Scope of Work
A precise description of assets, IP ranges, systems, excluded targets, test types (external, internal, application), and success criteria for vulnerability identification and proof-of-concept artifacts.
A clear MSA assigns responsibilities, limits legal exposure, and documents authorization for otherwise intrusive activity. It helps coordinate security, legal, and operational teams while aligning expectations on scope, timing, and deliverables.
The agreement is prepared jointly by security, procurement, and legal teams; signers represent authorized corporate roles.
Multiple stakeholders should review the MSA — security for scope, legal for liability, and procurement for payment and service-level terms.
The CISO or equivalent signs to authorize testing and accept residual risk; they coordinate technical scope, remediation priorities, and security-monitoring windows.
Legal or procurement leadership signs to accept contractual terms, indemnity language, insurance limits, and to confirm authority to bind the organization on payment and liability.
A precise description of assets, IP ranges, systems, excluded targets, test types (external, internal, application), and success criteria for vulnerability identification and proof-of-concept artifacts.
Operational constraints such as testing hours, denial-of-service restrictions, escalation procedures for critical findings, and emergency stop conditions to prevent accidental outages.
Specify report format, technical details to include, executive summary requirements, evidence retention, timelines for draft and final reports, and retesting expectations after remediation.
Defined start and end dates, approved maintenance windows, notification lead times, and rescheduling policies to reduce business disruption.
Caps on liability, carve-outs for gross negligence or willful misconduct, indemnification clauses, and required levels of professional liability and cyber insurance.
Requirements for handling sensitive data, encryption in transit and at rest, data disposal timelines, and any necessary regulatory addenda (for HIPAA, PCI, or other regimes).
| Field | Configuration |
|---|---|
| Authentication | Email plus SMS code or stronger KBA |
| Signature Order | Sequential signing: client then vendor |
| Attachments | Allow upload of draft and final reports |
| Retention | Set automatic evidence retention period |
Verify platform capabilities for security, audit trail, and supported file types before e-signing or exchanging reports.
Confirm the chosen platform supports tamper-evident signed PDFs, an audit trail, and any regulatory controls required by the client.
Specify start date and authorized testing window
Deliver draft report within agreed days post-test
Define client remediation period (e.g., 30–90 days)
Schedule retest after remediation within set timeframe
Final report delivered after retest and acceptance
MSA signed and authorization confirmed
Final scope, targets, and ROE approved
Active testing inside scheduled windows
Delivery of reports and client sign-off
Optica Ventures formalized signature workflows for vendor MSAs to reduce turnaround time.
Tech Data aligned procurement, legal, and security to a single signing flow for services.
| signNow | DocuSign | Adobe Sign | PandaDoc | HelloSign | |
|---|---|---|---|---|---|
| Starting Price | $8/user/mo | $15/user/mo | $14/user/mo | $19/user/mo | $15/user/mo |
| Free Trial | 7-day free trial | Varies by vendor | Varies by vendor | Varies by vendor | Varies by vendor |
| Bulk Send | Yes | Yes | Yes | Yes | No |
| Audit Trail | Yes | Yes | Yes | Yes | Yes |
| HIPAA Compliant | Yes | Yes | Yes | No | No |