Client Engagement Agreement Template for Canada

A comprehensive legal agreement governed by Canadian law that establishes the professional relationship between a service provider and their client. This document outlines the scope of services, terms of engagement, compensation structure, and mutual obligations of the parties. It incorporates specific provisions to comply with Canadian federal and provincial regulations, including privacy laws (PIPEDA), professional standards, and consumer protection requirements. The agreement serves as the primary framework for managing the professional engagement, risk allocation, and operational parameters of the service relationship.

Typically:
i
This cost is based on prices provided by
6 legal services in your market.
With Genie AI:

£0

i
Generate and export your first
document completely free.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Get template free
Upload to review

Your data doesn't train Genie's AI

You keep IP ownership of your docs

4.6 / 5
4.6 / 5
4.8 / 5

What is a Client Engagement Agreement?

The Client Engagement Agreement serves as the foundational document for establishing professional service relationships in the Canadian market. It is typically used when a service provider begins a new client relationship or formalizes an existing one, requiring detailed documentation of service scope, deliverables, and mutual obligations. The agreement must comply with Canadian federal and provincial regulations, including privacy laws, professional standards, and consumer protection requirements. This document is essential for protecting both parties' interests, setting clear expectations, and ensuring regulatory compliance. It should be customized based on the specific services offered, industry requirements, and provincial jurisdiction while maintaining core elements of a Client Engagement Agreement such as scope definition, payment terms, and liability provisions.

What sections should be included in a Client Engagement Agreement?

1. Parties: Identifies and provides full legal details of the service provider and the client

2. Background: Sets out the context of the engagement and the parties' intentions

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Services: Detailed description of the services to be provided

5. Term and Termination: Duration of the agreement and conditions for termination

6. Fees and Payment Terms: Compensation structure, payment schedule, and related terms

7. Obligations of the Service Provider: Responsibilities and commitments of the service provider

8. Client Responsibilities: Obligations and commitments required from the client

9. Confidentiality: Terms regarding the protection and handling of confidential information

10. Intellectual Property: Ownership and rights related to work products and existing IP

11. Data Protection and Privacy: Compliance with privacy laws and data handling procedures

12. Limitation of Liability: Extent and limitations of the service provider's liability

13. Insurance: Insurance requirements and coverage details

14. General Provisions: Standard legal provisions including governing law, notices, and amendment procedures

What sections are optional to include in a Client Engagement Agreement?

1. Non-Solicitation: Prevents parties from hiring each other's employees; used when significant team interaction is involved

2. Force Majeure: Addresses unforeseeable circumstances preventing performance; important for long-term engagements

3. Dispute Resolution: Specific procedures for handling disputes; useful for high-value or complex engagements

4. Service Levels: Specific performance metrics and standards; used when quantifiable service levels are required

5. Compliance with Laws: Specific regulatory compliance requirements; important for regulated industries

6. Subcontracting: Terms regarding the use of subcontractors; needed if subcontracting is contemplated

7. Change Control: Procedures for managing changes to scope or services; useful for complex or evolving engagements

What schedules should be included in a Client Engagement Agreement?

1. Schedule A - Scope of Services: Detailed breakdown of services, deliverables, and timelines

2. Schedule B - Fee Schedule: Detailed pricing, payment terms, and rate cards

3. Schedule C - Service Levels: Specific performance metrics, reporting requirements, and remedies

4. Schedule D - Key Personnel: Details of key team members and their roles

5. Appendix 1 - Data Processing Agreement: Specific terms for handling personal data in compliance with privacy laws

6. Appendix 2 - Security Requirements: Technical and organizational security measures

7. Appendix 3 - Insurance Requirements: Detailed insurance coverage requirements and limits

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

Jurisdiction

Canada

Publisher

Genie AI

Cost

Free to use

Find the exact document you need

Joint Representation Engagement Letter

A Canadian legal document establishing terms and conditions for joint representation of multiple clients by a single law firm.

Download

Limited Scope Engagement Letter

A Canadian legal document establishing a limited attorney-client relationship for specific legal services, governed by provincial Law Society rules and Canadian contract law.

Download

Pro Bono Engagement Letter

A Canadian legal document establishing the terms and conditions for free legal services provided by a law firm to qualifying clients.

Download

Flat Fee Engagement Letter

A Canadian legal document establishing a fixed-price agreement between a law firm and client for specific legal services, compliant with provincial law society requirements.

Download

Legal Engagement Agreement

A Canadian-compliant agreement establishing the professional relationship between a law firm and client, outlining services, fees, and obligations under federal and provincial laws.

Download

Financial Plan Engagement Letter

A Canadian-compliant engagement letter establishing the terms and conditions between a financial planner/advisor and their client for financial planning services.

Download

Expert Engagement Letter

A Canadian legal document establishing terms and conditions for engaging external expert consultants or specialists, ensuring compliance with federal and provincial laws.

Download

Service Engagement Agreement

Canadian-law governed agreement establishing terms and conditions for professional service delivery between a service provider and client.

Download

Audit Engagement Letter

A Canadian-compliant engagement letter establishing terms and conditions between an audit firm and client for conducting an audit under Canadian Auditing Standards.

Download

Company Engagement Letter

A Canadian-compliant formal letter establishing professional services engagement between a service provider and client company, outlining service terms and mutual obligations.

Download

Evergreen Engagement Letter

A Canadian-compliant engagement letter for ongoing professional services that establishes an indefinite service relationship with termination provisions.

Download

Contractor Engagement Letter

A Canadian-compliant engagement letter establishing terms and conditions between a company and independent contractor, outlining services, compensation, and key obligations.

Download

Valuation Engagement Letter

A Canadian professional services letter establishing terms and conditions for business valuation services, compliant with CICBV standards and provincial regulations.

Download

Client Engagement Agreement

A Canadian-law governed agreement establishing the terms and conditions of professional services between a service provider and client.

Download

Consulting Engagement Letter

A Canadian-compliant formal document establishing the terms, conditions, and scope of a consulting engagement between a consultant and client.

Download

Client Engagement Letter

A Canadian-compliant professional services engagement letter establishing terms, conditions, and scope of services between service provider and client.

Download

Advisory Engagement Letter

A Canadian-compliant formal letter establishing a professional advisory relationship, outlining services, terms, and obligations between advisor and client.

Download
See more related templates

Genie’s Security Promise

Genie is the safest place to draft. Here’s how we prioritise your privacy and security.

Your documents are private:

We do not train on your data; Genie’s AI improves independently

All data stored on Genie is private to your organisation

Your documents are protected:

Your documents are protected by ultra-secure 256-bit encryption

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it