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Overview
Executive summary of the playbook's purpose and scope.
Playbook
A structured playbook for negotiating AI vendor and deployment agreements — phased methodology, pre-approved positions, and velocity tactics that keep deals moving without eroding risk posture.
A structured negotiation reference that turns your approved contract positions into a phase-by-phase plan the whole team can follow. It sets out preferred language, fallback positions, and the point at which a term becomes a genuine escalation rather than a preference.
Attorneys use it to prepare for a specific negotiation; business teams use it to understand which asks are realistic before the call. Every position is drafted by counsel and reviewed before it is added.
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Executive summary of the playbook's purpose and scope.
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Step-by-step guide for navigating the material during a live negotiation.
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The complete seven-phase methodology from intake through signature.
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Seven key term positions, each with a defined flexibility level.
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Five business objectives that drive contract strategy and trade-offs.
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Six common friction scenarios paired with deal-velocity tactics.
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A twelve-point readiness checklist to run before papering a deal.
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Five pre-approved compromise positions for faster convergence.
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How co-pilot and agentic AI deployments change the contracting analysis.
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Deep dive on the UMSA, data processing exhibit, and security exhibit.
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Quantified time and cost savings from standardized AI contracting.
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Eleven key AI contract terms defined in plain language.
The inputs that make the output useful. Missing any of these usually shows up as a vague result.
Representative outputs, with illustrative examples. Every output is reviewed by a qualified professional before it is relied on.
Phase-ordered sequence of asks, trades, and concessions for the specific deal.
Phase 2 — trade extended payment terms for a mutual cap at 12 months' fees; hold uncapped IP indemnity.
Preferred, acceptable, and unacceptable language side by side with rationale.
Limitation of liability — Preferred: 12x fees. Acceptable: 3x fees with carve-outs. Unacceptable: mutual 1x with no data-breach carve-out.
The short list of terms that require named sign-off before agreement.
Escalate: any assignment of background IP; any DPA without sub-processor notice.
We tailor each tool to your playbooks, thresholds, and review requirements before it goes live.