SaaS Legal Stack Readiness Quiz

9 questions. Output: which flat-fee SaaS legal package fits your product right now, Lean Stack ($1,800), Procurement-Ready Stack ($2,500), Healthcare-SaaS Package ($2,500-$3,500), or a Diagnostic Memo first ($349). No email required to use the quiz.

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 $349 case-evaluation memo is the formal written attorney opinion if you want one before committing.

How this quiz routes

The recommendation is driven by three signals:

If none of those signals fire, the Lean SaaS Stack ($1,800) is usually the right starting point.

Screening tool only. Not legal advice. Sergei Tokmakov, Esq. · California State Bar #279869.