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Statements of Work in the AI Era: Drafting Smarter, Managing Risk, and Redefining Legal Precision

2025-11-18 13:00:00

2025-11-18 13:00:00

Over 1,000+ webinars

Practical strategies for negotiating cloud and SaaS statements of work while streamlining legal review through templates, playbooks, and AI.

2025-11-18 13:00:00

Practical strategies for negotiating cloud and SaaS statements of work while streamlining legal review through templates, playbooks, and AI.

2025-11-18 13:00:00

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Trusted by Legal Professionals

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Live stream programs

24/7

Access to live webinars & recordings

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Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

Course Overview

Mastering SOW Negotiation and Legal Operations

Participants will learn essential strategies for drafting airtight Statements of Work and optimizing legal’s role in contract review. These skills enable faster deal cycles while reducing dispute risk.

Document Hierarchy

Align MSAs, SOWs, and SLAs consistently.

Risk Allocation

Structure liability and IP provisions strategically.

Business Enablement

Empower partners to handle routine contracts.

Technology Integration

Apply AI tools to streamline reviews.

Course Overview

Mastering SOW Negotiation and Legal Operations

Participants will learn essential strategies for drafting airtight Statements of Work and optimizing legal’s role in contract review. These skills enable faster deal cycles while reducing dispute risk.

Document Hierarchy

Align MSAs, SOWs, and SLAs consistently.

Risk Allocation

Structure liability and IP provisions strategically.

Business Enablement

Empower partners to handle routine contracts.

Technology Integration

Apply AI tools to streamline reviews.

Why Attend

Why this 
program matters

Thorough understanding of SOW negotiation and contract management is essential because ambiguity and poor drafting are primary causes of costly disputes, value erosion, and litigation that can significantly impact organizational performance.
9.2%
Average annual revenue lost due to poor contract management practices according to World Commerce & Contracting research.
92%
Of contract management errors are attributable to human error during manual tracking and scattered project execution.
40%
Of contract value can be lost due to inefficient management including missed deadlines, poor tracking, and weak negotiation strategies.
356%
Return on investment achieved by composite companies implementing contract lifecycle management technology over three years according to Forrester research.

Agenda

Session 1

Negotiating and Understanding Your Statements of Work

Break

Break

Session 2

Redefining Legal's Role in Reviewing SOWs

clock 1:00 pm - 2:00 pm EST

Negotiating and Understanding Your Statements of Work

Mark Grossman

Falcon Rappaport & Berkman LLP

Lucy Bassli

InnoLaw Group, PLLC

This session covers the essential legal and business terms required in every SOW, including scope, deliverables, acceptance criteria, and change control provisions. Participants will learn how limitation-of-liability and IP clauses shift risk in cloud transactions, strategies for aligning SOWs with SLAs to eliminate ambiguity, and practical negotiation tactics drawn from real-world SaaS deals.

Mark Grossman

Falcon Rappaport & Berkman LLP

Lucy Bassli

InnoLaw Group, PLLC

clock 2:00 pm - 2:10 pm EST

Break

Mark Grossman

Falcon Rappaport & Berkman LLP

Lucy Bassli

InnoLaw Group, PLLC

A short intermission between sessions. Participants can take this opportunity to refresh before the next segment.

Mark Grossman

Falcon Rappaport & Berkman LLP

Lucy Bassli

InnoLaw Group, PLLC

clock 2:10 pm - 3:10 pm EST

Redefining Legal's Role in Reviewing SOWs

Mark Grossman

Falcon Rappaport & Berkman LLP

Lucy Bassli

InnoLaw Group, PLLC

This session explores how legal teams can optimize their involvement in SOW review by developing risk-based review thresholds and empowering business partners to handle routine contract matters. Attendees will learn to create roles and responsibilities matrices, build effective templates and playbooks, and identify the right contract review AI technology to address operational, substantive, and data-related pain points.

Mark Grossman

Falcon Rappaport & Berkman LLP

Lucy Bassli

InnoLaw Group, PLLC

01 03
Prev
Next

Key topics that will be covered

What will you learn

Attorneys will learn how to negotiate and draft Statements of Work in cloud and SaaS environments, including essential provisions, risk allocation, and practical negotiation tactics.

What will you gain

Attorneys will gain strategies for optimizing legal's role in SOW review and methods to enable business partners to handle routine contract matters efficiently.

Document Hierarchy
MSAs, SOWs, and SLAs must tell one consistent story without contradictions.
Specificity
Define metrics, testing procedures, and acceptance criteria to avoid disputes from ambiguity.
Change Control
No project ends as initially scoped; establish formal procedures for change orders.
Risk Assessment
Categorize SOWs by risk and complexity to determine appropriate legal involvement levels.
Business Enablement
Create templates and playbooks enabling business partners to handle routine SOW matters independently.
AI Technology
Understand pain points before selecting technology; AI is substantively changing contract review.

What will you learn

Attorneys will learn how to negotiate and draft Statements of Work in cloud and SaaS environments, including essential provisions, risk allocation, and practical negotiation tactics.

What will you gain

Attorneys will gain strategies for optimizing legal's role in SOW review and methods to enable business partners to handle routine contract matters efficiently.

Plans

Proven CLE solutions for every legal professional

Access type Individual Purchase Basic Premium Most Popular Corporate CLE Plan
Price
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
$395/year
One-time purchase
Custom
based on firm size
Access type Pay per class Unlimited annual access Unlimited access for all firm members
Number of Available Webinars 1 1,000+ 1,000+
Number of New Webinars Added Yearly Limited 500+ 500+
Earn "Live" CLE credit Included Included Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included Included Included
Attend "Live" Re-Broadcasts Included Included Included
Exclusive Partner Webinars & Events Included Included
Special credits (Ethics, Elimination
of Bias, etc.)
Included Included
Instant Certificates After Completion Included Included
Personalized CLE Platform Included Included
Live Conferences Included
Bootcamps Included
Individual Purchase
Basic
Premium
Corporate CLE Plan
$95 – $245
Price varies based
on the course duration
of 1 to 3+ hours
Access type Pay per
class
Number of Available Webinars 1
Number of New Webinars Added Yearly Limited
Earn "Live" CLE credit Included
Ability to Ask Questions During
the Presentation via a Chat Box
Included
Attend "Live" Re-Broadcasts Included
Exclusive Partner Webinars & Events
Special credits (Ethics, Elimination
of Bias, etc.)
Instant Certificates After Completion
Personalized CLE Platform
Live Conferences
Bootcamps

speakers

Joe Ervin

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Kevin Foley

Reminger Co
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Grant H. Lawson

The Law Firm for Truck Safety, LLP
A Partner at The Law Firm for Truck Safety. He focuses exclusively on cases involving commercial motor vehicle crashes and wrongful death. Joe also holds a valid class “A” commercial driver’s license with endorsements for double/triple trailers and tankers.

Education & Credentials

A 2013 graduate of the Gerry Spence Trial Lawyers College in Dubois, Wyoming, Joe is rated AV Preeminent™ by Martindale-Hubbell — the highest peer rating for exceptional legal ability and ethics. He is among the first nine attorneys nationwide to earn board certification in Truck Accident Law from the National Board of Trial Advocacy.

Recognition & Leadership

Joe received the Roadway Safety Award from the American Association for Justice (AAJ) for his commitment to improving highway safety.
 He currently serves as Co-Chair of the Academy of Truck Accident Attorneys (ATAA) Safety Committee, advocating for higher safety standards across the trucking industry.

Professional Involvement

Joe serves on the faculty of the AAJ Advanced Trial Advocacy College: Litigating Truck Collision Cases (2015 & 2024).
 He is an active member of AAJ’s Trucking Litigation Group and sits on the Board of Regents for the Academy of Truck Accident Attorneys.

Experience

Joe frequently consults and co-counsels on complex commercial truck cases. His proven track record includes numerous successful trials against motor carriers and truck leasing companies — delivering justice for victims of commercial vehicle accidents.

Mark Grossman

Falcon Rappaport & Berkman LLP

Lucy Bassli

InnoLaw Group, PLLC

Mark Grossman

Falcon Rappaport & Berkman LLP

Mark Grossman is a technology and business attorney, entrepreneur, and strategic advisor who helps companies close complex deals and navigate emerging legal risks. His practice covers technology transactions including software licensing, SaaS and cloud services agreements, technology development contracts, IT outsourcing, data privacy and security agreements, intellectual property transfers, and enterprise-level AI and data governance.

Education & Credentials

J.D., cum laude, Georgetown University Law Center; admitted in New York and Florida.

Recognition & Leadership

Best Lawyers named him 'Lawyer of the Year' for Technology Law in New York City in 2016 and 2018. Selected as a Super Lawyer for seven consecutive years (top 5% of attorneys). Authored 'Technology Law: What Every Business (and Business-Minded Person) Needs to Know,' co-authored the ABA's 'Internet Law for the Business Lawyer,' and wrote over 400 published articles including his long-running TechLaw column in the Miami Herald. Featured by CNBC, Bloomberg TV, NPR, ABC's Nightline, and Wall Street Journal Radio.

Professional Involvement

Professional speaker who has delivered over 400 presentations worldwide, frequently invited as keynote speaker on topics including negotiating skills for the C-suite, software licensing and cloud computing agreements, risk management in technology transactions, and contract negotiation techniques.

Experience

Throughout his legal career, Mark has closed deals exceeding a billion dollars in value across a wide range of industries. Has served as fractional general counsel providing executive-level legal strategy. Co-founded Eisenworld (later Apptimum), developing software for PC migration leading to investment from Granville-Baird Capital Partners and acquisition by Microsoft. Co-founded Boldstreak, a social media talent agency acquired by a larger competitor. Represented industry leaders including AvisBudget, General Electric, ExxonMobil, Warner Music, Carnival Cruise Lines, Publix Supermarkets, Burger King, BankAtlantic, and Levi Strauss Co.

Mark Grossman

Falcon Rappaport & Berkman LLP

Mark Grossman is a technology and business attorney, entrepreneur, and strategic advisor who helps companies close complex deals and navigate emerging legal risks. His practice covers technology transactions including software licensing, SaaS and cloud services agreements, technology development contracts, IT outsourcing, data privacy and security agreements, intellectual property transfers, and enterprise-level AI and data governance.

Education & Credentials

J.D., cum laude, Georgetown University Law Center; admitted in New York and Florida.

Recognition & Leadership

Best Lawyers named him 'Lawyer of the Year' for Technology Law in New York City in 2016 and 2018. Selected as a Super Lawyer for seven consecutive years (top 5% of attorneys). Authored 'Technology Law: What Every Business (and Business-Minded Person) Needs to Know,' co-authored the ABA's 'Internet Law for the Business Lawyer,' and wrote over 400 published articles including his long-running TechLaw column in the Miami Herald. Featured by CNBC, Bloomberg TV, NPR, ABC's Nightline, and Wall Street Journal Radio.

Professional Involvement

Professional speaker who has delivered over 400 presentations worldwide, frequently invited as keynote speaker on topics including negotiating skills for the C-suite, software licensing and cloud computing agreements, risk management in technology transactions, and contract negotiation techniques.

Experience

Throughout his legal career, Mark has closed deals exceeding a billion dollars in value across a wide range of industries. Has served as fractional general counsel providing executive-level legal strategy. Co-founded Eisenworld (later Apptimum), developing software for PC migration leading to investment from Granville-Baird Capital Partners and acquisition by Microsoft. Co-founded Boldstreak, a social media talent agency acquired by a larger competitor. Represented industry leaders including AvisBudget, General Electric, ExxonMobil, Warner Music, Carnival Cruise Lines, Publix Supermarkets, Burger King, BankAtlantic, and Levi Strauss Co.

Lucy Bassli

InnoLaw Group, PLLC

Lucy Bassli is an attorney, author, and founder of InnoLaw Group, PLLC, a niche consultancy focused on operationalizing commercial contracting and CLM readiness. Her team works with law departments on modernizing their commercial contracting practices, bringing first-hand experience to resource allocation, automation, process optimization and smart risk-taking.

Recognition & Leadership

Author of 'The Simple Guide to Legal Innovation' and 'CLM Simplified: Efficient Contracting for Law Departments.' Honored as one of WorldCC's 2021 Inspiring Women in Commerce and Contracting. Named to the National Law Journal list of Outstanding Women Lawyers in 2015.

Professional Involvement

Highly sought-after legal industry expert engaging in thought-leadership projects to drive change in legal services delivery. Strategy advisor for several legal tech start-ups. Frequent speaker on topics of legal services innovation, legal technology and legal process outsourcing.

Experience

Former Assistant General Counsel of Legal Operations and Contracting at Microsoft during a 13-year tenure, where she led legal support for global procurement and redefined contracting through the industry-leading example of outsourcing legal review of contracts and implementation of an enterprise-wide CLM system.

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Join live events with top attorneys and real-world case insights.
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Attend expert-led sessions in real time and earn accredited CLE credit from anywhere.
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Deep-dive training programs designed to build advanced, practical legal skills fast.

MCLE Credits

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Pending
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Requirements

The Alabama State Bar MCLE Commission requires attorneys to complete 12 credits, including 1 ethics, by December 31 of each year. All credits must be reported by February 15 of the following year. A maximum of 12 credits, including 1 ethics credit, may be carried over for 1 year only.  

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