Customer Contract Risk Assessment Package

Strengthen Your Contracts Before You Scale

Your customer contracts are some of the most important agreements in your business. They define what you're providing, how you get paid, allocate risk and establish the terms that govern your customer relationships.

As your company grows, gaps or inconsistencies in those agreements can create unnecessary risk, slow down deals and lead to issues involving payment, scope, liability and other key business terms.

Meyer Law's Customer Contract Risk Assessment gives you an experienced legal review of the agreements behind your customer relationships. We'll identify potential gaps and risks and give you a prioritized roadmap for strengthening your contracts as your business scales.

Who This Assessment Is For

This assessment is a great fit for companies that:

• Have grown quickly without revisiting their customer contracts
• Use customer agreements that haven't been reviewed recently
• Are experiencing issues with payment, scope creep, renewals or contract disputes
• Are moving into larger or enterprise customer relationships
• Are scaling their sales team or increasing contract volume
• Use multiple forms or inconsistent agreements across the business
• Want to improve their contracting process before the next stage of growth
• Want to understand where their customer contracts may be creating unnecessary risk

What's Included

Customer Contract Review - Up to 2 Hours
Our legal team will review the agreements most important to your customer relationships.

Depending on your business, these may include:

• Customer or client agreements
• Master Services Agreements
• Statements of Work
• Order Forms
• SaaS or subscription agreements
• Customer terms and conditions
• Other material customer-facing agreements

We'll use the included review time to focus on the agreements and issues that are most important to your business.

30-Minute Findings Consultation
We'll walk you through what we found, explain why it matters and discuss recommended next steps. Once we know the extent of any revisions that need to be made, we will provide an estimate for the revisions.

How It Works

Step 1: Purchase + Schedule
Purchase the assessment and schedule your initial consultation.

Step 2: Tell Us How You Sell
We'll learn about your customers, sales process, contracting structure and current challenges.

Step 3: We Review
Our legal team reviews your customer agreement.

Step 4: We Build Your Roadmap
We'll identify potential gaps and risks and prioritize recommendations for strengthening your contracts.

Step 5: Review the Findings Together
We'll meet for up to a 30-minute consultation to walk through the findings, answer questions and discuss next steps.

Frequently Asked Questions

How many contracts will you review?

The package includes up to 2 hours of legal review and up to 30 minute call to discuss our findings and recommendations. The number of agreements we can review depends on their length and complexity. During the initial consultation, we'll help prioritize the documents most important to your business.

Will you revise or rewrite my contracts?

No. This package focuses on identifying potential risks, gaps and recommended improvements. If we identify contracts that should be revised or replaced, Meyer Law can separately help with that work and will provide an estimate after review.

What if I don't have my own customer agreement?

If you need a new standard customer agreement rather than an assessment of existing contracts, our B2B Customer Agreement Package may be a better fit.

What types of customer contracts can you review?

Depending on your business, the assessment may include MSAs, Statements of Work, Order Forms, SaaS or subscription agreements, customer terms and other agreements that govern your customer relationships.

What if my contracts require more than five hours to review?

We'll prioritize the most important agreements within the included time. If additional review would be valuable, we'll let you know before performing work outside the package scope.

Does this include negotiating contracts with my customers?

No. This package focuses on assessing your existing customer contract framework. Customer-specific negotiations are not included but can be handled separately.

How long does it take?

Most assessments are completed within 1–3 weeks after the initial consultation and receipt of the documents we need.

What Our Clients Say

“The lawyers at Meyer Law are a refreshing change from the lawyers we have worked with in the past. Not only are they responsive, fast and sharp legal minds, but they also take a genuine and tangible interest in the growth and success of our company.”

— SVP of Finance + Operations, PandaDoc Inc.

Build a Stronger Contract Foundation for Growth

Know where your customer contracts stand, what needs attention and what to strengthen before you scale further.

Get Started today!