MSA Playbook for Business Services and Consulting (Private Sector)
Pepe Toriello, Head of Legal Services and Partnerships — Koho Consulting
Pepe Toriello, Head of Legal Services and Partnerships — Koho Consulting
ABOUT THIS SCREEN
Designed For:
This screen is designed for users reviewing master agreements related to business services and/or consulting (private sector).
Purpose:
This screen identifies 53 standards and questions designed to support benchmarking, analysis, and negotiation, organized into the following categories:
- Statement of Work
- Fees & Payment
- Intellectual Property (IP) & Deliverables
- Limitation of Liability
- Indemnity
- Confidentiality
- Change Order
- Termination
- Warranties
- Data Security & Privacy
- Audit
- Non-Solicitation
- Subcontracting
Limitations, Assumptions, Details:
This screen achieved ≥85% average accuracy on a random sample of 10+ master agreements related to business services and consulting (private sector).
Details regarding specific standards and questions are included in the User Guidance.
Contribution Statement:
This screen was developed with the professional support, prompt development/engineering, and performance validation of Agiloft's Legal Knowledge Engineering team.
ABOUT THE AUTHOR
Pepe Toriello
Pepe advises corporate legal teams across the U.S. and Latin America on modernizing legal operations through contract lifecycle management (CLM) and electronic signature tools. He is the co-host of the Contract Heroes Podcast and a frequent speaker on legal innovation and digital transformation. He serves on the Global Advisory Board of World Commerce & Contracting and leads the Mexico chapter of CLOC. Pepe holds a law degree from ITAM and an LL.M/K from Northwestern University.
LinkedIn: www.linkedin.com/in/pepetoriello/
ABOUT THE CONTRIBUTOR
Samrudhii Garnaik
Samrudhii Garnaik is a Legal Knowledge Engineer at Agiloft, where she blends over 6 years of corporate and transactional legal expertise with technology to advance the company’s AI-driven Contract Lifecycle Management (CLM) platform. At Agiloft, she works closely with AI and product teams to convert complex legal concepts into structured, machine-readable frameworks, enabling innovations in contract review, redlining, and legal process automation.
Prior to Agiloft, Samrudhii worked with Gilbert + Tobin (through Elevate Law) as a Due Diligence Specialist, conducting high-value due diligence for IPOs and acquisitions across industries and with JV Ventures, where she led negotiations, structured investment deals, and managed compliance for large-scale corporate transactions.
With a background spanning M&A, private equity, contract drafting, and legal process optimization, she has developed deep expertise in cross-border transactions, deal structuring, playbook development, and legal workflow automations.
LinkedIn: www.linkedin.com/in/samrudhiigarnaik97/