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Client Engagement Letter
"Need a Client Engagement Letter for my consulting firm to engage a new Fortune 500 client for a 12-month digital transformation project starting January 2025, with specific emphasis on data protection clauses and milestone-based payments."
1. Service Provider Information: Complete details of the firm/professional providing services, including contact information and professional credentials
2. Client Information: Complete details of the client receiving services, including contact information and relevant business details
3. Scope of Services: Detailed description of services to be provided, including specific deliverables and exclusions
4. Fee Structure: Comprehensive explanation of fees, payment terms, billing procedures, and payment schedule
5. Timeline: Expected duration or timeline for service delivery, including key milestones and deadlines
6. Confidentiality Terms: Privacy and confidentiality obligations, including handling of sensitive information and data protection measures
7. Termination Provisions: Conditions and procedures for ending the engagement, including notice periods and final billing arrangements
1. Conflict of Interest Disclosure: Details of any potential conflicts of interest and how they will be managed
2. Third-Party Involvement: Information about any external parties or contractors involved in service delivery
3. Insurance Coverage: Details of professional liability insurance and other relevant coverage
4. Dispute Resolution: Procedures for handling disagreements and resolving conflicts
1. Fee Schedule: Detailed breakdown of fees, rates, and charges including any additional costs or expenses
2. Service Description Schedule: Comprehensive outline of services, deliverables, and project specifications
3. Team Structure: Organization chart showing key personnel, their roles, and responsibilities in service delivery
4. Professional Credentials: Documentation of relevant certifications, qualifications, and professional memberships
Authors
Engagement
Fee Schedule
Professional Fees
Deliverables
Client Materials
Confidential Information
Work Product
Personnel
Key Personnel
Engagement Period
Effective Date
Business Day
Force Majeure Event
Intellectual Property Rights
Professional Standards
Scope of Work
Third-Party Service Providers
Termination Notice
Material Breach
Conflict of Interest
Professional Relationship
Billing Period
Out-of-Pocket Expenses
Client Representatives
Fees and Payment Terms
Client Responsibilities
Professional Standards
Confidentiality
Data Protection
Intellectual Property
Limitation of Liability
Indemnification
Term and Termination
Force Majeure
Conflict of Interest
Record Retention
Insurance
Assignment
Third-Party Involvement
Dispute Resolution
Governing Law
Entire Agreement
Amendment
Severability
Notices
Electronic Communications
Non-Solicitation
Billing Procedures
Expenses
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