Consulting Engagement Letter Template for Australia

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Key Requirements PROMPT example:

Consulting Engagement Letter

"I need a Consulting Engagement Letter for a 6-month IT infrastructure project starting March 2025, with specific provisions for data security and remote work arrangements, to be used with enterprise clients in Australia."

Document background
The Consulting Engagement Letter is a crucial business document used in the Australian market to formalize consulting relationships while maintaining professional service standards. It serves as an intermediate option between informal arrangements and comprehensive consulting agreements, providing sufficient legal protection while remaining accessible and practical. This document type is particularly relevant in the Australian business environment where professional services are heavily regulated and where clear documentation of business relationships is essential. The Consulting Engagement Letter typically includes key commercial terms, service specifications, and risk allocation provisions, while being more concise than a full consulting agreement. It's commonly used for both short-term projects and ongoing consulting arrangements, and must comply with Australian contract law, consumer protection legislation, and professional services regulations.
Suggested Sections

1. Letter Header: Professional letterhead, date, and recipient details

2. Opening: Formal salutation and reference to any prior discussions or proposals

3. Background: Brief context of the engagement and client's requirements

4. Scope of Services: Clear description of consulting services to be provided

5. Fees and Payment Terms: Consulting rates, payment schedule, and expenses policy

6. Timeline: Project duration, key milestones, and delivery dates

7. Key Personnel: Identity and roles of primary consultant(s) and key contacts

8. Confidentiality: Basic confidentiality obligations for both parties

9. Intellectual Property: Ownership and usage rights of deliverables and materials

10. Limited Liability: Standard liability caps and professional indemnity coverage

11. Termination: Basic termination rights and notice requirements

12. Acceptance: Signature blocks and acceptance mechanism

Optional Sections

1. Service Levels: Specific performance metrics and standards, used for complex or long-term engagements

2. Resources and Facilities: Client obligations for providing access, information, or facilities, included when on-site work is required

3. Governance: Reporting structures and escalation procedures, needed for large or complex projects

4. Insurance Requirements: Detailed insurance obligations, included for high-risk or regulated industry engagements

5. Data Protection: Specific data handling requirements, needed when personal or sensitive data is involved

6. Conflict of Interest: Specific provisions regarding conflicts, important for professional services firms or regulated industries

7. Force Majeure: Extended force majeure provisions, relevant for long-term or critical engagements

Suggested Schedules

1. Schedule of Rates: Detailed breakdown of consulting rates, including different personnel levels and special rates

2. Scope of Work: Detailed description of services, deliverables, and methodology

3. Project Timeline: Detailed project plan with milestones and dependencies

4. Key Personnel CVs: Professional profiles of key consulting team members

5. Client Dependencies: Detailed list of required client inputs, decisions, and resources

6. Special Terms: Any industry-specific or client-required special conditions

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant Industries

Professional Services

Management Consulting

Information Technology

Financial Services

Healthcare

Education

Government & Public Sector

Mining & Resources

Engineering

Environmental Services

Legal Services

Human Resources

Marketing & Communications

Non-Profit

Manufacturing

Construction

Telecommunications

Relevant Teams

Legal

Procurement

Finance

Human Resources

Operations

Project Management Office

Business Development

Commercial

Contracts Administration

Risk & Compliance

Professional Services

Management Consulting

Relevant Roles

Chief Executive Officer

Managing Director

Chief Financial Officer

General Counsel

Legal Counsel

Procurement Manager

Project Manager

Business Unit Director

Operations Manager

HR Director

Finance Manager

Commercial Manager

Contract Manager

Consultant

Senior Consultant

Principal Consultant

Managing Consultant

Department Head

Program Director

Business Development Manager

Industries
Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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