Evergreen Engagement Letter Template for United States

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Key Requirements PROMPT example:

Evergreen Engagement Letter

"I need an Evergreen Engagement Letter for my management consulting firm to provide ongoing strategic advisory services to a tech startup, with monthly retainer fees of $10,000 and quarterly performance reviews starting March 2025."

Document background
The Evergreen Engagement Letter serves as a foundational document for establishing long-term professional relationships in the United States. This document type is particularly useful when services are expected to continue indefinitely without a fixed end date. It includes essential elements such as scope of work, fee structures, termination provisions, and automatic renewal terms. The evergreen nature of the agreement means it continues until explicitly terminated, making it ideal for ongoing professional relationships while maintaining compliance with U.S. federal and state regulations.
Suggested Sections

1. Identification of Parties: Clear identification of the service provider and client, including full legal names and contact details

2. Scope of Services: Detailed description of services to be provided, including any limitations or exclusions

3. Fee Structure: Clear outline of fees, billing rates, payment terms, and expenses

4. Term and Renewal: Specification of the evergreen nature of the agreement and any automatic renewal terms

5. Termination Rights: Conditions and process for termination by either party

Optional Sections

1. Client Responsibilities: Outline of client obligations and responsibilities when specific client cooperation or input is required

2. Staffing: Details about key personnel assigned to the engagement when specific expertise or personnel are crucial

3. Dispute Resolution: Process for handling disputes and governing law, recommended for high-value or complex engagements

Suggested Schedules

1. Rate Card: Detailed breakdown of rates and fees

2. Service Level Agreement: Specific performance metrics and service standards for technical or ongoing operational services

3. Key Personnel Bio: Professional backgrounds of key team members when specific expertise is a material factor

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Industries

Federal Professional Conduct Rules: ABA Model Rules of Professional Conduct and State Bar Rules governing attorney behavior, ethics, and client relationships

E-SIGN Act: Electronic Signatures in Global and National Commerce Act governing the validity of electronic signatures and contracts

State-Specific Attorney-Client Privilege: Rules governing confidentiality and communication between attorneys and clients, varying by state jurisdiction

Fee Arrangement Requirements: Regulations regarding disclosure of fee structures, billing practices, and payment terms in legal engagements

Conflict of Interest Provisions: Rules governing the identification, disclosure, and management of potential conflicts of interest in legal representations

State Contract Laws: State-specific contract formation, enforcement, and interpretation rules, including UCC principles and Statute of Frauds

Industry-Specific Regulations: Specialized rules and requirements based on the nature of services being provided and professional licensing requirements

Consumer Protection Laws: State and federal regulations protecting consumer rights, including fair billing practices and disclosure requirements

Data Privacy Requirements: Laws governing data protection, confidentiality obligations, and state-specific privacy requirements

Termination Provisions: Requirements for notice periods, wind-down procedures, and client file retention in case of engagement termination

Dispute Resolution Framework: Federal Arbitration Act provisions, state-specific ADR requirements, and jurisdiction/venue specifications

Teams

Employer, Employee, Start Date, Job Title, Department, Location, Probationary Period, Notice Period, Salary, Overtime, Vacation Pay, Statutory Holidays, Benefits, Bonus, Expenses, Working Hours, Rest Breaks,  Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination,  Severance Pay, Governing Law, Entire Agreemen

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