Draft a statement of work from the proposal and the MSA

Key facts

Human involvement
YellowClose supervision
How AI is used
Produce a first-draft SOW covering deliverables, acceptance, dependencies and charges from the proposal, aligned to the MSA definitions.
What the lawyer must review
  • Confirm the SOW does not silently vary liability, IP or data terms in the MSA
  • Check that acceptance criteria are testable
Written for / version
US

Open a jurisdiction version of this task to see which instruments apply: US

Who does what

Who does what
RoleWhat they do
AssistanceProduce a first-draft SOW covering deliverables, acceptance, dependencies and charges from the proposal, aligned to the MSA definitions.
LawyerSet the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output.

Checklist

  1. Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
  2. Verify every relied-on citation, figure and name against the source document.
  3. The responsible lawyer approves the exact version before use.

Forms and precedents for this task

Forms and precedents for this task
Form or precedentKindAI useSummary
IT services statement of work template (under a master services agreement)AgreementAI use YellowA statement of work for IT or professional services under a master services agreement: scope, out of scope, deliverables and acceptance, milestones and fees, assumptions and dependencies, personnel, change control, IP in deliverables and AI-use terms.

Signed-in accounts can read the full text of each one. All precedents.

Sources

Confirm the required checking with the responsible lawyer before work starts. The checking approach does not establish permission to use AI.

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