What's in the first pack?
One-way or mutual NDA so talks can start. Then the paper the destination buyer will actually sign — services, an order form, or SaaS. Employment or EOR if someone will work in the destination without an entity. SAFE or shareholders’ paper only when a holding company is already in the story. If you sell SaaS or services that touch personal data, name a DPA in the same pack.
Default is a single matter
One named Matter Pack, one price, approved before hours. Switch to an annual module only if the team is already issuing many NDAs or SOWs in a quarter.
Who this is not for
A desk that already runs a cadence of the same form. That is mid-market work and belongs on the annual module page — each issuance still a Matter Pack.
Which clusters get named first
Confidentiality first, then the paper the destination buyer will sign — services, SaaS, or an order form. Employment or EOR if someone will sit in the destination without an entity. A DPA pointer if the product touches personal data. SAFE only when a holding company already exists.