“A prospective customer wants a proof of concept.”
We define the evaluation scope, users, systems, success criteria, support, security, data, and the path to a commercial agreement.
Pilot and beta agreement counsel
Test the product without leaving the relationship undefined.
A pilot should define what is being tested, what each party will provide, how data and feedback may be used, and what happens when the test ends. Eusebio Law drafts pilot, beta, proof-of-concept, MVP, and design-partner agreements around the product and commercial objective.
Nationwide transactional technology matters. Lissette Eusebio is admitted in Florida, New York, and the District of Columbia.
PilotTest with defined boundaries
BetaSet early-access rules
Design partnerAddress feedback and influence
ConversionPlan the commercial next step
Before the test begins
Use an agreement before the trial becomes an operating relationship.
A limited deployment can still create obligations around data, access, product claims, feedback, confidentiality, support, and the transition to paid use.
“A customer will help shape the product.”
We separate feedback and collaboration rights from each party’s existing technology, confidential information, and ownership.
“Users will test features that are not ready for general release.”
We address eligibility, acceptable use, limitations, feedback, changes, suspension, data, and the end of early access.
“The pilot is free now, but should convert later.”
We clarify the pilot term, evaluation, pricing discussions, continued use, data return, and the documents needed for paid deployment.
Pilot agreement scope
Define the pilot before work begins.
The agreement should make the test operational, protect each party’s existing assets, and establish what happens when the evaluation period ends.
Scope & criteria
Product access, participants, use case, deliverables, dependencies, evaluation criteria, and decision dates.
Term & support
Pilot duration, implementation, training, support, maintenance, changes, suspension, and availability expectations.
Fees & conversion
Free or paid status, expenses, future pricing, renewal, conversion, and conditions for continued use.
Data & security
Permitted data, roles, access, safeguards, vendors, incidents, retention, deletion, and any required DPA.
Feedback & IP
Existing technology, pilot developments, feedback rights, product improvements, restrictions, and confidentiality.
Exit & transition
Termination, access shutoff, data return or deletion, transition help, publicity, and post-pilot obligations.
From test to commercial decision
Build the agreement around what the pilot must prove.
We connect the intended evaluation to the responsibilities, protections, and next decision required from both parties.
01
Structure the test
Identify the product, participants, systems, use case, responsibilities, duration, data, and success criteria.
02
Document the relationship
Allocate confidentiality, feedback, intellectual property, support, security, fees, and responsibility.
03
Plan the next step
Define evaluation, end-of-pilot obligations, and the path to paid deployment, renewal, or exit.
Pilot and beta questions
Before access begins.
A useful pilot agreement should explain the test, the responsibilities, and the decision that follows it.
What is the difference between a pilot agreement and a SaaS agreement?
A pilot agreement governs a limited evaluation or early deployment, often with restricted users, features, duration, or support. A SaaS agreement governs the continuing commercial service. A successful pilot may transition into a SaaS agreement or MSA.
Does a free pilot still need a written agreement?
Often, yes. Even without a fee, the parties should address access, confidentiality, data, feedback, intellectual property, security, responsibility, termination, and what happens after the test.
Who owns feedback and product improvements from a design-partner program?
The agreement should state how feedback may be used and distinguish it from each party’s existing intellectual property, confidential information, and separately developed work.
Can a pilot customer provide real customer or user data?
That depends on the product, parties, data, security, permissions, and applicable privacy obligations. The agreement and operating plan should define permitted data, safeguards, access, retention, deletion, and any required DPA.
What should happen when a pilot ends?
The agreement should address evaluation, data return or deletion, continued access, transition assistance, conversion to a paid service, and termination of rights that existed only for the pilot.
Can one pilot agreement be reused with future customers?
A core form can create consistency, but each pilot may require changes for scope, data, integrations, responsibilities, evaluation criteria, and the intended commercial transition.
Do you work with technology companies outside Florida?
Eusebio Law handles transactional technology matters for clients across the United States. Lissette Eusebio is admitted in Florida, New York, and the District of Columbia. Matters requiring advice on another jurisdiction’s law may involve local counsel when appropriate.
Transactional technology counsel across the United States
Eusebio Law handles transactional technology matters for clients across the United States. Lissette Eusebio is admitted in Florida, New York, and the District of Columbia. Matters requiring advice on another jurisdiction’s law may involve local counsel when appropriate.
Define the test
Bring us the pilot, beta, or design-partner opportunity in front of you.
We will identify the agreement structure, define the scope, and explain what the next phase requires.