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PLAYBOOK TEMPLATES

Statement of Work (SOW)

A Statement of Work defines the specific deliverables, timelines, and responsibilities under a broader master agreement. This playbook offers frameworks for drafting precise scopes, managing milestones, and mitigating disputes over performance.

Scope of Work

Why This Matters: Ambiguous scope often leads to misunderstandings, missed deadlines, and cost overruns, creating friction between parties. A clear scope mitigates the risk of disputes and supports efficient project management.

Negotiation strategy

If you're the Customer:

Ensure that the scope of work is comprehensive and aligns with the company's objectives. Insist on clear deliverables and timelines to avoid scope creep.

If you're the Contractor:

Negotiate for flexibility in deliverables and timelines to accommodate unforeseen challenges. Ensure that the scope is realistic and achievable.

Essential elements

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Services Definition

Detailed description of services.
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Deliverables

List of expected deliverables.
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Timelines

Schedule for project milestones.

Action framework

ACCEPT

Propose edits when the scope lacks clarity or completeness.

EDIT

Reject if the scope is too vague or misaligned with objectives.

ADD

Add language for missing elements like change management.

PRO TIP

Always attach exhibits that detail services, deliverables, and timelines to avoid ambiguity.

Real-world examples

FAVORABLE

Comprehensive Scope of Work Clause

"The Contractor shall provide the services as described in Exhibit A attached hereto (the 'Services'). The Services shall include, but are not limited to, the tasks, deliverables, and timelines specified therein."
NEUTRAL

Basic Scope of Work Clause

"The Contractor agrees to perform the services outlined in the contract."
UNFAVORABLE

Vague Scope of Work Clause

"The Contractor will provide necessary services as needed."

Alternative scenarios & positions

Complex Projects with Multiple Phases

For complex projects, ensure that each phase is treated as a mini-project with its own scope and deliverables. This approach helps manage complexity and ensures accountability at each stage.

High-Risk Projects

In high-risk projects, include detailed risk management strategies within the scope to mitigate potential issues.

Agile Development Projects

For agile projects, allow for iterative scope adjustments to accommodate evolving project needs and stakeholder feedback.

Access all other DocJuris Playbooks

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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