MSA + SOW ready to send today

Agency founders, freelance consultants, and boutique service firms (2-30 people) in tech, marketing, design, and professional services who deal with repeat client engagements · Assemble in ~10 min; first MSA + SOW draft in <5 min once installed.

LegalEdit flowon X● golden 96

Not legal advice. This recipe drafts and reviews documents to save you time — have a licensed attorney review anything you sign, file, or publish.

step 1connector

Capture client and engagement details

⚡ bring your own tool

step 2ready

Draft the MSA

contract-and-proposal-writer6 alts

step 3ready

Draft the matching SOW

proposal

step 4ready

General counsel risk scan

general-counsel-advisor

step 5ready

Redline and finalize documents

contract-review4 alts

step 6ready

Send for signature via DocuSign

docusign-automation

step 7ready

Kick off the client onboarding

client-onboarding10 alts

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What you get

▸Jurisdiction-aware MSA (Markdown + docx) covering IP, liability cap, payment, and termination
▸Project-specific SOW scoped to the engagement with deliverables, milestones, and acceptance criteria
▸Risk report flagging founder-risk patterns in both documents, with redline recommendations
▸Client onboarding package (welcome email, kickoff agenda, provisioning checklist, check-in schedule)

tools: DocuSign account (from $15/mo) · Composio MCP (free tier available) · intake doc tool (Google Form / Notion free tier)

tokens: ~$1-3 per client engagement (full 7-step run)

≈ $15-20/mo at steady volume (DocuSign plan dominates; tokens are negligible)

What stays yours

· Attorney spot-check before sending on material engagements — AI drafts are starting points, not legal advice
· Review and approve the redlined docs before the DocuSign envelope goes out
· Negotiate client-side redlines manually if the client returns marked-up versions

✓ Last verified 2026-06-11claude-sonnet-4-6 (subagent, test-mode fixtures)

✓ step 1 · Capture client and engagement details

✓ step 2 · Draft the MSA

✓ step 3 · Draft the matching SOW

✓ step 4 · General counsel risk scan

✓ step 5 · Redline and finalize documents

✓ step 6 · Send for signature via DocuSign

✓ step 7 · Kick off the client onboarding

view sample outputs from this run

step 2 · Draft the MSA

# Master Services Agreement

**Between:** Meridian Labs LLC ("Service Provider") and ClearLedger Inc. ("Client")
**Effective Date:** July 1, 2026
**Governing Law:** State of Delaware, USA

---

> **Docx conversion:** Export this file with `pandoc msa-draft.md -o MSA-MeridianLabs-ClearLedger.docx --reference-doc=legal-template.docx` or paste into Google Docs and apply your letterhead style. Replace all `[bracketed]` fields before sending.

---

## MASTER SERVICES AGREEMENT

This Master Services Agreement ("Agreement") is entered into as of **July 1, 2026** ("Effective Date") by and between:

**…

step 3 · Draft the matching SOW

# Statement of Work #001
## AI Bookkeeping Copilot — MVP Build

**Pursuant to:** Master Services Agreement dated July 1, 2026 between Meridian Labs LLC and ClearLedger Inc.
**SOW Effective Date:** July 1, 2026
**SOW Number:** SOW-001

---

## 1. PROJECT OVERVIEW

ClearLedger Inc. ("Client") requires the design, development, and delivery of an AI-powered transaction categorization module ("AI Bookkeeping Copilot") that integrates with the QuickBooks Online (QBO) API. The module will enable SMB users to automatically categorize bank transactions using large language model inference, reducing man…

step 4 · General counsel risk scan

# General Counsel Risk Scan — MSA + SOW
## Meridian Labs LLC / ClearLedger Inc. — SOW-001

**Prepared:** AI-generated risk analysis (not a substitute for attorney review)
**Documents reviewed:** msa-draft.md, sow-draft.md
**Scan patterns applied:** 12-pattern founder-risk scanner

---

## Executive Summary

The MSA and SOW as drafted are **founder-protective** overall. The IP assignment, confidentiality, and liability cap provisions strongly favor Service Provider's typical interests. Five items warrant attention before sending; none are deal-blocking, but two (IP carve-out specificity, indemn…

The problem

When I land a new client for my agency or consulting firm, I want an MSA and project-specific SOW generated from my service description and client details, so that I don't pay $300-$500 to a lawyer every time or use a generic template that doesn't protect my IP or limit my liability.

Cybernetic layers

Memorybyo

Store your standard MSA and SOW templates as context files in ~/.claude/ or a Notion page so the skill personalizes to your firm rather than starting from scratch each time. No harvested memory artifact covers firm-specific contract preferences yet.

Backgroundnot-applicable

This is a session-scoped, on-demand workflow — run it when a new client is landed. Scheduled background automation is not a fit here; the trigger is a business event, not a clock.

Harnessready

Claude Code is the runtime. Install each skill into ~/.claude/skills/ and invoke by name. DocuSign step requires Composio MCP to be configured separately.

Click any step to see what fills it — and the ranked alternatives you can swap in.