PLAYBOOK TEMPLATES

Software as a Service (SaaS) Agreement

A SaaS Agreement governs access to cloud-hosted software services, typically under a subscription model. This playbook covers service uptime, data ownership, termination, and liability limitations for cloud-based offerings.
Technology Transactions
Issue & Concept List
Scope of Work
Intellectual Property
Data Security & Privacy
Confidentiality
Indemnification & Liability
Warranties & Representations
Service Levels
Term and Termination
Pricing and Payment
Dispute Resolution
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What you get in this playbook

1

Scope of Work

Defines the precise services, deliverables, and responsibilities of each party under the contract.
2

Intellectual Property

Addresses ownership, licensing, and use rights for pre-existing and newly created intellectual property.
3

Data Security & Privacy

Sets requirements for protection, processing, and transfer of personal and sensitive data under applicable laws.
4

Confidentiality

Establishes obligations to safeguard proprietary and sensitive information shared during the contract term.
5

Indemnification & Liability

Defines each party’s indemnification obligations and liability caps for claims arising under the contract.
6

Warranties & Representations

Specifies promises regarding performance, compliance with laws, and product quality.
7

Service Levels

Outlines performance metrics, uptime guarantees, and remedies for failing to meet service standards.
8

Term and Termination

Addresses contract duration, renewal procedures, and termination rights for cause and convenience.
9

Pricing and Payment

Covers fee structures, payment schedules, invoicing procedures, and change order impacts on pricing.
10

Dispute Resolution

Specifies processes for resolving conflicts, including governing law, jurisdiction, and alternative dispute methods.
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