Create a bespoke document in minutes, or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Client Engagement Letter
"I need a Client Engagement Letter under Irish law for my management consulting firm, focusing on digital transformation services, with specific provisions for handling client data and intellectual property rights, to be effective from March 2025."
1. Date and Client Details: Opening with the current date and full client identification details
2. Introduction and Purpose: Brief introduction of the firm and the purpose of the engagement letter
3. Scope of Services: Detailed description of the specific services to be provided and any limitations
4. Team and Key Contacts: Information about key team members and their roles, including primary contact details
5. Fees and Payment Terms: Fee structure, billing arrangements, payment terms and methods
6. Timeline and Deliverables: Expected timeframes, key milestones, and deliverables
7. Client Responsibilities: Clear outline of what is expected from the client, including information provision and cooperation
8. Confidentiality and Data Protection: Commitments regarding confidentiality and GDPR compliance
9. Professional Standards and Quality: Statement of professional standards and quality assurance measures
10. Liability and Insurance: Professional liability limitations and insurance coverage details
11. Termination Provisions: Conditions and process for ending the engagement
12. Acceptance Mechanism: How the client should indicate acceptance of the terms (signature block or alternative method)
1. Regulatory Disclosures: Required for regulated services such as financial, legal, or accounting services
2. Conflict of Interest Provisions: Needed when there are potential conflicts to disclose or manage
3. Anti-Money Laundering: Required for services subject to AML regulations
4. Intellectual Property Rights: Important when the services involve creation of IP or use of existing IP
5. Force Majeure: May be included for longer-term engagements or where service delivery could be impacted by external factors
6. Dispute Resolution: Optional section for specifying mediation or arbitration procedures
7. Sub-contractor Provisions: Required if any services will be subcontracted to third parties
1. Schedule of Fees: Detailed breakdown of fees, rates, and charging structures
2. Scope of Work Detail: Comprehensive description of services, methodologies, and deliverables
3. Team Structure: Detailed organization chart and team member profiles
4. Standard Terms and Conditions: Firm's standard terms and conditions that apply to all engagements
5. Data Processing Agreement: Required under GDPR if personal data processing is involved
6. Service Level Agreement: Specific performance metrics and service standards
7. Required Client Information: List of documents and information needed from the client
Authors
Engagement
Deliverables
Fee Schedule
Client Materials
Confidential Information
Personal Data
Intellectual Property Rights
Business Day
Force Majeure Event
Professional Standards
Agreement
Effective Date
Engagement Team
Project
Service Level Requirements
Client Representative
Firm
Applicable Laws
Term
Working Hours
Completion Date
Professional Fees
Expenses
Data Protection Legislation
Regulatory Requirements
Standard Terms and Conditions
Professional Fees
Payment Terms
Service Delivery
Client Obligations
Confidentiality
Data Protection
Intellectual Property
Professional Liability
Insurance
Term and Termination
Force Majeure
Anti-Money Laundering
Regulatory Compliance
Conflict of Interest
Quality Standards
Personnel
Subcontracting
Record Keeping
Dispute Resolution
Governing Law
Assignment
Entire Agreement
Variation
Notices
Severability
Third Party Rights
Client Communication
Document Retention
Professional Standards
Legal Services
Accounting and Audit
Management Consulting
Financial Services
Information Technology
Engineering
Architecture
Business Advisory
Healthcare
Real Estate
Environmental Consulting
Human Resources
Marketing and Communications
Legal
Compliance
Professional Services
Business Development
Operations
Risk Management
Client Relations
Quality Assurance
Finance
Administrative Support
Managing Partner
Director of Professional Services
Client Relationship Manager
Legal Counsel
Compliance Officer
Risk Manager
Business Development Manager
Partner
Senior Manager
Project Manager
Account Executive
Operations Director
Professional Services Lead
Engagement Manager
Contract Manager
Find the exact document you need
Standard Engagement Letter
An Irish-law governed engagement letter establishing a professional services relationship between a service provider and client, outlining services, terms, and obligations.
Engagement Letter For Audit Services
An Irish law-governed engagement letter establishing terms and conditions for statutory audit services, compliant with Irish Companies Act 2014 and EU regulations.
Company Secretary Engagement Letter
An engagement letter establishing the appointment of a company secretary and their duties under Irish law.
Engagement Letter For Bookkeeping Services
An Irish law-compliant engagement letter outlining terms and conditions for professional bookkeeping services provision, including scope, fees, and regulatory compliance requirements.
Professional Engagement Letter
An Irish law-governed letter agreement defining the terms and conditions of professional service engagement between a service provider and client.
Investment Bank Engagement Letter
An Irish law-governed engagement letter establishing the terms and conditions for investment banking services, including scope, fees, and regulatory compliance requirements.
Corporate Engagement Letter
An Irish law-governed engagement letter establishing professional services terms between a service provider and corporate client, incorporating Irish regulatory requirements and professional standards.
Forensic Accounting Engagement Letter
An Irish law-governed engagement letter establishing terms for forensic accounting services, including investigation scope, methodology, and compliance requirements.
Contract Engagement Letter
An Irish law-governed formal letter establishing terms and conditions between a service provider and client organization for professional services engagement.
Client Disengagement Letter
An Irish law-governed formal letter documenting the termination of professional services between a service provider and their client, ensuring compliance with local regulations and professional standards.
Project Engagement Letter
An Irish-law governed professional services engagement letter defining project scope, terms, and responsibilities between service provider and client.
Evergreen Engagement Letter
An Irish law-governed engagement letter establishing an ongoing professional services relationship with comprehensive terms and termination provisions.
Valuation Engagement Letter
An Irish law-governed engagement letter establishing the terms and conditions for professional valuation services, compliant with Irish and EU regulations.
Internal Audit Engagement Letter
An Irish law-governed engagement letter establishing the internal audit function's scope, responsibilities, and reporting relationships within an organization.
Engagement Letter For Consulting Services
An Irish law-governed letter establishing terms and conditions for professional consulting services between a consultant and client.
Audit Acceptance Letter
An Irish law-compliant engagement letter establishing terms and conditions for statutory audit services between an audit firm and its client.
Business Engagement Letter
An Irish law-governed formal letter establishing the terms and conditions of a professional services engagement between a service provider and a business client.
Compilation Engagement Letter
An Irish law-governed engagement letter establishing terms for financial information compilation services, compliant with ISRS 4410 and local regulations.
Due Diligence Engagement Letter
An Irish law-governed engagement letter establishing terms and conditions for professional due diligence services.
Client Engagement Letter
An Irish-law governed engagement letter establishing the terms and conditions of professional services between a service provider and client.
Disengagement Letter
An Irish law-governed formal document used to terminate a professional services relationship, outlining termination terms and next steps.
Advisory Engagement Letter
An Irish law-governed engagement letter establishing the terms and conditions for professional advisory services between an advisory firm and its client.
Download our whitepaper on the future of AI in Legal
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.