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
Professional Services Engagement Letter
"I need a Professional Services Engagement Letter for my IT consulting firm based in Auckland, providing cloud migration services to a medium-sized retail company, with work commencing March 2025 and including strict data protection provisions due to customer information handling."
1. Letterhead and Date: Professional letterhead including firm details, date, and reference number
2. Client Details: Full name and address of the client
3. Salutation: Professional greeting to the client
4. Introduction: Opening paragraph confirming the engagement and thanking the client for choosing the firm
5. Scope of Services: Detailed description of the professional services to be provided, including any specific deliverables
6. Fees and Payment Terms: Clear outline of fee structure, rates, payment terms, and billing frequency
7. Team and Key Contact Persons: Information about key team members who will provide the services and primary contact persons
8. Timeline and Duration: Expected timeframes, milestones, and duration of the engagement
9. Professional Standards and Quality Assurance: Commitment to professional standards and quality of service delivery
10. Confidentiality and Privacy: Obligations regarding confidential information and data protection
11. Liability and Insurance: Professional liability terms and insurance coverage details
12. Termination Provisions: Conditions and process for ending the engagement
13. Acceptance and Execution: Instructions for accepting the engagement and space for signatures
1. Conflicts of Interest: Required when there are potential conflicts that need to be disclosed and addressed
2. Regulatory Compliance: Included when services involve specific regulatory requirements or compliance obligations
3. Intellectual Property Rights: Needed when services involve creation of intellectual property or use of existing IP
4. Sub-contractor Arrangements: Required when parts of the services may be subcontracted to third parties
5. International Services: Include when services involve cross-border elements or international considerations
6. Force Majeure: Added when specific provisions for unforeseen circumstances are necessary
7. Dispute Resolution: Detailed dispute resolution procedures for higher-value or complex engagements
8. Client Obligations: Specific section on client responsibilities when significant client input or cooperation is required
1. Schedule 1 - Detailed Scope of Services: Comprehensive breakdown of services, deliverables, and exclusions
2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment structure
3. Schedule 3 - Team Structure and CVs: Detailed information about team members and their qualifications
4. Schedule 4 - Project Timeline: Detailed project plan with milestones and deadlines
5. Appendix A - Standard Terms and Conditions: Firm's standard terms and conditions referenced in the main letter
6. Appendix B - Relevant Policies: Any applicable firm policies that form part of the engagement
Authors
Services
Deliverables
Fee
Client
Service Provider
Commencement Date
Completion Date
Confidential Information
Intellectual Property
Material
Personnel
Professional Standards
Business Day
Force Majeure Event
GST
Key Contact Person
Project
Scope of Work
Terms and Conditions
Variation
Working Hours
Approved Expenses
Client Materials
Milestone
Payment Terms
Project Plan
Service Level
Sub-contractor
Term
Fees and Payment
Term and Termination
Confidentiality
Intellectual Property
Professional Standards
Performance Standards
Liability and Indemnification
Insurance
Dispute Resolution
Force Majeure
Assignment and Subcontracting
Variation
Notices
Governing Law
Privacy and Data Protection
Conflicts of Interest
Client Obligations
Service Provider Obligations
Personnel
Warranties
Record Keeping
Reporting
Quality Assurance
Health and Safety
Business Continuity
Anti-Money Laundering
GST and Taxation
Entire Agreement
Severability
Professional Services
Consulting
Legal Services
Accounting and Finance
Information Technology
Engineering
Architecture
Management Consulting
Healthcare Services
Education and Training
Environmental Services
Business Advisory
Research and Development
Digital Services
Creative Services
Legal
Procurement
Finance
Operations
Risk and Compliance
Project Management Office
Business Development
Professional Services
Consulting
Contract Administration
Chief Executive Officer
Chief Financial Officer
Procurement Manager
Legal Counsel
Contract Manager
Project Manager
Operations Director
Finance Manager
Business Development Manager
Risk Manager
Compliance Officer
Department Head
Managing Partner
Professional Services Director
Consulting Manager
Find the exact document you need
Company Engagement Letter
A New Zealand-compliant formal letter establishing and defining a professional services relationship between a service provider and client company, outlining service terms and conditions.
Independent Contractor Engagement Letter
A New Zealand-compliant legal document establishing the terms and conditions for engaging independent contractors, defining service scope and maintaining contractor status distinction.
Professional Services Engagement Letter
A New Zealand-compliant formal letter establishing the terms and conditions of professional service engagement between a service provider and client.
Project Engagement Letter
A New Zealand-governed formal letter establishing project engagement terms, scope, and conditions between service provider and client.
Contractor Engagement Letter
A formal letter establishing contractor engagement terms and conditions under New Zealand law, defining the business relationship between a company and an independent contractor.
Client Engagement Agreement
A New Zealand-governed agreement establishing the terms and conditions between a service provider and their client for professional services engagement.
Consulting Engagement Letter
A New Zealand-compliant professional letter that establishes and defines the terms of a consulting engagement between a service provider and client.
Client Engagement Letter
A New Zealand-compliant formal document establishing the terms and conditions of a professional service engagement between a service provider and 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.