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Exposql Checklist
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Compliance basicsMay 20, 20267 min read

The documents every software business needs before launch

A practical, plain English list of the policies and contracts a SaaS, mobile app or AI product should have in place before taking its first customer.

Most founders treat legal documents as a chore to handle later. The problem is that later usually means the moment a customer, an investor or a regulator asks for them, and by then the absence is a real risk. The good news is that the core set is small and predictable. You do not need a full legal department to launch. You need a clear, complete baseline.

Why this matters from day one

The first time someone gives you their email address, you are processing personal data. The first time someone pays you, you have entered a contract. Both of those create obligations whether or not you wrote anything down. Documents do not create the obligations, they define and limit them in your favour. Skipping them does not remove the risk, it just leaves the terms undefined and the risk uncapped.

The baseline set

For a typical software product serving customers online, this is the minimum:

  • Privacy Policy. Required anywhere you collect personal data, which is everywhere. It explains what you collect, why, who you share it with, and the rights people have.
  • Terms of Service. The contract between you and your users. It sets out acceptable use, payment and refund terms, liability limits, and which law applies.
  • Cookie consent. If you serve users in the EU or UK, you need prior consent for non essential cookies, plus a clear way to change that choice.

If you sell to other businesses, add two more as soon as a deal gets serious:

  • Data Processing Addendum. Business customers in the EU and UK will not sign without one.
  • NDA and a services or subscription agreement. For pilots, partnerships and larger contracts.

What changes by where your users are

The same product can carry very different obligations depending on geography. A few examples that catch founders out:

  • California requires a clear opt out link if you sell or share personal information.
  • India requires a named grievance officer and itemised consent under the DPDP Act.
  • The EU expects a lawful basis for every category of processing and a representative if you are based outside the bloc.

This is why a generic template downloaded once is rarely enough. The document has to reflect the data you actually collect and the places your users actually are.

How to get this done without a lawyer on retainer

Generate the baseline from your real details, host each policy at a stable link in your footer, and keep a simple checklist of what is done and what is still missing. Review the high stakes contracts with counsel when the deal size justifies it. The aim is not perfection on day one, it is a complete, honest baseline that you can defend and improve.

That is exactly what Exposql Checklist is built to do: assemble the right list for your product and region, generate the documents, and keep them in one place you can update as you grow.

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