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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.
Termination & Exit Strategies
Negotiation strategy
Ensure termination triggers align with business objectives and provide flexibility. Negotiate reasonable notice periods to allow for orderly transition.
Seek to limit termination triggers to specific, objective events. Advocate for sufficient notice periods to manage operational impacts.
Essential elements
1
Termination Triggers
Conditions for ending the agreement.
2
Notice Periods
Timeframe for termination notice.
3
Post-Termination Obligations
Duties after contract ends.
Action framework
ACCEPT
Propose edits if triggers are too broad or notice periods are insufficient.
EDIT
Reject if termination rights are overly restrictive or one-sided.
ADD
Add language for transition assistance or break fees if absent.
PRO TIP
Always align termination provisions with strategic business goals to minimize risk.
Real-world examples
FAVORABLE
Balanced Termination Clause
"Either party may terminate this agreement upon 30 days' written notice if specified triggers occur. Transition assistance will be provided for 60 days post-termination."
NEUTRAL
Standard Termination Clause
"Termination may occur with 30 days' notice, subject to mutual agreement on transition support."
UNFAVORABLE
Restrictive Termination Clause
"Termination is only allowed upon mutual consent, with no specified notice period."
Alternative scenarios & positions
High-Risk Projects
In high-risk projects, ensure termination clauses allow for quick disengagement to mitigate potential losses.
Long-Term Contracts
For long-term contracts, include periodic review clauses to reassess termination terms and ensure ongoing alignment.
Cross-Border Agreements
Consider jurisdiction-specific legal requirements that may affect termination rights and obligations in cross-border agreements.
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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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