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

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

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

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

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

Data categories, purposes, legal bases, third parties, retention, security, and user rights workflow.

EU-ready disclosures
Processors/subprocessors
Rights request flow

Core

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.