Template and contract packs
Template packs for MSPs and developers.
Practical templates drawn from how we run our own engagements: an engagement checklist, a statement-of-work outline, an onboarding checklist for customer-owned access, and a change-request form.
IRIS (Integrated Reasoning & Intelligence Steward) is our planning assistant. The scoping page saves your answers to your own computer as a file, then offers a link to email them to us.
What a pack contains
The documents an engagement runs on.
- A master services agreement outline and statement-of-work template.
- A data processing addendum outline.
- A customer onboarding checklist for access the customer owns and controls.
- A change-request and approval form.
- A project closeout and handover checklist.
Before you use one
General information, not legal advice.
The legal documents in a pack are reviewed by a licensed attorney before any pack is offered.
Templates are general information, not legal advice; use them with your own lawyer.
Interested in a pack?
Say so in the questions section of the IRIS scoping page. You keep a copy.