draft-msa-extension
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name: draft-msa-extension
description: Use when a standard MSA needs to be tailored for a specific industry vertical or delivery model — SaaS, consulting, manufacturing, or marketing services. Provides the delta from the base MSA skill, covering the additional provisions, modified clauses, and industry-specific schedules (DPA, SLA, quality standards, performance metrics) that each variant requires. Triggers after [[draft-msa]] when the user specifies an industry type (SaaS, IT consulting, manufacturing, marketing, professional services).
license: MIT
metadata:
id: draft.MSA-extension
category: draft
practice_area: corporate
jurisdictions: [UAE, DIFC, ADGM, KSA, LB, EU, UK, US]
priority: P1
intent: [msa variant, saas msa, consulting msa, manufacturing msa, marketing services msa]
related: [draft-msa, draft-licensing-agreement-software, draft-dpa-gdpr, draft-ip-licensing]
source: Louis — HAQQ Legal AI (github.com/sboghossian/mini-claude-for-legal)
version: "1.0"
MSA Variants by Industry
When to use this
After producing the base [[draft-msa]], use this skill to apply the industry-specific overlay that the engagement requires. Do not start from scratch — describe the variant to the client, then add the relevant schedule or modify the applicable clauses.
The four core variants are:
Variant 1 — SaaS MSA
What changes from the base MSA
A SaaS MSA governs a software-as-a-service engagement where the Provider operates the software and the Client accesses it remotely. The key differences from a professional-services MSA:
Add: Data Processing Addendum (DPA)
The DPA is mandatory when the Provider processes personal data on the Client's behalf:
- Processor / Controller designation (typically: Client = Controller; Provider = Processor)
- Subject-matter, nature, purpose, and duration of processing
- Categories of personal data and data subjects
- Client's instructions; Provider may only process per instructions
- Provider's obligations: sub-processor approval; security measures; breach notification (72 hours for GDPR); deletion/return on termination
- Transfer mechanisms for cross-border processing (SCCs, adequacy, KSA PDPL equivalent)
- Reference skill: [[draft-dpa-gdpr]] (EU/UK), [[draft-dpa-ksa-pdpl]] (KSA), [[draft-dpa-uae-pdpl]] (UAE)
Add: Service Level Agreement (SLA) Schedule
- Availability commitment: e.g., 99.5% uptime per month (calculated excluding planned maintenance)
- Planned maintenance window: typically nights/weekends; advance notice required (48 hours minimum)
- Incident severity and response times:
- P1 (Critical — service unavailable): response 15 minutes; resolution target 4 hours
- P2 (Major — significant feature unavailable): response 1 hour; resolution target 24 hours
- P3 (Minor — degraded performance): response 4 hours; resolution target 72 hours
- Service credits: Provider credits Client's account for breach of availability SLA (typically 5-25% of monthly fee per hour/day of downtime, capped at 30% of monthly fee)
- Service credits are the sole and exclusive remedy for availability failures (unless caused by fraud or gross negligence)
Add: Security Schedule
- Minimum security standards (ISO 27001, SOC 2 Type II, or equivalent)
- Encryption standards (in transit and at rest)
- Access controls, authentication requirements (MFA for admin access)
- Penetration testing frequency; report sharing
- Vulnerability management and patching timelines
- Incident notification: security breach notification to Client within 24-48 hours of confirmation
Modify: Termination
Add data portability obligation: on termination, Provider exports Client's data in a standard format (CSV, JSON, or API) within 30 days at no charge. Provider retains data for 30 days post-termination then deletes; certified deletion notice to Client.
Modify: IP
The software itself remains Provider's property; Client receives a subscription license during the term only. On termination, all access rights cease.
Variant 2 — Consulting / Professional Services MSA
What changes from the base MSA
A consulting MSA governs time-and-materials or fixed-fee engagements where the output is advice, analysis, or embedded expertise rather than software.
Add: Rate Card Schedule
- Named rates per consultant category (Partner / Senior Manager / Manager / Analyst / Support Staff)
- Rate basis (per day / per hour)
- Annual escalation (CPI or agreed fixed % per year)
- Travel policy (class of travel, expense reimbursement policy)
- Currency of invoicing
Modify: IP — deliverables ownership
Consulting output (reports, analysis, strategy documents) is more commonly client-owned than in software MSAs. Negotiate:
- Full assignment: report, analysis, and all deliverables assigned to Client on payment
- Background IP carve-out: Provider's methodologies, frameworks, proprietary tools, and pre-existing materials are explicitly carved out as Provider's Background IP; Provider grants Client a license to use them only as incorporated in the Deliverables
Add: Staffing provisions
- Key persons schedule: named consultants the Client is counting on
- Substitution notice: Provider gives [10] business days' notice of key-person substitution; Client may object; Provider provides consultant of equivalent or better seniority
- Non-solicitation: Client may not solicit, hire, or engage Provider's personnel for [12] months after their last service date under the MSA
Modify: Liability
For consulting engagements involving regulated advice (financial, legal, medical): regulatory or professional-liability provisions may need to be added. Verify whether the Provider is operating as an adviser to the Client or as an independent contractor — this affects implied duties and confidentiality obligations.
Variant 3 — Manufacturing / Supply MSA
What changes from the base MSA
A manufacturing MSA governs the ongoing supply of goods or manufactured products, often with quality requirements, inspections, and supply-chain provisions.
Add: Quality Schedule
- Specifications: reference to product specifications, drawings, standards (ISO, industry standards)
- Testing and inspection: right of Client to inspect at production facility; third-party testing
- Acceptance inspection on delivery; rejection and cure process
- Defect remedies: repair, replacement, or credit; time limits for latent defect claims
Add: Force Majeure — Supply Chain Specifics
Standard force majeure expanded to include: supplier insolvency, natural disasters affecting supply chain, port closure, logistics disruption. Mitigation obligation: Provider must maintain buffer stock, identify alternative suppliers.
Modify: Covenants
- Minimum order quantities (MOQ): Client commits to minimum purchase volume over the term
- Lead times: Provider commits to lead times per order; penalties for late delivery (liquidated damages per day; cap)
- Forecast obligations: Client provides rolling X-month forecasts; Provider may rely on forecasts for procurement
- Product liability indemnification: Provider indemnifies Client for product liability arising from manufacturing defects
Modify: IP
- Client typically owns the product specifications, tooling designs, and Client-provided dies/molds
- Provider may not use Client's IP for any other customer
- Provider's manufacturing process know-how remains Provider's IP
Variant 4 — Marketing Services MSA
What changes from the base MSA
A marketing services MSA governs ongoing creative, digital marketing, media buying, and campaign management services.
Add: IP ownership — Content
- Client owns all campaign deliverables (creative assets, copy, videos, photos, ad materials, social content) immediately upon creation (work-for-hire assignment)
- Provider retains no rights to use Client's brand or campaign materials for portfolio or promotional purposes without Client's written approval
- Third-party content (licensed stock images, music): Provider obtains licenses and passes them to Client; list licensed content in each SOW
Add: Performance Metrics
- KPIs per campaign defined in each SOW (impressions, clicks, conversion rate, ROAS — Return on Ad Spend, CPL — Cost Per Lead)
- Reporting frequency (weekly dashboard; monthly review)
- Performance remedy: if defined KPIs are missed for [2 consecutive months], Client may terminate the relevant SOW without penalty
- Measurement tools: agreed analytics platform (Google Analytics, Meta Ads Manager, etc.)
Modify: Media Buying provisions
- If Provider buys media on Client's behalf: separate media buying authority
- Client pre-approves media budgets; Provider acts as disclosed agent on Client's behalf
- Rebates and volume discounts: Provider passes through any rebates received from media outlets
- Financial controls: Provider maintains segregated media client account; Client's media budget is not mixed with Provider's own funds
Add: Brand Guidelines compliance
- Provider must follow Client's brand guidelines at all times
- Client approves all creative before publication
- Unauthorized publication is a material breach triggering immediate termination rights
How to use these variants
- Start with [[draft-msa]] for the base document.
- Identify the variant(s) applicable to the engagement.
- Add the applicable schedules (DPA, SLA, Rate Card, Quality, etc.) as numbered appendices to the MSA.
- Identify which base MSA clauses need modification (note the change and why in a cover note to the client).
- If the engagement spans multiple variants (e.g., a SaaS platform with a consulting implementation component), stack the applicable schedules.
Related skills
- [[draft-msa]]
- [[draft-licensing-agreement-software]]
- [[draft-dpa-gdpr]]
- [[draft-ip-licensing]]
- [[review-msa-deep-review]]