Draft a statement of work from the proposal and the master agreement
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- Turn the proposal’s scope, assumptions and charges into a statement-of-work outline that cites the master-agreement clauses on changes, acceptance and intellectual property. The lawyer rewrites every sentence before signature.
- What the lawyer must review
- The signed statement of work is the lawyer’s document. Rule 1.1 and Formal Opinion 512 require the lawyer to review generated contract text; a summary tool does not remove that check. Rule 1.6: do not put the customer’s unpublished security or pricing terms into a public tool. Where the work is software, ownership follows 17 U.S.C. § 201 unless a signed writing transfers it or the work is a work made for hire under § 101. A contractor’s code is not a work made for hire merely because it was paid for.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Potential support includes preparing preliminary structure or wording. Confirm the tool’s capability and permitted scope. |
| Lawyer | Set the scope, supervise the work closely, verify every part relied on, resolve omissions and exceptions, and approve the exact output. |
Checklist
- Review operative clauses in the complete document, including definitions, cross-references, schedules and inconsistencies with the instructions.
- Confirm the output against the client’s instructions and the complete relevant source material, including omissions or contradictions.
- Resolve exceptions and record the responsible lawyer’s approval of the exact output and intended use.
Forms and precedents for this task
| Form or precedent | Kind | AI use | Summary |
|---|---|---|---|
| Statement of work | Agreement | AI use Yellow | Statement of work for services under a master agreement: scope, milestones, fees and acceptance. |
Signed-in accounts can read the full text of each one. All precedents.