If you’ve launched a SaaS or SWAS business using HighLevel, I’ve got good news and bad news.
The good news? You’re riding a rocket. The growth opportunity is insane.
The bad news? If you ignore the legal stuff… that rocket can blow up on the launchpad. 💥
Recently, we ran a killer Zoom session at HL Pro Tools with Mario Aldayuz (our Partnerships guy) and Farah Patel (HighLevel’s Director of Special Projects), where we covered exactly what every SaaS agency owner needs to know to avoid legal landmines.
So let me break it down, Matt-style—with less jargon, more real talk, and some hard-earned advice you can actually use.
The Legal Stuff Most People Skip (and Regret Later)
Starting a SaaS biz is fun until:
- Someone threatens to sue you over a refund 💸
- A client complains their data wasn’t secure 🛑
- You realize your “terms and conditions” were copied from a yoga blog in 2017 🧘♀️
If you’re not protected, those things can tank your momentum—or worse, your entire business.
Here’s what we covered on the Zoom call (and what you should actually pay attention to)
1. Insurance Isn’t Optional
Mario put it bluntly:
“No insurance = no business.”
You don’t need to be fancy—just protected. Look into providers like Hiscox for general liability and professional liability policies. Especially if you’re dealing with client data, recurring revenue, or running paid ad services.
🏥 Bonus: If you touch anything close to healthcare, make sure you’re HIPAA-compliant and insured for it.
2. Contracts That Protect You (Without Killing the Vibe)
Yes, you need written agreements. No, they don’t have to be 87 pages long.
Farah recommended using tools like Termly.io to auto-generate:
- Terms and Conditions
- Privacy Policies
- Cookie Notices
- Consent Forms
🧠 But remember: contracts only manage expectations—they don’t replace relationships. Keep things clear with clients and be human. That’s how you win long-term.
3. Don’t Fight Every Fight
A lawsuit might feel like “standing your ground,” but trust me—legal fees will eat your lunch.
Instead of taking things to court, look for opportunities to negotiate and de-escalate. Keep your focus on growth, not drama.
So What Should You Actually Do?
If I had to sum up the best legal advice for SaaS entrepreneurs in one checklist, it would be:
✅ Get business insurance (don’t skip this)
✅ Use legit contracts and policy generators
✅ Don’t go to court unless you really have to
✅ Invest in strong client relationships—not just documents
✅ Treat compliance like brushing your teeth—not optional, and way easier to do daily than fix later
You don’t need to be a lawyer to protect your business—just smart and proactive.
Need Help Making HighLevel Work Without the Headaches?
We built HL Pro Tools to make all this easier for SaaS and SWAS businesses using HighLevel. Whether you’re just getting set up or scaling fast, we’ve got:
- 24/7 white-label support for your clients
- HighLevel snapshots that save you weeks
- Templates, automations, and done-for-you setups
- Coaching that keeps your growth legal, lean, and scalable
👉 Check out hlprotools.com and see how we can help.
Cool Free Thing
Before you can help businesses with your service, you need to establish trust.
And the fastest way to build that trust? ⭐️ Testimonials.
So here’s a little freebie I think you’ll love…
👉 I’m giving away my team’s Testimonial Workflow.
It’s the exact system we use to:
- Ask for testimonials (without being awkward)
- Organize them for funnels, websites, and email
- AuTomate the whole process like a boss
It’s simple, it’s powerful, and it’s free.
