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

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

Program Details

2025-11-18 13:00:00

Program Details

2025-11-18 13:00:00

Over 1,000+ webinars

2025-11-18 13:00:00

Course Overview

Mastering SOW Negotiation and Legal Operations

2025-11-18 13:00:00

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.

Format

CLE Credit

2h CLE Credits

Level

Intermediate

Length

2

Key topics that will be covered

01
Document Hierarchy
MSAs, SOWs, and SLAs must tell one consistent story without contradictions.
02
Specificity
Define metrics, testing procedures, and acceptance criteria to avoid disputes from ambiguity.
03
Change Control
No project ends as initially scoped; establish formal procedures for change orders.
04
Risk Assessment
Categorize SOWs by risk and complexity to determine appropriate legal involvement levels.
05
Business Enablement
Create templates and playbooks enabling business partners to handle routine SOW matters independently.
06
AI Technology
Understand pain points before selecting technology; AI is substantively changing contract review.

Program schedule

clock 1:00 pm - 2:00 pm EST

Negotiating and Understanding Your Statements of Work

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 GrossmanMark Grossman
Lucy BassliLucy Bassli
clock 2:00 pm - 2:10 pm EST

Break

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

Mark GrossmanMark Grossman
Lucy BassliLucy Bassli
clock 2:10 pm - 3:10 pm EST

Redefining Legal's Role in Reviewing SOWs

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 GrossmanMark Grossman
Lucy BassliLucy Bassli
Mark Grossman

Mark Grossman

Falcon Rappaport & Berkman LLP

Lucy Bassli

Lucy Bassli

InnoLaw Group, PLLC

Mark Grossman

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

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.
Mark Grossman

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

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.

Credits by state

AK2.0
AL2.0
AR2.0
AZ2.0
CA2.0
CO2.0
CT2.0
DC
DE2.0
FL2.5
GA2.0
HI2.0
IA2.0
ID2.0
IL2.0
IN2.0
KS2.0
KY2.0
LA2.0
MA2.0
MD2.0
ME2.0
MI2.0
MN2.0
MO2.4
MS2.0
MT2.0
NC2.0
ND2.0
NE2.0
NH120.0
NJ2.0
NM2.0
NV2.0
NY2.0
OH2.0
OK2.5
OR2.0
PA2.0
RI2.5
SC2.0
SD2.0
TN2.0
TX2.0
UT2.0
VA2.0
VT2.0
WA2.0
WI2.0
WV2.4
WY2.0

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

10,000+

Trusted by Legal Professionals

1000+

Live stream programs

24/7

Access to live webinars & recordings

70,000+

Trusted by Legal Professionals

MCLE Credits

Alabama
Pending
Alaska
Approved
Arizona
Approved
Arkansas
Approved
California
Approved
Colorado
Pending
Connecticut
Approved
Delaware
Pending
District of Columbia
No Required
Florida
Approved
Georgia
Approved
Hawaii
Approved
Idaho
Pending
Illinois
Approved
Indiana
Pending
Iowa
Pending
Kansas
Pending
Kentucky
Pending
Louisiana
Pending
Maine
Pending
Maryland
No Required
Massachusetts
No Required
Michigan
No Required
Minnesota
Approved
Mississippi
Pending
Missouri
Approved
Montana
Pending
Nebraska
Pending
Nevada
Pending
New Hampshire
Approved
New Jersey
Approved
New Mexico
Approved
New York
Approved
North Carolina
Pending
North Dakota
Approved
Ohio
Approved
Oklahoma
Approved
Oregon
Approved
Pennsylvania
Approved
Rhode Island
Pending
South Carolina
Pending
South Dakota
No Required
Tennessee
Approved
Texas
Approved
Utah
Pending
Vermont
Approved
Virginia
Not Eligible
Washington
Approved
West Virginia
Pending
Wisconsin
Approved
Wyoming
Pending

Alabama

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.  

Formats

  • Attorneys can earn unlimited “live” credit through live seminars, live webcasts, and co-sponsored locations with MyLAWCLE-Alabama approved programs
  • Attorneys are limited to 6 credits per compliance period of “online” programs through MyLAwCLE On-Demand programs