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. A Terms of Service or Privacy Policy redline is a $1,500 flat fee, one ordinary business contract is $1,000, and the full package is scoped by intake.
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.
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 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.
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.
Attorney redline of your existing document, or a practical first draft, for one SaaS or privacy document (the SaaS/Privacy Document Review).
- Your Terms of Service, Privacy Policy, MSA, DPA, or AI addendum (one document)
- One ordinary business contract that is not a SaaS or privacy document: $1,000 flat
- Attorney redline or clean draft as appropriate
- Brief written notes on the key issues
- One consolidated revision round (the $1,000 ordinary contract: up to three rounds of email revisions)
- Overflow billed at $300/hour, estimated first
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
- Two consolidated revision rounds
- Written walkthrough of the key choices
- Flat fee confirmed in writing before any work begins
Scoped and quoted by intake, not instant checkout.
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
- Two consolidated revision rounds
What each SaaS fee includes
$1,500 SaaS/Privacy Document Review
- Attorney review and redline of one existing SaaS or privacy document.
- A written risk-and-gap memo on that document.
- One consolidated revision round.
$2,750 SaaS Legal Stack
- The coordinated document set drafted to your product: Terms of Service or Master Subscription Agreement, Privacy Policy (CCPA/CPRA and GDPR notice content), DPA with EU SCCs and UK addendum, AI Use Addendum where the product ships AI, Acceptable Use, Refund and Cancellation terms and an SOW template.
- A cross-document consistency review so defined terms, data flows and liability caps match across the set.
- The product and data-flow assumptions the documents rest on, stated in the written walkthrough.
- A launch-risk review of the high-scrutiny clauses and a launch checklist of the operational actions left on your side.
- Two consolidated revision rounds.
- Timing
- Standard-scope drafts within two business days after the engagement is confirmed and complete materials; a multi-document set gets a confirmed date in the engagement letter.
- Revisions
- One consolidated round on the review; two on the full stack.
- Not included
- HIPAA or PHI work (the Healthcare SaaS package), securities or token offerings, money transmission or lending products, a COPPA or state-privacy applicability assessment and 50-state opinions. Overflow at $300 per hour, agreed first.
- How work starts
- The $1,000 ordinary contract: pay through the button and send the contract. The $1,500 review and the $2,750 stack: the fee and scope are confirmed in a short engagement letter you sign electronically before work begins. No call is required, and the fee does not expand without a new written scope. The stack is scoped by intake first.
Payment, delivery, and scope before you commit
💳Payment ?How you pay and when work starts▾
A Terms of Service or Privacy Policy redline is a $1,500 flat fee (the SaaS/Privacy Document Review). One ordinary business contract that is not a SaaS or privacy document is a $1,000 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 $2,750 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▾
Standard-scope drafts typically within two business days of receiving your documents; a complex or multi-document set gets a confirmed date in the engagement letter. I work weekends when an engaged matter needs it.
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 SaaS or privacy document for the $1,500 tier, one ordinary business contract for the $1,000 tier, the stated document set for a scoped package, or the healthcare document set for the $2,750 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 $300 Written Attorney Consultation or a re-quote, so the flat fee stays predictable.
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 Terms of Service or Privacy Policy redline is a $1,500 flat fee (the SaaS/Privacy Document Review). One ordinary business contract that is not a SaaS or privacy document is a $1,000 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 $2,750 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.
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