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Consulting Engagement Letter

Consulting Engagement Letter Template for Austria

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Key Requirements PROMPT example:

Consulting Engagement Letter

"I need a Consulting Engagement Letter for a 6-month IT infrastructure optimization project starting March 1, 2025, where my consulting firm will be providing services to an Austrian manufacturing company, including specific provisions for data security and remote work arrangements."

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Document background
The Consulting Engagement Letter is a crucial document used to formalize professional consulting relationships under Austrian law. It serves as the primary agreement between consultants and their clients, whether for one-time projects or ongoing advisory services. This document type is specifically designed to comply with Austrian commercial regulations, the ABGB (Austrian Civil Code), and EU requirements while providing a clear framework for professional services. The letter typically outlines the scope of work, fees, timeline, deliverables, and professional standards, while incorporating necessary legal protections and compliance measures. It's particularly important in the Austrian business context where formal documentation of professional relationships is highly valued and legally required. The Consulting Engagement Letter should be tailored to specific services while maintaining compliance with Austrian professional services regulations and data protection requirements.
Suggested Sections

1. Letterhead and Date: Professional letterhead including consultant's business details, registration numbers, and current date

2. Client Address Block: Full name and address of the client organization and specific contact person

3. Salutation: Professional greeting to the specific contact person

4. Introduction: Brief introduction confirming the purpose of the letter and reference to any previous discussions

5. Scope of Services: Detailed description of the consulting services to be provided, including specific deliverables and any limitations

6. Timeline and Duration: Expected duration of the engagement, key milestones, and any specific deadlines

7. Fees and Payment Terms: Detailed fee structure, payment schedule, and invoicing procedures

8. Professional Standards: Commitment to professional standards and quality of service

9. Confidentiality: Confidentiality obligations and handling of sensitive information

10. Data Protection: GDPR compliance and data handling procedures

11. Liability and Insurance: Limitation of liability clauses and professional insurance coverage

12. Termination: Conditions and process for terminating the engagement

13. Acceptance Process: Instructions for accepting the engagement and next steps

14. Closing: Professional closing, including signature block and contact details

Optional Sections

1. Team Composition: Details of key team members and their roles - include when multiple consultants will be involved

2. Travel and Expenses: Policy on reimbursement of travel and other expenses - include when travel is expected

3. Intellectual Property Rights: Provisions regarding ownership of work products - include when creating specific deliverables

4. Non-Compete: Restrictions on working with competitors - include when dealing with sensitive industry matters

5. Subcontracting: Terms for engaging subcontractors - include when subcontractors might be needed

6. Force Majeure: Provisions for unforeseen circumstances - include for longer-term engagements

7. Dispute Resolution: Specific procedures for handling disputes - include for high-value or complex engagements

Suggested Schedules

1. Schedule A - Detailed Scope of Work: Comprehensive breakdown of services, deliverables, and methodologies

2. Schedule B - Fee Schedule: Detailed breakdown of fees, rates, and payment milestones

3. Schedule C - Project Timeline: Detailed project schedule with milestones and deliverables

4. Appendix 1 - General Terms and Conditions: Standard terms and conditions of the consulting engagement

5. Appendix 2 - Data Processing Agreement: GDPR-compliant data processing terms and procedures

6. Appendix 3 - Professional Credentials: Relevant qualifications and certifications of the consultant

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

Linkedin in social icon imageX social icon image
alex.den.21@genieai.co
Clauses
Scope of Services
Term and Duration
Fees and Payment
Confidentiality
Data Protection
Intellectual Property
Professional Standards
Liability and Indemnification
Insurance
Termination
Force Majeure
Non-Solicitation
Non-Competition
Dispute Resolution
Governing Law
Assignment
Amendments
Entire Agreement
Severability
Notices
Subcontracting
Warranties
Performance Standards
Record Keeping
Audit Rights
Client Obligations
Conflict of Interest
Expenses and Disbursements
Personnel and Resources
Reporting Requirements
Relevant Industries

Management Consulting

Information Technology

Financial Services

Healthcare

Manufacturing

Professional Services

Energy and Utilities

Real Estate

Telecommunications

Education

Retail

Environmental Services

Legal Services

Human Resources

Digital Transformation

Strategy Consulting

Relevant Teams

Legal

Procurement

Finance

Human Resources

Operations

Strategy

Business Development

Project Management

Risk Management

Compliance

Professional Services

Corporate Development

Executive Leadership

Administrative

Relevant Roles

Chief Executive Officer

Managing Director

Chief Financial Officer

Head of Procurement

Legal Counsel

Procurement Manager

Project Manager

Department Head

Operations Director

Human Resources Director

Strategy Director

Business Development Manager

Consultant

Senior Consultant

Principal Consultant

Management Consultant

Independent Contractor

Professional Services Manager

Division Head

Chief Operating Officer

Industries
Austrian Civil Code (ABGB): The fundamental civil law code governing contract formation, validity, performance, and termination of contracts, including service agreements (§§ 1151 et seq. ABGB)
Austrian Commercial Code (UGB): Regulates commercial relationships and specific provisions for business-to-business contracts, including special provisions for commercial transactions
Austrian Consumer Protection Act (KSchG): Applies if the client is a consumer, providing additional protection and specific requirements for contracts with consumers
EU General Data Protection Regulation (GDPR): Governs the processing of personal data, requiring specific provisions in the contract regarding data handling and protection
Austrian Data Protection Act (DSG): National implementation of data protection requirements, complementing GDPR provisions
Austrian Trade Regulation Act (GewO): Regulates business activities and professional services, including any specific requirements for consulting activities
Austrian Income Tax Act (EStG): Relevant for tax-related provisions in the contract, including VAT considerations and invoicing requirements
Distance and Off-Premises Contracts Act (FAGG): Applies if the contract is concluded remotely or off-premises, providing specific requirements for such situations
Austrian E-Commerce Act (ECG): Relevant if the consulting services involve electronic commerce or if the contract is concluded electronically
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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