disputes.
Real-world examples
FAVORABLE
Preferred Scope of Services
"The Provider shall deliver the following services: [list services]. Each deliverable shall be completed by [date] and meet the following acceptance criteria: [criteria]."
NEUTRAL
Fallback Scope of Services
"The Provider shall use best efforts to deliver the services outlined in Exhibit A, subject to mutual agreement on timelines and acceptance criteria."
UNFAVORABLE
Ambiguous Scope
"The Provider will provide services as needed, with timelines to be determined."
Alternative scenarios & positions
Complex Service Arrangements
If the scope involves multiple phases or complex service arrangements, further analysis is required to ensure clarity and mutual understanding.
High-Risk Projects
For high-risk projects, ensure the scope includes detailed risk management and mitigation strategies.
International Contracts
In international contracts, consider jurisdictional differences in defining scope and responsibilities.
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Launch in days, not months
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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