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Consulting Engagement Letter
"I need a Consulting Engagement Letter for a 6-month IT infrastructure modernization project starting March 2025, where my consulting firm will be providing services to a medium-sized retail company in Auckland, with specific emphasis on data protection and confidentiality provisions."
1. Letterhead and Date: Consultant's business details, professional credentials, and current date
2. Client Address Block: Full name and address of the client organization and key contact person
3. Salutation: Professional greeting to the appropriate client representative
4. Introduction: Opening paragraph identifying the parties and purpose of the engagement
5. Scope of Services: Detailed description of consulting services to be provided, including specific deliverables and objectives
6. Timeline and Duration: Expected timeframes, key milestones, and overall duration of the engagement
7. Fees and Payment Terms: Consulting rates, payment schedule, expenses, and invoicing details
8. Professional Standards: Commitment to quality, professional conduct, and applicable industry standards
9. Confidentiality: Basic confidentiality obligations for both parties
10. Termination Provisions: Conditions and process for ending the engagement
11. Acceptance and Signatures: Space for both parties to sign and date the letter
1. Insurance Coverage: Details of professional liability insurance when required by client or industry standards
2. Conflict of Interest Statement: Declaration of any potential conflicts when relevant to the engagement
3. Resource Allocation: Specific team members and their roles when multiple consultants are involved
4. Client Obligations: Specific responsibilities of the client when significant client input or resources are required
5. Intellectual Property Rights: Detailed IP provisions when deliverables include significant intellectual property
6. Non-Solicitation: Restrictions on hiring consultant's employees when working with larger consulting teams
7. Dispute Resolution: Specific dispute resolution procedures when dealing with high-value or complex engagements
1. Schedule of Services: Detailed breakdown of specific services, deliverables, and methodologies
2. Fee Schedule: Detailed rate card, expense categories, and payment milestones
3. Project Timeline: Detailed project phases, milestones, and delivery dates
4. Key Personnel: List of key team members, their qualifications, and roles when relevant
5. Client Resources: List of required client inputs, resources, and access requirements
Authors
Term and Duration
Fees and Payment
Expenses
Invoicing
Confidentiality
Intellectual Property
Professional Standards
Personnel
Client Obligations
Termination
Insurance
Limitation of Liability
Force Majeure
Non-Solicitation
Data Protection
Dispute Resolution
Governing Law
Assignment
Variation
Entire Understanding
Notices
Relationship of Parties
Conflicts of Interest
Professional Services
Management Consulting
Information Technology
Financial Services
Healthcare
Education
Manufacturing
Retail
Energy
Environmental Services
Construction
Non-Profit
Government
Telecommunications
Legal
Procurement
Finance
Human Resources
Operations
Executive Leadership
Business Development
Project Management Office
Information Technology
Strategy
Risk Management
Compliance
Consultant
Management Consultant
Business Advisor
Professional Services Director
Engagement Manager
Project Manager
Chief Executive Officer
Chief Financial Officer
Procurement Manager
Legal Counsel
Contract Manager
Business Development Manager
Department Head
Operations Manager
HR Director
IT Consultant
Strategy Consultant
Financial Advisor
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