Legal Basics for SMBs Using AI: Automate with AI course artwork

Scale & Business Systems · Automate with AI

Legal Basics for SMBs Using AI

Understand contracts, IP considerations, and regulatory basics as they apply to AI-generated content and AI-built tools - not legal advice, but informed preparation.

7 lessons · 330 minutes

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What you walk away with

  • Tell MSA, SOW, SaaS terms, and engagement letters apart and know when each applies
  • Redline incoming contracts, pushing back on scope, payment, IP, and termination clauses
  • Set payment terms - Net 7, Net 14, Net 30 - backed by enforceable late-fee language
  • Route contracts through an e-signature workflow with organized version storage
  • Recognize the situations that require paid legal counsel instead of a template library
  • An automation map for one repeated handoff, with exceptions, an owner, and a review step. Every artifact saves to your workspace, so you keep it after the course ends.
  • A knowledge-check quiz and a visual walkthrough inside every one of the 7 lessons, about 6 hours of guided work.
  • Most lessons close with a checklist, template, or do-it-this-week task, so progress shows up in your work, not just in the app.
1

Contract Types: MSA, SOW, SaaS Terms, Engagement Letters

Learn the four essential contracts for small business owners -- know which one to use in 60 seconds to protect your revenue and prevent scope disputes.

50 min
2

What to Customize: Scope, Payment, IP, Termination

Master the four contract clauses that determine whether you get paid, protect your assets, and can exit cleanly -- scope, payment, IP ownership, and termination.

55 min
3

Payment Terms: Net 7/14/30 and Late Fees

Set payment terms and late fees that protect your cash flow, with a systematic plan to handle overdue invoices -- no more waiting months to get paid.

45 min
4

E-Signature Workflows and Contract Management

Learn how to eliminate signature delays and manage contracts professionally using affordable e-signature tools and simple systems -- cutting admin time from hours to minutes.

45 min
5

Redlines: What to Push Back On

Learn to systematically review client contract changes, identify which requests to accept or negotiate, and protect your core business interests without damaging the relationship -- a crucial skill for any growing business.

50 min
6

When to Involve Legal Counsel

Learn the 80/20 rule for legal spend -- know when to use your AI-reviewed templates and when to pay for a professional review to protect your business.

40 min
7

Your Contract Templates Library

Build a complete contract system with five essential templates that close deals faster and protect your business -- includes implementation sprint and quarterly review process.

45 min