SaaS Legal Stack Readiness Quiz

9 questions. The output tells you which flat-fee SaaS legal package fits your product right now: the General SaaS Stack ($2,000), the Healthcare-SaaS Package ($2,500+), a Single Document Redline ($575), or a custom-scope path. No email required to use the quiz. By Sergei Tokmakov, Esq., California Bar #279869.

Tap each question that applies to your SaaS

Answer for the next 6-12 months, not just today. The result reflects what your stack needs to support.

1. We sell or plan to sell to enterprise customers (Fortune 5000, large nonprofits, government, mid-market with procurement teams).
2. Customers have asked us to redline our MSA, sign a security questionnaire (SOC 2, vendor risk assessment), or provide a sub-processor list.
3. We process Protected Health Information (PHI) or sell into healthcare-regulated buyers (hospitals, payers, providers, healthtech).
4. We process financial information (payment cards, banking data, GLBA-covered information).
5. Our service may be used by children under 13 (COPPA) or 16 (state child laws).
6. We have EU / UK / EEA users, customers, or marketing exposure (GDPR / UK GDPR coverage required).
7. We use AI features in the product (own models, OpenAI, Anthropic, Google, AWS Bedrock, Azure OpenAI, etc.) or use customer data for inference / training.
8. Our current Privacy Policy, Terms of Service, and DPA were drafted by us, generated by a free template, or are over 18 months old.
9. We are already live with paying customers (vs. pre-launch or beta).
Recommended package

Screening tool. The $240 Written Attorney Consultation is the formal written attorney opinion if you want one before committing to a package.

How this quiz routes

The recommendation is driven by three signals:

If none of those signals fire, the $575 Single Document Redline is usually the right starting point.

Prefer a structured intake instead of a quiz?

If you would rather answer a guided intake than tap quiz options, the structured SaaS package intake gathers product, customer, data flow, and AI footprint in one short flow.

Related on Terms.Law

Canonical hub
SaaS Legal Package Hub
General-SaaS package: MSA, ToS, DPA with EU SCCs, Privacy, AI Addendum. Flat fees.
Healthcare path
Healthcare-SaaS Hub →
PHI-handling SaaS: HIPAA BAA + 42 CFR Part 2 + CMIA-aware Privacy Policy + compliance gap memo.
AI features
AI Implementation Hub
AI Use Addendum, vendor contract review, training-data audit for SaaS adding AI features.
Attorney advertising. Screening tool only. This is general information unless and until an engagement is formed. Not legal advice. Sergei Tokmakov, Esq. · California Bar #279869.