Legal Engagement Letter Template for Switzerland

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Key Requirements PROMPT example:

Legal Engagement Letter

"I need a Legal Engagement Letter for our Swiss law firm to provide ongoing corporate legal services to a multinational technology company, starting March 2025, with specific provisions for data protection and cross-border legal support."

Document background
A Legal Engagement Letter is a fundamental document used in Swiss legal practice to formalize the attorney-client relationship. This document is essential when establishing new client relationships or defining new matters for existing clients, typically issued by Swiss law firms before commencing any substantial legal work. The letter must comply with Swiss regulatory requirements, including the Swiss Bar Association's professional rules and the Swiss Code of Obligations. It includes critical information such as scope of services, fee structures, team composition, conflict checks, and professional obligations. The Legal Engagement Letter serves as the primary reference point for the professional relationship and helps prevent misunderstandings about service expectations, billing arrangements, and professional responsibilities.
Suggested Sections

1. Letterhead and Date: Law firm's official letterhead including registration details, contact information, and date

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

3. Scope of Engagement: Clear description of legal services to be provided, including specific matters or cases to be handled

4. Attorney Assignment: Identity of the primary attorney(s) responsible for the matter and other team members involved

5. Fee Structure: Detailed explanation of billing rates, fee calculation methods, and payment terms

6. Costs and Disbursements: Information about additional expenses, court fees, and third-party costs

7. Billing Arrangements: Frequency of billing, payment methods, and handling of retainers if applicable

8. Professional Obligations: Statement of professional duties, confidentiality obligations, and compliance with Swiss regulations

9. Conflict Check: Confirmation of conflict check completion and disclosure of any potential conflicts

10. Document Retention: Policy on retention and handling of client documents and files

11. Termination Provisions: Conditions and procedures for terminating the engagement

12. Acceptance Block: Space for client acknowledgment and acceptance of terms

Optional Sections

1. Foreign Law Disclaimer: Required when matter involves cross-border elements or foreign law considerations

2. Special Fee Arrangements: Include when offering alternative fee arrangements, success fees, or special billing structures

3. Team Structure: Detailed when multiple lawyers or departments are involved in complex matters

4. Communication Protocols: Include for cases requiring specific communication channels or security measures

5. Insurance Coverage: Required when professional liability insurance details need to be explicitly stated

6. Data Protection Notice: Detailed privacy policy when extensive personal data processing is involved

7. Anti-Money Laundering: Required for matters involving financial transactions or corporate structures

Suggested Schedules

1. Fee Schedule: Detailed breakdown of hourly rates and fee structures for different team members

2. General Terms of Business: Firm's standard terms and conditions

3. Power of Attorney: When specific authorization is needed for representing the client

4. Team Structure Chart: For complex matters involving multiple attorneys and support staff

5. Client Identification Documents: Required KYC documentation as per Swiss regulations

6. Specific Matter Description: Detailed scope of work for complex matters

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

Financial Services

Banking

Insurance

Technology

Manufacturing

Healthcare

Real Estate

Construction

Energy

Telecommunications

Retail

Professional Services

Education

Non-Profit Organizations

Public Sector

Relevant Teams

Legal

Compliance

Risk Management

Corporate Governance

Executive Leadership

Finance

Administration

Operations

Procurement

Human Resources

Relevant Roles

General Counsel

Legal Director

Chief Legal Officer

Corporate Secretary

Legal Operations Manager

Compliance Officer

Risk Manager

Chief Executive Officer

Chief Financial Officer

Managing Director

Head of Legal

Senior Legal Counsel

Contract Manager

Legal Administrator

Business Unit Director

Department Head

Project 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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