Limited Scope Engagement Letter Template for Australia

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Key Requirements PROMPT example:

Limited Scope Engagement Letter

"I need a Limited Scope Engagement Letter for my IT consulting firm to provide cloud migration services to a medium-sized retail client, including specific provisions for data security and a clear timeline for project completion by March 2025."

Document background
The Limited Scope Engagement Letter is a critical document in Australian professional practice used to establish clear boundaries and expectations in professional service relationships. It is particularly important when services need to be precisely defined and limited to specific deliverables, helping prevent scope creep and misunderstandings about service obligations. This document type is commonly used across various professional sectors in Australia, from consulting to legal services, and must comply with the Australian Consumer Law, relevant professional standards legislation, and state-specific requirements. The letter typically includes detailed scope definitions, fee structures, timelines, and explicit exclusions, making it essential for risk management and professional compliance. It serves both as a formal engagement document and a protective measure for both service providers and clients by clearly documenting the agreed terms and limitations of the professional relationship.
Suggested Sections

1. Letter Header and Date: Professional letterhead including firm details, date, and reference number

2. Client Details: Full name and address of the client

3. Salutation: Formal greeting to the client

4. Purpose of Engagement: Clear statement of the purpose of the letter and the general nature of the engagement

5. Scope of Services: Detailed description of exactly what services will be provided, with specific deliverables

6. Excluded Services: Clear statement of what is not included in the scope to avoid misunderstanding

7. Fees and Payment Terms: Detailed breakdown of fees, billing arrangements, and payment terms

8. Timeline: Expected duration or key milestones for the engagement

9. Client Obligations: What is required from the client to facilitate the engagement

10. Professional Obligations: Statement of professional standards and obligations that will be adhered to

11. Termination Provisions: Circumstances and process for ending the engagement

12. Acceptance Method: How the client can indicate acceptance of the engagement terms

13. Signature Block: Space for signatures and dates for both parties

Optional Sections

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

2. Team Structure: Include when multiple team members will be involved in providing the services

3. Insurance Coverage: Details of professional indemnity insurance when required by regulation or client request

4. Dispute Resolution Process: Detailed dispute resolution procedures when dealing with sophisticated clients or high-risk engagements

5. Intellectual Property Rights: Include when the engagement involves creation or use of intellectual property

6. Data Protection and Privacy: Detailed privacy terms when handling sensitive personal or commercial information

7. Sub-contractor Terms: Include when parts of the service may be sub-contracted to other providers

Suggested Schedules

1. Schedule of Fees: Detailed breakdown of fees, rates, and charging structure

2. Scope of Work: Detailed technical or specialized description of the services to be provided

3. Terms and Conditions: Standard terms and conditions of engagement

4. Service Level Agreement: Specific performance standards and service levels if applicable

5. Key Personnel: Details of key team members and their roles when relevant

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

Legal Services

Consulting

Accounting and Financial Services

Information Technology

Engineering

Architecture

Business Advisory

Project Management

Healthcare Services

Environmental Services

Education and Training

Human Resources

Relevant Teams

Legal

Compliance

Professional Services

Business Development

Operations

Risk Management

Client Relations

Contract Administration

Quality Assurance

Project Management Office

Account Management

Relevant Roles

Managing Partner

Director of Professional Services

Senior Consultant

Project Manager

Engagement Manager

Legal Counsel

Compliance Officer

Business Development Manager

Contract Manager

Professional Services Lead

Account Executive

Operations Director

Risk Manager

Client Relations 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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