Buyer Guides · 6 MIN
25 questions to ask a software agency before signing
Twenty-five questions to ask a software agency before you sign, grouped by team, process, security, ownership, money, and exit, with what a good answer sounds like.
Before signing with a software agency, ask 25 questions across six areas: team, process, security, ownership, money, and exit. Good agencies answer them specifically and in writing, and weak ones answer with reassurance. Use the questions below as a script for your second call, and compare answers across vendors.
- Ask for specifics. Vague reassurance is the main signal that a process does not exist.
- Six areas cover most project risk: team, process, security, ownership, money, and exit.
- Requesting key answers in writing before signing costs nothing and filters out weak vendors fast.
- Ownership and exit terms are cheap to negotiate before work starts and expensive after.
- A good agency welcomes these questions, because it has answers.
- Nactore is a Mumbai-based AI-native technology and growth company, and we are glad to answer every question here before you sign.
Which questions reveal the real team?
You are hiring people, not a logo, so start here.
- Who exactly will work on my project, and what are their roles? You want names and seniority, not "a dedicated team".
- Can I meet the technical lead before signing? The person who will make daily decisions should be on a call.
- What happens if a team member leaves mid-project? Look for documented handover and a replacement commitment.
- How many other projects will these people work on at once? Divided attention is a hidden cost.
- Who is my single point of contact, and how fast do they reply? Get response times in writing.
Which questions expose their process?
Process is where projects succeed or drift. Ask to see it, not hear about it.
- How do you turn my requirements into a scope? A good answer includes written scope, out-of-scope items, and acceptance criteria.
- How often will I see working software? Every one to two weeks is a healthy rhythm.
- How do you handle changes mid-project? Look for a clear process, not "we are flexible".
- How do you review code and test it before release? Ask for review practice, automated tests, and a staging environment.
- How do you use AI tools in your delivery, and how do you review the output? A transparent answer names tools and review gates. See what is an AI-native agency.
Which questions cover security and data?
Security answers should be concrete. If your policy requires an independent report, ask for it.
- Do you hold a SOC 2 report or ISO/IEC 27001 certificate? A SOC 2 report comes from a CPA's examination of a service organization's controls relevant to security, availability, processing integrity, confidentiality or privacy, and ISO/IEC 27001 sets the requirements for an information security management system. Ask for the report or certificate and check its scope. If they hold neither, ask for a completed questionnaire instead.
- Where will my data and code be stored, and who can access them? Expect named systems and access controls.
- Which third-party services and AI providers will touch my data? Ask whether data is retained or used for training.
- How do you manage secrets, credentials, and access at the end of the project? Offboarding should be a checklist, not a hope.
- What is your process if a security incident happens? Look for notification timelines in the contract.
For a longer set of vendor security questions, use security questionnaire for tech vendors.
Which questions settle ownership?
Ownership gets awkward when it is not written down.
- Who owns the code, designs, and content when the work is paid for? The default you want is that you do.
- Which third-party or open-source components will you use, and under what licenses? Ask for a list, and watch for licenses that conflict with your plans.
- Do you retain any rights to reuse code you write for me? Some vendors keep reusable components. Agree what is yours and what is licensed.
- Will the project run in my own accounts and repositories? Hosting, domains, and repos in your name prevent lock-in.
The details for AI work are in IP and data terms for AI projects.
Which questions clarify money?
- What is included in the price, and what is not? Ask for an itemized scope with exclusions.
- Is this fixed price, time and materials, or capped? Each fits different risk, as explained in fixed-scope pilots vs time and materials.
- What recurring costs will I carry after launch? Hosting, licenses, model usage, and support all belong on one list.
Which questions protect your exit?
- What documentation and handover do I receive at the end? Expect architecture notes, setup instructions, and a walkthrough.
- Can I terminate, and with what notice and payment for work done? Know the cost of leaving before you start.
- Who supports the product after launch, and on what terms? Warranty periods and support rates should be explicit.
Send questions 1, 11 to 13, 16, and 24 by email before the next call. How a vendor answers in writing tells you more than any pitch.
How do you score the answers?
Rate each answer on a simple scale.
| Score | Meaning | Example |
|---|---|---|
| 2 | Specific, verifiable, offered in writing | "Here is our review process and a sample report" |
| 1 | Reasonable but general | "We follow best practices for security" |
| 0 | Evasive or missing | "Do not worry, we handle that" |
Any zero on team, security, or ownership deserves a follow-up. Two zeros is usually enough to walk away. If you want a framework for the AI-specific parts, how to choose an AI agency adds ten more checks.
Frequently asked questions
When should I ask these questions?
Ask in the second call, once the vendor understands your project. Send the written ones before that call so answers are considered, not improvised.
Is it rude to ask for security or ownership terms up front?
No. Serious buyers ask, and serious vendors expect it. A vendor that finds the questions unreasonable is giving you useful information.
Do I need a lawyer to review the contract?
For anything involving significant spend, personal data, or intellectual property, yes. Questions help you compare vendors, but they do not replace legal review of the actual contract.
What if a small agency cannot answer all 25?
Prioritize. Team, security, ownership, and exit matter most. Gaps in other areas can be fixed in the contract if the vendor is willing.
The takeaway
Good vendors answer these questions in specifics and in writing. Weak ones answer with confidence and nothing else. Nactore is an AI-native technology and growth company that builds, ships, ranks, and grows as one partner, and you are welcome to put these 25 questions to us.
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