I am seeking an experienced attorney to review, revise, and strengthen a Service Agreement for my consulting company, SmartService Solutions. We provide ServiceTitan implementation, configuration, and workflow consulting for home-services companies (HVAC, plumbing, electrical, etc.).
I have already drafted an initial version of the agreement, but I want a legal professional to:
What I Need
Review the drafted agreement (approx. 6–8 pages)
Reword for clarity, enforceability, and legal accuracy
Strengthen IP protections for my proprietary documents, SOPs, workflows, templates, and training materials
Ensure proper limitation-of-liability language
Ensure proper confidentiality & mutual NDA language
Add or refine non-solicitation clause
Add any clauses that are standard or advisable for:
Software implementation consultants
Workflow/process consulting
Training & coaching services
Data review limitations
Third-party software dependencies
Ensure consistent legal tone across all sections
Prepare the final document in a format suitable for DocuSign
Context (Helpful for Understanding the Scope)
My company helps clients set up and implement ServiceTitan, which is an enterprise-level CRM and field-service management platform used by home service companies.
Our services include:
System configuration within ServiceTitan
Workflow design & best-practice consulting
Staff training & coaching
Pre Go-Live data review
Light automations (Zapier)
Optional on-site support
Access to our internal SOP library (with strict IP protections)
I want the contract to very clearly define scope, boundaries, and liability — without being hostile or fear-based — just professional, clear, and protective for both sides.
Deliverable
A legally polished, finalized agreement (Word/Docx) that I can use across all three of my implementation packages with fillable fields for the specifics.
Ideal Qualifications
Experience drafting contracts for consultants or professional services
Familiarity with SaaS agreements or software implementations (ideal but not required)
Strong background in IP protection and limitation-of-liability language
Licensed U.S. attorney (preferred)
Attachments
I will provide the current draft for review after project acceptance.
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