5
PLAYBOOK TEMPLATES
Investment Advisory Agreement
An Investment Advisory Agreement outlines the relationship between an advisor and client, specifying fiduciary duties and compensation. This playbook emphasizes regulatory compliance, performance reporting, and termination triggers.
Security & Collateral
Negotiation strategy
Ensure all security interests are properly documented and perfected. Require UCC filings and necessary consents to maintain priority.
Negotiate for clear terms on the release of collateral upon repayment. Ensure compliance with jurisdiction-specific requirements.
Essential elements
1
Security Interest
Legal claim on assets.
2
Perfection
Process to enforce security interest.
3
Enforcement
Steps to realize collateral value.
Action framework
ACCEPT
Propose edits if jurisdiction-specific requirements are not addressed.
EDIT
Reject clauses lacking clear enforcement mechanisms.
ADD
Add language for comprehensive security interest creation and perfection.
PRO TIP
Always consult local counsel for jurisdiction-specific perfection requirements.
Real-world examples
FAVORABLE
Comprehensive Security Clause
"The Borrower grants the Lender a security interest in all assets, perfected by UCC filings."
NEUTRAL
Basic Security Interest
"The Borrower pledges collateral to secure obligations."
UNFAVORABLE
Vague Security Terms
"The Borrower may provide collateral if deemed necessary."
Alternative scenarios & positions
Cross-Border Transactions
In cross-border deals, ensure compliance with international perfection standards and local laws.
High-Value Loans
For high-value loans, require additional collateral and detailed enforcement procedures.
Start-Up Financing
In start-up financing, consider flexible collateral arrangements to accommodate growth.
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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