Legal Resource Centre · Checklist

SaaS agreement checklist

A SaaS agreement has to work for the sales process and hold up under Canadian law. Use this checklist whether you're the vendor writing terms or the customer redlining someone else's — it covers the clauses that decide risk, money, and data.

Technology & Licensing →
Who it's for: software vendors setting their terms, and customers reviewing a vendor's. The commercial terms get read; the liability, data, and IP terms are where the real risk sits.

Commercial terms

Service and support

Data and privacy

Risk and IP

Redlining a customer's or vendor's draft? That's one of the most common technology engagements — we mark up SaaS agreements both ways. See technology & licensing, or run an AI-drafted set of terms through AI document review.
A starting point, not legal advice. This resource is general information to help you get organized and ask better questions. It is not legal advice, it is not a substitute for a lawyer reviewing your situation, and using it does not create a lawyer–client relationship. Laws change and every deal is different — confirm anything important with a lawyer before you rely on it.
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