> For the complete documentation index, see [llms.txt](https://help.jurisphere.ai/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.jurisphere.ai/jurisphere-guide/handbook/technology-media-and-ip/stage-by-stage.md).

# Stage by Stage

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**This page is for the team running the matter.** The stages of the mandate in the order they happen, the tools the team opens at each, and what remains the lawyer's call.
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### Advisory and Research

Conduct cross-jurisdictional regulatory and case law research. Draft legal opinion using firm format.

<details>

<summary>Conduct cross-jurisdictional regulatory and case law research · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

Research Indian and comparative position on TMT/IP issues across US, UK, EU, Singapore, and other key jurisdictions: data protection regimes (DPDP vs GDPR vs CCPA vs UK GDPR vs PDPA Singapore), platform liability frameworks (IT Rules vs DSA vs Section 230), AI regulation, content moderation standards, IP enforcement standards

**How to use.** Query Research for comparative analysis (e.g., "comparison of consent requirements under DPDP Act, GDPR, and PDPA Singapore", "intermediary safe harbour under Section 79 IT Act vs Section 230 CDA vs EU DSA", "recent Indian and UK case law on copyright in AI-generated works"). Run separate queries per jurisdiction and synthesise into comparative note

</details>

<details>

<summary>Draft legal opinion using firm format · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

Prepare legal opinion on client query (regulatory permissibility of new feature, IP ownership question, content liability assessment, cross-border data flow analysis) following firm's standard opinion format with executive summary, facts, issues, analysis, conclusion, and assumptions/qualifications

**How to use.** (1) Create a custom workflow uploading firm's standard legal opinion template; tool extracts format, sectional structure, and tone (2) Use Research to retrieve relevant statutes, rules, and case law on the issue (3) Run workflow with research output and client facts as inputs to generate opinion in firm format. Refine through Word Add-In for partner-level review

</details>
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### Advisory and Compliance

Draft sector-specific compliance checklist.

<details>

<summary>Draft sector-specific compliance checklist · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review</summary>

Prepare comprehensive compliance checklists for client's regulatory category: telecom service provider (TRAI, DoT, Unified Licence conditions), social media intermediary (IT Rules 2021, IT Rules 2023 amendment, Grievance Officer obligations), online gaming intermediary (IT Rules SRB framework, GST), broadcaster or TV channel (Cable TV Act, Programme and Advertising Code, Uplinking/Downlinking Guidelines), production company (CBFC certification, music licensing, talent and labour compliance)

**How to use.** (1) Use Research to retrieve all applicable laws, rules, licence conditions, and recent amendments for the client's sector (2) Create a custom workflow encoding the firm's standard compliance checklist format (3) Generate sector-specific checklist with filing deadlines, recurring obligations, event-triggered obligations, and reporting requirements

</details>
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### Privacy and Data Protection

Draft cross-jurisdictional privacy policy and DPDP playbook. Draft and review Data Processing Agreements and cross-border transfer documents.

<details>

<summary>Draft cross-jurisdictional privacy policy and DPDP playbook · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></summary>

Prepare privacy policy for client operating across multiple jurisdictions, harmonising disclosure requirements under DPDP Act (India), GDPR (EU), UK GDPR, CCPA/CPRA (California), PDPA (Singapore), PIPEDA (Canada): lawful basis, purposes, data categories, retention, data principal/subject rights, cross-border transfer mechanisms, contact details for DPO/Grievance Officer

**How to use.** (1) Use Research to extract disclosure requirements under each applicable regime (run separate queries: "mandatory disclosures in privacy policy under DPDP Act", "Article 13 GDPR information requirements", "CCPA notice at collection requirements", "PDPA Singapore notification obligation") (2) Create custom workflow using firm's privacy policy precedent (3) Generate first draft incorporating client's data processing activities and harmonising disclosures across regimes (4) Use Word Add-In for client-specific refinements

</details>

<details>

<summary>Draft and review Data Processing Agreements and cross-border transfer documents · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool">Redline Analysis</a></summary>

Prepare DPAs between controller and processor, intra-group data transfer agreements, EU Standard Contractual Clauses (SCCs), UK International Data Transfer Agreement (IDTA), DPDP Act significant data fiduciary documentation; review counterparty DPAs for risk allocation, sub-processing, audit rights, breach notification, and liability

**How to use.** For drafting: use custom workflow with firm's DPA precedent. For reviewing multiple counterparty DPAs (e.g., across vendor portfolio), use Parallel Review to extract scope of processing, sub-processing rights, audit rights, breach notification timelines, and liability caps across all DPAs. For negotiation, use Redline Analysis to track and categorise counterparty changes

</details>
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### IP Commercialisation

Draft IP licensing and assignment agreements.

<details>

<summary>Draft IP licensing and assignment agreements · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/word-add-in/overview-of-the-word-add-in">Word Add-In</a></summary>

Prepare trademark licence (exclusive/non-exclusive, territorial scope, quality control, royalty), copyright licence and assignment (scope of rights, term, territory, moral rights waiver, derivative works), patent licence (field of use, sub-licensing, improvements, grant-back), software licensing (perpetual vs subscription, source code escrow, IP indemnity, open source compliance)

**How to use.** Create separate custom workflows for each licence type using firm precedents (TM licence, copyright assignment, patent licence, software licence). Generate drafts incorporating commercial terms (rights granted, territory, term, royalty structure). Use Word Add-In for clause-level refinement on quality control, audit rights, and termination consequences

</details>
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### Media Transactions

Draft media rights acquisition documentation.

<details>

<summary>Draft media rights acquisition documentation · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a></summary>

Prepare full suite of documents for film/series/format acquisition: option and purchase agreement for underlying rights (book, script, life story), writer/director/producer agreements, talent/cast agreements, music synchronisation and master use licences, location agreements, chain of title documentation, distribution agreements, OTT licensing agreements, format licensing for adaptations

**How to use.** (1) Create custom workflows for each document type in the rights acquisition suite using firm precedents (2) Generate drafts incorporating project-specific commercial terms (advance, royalty, profit participation, credit, term, territory, holdback) (3) Use Parallel Review to verify chain of title across all underlying rights documents and confirm complete rights coverage for the production

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### Technology Transactions

Draft and review technology contracts.

<details>

<summary>Draft and review technology contracts · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/redline-analysis/overview-of-the-redline-analysis-tool">Redline Analysis</a></summary>

Prepare or review SaaS subscription agreements, master services agreements for technology services, software development and SOW agreements, cloud service agreements, AI/ML model licensing, API terms of use, data licensing agreements: focus on IP ownership, licence scope, SLAs, data handling, IP indemnity, source code escrow, exit assistance, AI-specific provisions on training data and outputs

**How to use.** For drafting: use custom workflow with firm precedents for each contract type. For reviewing vendor or customer drafts: use pre-built or custom workflows to extract IP ownership, licence scope, SLA commitments, liability caps, IP indemnity scope, and termination rights. During negotiation, use Redline Analysis to track counterparty changes across iterations

</details>
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### Due Diligence

Conduct IP due diligence.

<details>

<summary>Conduct IP due diligence · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/parallel-review/overview-of-the-parallel-review-tool">Parallel Review</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/file-library/overview-of-the-file-library">File Library</a> · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a></summary>

Comprehensive IP DD for M\&A or financing: review trademark register search reports, patent prosecution history, copyright registrations, software code ownership, open source compliance, IP assignment agreements (employee and contractor IP assignments), IP licences (in-bound and out-bound), domain name registrations, IP-related litigation and oppositions; assess ownership chain, encumbrances, infringement risk, and enforceability

**How to use.** (1) Use File Library on the IP data room to generate categorised inventory (registrations, assignments, licences, litigation) (2) Use Parallel Review across employee and contractor IP assignment agreements (often 50+ documents) to verify scope of assignment, moral rights waiver, and post-termination obligations (3) Use Document Review workflows to analyse in-bound and out-bound licences for assignability, change of control, and exclusivity (4) Use Research for "validity of pre-assignment of future IP under Indian Copyright Act", "open source licence compatibility analysis"

</details>
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### Enforcement and Disputes

Conduct infringement analysis and draft enforcement documents.

<details>

<summary>Conduct infringement analysis and draft enforcement documents · <a href="https://jurisphere.gitbook.io/jurisphere-guide/research/overview-of-the-research-tool">Research</a> · Document Review · <a href="https://jurisphere.gitbook.io/jurisphere-guide/list-of-dates/overview-of-the-list-of-dates-tool">List of Dates</a></summary>

Assess third-party IP infringement (trademark, copyright, patent, design, passing off, trade secret) or defend against infringement claim; research case law on relevant tests (deceptive similarity, substantial reproduction, claim construction); draft cease and desist notices, takedown notices under IT Rules and DMCA, John Doe order applications, suit for infringement, written statement; for content disputes, assess defamation, obscenity, and IT Act violations

**How to use.** (1) Use Research for case law on the specific infringement test (e.g., "deceptive similarity test for word marks recent Indian decisions", "substantial reproduction standard under Copyright Act with US fair use comparison", "John Doe order grant principles for online piracy") (2) Use List of Dates to construct chronology of infringing acts and notices (3) Use custom workflows for cease and desist notice, takedown notice, and plaint drafting using firm precedents

</details>
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---

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