Instructions: How to Use the Bonterms PSA

Updated 17 Oct 2025

This document provides a step-by-step guide on how to prepare and finalize a Professional Services Agreement (PSA) using Bonterms. It outlines the process from reviewing the PSA with a lawyer to negotiating and signing the cover page and issuing Statements of Work. The guide emphasizes identifying key terms and incorporating attachments.

Review the PSA with your lawyer.

Prepare your Cover Page (example).

Identify the parties and Key Terms: Effective Date, Rights in Deliverables, Governing Law and Courts.

Note: for Rights in Deliverables, you must specify if Deliverables will be provided as Licensed Deliverables or Assigned Deliverables by default.

Propose any Additional Terms (example).

Incorporate any Attachments by reference.

Send your Cover Page (and Attachments) to your counterparty.

Add a cover note or try our Explainer.

Negotiate the Cover Page and Attachments.

Sign the Cover Page and create your Agreement!

Issue or receive SOWs (example).

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HTML document. Document created on Tue Jul 15th, 2025. Last updated on Fri Oct 17th, 2025.
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Licensed under CC BY 4.0 (Attribution).
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