Legal Engagement Letter Template for Australia

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Key Requirements PROMPT example:

Legal Engagement Letter

"I need a Legal Engagement Letter for a multinational technology company client, covering ongoing corporate advisory services across Australian jurisdictions, with specific provisions for data privacy and cross-border transactions starting March 2025."

Document background
The Legal Engagement Letter is a mandatory document required under Australian legal practice regulations that must be provided to clients before or as soon as practicable after commencing legal services. It serves as the foundational document governing the attorney-client relationship, ensuring transparency and compliance with the Legal Profession Uniform Law and state-specific requirements. This document is essential for protecting both the law firm's and client's interests by clearly defining the scope of services, fee structures, and mutual obligations. It must include specific disclosures about costs, complaint rights, and professional obligations, while also addressing practical aspects of the engagement such as communication protocols and billing arrangements.
Suggested Sections

1. Date and Address Block: Formal letter heading including date and client's contact details

2. Introduction: Opening paragraph identifying the client and matter, and thanking them for choosing the firm

3. Scope of Services: Detailed description of the legal services to be provided and any limitations

4. Responsible Lawyers: Identification of the primary lawyer(s) and other team members who will work on the matter

5. Fee Structure: Clear explanation of how fees will be calculated, including hourly rates or fixed fees

6. Billing Arrangements: Details of billing frequency, payment terms, and accepted payment methods

7. Client Obligations: Overview of client's responsibilities including providing information and instructions

8. Confidentiality: Statement regarding confidentiality obligations and handling of client information

9. Termination: Conditions under which either party may end the engagement

10. Acceptance: Instructions for accepting the engagement and returning signed documentation

Optional Sections

1. Conflict of Interest Disclosure: Required when potential conflicts need to be disclosed and addressed

2. Trust Money Handling: Include when trust account transactions will be part of the engagement

3. Third Party Costs: Required when external counsel or other third-party costs may be incurred

4. International Aspects: Include for matters involving multiple jurisdictions or international law

5. Intellectual Property: Required for matters involving IP rights or creation of new IP

6. Data Protection: Detailed privacy provisions for matters involving sensitive data or cross-border transfers

Suggested Schedules

1. Schedule of Rates: Detailed breakdown of hourly rates for all staff levels

2. Costs Agreement: Detailed terms and conditions regarding fees and costs

3. Client Information Form: Form collecting client details and verification documents

4. Service Level Agreement: Specific commitments regarding response times and service standards

5. Privacy Policy: Detailed privacy and data protection policies

6. AML/CTF Disclosure: Anti-money laundering and counter-terrorism financing compliance requirements

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

Legal Services

Professional Services

Financial Services

Healthcare

Technology

Real Estate

Manufacturing

Retail

Mining

Construction

Education

Non-Profit

Government

Relevant Teams

Legal

Compliance

Risk Management

Finance

Procurement

Operations

Executive Leadership

Administrative Support

Corporate Governance

Relevant Roles

General Counsel

Legal Director

Chief Legal Officer

Company Secretary

Managing Partner

Senior Partner

Associate Lawyer

Legal Operations Manager

Compliance Officer

Risk Manager

Chief Executive Officer

Chief Financial Officer

Procurement Manager

Contract 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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