{
  "org": "Tremblay Roy Lévesque LLP — Matter workspace 2025-0419 (Boréal Fenestration / Kestrel MSA)",
  "user": {
    "username": "a.pham",
    "password": "6yxwv9fjtv"
  },
  "documents": [
    {
      "id": "DOC-1",
      "title": "Kestrel Cloud Systems — Master Services Agreement (vendor draft, ref. KCS-MSA-2025-7464)",
      "path": "msa_kestrel_draft.docx",
      "category": "Vendor drafts"
    },
    {
      "id": "DOC-2",
      "title": "Boréal Fenestration — Technology Contracts Negotiation Playbook v3.2",
      "path": "client_playbook.md",
      "category": "Client playbooks"
    },
    {
      "id": "DOC-3",
      "title": "Engagement instructions — M.-C. Lévesque, 2025-11-03",
      "path": "engagement_email.eml",
      "category": "Correspondence"
    },
    {
      "id": "DOC-4",
      "title": "Precedent issues register — Marchand Vert / Lumen Retail (file 2025-0157)",
      "path": "precedent_issues_list.xlsx",
      "category": "Precedents"
    }
  ],
  "records": {
    "playbook_positions": [
      {
        "id": "PB-01",
        "topic": "Limitation of liability — cap",
        "required_position": "Vendor's aggregate liability cap must be at least 12 months of fees paid or payable under the agreement (all orders), not per order.",
        "fallback": "Greater of 12 months of fees or CAD $1,000,000.",
        "walk_away": "Cap below 6 months of fees."
      },
      {
        "id": "PB-02",
        "topic": "Limitation of liability — carve-outs",
        "required_position": "Mutual carve-outs from the cap and from the consequential-damages exclusion for breach of confidentiality, breach of data-protection obligations, gross negligence, fraud and wilful misconduct are ACCEPTABLE and should not be negotiated away; carve-outs that apply to the client only are not.",
        "fallback": "Super-cap of 24 months of fees for data-protection breaches if the vendor refuses an uncapped carve-out.",
        "walk_away": "No carve-out for data-protection breaches."
      },
      {
        "id": "PB-03",
        "topic": "Indemnification",
        "required_position": "Indemnities must be mutual: vendor indemnifies for third-party IP infringement claims relating to the services and for its breach of confidentiality/data-protection obligations; client indemnifies for client data and misuse of the services.",
        "fallback": "Vendor IP indemnity with standard exclusions (combinations, modifications).",
        "walk_away": "No vendor IP indemnity."
      },
      {
        "id": "PB-04",
        "topic": "Term and renewal",
        "required_position": "No automatic renewal unless the client receives at least 60 days' written notice before the renewal date; preferred: renewal only by written agreement or by client notice.",
        "fallback": "Auto-renewal with a 60-day non-renewal window and a 90-day pre-renewal notice from the vendor.",
        "walk_away": "Non-renewal window shorter than 60 days."
      },
      {
        "id": "PB-05",
        "topic": "Governing law and forum",
        "required_position": "Laws of Québec and the federal laws of Canada; courts of the judicial district of Montréal (or arbitration seated in Montréal).",
        "fallback": "Laws of Québec with non-exclusive jurisdiction of Québec courts.",
        "walk_away": "Governing law outside Canada."
      },
      {
        "id": "PB-06",
        "topic": "Intellectual property",
        "required_position": "Client owns all deliverables and work product created specifically for it (assignment on payment); vendor keeps its pre-existing IP and platform and grants a perpetual licence to any vendor IP embedded in deliverables.",
        "fallback": "Perpetual, irrevocable, royalty-free, transferable licence to all deliverables with unrestricted internal use.",
        "walk_away": "Term-limited licence to deliverables."
      },
      {
        "id": "PB-07",
        "topic": "Payment terms",
        "required_position": "Net 45 days from receipt of a correct invoice (not net 15); interest not above 1 % per month (12 % per annum) and only after written notice; right to withhold disputed amounts.",
        "fallback": "Net 30 days.",
        "walk_away": "Payment terms shorter than net 30 or interest above 1.5 % per month."
      },
      {
        "id": "PB-08",
        "topic": "Termination for convenience",
        "required_position": "Client may terminate for convenience on 90 days' written notice without penalty (pro-rated refund of prepaid fees); vendor may not terminate for convenience during the initial term.",
        "fallback": "Client termination for convenience after the first 12 months on 90 days' notice.",
        "walk_away": "No client termination right for convenience and vendor termination for convenience."
      },
      {
        "id": "PB-09",
        "topic": "Non-solicitation",
        "required_position": "Any non-solicitation of personnel must be mutual and last no more than 12 months after termination; general advertisements excluded; no liquidated damages above 25 % of annual compensation.",
        "fallback": "12 months, client-only, with the general-advertisement exclusion.",
        "walk_away": "More than 18 months."
      },
      {
        "id": "PB-10",
        "topic": "Data residency",
        "required_position": "All client data (including backups) must be stored and processed in Canada; no transfer outside Canada without the client's prior written consent (Québec private-sector privacy law requires an assessment before any transfer outside Québec).",
        "fallback": "Storage in Canada with remote support access from outside Canada under strict access controls.",
        "walk_away": "Storage outside Canada without consent."
      },
      {
        "id": "PB-11",
        "topic": "Service levels and credits",
        "required_position": "Availability of at least 99.5 % per month; service credits of at least 10 % of the monthly fees for each month below 99.5 %, escalating to 25 % below 98 %; credits are not the sole remedy for chronic failure; termination right after 3 consecutive months of missed SLA.",
        "fallback": "Credits starting at 5 % and capped at 20 %.",
        "walk_away": "No service credits."
      },
      {
        "id": "PB-12",
        "topic": "Assignment",
        "required_position": "No assignment without the other party's consent (not unreasonably withheld); assignment to an affiliate or to a successor in a change of control upon notice is acceptable, provided the assignee is not a competitor.",
        "fallback": "Consent required in all cases.",
        "walk_away": "Vendor free assignment without notice."
      },
      {
        "id": "PB-13",
        "topic": "Insurance minimums",
        "required_position": "Vendor must maintain commercial general liability of at least CAD $2,000,000 per occurrence, professional liability (E&O) of at least CAD $2,000,000 and cyber liability of at least CAD $5,000,000, with certificates on request.",
        "fallback": "Cyber liability of CAD $3,000,000 if combined with E&O.",
        "walk_away": "No cyber coverage."
      },
      {
        "id": "PB-14",
        "topic": "Suspension of services",
        "required_position": "A vendor suspension right is ACCEPTABLE only if limited to undisputed amounts, preceded by at least 30 days' written notice, with prompt restoration on cure; otherwise it must be deleted.",
        "fallback": "15 days' notice for a second suspension in any 12-month period.",
        "walk_away": "Suspension without notice for payment reasons."
      }
    ]
  },
  "forms": [
    {
      "id": "review_summary",
      "title": "Contract review summary (file 2025-0419)",
      "fields": [
        {
          "name": "n_issues",
          "type": "number",
          "label": "Number of issues in the register"
        },
        {
          "name": "highest_risk_topic",
          "type": "text",
          "label": "Topic of the highest-risk issue"
        },
        {
          "name": "missing_documents",
          "type": "text",
          "label": "Documents referenced but not received (or 'none')"
        }
      ]
    }
  ]
}