The Client Engagement Letter is a fundamental document in professional services relationships under English and Welsh law. It should be used at the commencement of any new client relationship or significant new project with an existing client. The letter typically includes detailed service descriptions, fee arrangements, timelines, team structure, and key terms and conditions. It ensures compliance with regulatory requirements and professional standards while providing clarity and protection for both parties. A well-drafted Client Engagement Letter is essential for managing client expectations and reducing the risk of future disputes.
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1. Service Description: Detailed outline of the scope of services to be provided, including any specific deliverables
2. Fees and Payment Terms: Comprehensive breakdown of fees, payment schedule, billing arrangements and expenses policy
3. Client Responsibilities: Outline of client obligations, required cooperation and information provision
4. Confidentiality: Terms regarding confidential information handling and protection
5. Data Protection: GDPR compliance measures and data processing details
6. Duration and Termination: Terms regarding engagement period and termination provisions
7. Liability and Insurance: Limitation of liability clauses and professional indemnity insurance details
1. Team Structure: Details of key personnel and reporting lines, recommended for larger or complex engagements
2. Service Levels: Specific performance metrics and service standards, used when service levels need to be quantified
3. Regulatory Disclosures: Required disclosures for regulated services such as legal, financial, or accounting services
4. Conflict Resolution: Specific procedures for handling disputes, recommended for high-value or complex engagements
1. Fee Schedule: Detailed breakdown of fees, rates, and charging structure
2. Service Specification: Detailed technical specifications of services and deliverables
3. Data Processing Schedule: Detailed information about data processing activities, categories of data, and processing purposes
4. Key Personnel Schedule: Details of key team members, their roles and contact information
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