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PLAYBOOK TEMPLATES

Severance & Employment Separation Agreement

A Severance & Employment Separation Agreement formalizes the terms of an employee‚ exit and related payments. This playbook emphasizes release language, confidentiality, and non-disparagement clauses.

Worker Classification

Why This Matters: Accurate classification mitigates risks of tax liabilities, benefit claims, penalties, and audits associated with misclassification.

Negotiation strategy

If you're the Company:

Ensure the classification aligns with the intended role and complies with relevant legal standards. Review the criteria for classification, such as control over work, financial arrangements, and relationship duration.

If you're the Employee:

Confirm that the classification accurately reflects the working relationship to avoid potential legal and financial repercussions. Ensure compliance with IRS guidelines and relevant labor laws.

Essential elements

1

Control Over Work

Defines who controls work.
2

Financial Arrangements

Outlines payment terms.
3

Relationship Duration

Specifies contract length.

Action framework

ACCEPT

Propose edits if the classification criteria are unclear or incomplete.

EDIT

Reject if the clause misclassifies the worker, leading to potential legal issues.

ADD

Add language to clarify classification and ensure compliance with applicable laws.

PRO TIP

Regularly review worker classifications to ensure ongoing compliance with changing laws and regulations.

Real-world examples

FAVORABLE

Preferred Clause

"The parties agree that [Name] is engaged as an independent contractor and not as an employee. [Name] shall have control over the manner and means of performing the services, subject to the specifications set forth in this agreement."
NEUTRAL

Fallback Clause

"The parties acknowledge that [Name] is classified as an independent contractor, and this classification is consistent with the level of control and independence required by applicable law."
UNFAVORABLE

Misclassification Risk

"The parties agree that [Name] is an employee, but the terms suggest independent contractor status, leading to potential misclassification issues."

Alternative scenarios & positions

High-Risk Projects

In high-risk projects, ensure the classification reflects the level of control and independence required to mitigate liability.

Short-Term Engagements

For short-term engagements, emphasize the temporary nature and specific deliverables to support independent contractor status.

Jurisdiction-Specific Requirements

Consult with local legal experts to ensure compliance with jurisdiction-specific worker classification laws, which may impose stricter criteria.

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.

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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.