PLAYBOOK TEMPLATES

Outside Counsel Billing Guidelines

Outside Counsel Billing Guidelines set the standards for law firm engagement, billing, and matter management. This playbook details compliance expectations, expense policies, and audit rights.
Other Corporate Transactions
Issue & Concept List
Representations and Warranties
Indemnification Obligations
Liability and Damage Caps
Termination and Exit Rights
Payment and Pricing Terms
Confidentiality and Data Protection
Intellectual Property Rights
Legal Compliance and Anti-Corruption
Governing Law and Disputes
Assignment and Change Control
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What you get in this playbook

1

Representations and Warranties

Outlines each party’s factual statements and assurances about the transaction.
2

Indemnification Obligations

Defines the circumstances and scope under which one party must compensate the other for losses or claims.
3

Liability and Damage Caps

Sets maximum recoverable damages and exceptions for significant losses.
4

Termination and Exit Rights

Specifies the conditions and procedures for ending the agreement early.
5

Payment and Pricing Terms

Details the payment schedule, pricing adjustments, and invoicing processes.
6

Confidentiality and Data Protection

Covers the handling, protection, and permitted use of confidential information and personal data.
7

Intellectual Property Rights

Addresses ownership, licensing, and use of intellectual property before and after closing.
8

Legal Compliance and Anti-Corruption

Ensures adherence to applicable laws, regulations, and anti-bribery standards.
9

Governing Law and Disputes

Determines the applicable law, jurisdiction, and mechanism for resolving disputes.
10

Assignment and Change Control

Regulates transfer of rights and obligations, and change-of-control events.
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