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 Engagement Letter
"I need a Professional Engagement Letter for my management consulting firm to provide strategic advisory services to a mid-sized manufacturing company in Johannesburg, with the engagement starting March 2025 and running for 12 months."
1. Letterhead and Date: Professional firm's letterhead and current date
2. Client Details: Full name and address of the client/recipient
3. Subject Line: Clear identification of the engagement purpose
4. Introduction: Opening paragraph identifying the parties and confirming the engagement
5. Scope of Services: Detailed description of professional services to be provided
6. Term of Engagement: Duration or period of the engagement
7. Professional Fees: Fee structure, billing arrangements, and payment terms
8. Client Responsibilities: Clear outline of client's obligations and required cooperation
9. Confidentiality and Data Protection: POPIA compliance and confidentiality obligations
10. Professional Standards: Commitment to professional standards and quality of service
11. Limitation of Liability: Professional liability limitations and indemnities
12. Termination: Conditions and process for ending the engagement
13. Acceptance: Signature blocks and acceptance confirmation method
1. Team Composition: Details of key team members and their roles, used for larger engagements
2. Conflict of Interest: Disclosure of potential conflicts, used when relevant to the engagement
3. Intellectual Property: IP rights and ownership of deliverables, used for creative or technical services
4. Insurance Coverage: Professional indemnity insurance details, used for high-risk engagements
5. Dispute Resolution: Specific dispute resolution procedures, used for complex engagements
6. Anti-Money Laundering: FICA compliance details, used for financial services engagements
7. Sub-contractors: Terms for use of sub-contractors, used when third parties may be involved
1. Schedule A - Detailed Scope of Work: Comprehensive description of services, deliverables, and timelines
2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment terms
3. Schedule C - Team Structure: Organizational chart and key personnel biographies
4. Appendix 1 - Terms and Conditions: Standard terms and conditions of the professional firm
5. Appendix 2 - Service Level Agreement: Specific service standards and performance metrics
6. Appendix 3 - Compliance Requirements: Regulatory and professional body compliance requirements
Authors
Services
Client
Service Provider
Professional Fees
Confidential Information
Personal Information
Deliverables
Effective Date
Force Majeure
Intellectual Property
Material Breach
Professional Standards
Scope of Work
Term
Territory
Applicable Laws
Business Day
Client Materials
Engagement Team
Project
Service Level
Working Hours
Authorised Representative
Performance Standards
Professional Body
Data Protection Laws
VAT
Contract Period
Termination Date
Professional Fees
Payment Terms
Confidentiality
Data Protection
Intellectual Property
Professional Standards
Service Levels
Client Obligations
Term and Duration
Termination
Limitation of Liability
Indemnification
Force Majeure
Non-Solicitation
Dispute Resolution
Governing Law
Assignment
Entire Agreement
Variation
Notices
Severability
Good Faith
Anti-Corruption
Compliance with Laws
Insurance
Conflict of Interest
Record Keeping
Warranties
Sub-Contracting
Legal Services
Accounting and Audit
Management Consulting
Financial Services
Information Technology
Engineering
Architecture
Business Advisory
Healthcare
Education and Training
Human Resources
Marketing and Communications
Environmental Consulting
Real Estate Advisory
Legal
Finance
Procurement
Operations
Compliance
Human Resources
Business Development
Professional Services
Risk Management
Contract Administration
Project Management Office
Executive Management
Managing Director
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Procurement Manager
Project Manager
Department Head
Operations Director
Finance Manager
Compliance Officer
Human Resources Director
Business Development Manager
Professional Services Partner
Senior Consultant
Practice Manager
Find the exact document you need
Legal Services Engagement Letter
A South African legal document establishing the terms of engagement between a law firm and client, outlining services, fees, and professional obligations.
Management Representation Letter For Review Engagement
A formal written statement from management to the independent reviewer in South Africa, confirming responsibilities and representations made during the financial statement review process.
Engagement Letter For Audit Services
A South African regulatory-compliant engagement letter outlining the terms and conditions for the provision of statutory audit services between an audit firm and client company.
Engagement Letter For Accounting Services
A South African law-governed engagement letter for professional accounting services, detailing service scope, terms, and compliance requirements.
Management Representation Letter For Compilation Engagement
A South African management representation letter confirming management's responsibilities and assertions to the accounting practitioner during a compilation engagement.
Financial Review Engagement Agreement
A South African law-governed agreement establishing terms and conditions for professional financial review services, compliant with local regulations and international standards.
Accounting Review Engagement Letter
A South African engagement letter establishing terms for a financial statement review under ISRE 2400 and local regulatory requirements.
Engagement Letter For Bookkeeping Services
A South African law-governed engagement letter establishing terms and conditions for professional bookkeeping services, including scope, fees, and compliance requirements.
Professional Engagement Letter
A South African legal document that establishes the terms and conditions of professional services between a service provider and client.
Outsourced CFO Engagement Letter
A South African law-governed engagement letter establishing the terms and conditions for outsourced CFO services, including scope, responsibilities, and compliance requirements.
Engagement Letter For Accounting And Tax Services
A South African law-governed letter establishing terms for professional accounting and tax services, including scope, responsibilities, and compliance requirements.
Review Engagement Letter
A South African law-governed letter establishing terms and conditions for a limited assurance review engagement between an independent reviewer and client.
Corporate Engagement Letter
A South African law-governed professional services engagement letter that establishes the terms, scope, and conditions of service delivery between a service provider and corporate client.
Forensic Accounting Engagement Letter
A South African-compliant engagement letter establishing terms and conditions for forensic accounting services, including scope, methodology, and deliverables.
Company Engagement Letter
A South African legal document establishing professional service relationships between service providers and client companies, outlining engagement terms and obligations.
Assurance Engagement Letter
A South African-compliant engagement letter establishing terms and conditions for professional assurance services under IRBA requirements.
Professional Services Engagement Letter
A South African engagement letter establishing professional services terms between service provider and client, compliant with local legislation.
Project Engagement Letter
A formal document used in South Africa to establish the terms and conditions of a professional services project engagement, outlining scope, deliverables, and commercial terms in accordance with local law.
Valuation Engagement Letter
A South African-compliant engagement letter establishing terms and conditions for professional valuation services, aligned with local legislation and international standards.
Engagement Letter For Consulting Services
A South African-compliant engagement letter template for consulting services that establishes the terms, scope, and conditions of the consulting relationship.
Audit Acceptance Letter
A formal letter used in South Africa to establish and define the terms of an audit engagement between an audit firm and its client, complying with South African audit regulations.
Client Engagement Agreement
A South African law-governed agreement establishing terms and conditions between service providers and clients for professional engagements.
Business Engagement Letter
A formal South African legal document establishing the terms and conditions of a professional service engagement between a service provider and client.
Compilation Engagement Letter
A South African law-governed letter establishing terms for financial information compilation services between an accounting firm and client, following ISRS 4410 standards.
Due Diligence Engagement Letter
A South African law-governed engagement letter establishing terms and conditions for professional due diligence services.
Client Engagement Letter
A South African-compliant formal letter establishing the terms and conditions of professional services between a service provider and client.
Legal Engagement Letter
A formal South African legal document establishing the terms of engagement between a law firm and client, including scope of services, fees, and compliance requirements.
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.