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PLAYBOOK TEMPLATES

Management Consulting Agreement

A Management Consulting Agreement governs advisory or professional services engagements. This playbook explores fee structures, confidentiality, and limitation of liability provisions.

Worker Classification

Why This Matters: Proper classification is critical to avoid tax, benefits, and statutory liability risks under common law, protecting both parties from regulatory enforcement and financial penalties.

Negotiation strategy

If you're the Company:

Ensure the contract clearly defines the relationship as independent contractor to avoid misclassification. Include indemnification clauses to protect against potential liabilities.

If you're the Client:

Negotiate for clear terms that outline independence in work methods and responsibilities. Ensure the contract does not impose employee-like obligations.

Essential elements

1

Relationship Definition

Defines contractor status.
2

Control Over Work

Contractor's autonomy in tasks.
3

Indemnification

Liability protection for misclassification.

Action framework

ACCEPT

Propose edits if the clause lacks clarity on independent contractor status or omits key protections.

EDIT

Reject if the clause imposes employee-like obligations or lacks necessary legal protections.

ADD

Add language to clarify the independent contractor relationship and include indemnification provisions.

PRO TIP

Always consult with legal experts to ensure compliance with jurisdiction-specific worker classification laws.

Real-world examples

FAVORABLE

Independent Contractor Status

"The parties intend that the relationship created by this Agreement is that of client and independent contractor. Nothing in this Agreement shall be construed to create a partnership, joint venture, or employer-employee relationship between the parties."
NEUTRAL

Basic Classification Clause

"The Contractor is not an employee of the Client for any purpose whatsoever."
UNFAVORABLE

Ambiguous Relationship Terms

"The Contractor may be considered an employee for certain purposes, subject to agreement."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, ensure the classification clause includes detailed indemnification to protect against potential liabilities.

Jurisdiction-Specific Requirements

Adjust the clause to comply with specific state laws, such as California's AB5, which may impose stricter criteria for classification.

Cross-Border Contracts

Consider international laws and treaties that may affect worker classification and require additional compliance measures.

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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
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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
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