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Agreement Packages
+ MIJ Law preset
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1. Client
2. Type
3. Economics
4. Preview
Client & Engagement
Client legal name *
State of formation
Entity type
Client address
SOW effective date
MSA date
Client signer name
Client signer title
Client signer email (for signing link)
Exec sponsor (client)
Day-to-day lead (client)
Compliance / approving authority (client)
Billing / AP (client)
Provider signer name
Provider signer title
Provider signer email
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SOW Type
Two base types. This seeds the economics and the regulatory/compliance language.
Financial Services Firm
RIA / broker-dealer. SEC Marketing Rule 206(4)-1, FINRA 2210, recordkeeping. Build-to-own with beta to standard buy-down. Seeded with Plotkin economics.
General (any other build)
The default for virtually any website / marketing build. Industry-neutral compliance; build-to-own on by default (toggle off for a flat retainer). Add compliance modules below for special cases.
Optional modules (General only)
Attorney advertising (law firm)
- TX/NM bar rules, anti-barratry, verdict substantiation, Approving Attorney
Bilingual (Spanish) deliverables
- /es subtree + bilingual review
Custom mobile app (IP carve-out)
- App as Retained System, never transfers
Build-to-own buyout
- uncheck for a flat retainer (no Development Value / buyout)
No client termination for convenience
- locks the initial term (overrides MSA 13.2)
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Economics
Beta months
Beta rate ($/mo)
Standard rate ($/mo)
Buy-down credit ($/mo)
Carry rate (%/yr)
Term (months)
Annual escalator (%)
Media mgmt fee (%)
Third-party mgmt fee (%)
Operating Service ($/mo)
CRM ownership
Client-owned (admin access)
Provider-managed
CRM platform
Development Value Allocation
Component
Bespoke
Engine
Retained
Service
+ Add line
Retained Systems categories (one per line)
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Preview
Preview & Create
MSA
Statement of Work
Download MSA .docx
Download SOW .docx
Review with Claude
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