List the term-sheet points for an outsourcing or managed-services structure
Key facts
- Human involvement
- YellowClose supervision
- How AI is used
- From the term sheet, list the services, the service levels, the data the sheet says will move, the exit assistance, and the fees, in the sheet’s words. Do not write the agreement.
- What the lawyer must review
- The lawyer writes every sentence that will be signed. Where the provider will receive California personal information, Cal. Civ. Code § 1798.140(ag) defines a service provider as a person that processes personal information on behalf of a business under a written contract that prohibits the uses the subdivision lists, including combining that information with information from another person except as the subdivision allows. 17 U.S.C. § 201 and the § 101 work-made-for-hire definition decide who starts as the author of copyright in deliverables. Formal Opinion 512 and Rule 1.6: customer data used to draft the structure is information relating to the representation.
- Written for / version
- United States versionUS
Who does what
| Role | What they do |
|---|---|
| Assistance | Consider narrowly defined preparation support after confirming 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 |
|---|---|---|---|
| SaaS subscription agreement | Agreement | AI use Yellow | Short subscription for hosted software. |
| 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.