1{2 "org": "Tremblay Roy Lévesque LLP — Matter workspace 2025-0419 (Boréal Fenestration / Kestrel MSA)",3 "user": {4 "username": "a.pham",5 "password": "6yxwv9fjtv"6 },7 "documents": [8 {9 "id": "DOC-1",10 "title": "Kestrel Cloud Systems — Master Services Agreement (vendor draft, ref. KCS-MSA-2025-7464)",11 "path": "msa_kestrel_draft.docx",12 "category": "Vendor drafts"13 },14 {15 "id": "DOC-2",16 "title": "Boréal Fenestration — Technology Contracts Negotiation Playbook v3.2",17 "path": "client_playbook.md",18 "category": "Client playbooks"19 },20 {21 "id": "DOC-3",22 "title": "Engagement instructions — M.-C. Lévesque, 2025-11-03",23 "path": "engagement_email.eml",24 "category": "Correspondence"25 },26 {27 "id": "DOC-4",28 "title": "Precedent issues register — Marchand Vert / Lumen Retail (file 2025-0157)",29 "path": "precedent_issues_list.xlsx",30 "category": "Precedents"31 }32 ],33 "records": {34 "playbook_positions": [35 {36 "id": "PB-01",37 "topic": "Limitation of liability — cap",38 "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.",39 "fallback": "Greater of 12 months of fees or CAD $1,000,000.",40 "walk_away": "Cap below 6 months of fees."41 },42 {43 "id": "PB-02",44 "topic": "Limitation of liability — carve-outs",45 "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.",46 "fallback": "Super-cap of 24 months of fees for data-protection breaches if the vendor refuses an uncapped carve-out.",47 "walk_away": "No carve-out for data-protection breaches."48 },49 {50 "id": "PB-03",51 "topic": "Indemnification",52 "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.",53 "fallback": "Vendor IP indemnity with standard exclusions (combinations, modifications).",54 "walk_away": "No vendor IP indemnity."55 },56 {57 "id": "PB-04",58 "topic": "Term and renewal",59 "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.",60 "fallback": "Auto-renewal with a 60-day non-renewal window and a 90-day pre-renewal notice from the vendor.",61 "walk_away": "Non-renewal window shorter than 60 days."62 },63 {64 "id": "PB-05",65 "topic": "Governing law and forum",66 "required_position": "Laws of Québec and the federal laws of Canada; courts of the judicial district of Montréal (or arbitration seated in Montréal).",67 "fallback": "Laws of Québec with non-exclusive jurisdiction of Québec courts.",68 "walk_away": "Governing law outside Canada."69 },70 {71 "id": "PB-06",72 "topic": "Intellectual property",73 "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.",74 "fallback": "Perpetual, irrevocable, royalty-free, transferable licence to all deliverables with unrestricted internal use.",75 "walk_away": "Term-limited licence to deliverables."76 },77 {78 "id": "PB-07",79 "topic": "Payment terms",80 "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.",81 "fallback": "Net 30 days.",82 "walk_away": "Payment terms shorter than net 30 or interest above 1.5 % per month."83 },84 {85 "id": "PB-08",86 "topic": "Termination for convenience",87 "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.",88 "fallback": "Client termination for convenience after the first 12 months on 90 days' notice.",89 "walk_away": "No client termination right for convenience and vendor termination for convenience."90 },91 {92 "id": "PB-09",93 "topic": "Non-solicitation",94 "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.",95 "fallback": "12 months, client-only, with the general-advertisement exclusion.",96 "walk_away": "More than 18 months."97 },98 {99 "id": "PB-10",100 "topic": "Data residency",101 "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).",102 "fallback": "Storage in Canada with remote support access from outside Canada under strict access controls.",103 "walk_away": "Storage outside Canada without consent."104 },105 {106 "id": "PB-11",107 "topic": "Service levels and credits",108 "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.",109 "fallback": "Credits starting at 5 % and capped at 20 %.",110 "walk_away": "No service credits."111 },112 {113 "id": "PB-12",114 "topic": "Assignment",115 "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.",116 "fallback": "Consent required in all cases.",117 "walk_away": "Vendor free assignment without notice."118 },119 {120 "id": "PB-13",121 "topic": "Insurance minimums",122 "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.",123 "fallback": "Cyber liability of CAD $3,000,000 if combined with E&O.",124 "walk_away": "No cyber coverage."125 },126 {127 "id": "PB-14",128 "topic": "Suspension of services",129 "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.",130 "fallback": "15 days' notice for a second suspension in any 12-month period.",131 "walk_away": "Suspension without notice for payment reasons."132 }133 ]134 },135 "forms": [136 {137 "id": "review_summary",138 "title": "Contract review summary (file 2025-0419)",139 "fields": [140 {141 "name": "n_issues",142 "type": "number",143 "label": "Number of issues in the register"144 },145 {146 "name": "highest_risk_topic",147 "type": "text",148 "label": "Topic of the highest-risk issue"149 },150 {151 "name": "missing_documents",152 "type": "text",153 "label": "Documents referenced but not received (or 'none')"154 }155 ]156 }157 ]158}