---
title: "List the term-sheet points for an outsourcing or managed-services structure"
url: "https://ailawframework.com/practice/technology-media-and-telecommunications-it-contracts/draft-an-outsourcing-or-managed-services-structure-from-the-term-sheet/united-states"
type: "task_jurisdiction_version"
site: "AI Law Framework"
id: "A24-T1-R8-US"
practice_area: "Technology, Media & Telecommunications / IT Contracts"
tier: "yellow"
lawyer_review: "required"
jurisdictions: ["US"]
last_reviewed: "2026-10-22"
---

# List the term-sheet points for an outsourcing or managed-services structure

> 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.

Canonical page: https://ailawframework.com/practice/technology-media-and-telecommunications-it-contracts/draft-an-outsourcing-or-managed-services-structure-from-the-term-sheet/united-states  
Last reviewed: 2026-10-22

Site index for agents: https://ailawframework.com/llms.txt

## Key facts

| Fact | Value |
| --- | --- |
| Practice area | [Technology, Media & Telecommunications / IT Contracts](https://ailawframework.com/practice/technology-media-and-telecommunications-it-contracts.md) |
| Human involvement | Yellow: Lawyer and AI draft together |
| 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 | United States |
| Applies to | [Draft an outsourcing or managed-services structure from the term sheet](https://ailawframework.com/practice/technology-media-and-telecommunications-it-contracts/draft-an-outsourcing-or-managed-services-structure-from-the-term-sheet.md) |

## Checking plan

- What the AI does: 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.
- Basis: Checked against the linked sources on 22 October 2026. Confirm the current instrument before reliance.

## Notes

- Other states’ privacy statutes were not opened. Section 1798.140(ag) is California.
- The term-sheet list is not the services schedule. Pasting it into a signature copy would put unchecked sentences into a signed document.

## Sources

- [Cal. Civ. Code § 1798.140, including the service-provider definition](https://leginfo.legislature.ca.gov/faces/codes_displaySection.xhtml?lawCode=CIV&sectionNum=1798.140.) (checked 2026-10-22)
- [17 U.S.C. § 201, ownership of copyright](https://www.law.cornell.edu/uscode/text/17/201) (checked 2026-10-22)
- [ABA Formal Opinion 512, Generative Artificial Intelligence Tools (29 July 2024)](https://www.americanbar.org/content/dam/aba/administrative/professional_responsibility/ethics-opinions/aba-formal-opinion-512.pdf) (checked 2026-10-22)
- [ABA Model Rule 1.6, Confidentiality of Information](https://www.americanbar.org/groups/professional_responsibility/publications/model_rules_of_professional_conduct/rule_1_6_confidentiality_of_information/) (checked 2026-10-22)

## Forms and precedents for this task

| Form or precedent | Kind | AI level | Summary |
| --- | --- | --- | --- |
| [SaaS subscription agreement](https://ailawframework.com/precedents/technology-media-and-telecommunications-it-contracts/us-saas-subscription.md) | Agreement | Yellow | Short subscription for hosted software. It gives a right to access during the term, keeps customer data with the customer, and points personal information to the CCPA addendum.… |
| [Statement of work](https://ailawframework.com/precedents/technology-media-and-telecommunications-it-contracts/us-statement-of-work.md) | Agreement | 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.

*Practice guidance for planning and review. Confirm current primary sources and the requirements of the actual matter. This is general information, not legal advice.*