SaaS & software legal stack

The legal stack for software and AI products, drafted by a California attorney.

Terms of Service, Privacy Policy, an MSA or subscription agreement, a Data Processing Agreement, and an AI-feature addendum where you need one. I draft to your real data flows and how you actually ship, not a copied template. Single-document redline is a $575 flat fee; the full package is scoped by intake.

Pay $575 and start one document
$575
Single-document redline, flat
5 docs
Core SaaS stack
2–3 days
Typical first draft
CA Bar
#279869, since 2011
🤖 AI Legal Analyst · attorney-supervised

Tell me what your product does, and I will tell you which documents you need

Describe your software, who you sell to, the data you handle, and whether you ship an AI feature. The analyst points you to the right document set and the right tier. Pricing and scope questions below answer instantly and free. This is attorney-supervised general information, not legal advice, and a live example of the systems I build.

Common questions · instant, no email
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Attorney-supervised AI · general information, not legal advice. A full review of your documents is a paid engagement. Sergei Tokmakov, Esq., CA Bar #279869.

The stack

The documents a software company actually needs

Tap a card to flip it for what the document does and when you need it. Most SaaS companies need the first three; B2B and AI products need more.

Packages

Start with one document, or scope the full stack

Flat fee on the single-document tier. The full package is scoped by intake so the fee matches the documents you actually need. PHI-handling products go to the Healthcare SaaS package.

Full general-SaaS stack
SaaS legal package
By intake
scoped & quoted before you pay

The full document set for a software product: ToS, Privacy Policy, MSA or subscription agreement, DPA, and an AI addendum where needed.

  • The documents your product actually needs, drafted together so they are consistent
  • Tied to your real data flows and how you ship
  • One round of revisions on each document
  • Written walkthrough of the key choices
  • Flat fee confirmed in writing before any work begins

Scoped and quoted by intake, not instant checkout.

PHI / healthcare data
Healthcare SaaS package
$2,500
flat fee · for products that touch PHI

If your product creates, receives, or transmits protected health information, the package adds HIPAA and state health-privacy coverage.

  • MSA with order form and a HIPAA Business Associate Agreement
  • Terms of Service and a HIPAA / CMIA / state Privacy Policy
  • DPA framework plus a 42 CFR Part 2 schedule where needed
  • Compliance gap memo across your vendor stack
  • Delivered in a private, interactive workroom (inline redline, live risk flags, clause comments), not just Word files
  • Up to three revision rounds included
Prefer a written opinion before committing to a package? The $240 Written Attorney Consultation is the lower-friction entry: send your question and key documents and get a written attorney answer on the issues, risks, and next steps.
How it works

Payment, delivery, and scope before you commit

💳Payment ?How you pay and when work starts

The single-document tier is a $575 flat fee you can pay now through the PayPal button, with up to three rounds of email revisions and $300/hour overflow estimated before any extra hours are billed. The Healthcare SaaS package is a $2,500 flat fee for PHI-handling products. The full general-SaaS package is scoped by intake: send your details and I confirm the document set and the flat fee in writing before any work begins.

Delivery ?When you get the draft back

Drafts in 2 to 3 business days, even for complex agreements. I work weekends when a matter needs it and it is engaged.

Single-document work comes back as a redline or clean draft with brief written notes. The full package is delivered as a consistent document set in a private, interactive workroom, with a written walkthrough and the revision rounds stated on your tier.

📝After you pay ?What happens next

After you pay (or after I confirm the package scope), send your current documents if you have them, a one-paragraph description of your product, who you sell to, the data you handle, your subprocessors and integrations, and whether you ship an AI feature.

I confirm the scope, draft, and send a written walkthrough. You get the revision rounds stated on your tier, then clean versions you can publish or send to customers.

📐Scope ?What the flat fee covers, and what it does not

The flat fee covers the defined scope: one agreement for the $575 tier, the stated document set for a scoped package, or the healthcare document set for the $2,500 tier, with the revision rounds stated on each.

Work beyond that defined scope, extra documents, heavy negotiation, multiple separate agreements, or a separate matter, is handled through a $240 Written Attorney Consultation or a re-quote, so the flat fee stays predictable.

FAQ

Common questions

📄What legal documents does a SaaS company need?

At minimum: Terms of Service (or a subscription / MSA framework for B2B), a Privacy Policy tied to your real data flows, and a DPA once you process personal data for business customers or EU/UK users. Enterprise sellers usually also need an order form, an SLA, and a security exhibit. If your product ships an AI feature, you also need AI-use terms covering output ownership, training data, and disclaimers.

💰How much does a SaaS legal package cost?

A single-document attorney redline or first draft is a $575 flat fee with up to three rounds of email revisions. A full general-SaaS package is scoped and quoted by intake so the fee matches the document set you need. The $2,500 tier is the PHI-handling Healthcare SaaS package.

🔑Privacy Policy vs DPA, what is the difference?

A Privacy Policy is your public-facing notice to users about how you collect, use, and share personal information. A DPA is a contract between you and a vendor or business customer that allocates GDPR and CCPA responsibilities. Most B2B SaaS companies need both, and they have to be consistent with each other.

🤖Do I need AI-specific terms if my product uses an AI model?

If your product generates output with an AI model, or sends customer data to one, your terms should address output ownership, whether inputs or outputs train the model, indemnification, and an accuracy disclaimer. An AI addendum sits on top of the standard SaaS stack. Whether you need it depends on how your product actually uses AI.

⚖️Are you a California attorney?

Yes. I am Sergei Tokmakov, licensed in California (CA Bar #279869) since 2011. SaaS contract drafting and federal-statutory privacy compliance are not state-specific litigation, so I work with software companies nationwide. Engagement is by email and Zoom.

Live interactive demo

Try a HIPAA-aware contract workroom

If your SaaS stack includes a HIPAA BAA or PHI-handling DPA, this is how I deliver those documents in practice. Change a breach-notice window or a marketing claim and watch the room flag the risk in real time: live preview with surgical yellow highlighting, click-any-clause comments, and track-changes style suggestions.

Open the live demo workroom How I build these for firms
Fictional demo data. Built by Sergei Tokmakov, Esq., California attorney and AI engineer.
Informational, not legal advice. This page and the AI Legal Analyst provide general information only and do not constitute legal advice. Using this site, the chatbox, or any tool on it does not create an attorney-client relationship. Any AI-generated content is attorney-supervised general information, not vetted legal advice for your situation. Sergei Tokmakov is licensed in California (CA Bar #279869); matters governed by another jurisdiction's rules may need local counsel. Flat-fee amounts cover the defined scope; full packages are scoped and quoted by intake. Contact me at owner@terms.law.