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PLAYBOOK TEMPLATES

Cloud Services Agreement

A Cloud Services Agreement defines the legal and operational framework for cloud infrastructure or platform usage. This playbook outlines negotiation of service levels, data handling, and termination assistance provisions.

Scope of Work

Why This Matters: Ambiguous scopes lead to disputes, unexpected costs, and delays; clarity mitigates these risks by aligning expectations upfront.

Negotiation strategy

If you're the Customer:

Ensure the scope is detailed and includes all expected deliverables. Insist on clear acceptance criteria and timelines to avoid misunderstandings.

If you're the Service Provider:

Negotiate for flexibility in deliverables and timelines. Ensure that any changes to the scope are documented and agreed upon.

Essential elements

1

Services and Deliverables

List specific services and deliverables.
2

Responsibilities of the Parties

Define each party's responsibilities.
3

Timeline and Milestones

Set clear timelines and milestones.

Action framework

ACCEPT

Propose edits if the scope lacks detail or if timelines are unrealistic.

EDIT

Reject if the scope is too vague or lacks acceptance criteria.

ADD

Add language for scope changes and acceptance criteria.

PRO TIP

Always attach exhibits detailing services and deliverables to prevent scope creep.

Real-world examples

FAVORABLE

Preferred Scope of Work Clause

"The Service Provider shall perform the services and provide the deliverables as set forth in Exhibit A attached hereto. The services shall include, but are not limited to, the following: [list specific services]. The deliverables shall include, but are not limited to, the following: [list specific deliverables]."
NEUTRAL

Fallback Scope of Work Clause

"If specific details are unavailable, outline general services and deliverables with a commitment to finalize details in attached exhibits."
UNFAVORABLE

Vague Scope of Work Clause

"The Service Provider will perform necessary services as needed, with deliverables to be determined."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, ensure the scope includes risk management strategies and contingency plans to address potential issues.

Complex Deliverables

For complex deliverables, include detailed technical specifications and integration requirements to ensure feasibility.

Long-Term Contracts

In long-term contracts, incorporate periodic reviews of the scope to adapt to changing needs and technologies.

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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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