3
PLAYBOOK TEMPLATES
Loan Agreement (Secured)
A Secured Loan Agreement provides financing backed by collateral assets, outlining repayment and enforcement terms. This playbook explains negotiation of covenants, events of default, and security perfection requirements.
Security and Collateral
Negotiation strategy
Ensure the security interest is properly documented and perfected to maintain priority. Review jurisdiction-specific requirements to avoid legal pitfalls.
Negotiate for reasonable collateral requirements and ensure compliance with all perfection and priority rules to avoid disputes.
Essential elements
1
Security Interest
Defines the collateral and obligations.
2
Perfection Procedures
Outlines steps to perfect security.
3
Priority Rules
Establishes order of claims.
Action framework
ACCEPT
Propose edits if the clause lacks clarity on collateral definition or perfection methods.
EDIT
Reject if the clause imposes unreasonable burdens or lacks legal compliance.
ADD
Add language if jurisdiction-specific requirements are missing.
PRO TIP
Always verify the security interest complies with UCC Article 9 or equivalent local laws.
Real-world examples
FAVORABLE
Preferred Security Clause
"The Borrower hereby grants the Lender a security interest in the Collateral to secure the Obligations. The Borrower shall take all necessary actions to perfect and maintain the priority of the security interest."
NEUTRAL
Standard Security Clause
"The Borrower grants a security interest in its assets to secure the obligations, subject to applicable law."
UNFAVORABLE
Weak Security Clause
"The Borrower may provide security at its discretion, without specific obligations to perfect or maintain priority."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure additional collateral or guarantees are in place to mitigate potential losses.
Cross-Border Transactions
Consider international laws and treaties affecting security interests and ensure compliance with all relevant jurisdictions.
Start-Up Financing
For start-ups, negotiate flexible collateral terms to accommodate growth and asset acquisition.
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.
Not another CLM
Tackle everything your team needs using existing IT without expensive consultants, outrageous user licensing fees, or complex coding. DocJuris takes on the heavy lift and delivers your requirements with its people, process, and technology.
See how DocJuris can automate your legal, procurement, and sales operations.
Request demo
COMPANY
© 2025 DocJuris, Inc. All rights reserved. Patent Pending.
DocJuris is not a law firm or a substitute for an attorney or law firm. We cannot provide any kind of advice, explanation, opinion, or recommendation about possible legal rights, remedies, defenses, options,selection of forms or strategies.