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About the Course
Introduction
This CLE webinar will explore how to avoid vendor lock-in, protect portability, and draft exit and transition terms in SaaS and AI vendor agreements. The panel will examine how to address termination rights, migration obligations, data export, continued access, deletion, and post-termination support before a business depends on a technology vendor.
Description
Businesses are integrating SaaS and AI tools into every aspect of business operations. After implementing these systems, it can be extremely difficult to replace them due to dependence upon proprietary data formats, custom integrations, fine-tuned models, prompt libraries, and more. Thoughtful contract terms may preserve flexibility and options for portability. Failure to carefully contract with a vendor can enable a practical lock-in where pricing changes, product performance declines, and deprecated features/models become unavoidable or costly.
Listen as our panel discusses practical strategies to assemble SaaS and AI vendor agreements that preserve exit options and reduce transition risks.
Presented By
Ms. Belmont brings a diverse and deeply practical legal background spanning Big Law, Fortune 40, high-growth technology, nonprofit advocacy, and political campaign work. Her experience across these environments gives her a uniquely grounded perspective on the evolving needs of modern legal leaders. For the last five years, Ms. Belmont has also been an active member of TechGC, The L Suite’s private community for General Counsels at venture-backed tech companies. She recently co-chaired the 2025 Legal Velocity Summit and participated as a panelist at the Legal AI IPO conferences. Prior to joining The Suite, Ms. Belmont served as General Counsel of Civis Analytics, a data science and AI technology company that boasts Eric Schmidt and Tim O’Reilly as board members. There, she built and led the company’s legal, compliance, privacy, and cybersecurity functions. Ms. Belmont's work included establishing AI governance frameworks, designing enterprise privacy architecture, and co-leading the company’s FedRAMP Moderate authorization.
A partner in Torkin Manes’ Corporate/Commercial Group, Ms. Lifshitz practices exclusively in the areas of technology, privacy and cybersecurity law. As Chair of the firm’s Technology Group, she has extensive expertise in preparing and negotiating a wide range of technology agreements, including Internet-related, m-commerce and e-commerce agreements, cloud computing/managed services agreements, mobile payment/fintech agreements, and reseller, distribution, system acquisition, development, and master services agreements. Ms. Lifshitz's practice also includes the acquisition of artificial intelligence products/systems and blockchain technologies. She represents both vendors and users of technology and excels at negotiating large and complex technology transactions and procurements. Ms. Lifshitz's clients range from the private sector to the public sector, including federal/provincial governments. She also has an extensive cross-border practice, as well as considerable experience helping non-Canadian companies, especially American entities, enter and thrive in the Canadian marketplace. Ms. Lifshitz is also the Chair of Torkin Manes’ Privacy & Data Management Group, where she advises Canadian and international clients on compliance with Canadian privacy and cybersecurity requirements. She routinely provides clients with advice on trans-border data transfers, inter-company privacy arrangements, breach coaching, privacy compliance in corporate transactions and negotiations, and privacy considerations in technology transactions. Ms. Lifshitz also advises on complying with Canada’s anti-spam legislation.
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This 90-minute webinar is eligible in most states for 1.5 CLE credits.
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Live Online
On Demand
Date + Time
- event
Tuesday, August 25, 2026
- schedule
1:00 PM ET/10:00 AM PT
I. Preserving assets before exit: data, configurations, workflows, records
II. Triggering exit rights: termination, nonrenewal, product changes, performance failures
III. Structuring vendor obligations: data export, continued access, migration support, cooperation
IV. AI-specific portability issues: prompts, outputs, customizations, model changes
V. Negotiating limits and protections: proprietary technology, security constraints
VI. After termination: ongoing duties and dispute readiness: retention, deletion, certification
The panel will review these and other key issues:
- Identifying the customer data, records, workflows, and system materials that should be protected at the beginning
- Drafting exit rights for termination, nonrenewal, product changes, service problems, and failed implementation
- Structuring vendor obligations for data export, continued access, migration support, and transition cooperation
- Addressing AI-specific exit issues
- Negotiating provider limits
- Coordination after the exit: retention, deletion, certification, and dispute prevention
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