Case / Website & SaaS
Website Legal Pack (SaaS): user documents aligned with real product flows
A SaaS platform preparing for launch and integrations needed a complete set of user-facing legal documents
that match the actual UX, payments, onboarding, and data flows (not generic templates).
Public version is simplified. The final set depends on business model (B2B/B2C), payment flows, integrations,
user geography, and whether the product involves digital assets, marketplaces or community features.
Snapshot
Product
SaaS platform
Subscriptions + accounts
Users
EU + global
Cross-border onboarding
Key risks
Payments + data
Liability + compliance
Output
Full legal stack
Docs + UX wording
Terms of Use
Privacy
Cookies
Disclaimers
Key idea: legal documents must reflect reality.
If your Terms describe features you do not have, or miss features you do have, it creates disputes and compliance risk.
Context
What the client needed
The client needed a clean, investor- and partner-ready legal layer for a SaaS product before paid marketing,
integrations, and scale-up.
Initial situation
- Product near launch with subscription payments and user accounts.
- Multiple user geographies, including EU-facing onboarding.
- Need to reduce liability risks around uptime, features, content and billing.
- Integrations planned (analytics, support tools, payment provider, email).
Subscriptions
Payment provider
Analytics
Key questions we answered
- What exactly the platform promises to users (and what it does not).
- How refunds, cancellations, renewals and billing disputes are handled.
- How data is processed, which parties receive it, and for what purposes.
- How to draft disclaimers aligned with product functionality and risk profile.
The best Website Legal Pack is built from product flows: signup → plan selection → payment → use → support → cancellation.
Workstream
How the pack was prepared
We treat documents as part of product design: they must match the UI, billing logic, roles, and real integrations.
Step 01
Mapping
Product & flow audit
Mapped onboarding, subscription logic, feature access, content rules, support and termination triggers.
- User journey map
- Billing/refund logic
- Key liability points
Step 02
Data
Data processing & integrations
Identified what data is collected and where it goes (PSP, analytics, email, support tools) and defined disclosure needs.
- Data categories
- Third parties
- Retention and security
Step 03
Terms
Terms of Use aligned with UX
Drafted Terms to reflect real feature set, acceptable use, limitations of liability, subscriptions, and termination.
- Subscriptions and billing
- Acceptable use
- Liability limitations
Step 04
Privacy
Privacy Policy + cookies
Prepared Privacy Policy and Cookies Notice aligned with tracking tools and consent mechanics (where needed).
- Legal basis and disclosures
- Cookie categories
- User rights workflow
Step 05
Disclosures
Disclaimers & special clauses
Added disclaimers and special clauses for edge features (AI outputs, third-party content, beta features, API access).
- Beta / experimental features
- AI output disclaimer (if relevant)
- Third-party terms references
Step 06
Implementation
UI wording & deployment checklist
Provided implementation notes: where to place links, consent, checkboxes and user acknowledgements.
- Checkboxes & consent flows
- Footer/header placement
- Release checklist
Deliverables
What the Website Legal Pack included
The exact set is tailored to the product. Below is a typical pack for SaaS with payments and EU/global users.
Core
Terms
Terms of Use / SaaS Terms
Subscriptions, billing, refunds, acceptable use, IP clauses, warranties, liability limits, termination and disputes.
- Plan rules + renewals
- Service levels and limits
- Account termination logic
Core
Privacy
Privacy Policy
Data categories, purposes, legal bases, third parties, retention, security, and user rights workflow.
- EU-ready disclosures
- Processors/subprocessors
- Rights request flow
Core
Cookies
Cookies Notice + consent logic
Cookie categories, analytics/marketing tools, consent preferences, and implementation notes for banners.
- Consent categories
- Tool-specific disclosures
- Banner placement notes
Add-on
Disclosures
Disclaimers & limitation statements
Tailored disclaimers for beta features, third-party integrations, content, AI outputs and API usage.
- Beta features disclaimer
- Third-party services
- Accuracy/no-advice notes
Optional
B2B
Business Terms / Order Form logic
For B2B: ordering mechanics, invoicing, enterprise SLAs, DPA clauses, and contract hierarchy.
- Order form structure
- DPA/processing clauses
- Priority support terms
Implementation
Checklist
Deployment checklist
Where to place links, checkboxes, what to log, how to store consent, and how to reduce disputes.
- UI placement map
- Checkbox wording
- Evidence preservation
Typical mistake: copying generic Terms and Privacy templates.
The safest approach is to align documents with real flows, real integrations, and real data handling.
FAQ
Common questions for SaaS legal docs
Short public answers. For your platform we tailor the document set to your flow.
Do we really need a Cookies banner?
If you use analytics/marketing cookies in EU-facing flows, consent logic is usually required.
The exact setup depends on tools used (analytics, ads, retargeting) and your user geography.
Can Terms limit liability for downtime and bugs?
Yes, but it must be drafted correctly and consistent with your pricing, support, and any SLA promises.
We also align the UI wording so you do not “promise” more than the Terms allow.
What changes if we move from B2C to B2B?
B2B typically adds contract hierarchy (order forms), invoicing rules, enterprise SLAs, DPAs, and negotiated terms.
The legal stack can be modular so you don’t rewrite everything later.
Can we launch with a “light” set and update later?
Usually yes, but the core must match your current features and data handling from day one.
We often structure it as a baseline pack + add-ons for marketplaces, API, community, or digital asset features.
Need a Website Legal Pack for your SaaS?
Send your onboarding flow, payment logic (plans/refunds), key integrations (analytics, email, PSP), and target regions.
We’ll propose the right document set and implement it so it matches your UX.
You can start with a high-level description. We’ll ask only what is needed to draft documents that match reality.
Especially useful if you:
- Are launching paid subscriptions and want clear billing/refund terms.
- Have EU-facing users and need a proper privacy/cookies layer.
- Need consistent disclaimers for integrations, beta features or AI outputs.
- Want to be investor/partner-ready with a clean legal layer.
We draft from your flows, not from generic templates.