All Countries
Legal Services
Professional Services Engagement Letter

Professional Services Engagement Letter Template for Switzerland

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Professional Services Engagement Letter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

Professional Services Engagement Letter

"I need a Professional Services Engagement Letter under Swiss law for my IT consulting firm based in Zurich to provide digital transformation services to a multinational pharmaceutical company, with service commencement planned for March 2025 and including strict data protection and confidentiality provisions."

Celebrated by
Collaborations with
Investors
Document background
The Professional Services Engagement Letter is a crucial document used when establishing a formal professional service relationship under Swiss law. It combines the formality of a contract with the approachability of a letter format, making it ideal for professional service providers such as consultants, advisors, or specialists engaging with clients. The document needs to comply with Swiss legal requirements, particularly the Swiss Code of Obligations (OR) Articles 394-406 governing mandate agreements. It typically includes essential elements such as scope of services, fee arrangements, professional standards, and key terms while maintaining flexibility to accommodate various types of professional services. This format is particularly popular in Switzerland due to its efficiency in establishing clear terms while fostering a collaborative professional relationship.
Suggested Sections

1. Letterhead and Date: Professional letterhead including firm details, recipient address, and date

2. Salutation: Formal greeting to the client

3. Introduction: Opening paragraph identifying the parties and expressing appreciation for the opportunity to provide services

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

5. Team and Resources: Key personnel who will be involved in providing the services

6. Fees and Payment Terms: Clear outline of fee structure, billing arrangements, and payment terms

7. Timeline: Expected duration or timeline for the services

8. Client Responsibilities: Outline of what is expected from the client to facilitate the services

9. Professional Standards: Commitment to professional standards and quality of service

10. Confidentiality: Basic confidentiality obligations

11. Closing and Signatures: Formal closing, including acceptance mechanism and signature blocks

Optional Sections

1. Liability Limitations: Include when specific liability caps or limitations need to be established

2. Regulatory Compliance: Include when services involve regulated activities or specific compliance requirements

3. Data Protection: Include when personal data or sensitive information will be processed

4. Conflict Resolution: Include when specific dispute resolution mechanisms need to be established

5. Insurance: Include when specific insurance requirements need to be documented

6. Non-Competition: Include when protection against competition is relevant

7. Intellectual Property: Include when services involve creation or use of intellectual property

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fees, rates, and payment structure

2. Service Description: Detailed technical or specialized description of the services to be provided

3. Team Profiles: Professional profiles of key team members

4. Project Timeline: Detailed project schedule or milestones

5. Standard Terms and Conditions: Firm's standard terms and conditions referenced in the letter

6. Compliance Requirements: Specific regulatory or compliance requirements applicable to the engagement

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Clauses
Scope of Services
Fees and Payment
Professional Standards
Confidentiality
Data Protection
Intellectual Property
Liability and Indemnification
Term and Termination
Force Majeure
Governing Law
Dispute Resolution
Assignment
Entire Agreement
Amendments
Notices
Client Obligations
Service Provider Obligations
Personnel
Insurance
Warranties
Non-Solicitation
Non-Competition
Regulatory Compliance
Record Keeping
Quality Standards
Subcontracting
Change Control
Conflict of Interest
Severability
Waiver
Relevant Industries

Consulting

Professional Services

Legal Services

Financial Services

Information Technology

Management Consulting

Engineering

Architecture

Accounting

Business Advisory

Healthcare

Education

Real Estate

Marketing and Advertising

Human Resources

Relevant Teams

Legal

Procurement

Finance

Operations

Risk Management

Compliance

Project Management

Business Development

Senior Management

Contract Administration

Professional Services

Advisory Services

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Managing Director

Partner

Senior Consultant

Legal Counsel

Procurement Manager

Project Manager

Department Head

Operations Director

Finance Director

Business Development Manager

Contract Manager

Risk Manager

Compliance Officer

Professional Service Provider

Independent Consultant

Industries
Swiss Code of Obligations (OR): The primary source of contract law in Switzerland, particularly Articles 394-406 governing mandate agreements (Auftragsrecht), which typically apply to professional services contracts
Swiss Federal Data Protection Act (FADP/DSG): Governs the protection and processing of personal and business data, which is crucial for professional service arrangements involving data exchange
Swiss Federal Act on Value Added Tax (MWSTG): Relevant for billing and taxation aspects of professional services
Swiss Federal Act on Freedom of Movement for Lawyers (BGFA): If the professional services involve legal services, this act governs the provision of legal services in Switzerland
Federal Act on the Prevention of Money Laundering (AMLA): May be relevant if the professional services involve financial advisory or similar regulated activities
Swiss Civil Code (ZGB): Contains fundamental principles of Swiss law that complement the Code of Obligations, particularly regarding legal capacity and good faith
Federal Act on Unfair Competition (UWG): Relevant for confidentiality and non-competition provisions often included in professional services agreements
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

Find the exact document you need

Legal Services Engagement Agreement

A Swiss law-governed agreement establishing the terms and conditions for the provision of legal services between an attorney/law firm and their client.

find out more

Engagement Letter Agreement

A Swiss law-governed professional services agreement outlining engagement terms, scope, and responsibilities between service provider and client.

find out more

Service Engagement Letter

A Swiss law-governed document establishing a professional service relationship between provider and client, outlining service scope, terms, and deliverables.

find out more

Private Placement Engagement Letter

A Swiss law-governed engagement letter establishing terms and conditions for private placement services between a financial institution and its client.

find out more

Financial Plan Engagement Letter

A Swiss law-governed engagement letter establishing terms and conditions for financial planning services, compliant with FinSA and FinIA regulations.

find out more

Investment Bank Engagement Letter

A Swiss law-governed letter establishing the terms of engagement between an investment bank and its client, including services scope, fees, and regulatory compliance requirements.

find out more

Expert Engagement Letter

A Swiss-law governed letter agreement establishing terms for engaging an expert consultant, combining formal appointment with contractual obligations under Swiss law.

find out more

Service Engagement Agreement

A Swiss law-governed agreement establishing terms and conditions for professional service provision between service providers and clients.

find out more

Financial Engagement Letter

A Swiss-law governed engagement letter establishing the terms and conditions for the provision of financial services, compliant with Swiss financial regulations including FinSA/FIDLEG.

find out more

Professional Services Engagement Letter

A Swiss law-governed engagement letter establishing terms and conditions for professional services provision, compliant with the Swiss Code of Obligations.

find out more

Engagement Letter For Consulting Services

A Swiss law-governed engagement letter establishing terms and conditions for consulting services, including scope, fees, and deliverables.

find out more

Broker Engagement Letter

A Swiss law-governed letter establishing the formal engagement between a broker and client, outlining services, compensation, and key terms.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: https://www.genieai.co/our-research
Oops! Something went wrong while submitting the form.

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

Our bank-grade security infrastructure undergoes regular external audits

We are ISO27001 certified, so your data is secure

Organizational security

You retain IP ownership of your documents

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

Innovation in privacy:

Genie partnered with the Computational Privacy Department at Imperial College London

Together, we ran a £1 million research project on privacy and anonymity in legal contracts

Want to know more?

Visit our Trust Centre for more details and real-time security updates.

Read our Privacy Policy.