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PLAYBOOK TEMPLATES
Subcontracting Agreement
A Subcontracting Agreement defines obligations between a primary contractor and subcontractor for project execution. This playbook examines flow-down provisions, performance guarantees, and dispute management.
Scope of Services
Negotiation strategy
Ensure the scope is clearly defined to avoid scope creep. Include specific deliverables and timelines to hold the Contractor accountable.
Negotiate for flexibility in the scope to accommodate unforeseen changes. Ensure any additional work is compensated appropriately.
Essential elements
1
Scope Definition
Defines tasks and deliverables.
2
Changes to Scope
Modifications require written agreement.
3
Limitation on Scope
Limits responsibilities to defined scope.
Action framework
ACCEPT
Propose edits if the scope lacks clarity or detail.
EDIT
Reject if the scope is overly restrictive or vague.
ADD
Add language for additional compensation for extra work.
PRO TIP
Always document any changes to the scope in writing to prevent disputes.
Example clauses
FAVORABLE
Comprehensive Scope Definition
"The Contractor shall perform the services as described in Exhibit A, including all tasks and deliverables outlined therein."
NEUTRAL
Basic Scope Clause
"The Contractor agrees to perform the services as outlined."
UNFAVORABLE
Vague Scope Description
"The Contractor will provide services as needed."
Fallbacks
High-Risk Projects
In high-risk projects, a detailed scope is crucial to manage risks and expectations. Ensure all parties agree on the scope to avoid costly disputes.
Long-Term Contracts
For long-term contracts, include provisions for periodic review and adjustment of the scope to adapt to changing needs.
Technology Services
In technology services, clearly define deliverables and performance standards to ensure quality and compliance with industry norms.
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Contract Playbook Templates
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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
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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