Introducing Referent – AI-native practice management software for modern law firms.
Explore ReferentThis Statement of Work (the “SOW”) is entered into as of [SOW Effective Date] and is incorporated into and governed by the [Master Services Agreement / Professional Services Agreement] dated [Agreement Date] between:
Service Provider: [Provider Legal Name], with an address at [Address] (“Provider”).
Client: [Client Legal Name], with an address at [Address] (“Client”).
Provider and Client may be referred to individually as a “Party” and collectively as the “Parties.”
1.1 Project Name. [Project name].
1.2 Background. [Brief context].
1.3 Objectives. [Goals and desired outcomes].
1.4 In-Scope Summary. [High-level summary of services].
2.1 Deliverables List.
Deliverable 1: [Description]
Deliverable 2: [Description]
Deliverable 3: [Description]
2.2 Delivery Format. [Docs, code, creative files, etc.].
2.3 Out of Scope. [List exclusions].
Deliverable 1: [Description]
Deliverable 2: [Description]
Deliverable 3: [Description]
2.2 Delivery Format. [Docs, code, creative files, etc.].
2.3 Out of Scope. [List exclusions].
3.1 Start Date. [Start date].
3.2 Target End Date. [End date].
3.3 Milestones.
Milestone 1: [Deliverable/Phase] — Target date: [Date]
Milestone 2: [Deliverable/Phase] — Target date: [Date]
Milestone 3: [Deliverable/Phase] — Target date: [Date]
3.4 Delays. Delays caused by Client or third parties may extend deadlines accordingly.
Milestone 1: [Deliverable/Phase] — Target date: [Date]
Milestone 2: [Deliverable/Phase] — Target date: [Date]
Milestone 3: [Deliverable/Phase] — Target date: [Date]
3.4 Delays. Delays caused by Client or third parties may extend deadlines accordingly.
4.1 Review Period. Client will review deliverables within [**] business days after delivery.
4.2 Acceptance Standard. Deliverables are accepted when they meet the requirements described in this SOW.
4.3 Revisions. Included revisions: [**] rounds. Additional revisions may require a change request.
4.4 Deemed Acceptance (Optional). If Client does not respond within the review period, deliverables may be deemed accepted, if permitted.
5.1 Provider Team. [Names/roles].
5.2 Client Team. [Names/roles].
5.3 Client Inputs. Client will provide: [Access, content, approvals].
5.4 Communication Cadence. [Meetings, status reports, tools].
6.1 Pricing Model. ☐ Fixed fee $[] ☐ Hourly $[]/hr ☐ Retainer $[**] ☐ Other: [Model].
6.2 Payment Schedule. [Milestone billing, monthly invoices, etc.].
6.3 Expenses. ☐ None ☐ Reimbursable (pre-approval required over $[**]).
6.4 Taxes. Taxes handled under the governing agreement.
7.1 Change Requests. Any change to scope, deliverables, timeline, or fees must be documented in writing and approved by both Parties.
7.2 Impact Estimate. Provider will provide an estimate for the change request, including cost and schedule impacts.
7.3 Work Authorization. Provider will not begin changed work until approved in writing.
8.1 Pre-Existing IP. Each Party retains its pre-existing IP.
8.2 Deliverable Ownership. Ownership/licensing is governed by the main agreement.
8.3 Client Materials License. Client grants Provider a license to use Client materials for the services.
9.1 Confidentiality. The Parties will comply with confidentiality obligations under the main agreement.
9.2 Security Requirements (Optional). Provider will follow: [Security standards], if applicable.
By signing below, the Parties agree to this Statement of Work as of the SOW Effective Date.
Service Provider: [Provider Legal Name]
Authorized Signatory: [Name]
Title: [Title]
Date: [Date]
Signature: ___________________________
Client: [Client Legal Name]
Authorized Signatory: [Name]
Title: [Title]
Date: [Date]
Signature: ___________________________
Each template already follows legal structure and best practices.
The agreement is automatically filled and adapted to your inputs.
Check the generated document, make edits if needed, and download a ready-to-use agreement.
Click below for detailed info on the template.
For quick answers, scroll below to see the FAQ.
Frequently asked
A Statement of Work (SOW) is a document that describes the specific services a provider will deliver for a client. It outlines deliverables, timelines, responsibilities, and acceptance criteria so both sides understand what work is included and how success is measured.
A statement of work often includes the full engagement structure — deliverables, milestones, timeline, responsibilities, pricing (optional), and acceptance — while “scope of work” may focus more narrowly on what is included and excluded. In practice, many businesses use the terms interchangeably.
Use it when a Master Services Agreement or Professional Services Agreement is already in place and you need a project-specific document. It’s common for consulting, software development, marketing, IT services, design, and operations work.
A typical SOW includes project overview, deliverables, milestones, timeline, responsibilities, assumptions, acceptance criteria, fees (optional), change request process, and communication cadence.
Use a written change request process that includes an impact assessment (timeline/cost) and requires approvals before work begins. This template includes a simple change control section you can customize.
AI Lawyer is an AI-powered assistant that helps you create and customize legal and business document templates online. It guides you through key sections, suggests wording, and explains complex concepts in simple language. AI Lawyer does not replace a licensed attorney or provide legal advice, but helps you prepare better documents faster and more confidently.
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