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Client Engagement Letter
"I need a Client Engagement Letter for my management consulting firm based in Brussels, focusing on IT transformation services, with specific clauses for data protection and cross-border service delivery as we'll be working with clients across the EU."
1. Letter Header: Professional letterhead, date, and client's address
2. Salutation and Introduction: Formal greeting and introductory paragraph thanking the client for choosing the firm
3. Scope of Services: Detailed description of services to be provided, including any specific deliverables
4. Team and Resources: Key personnel assigned to the engagement and their roles
5. Fees and Payment Terms: Fee structure, billing arrangements, and payment terms
6. Timeline: Expected duration, key milestones, and delivery dates
7. Client Responsibilities: Clear outline of what is expected from the client
8. Confidentiality: Commitments regarding confidential information handling
9. Data Protection: GDPR compliance and data handling procedures
10. Professional Standards: Reference to applicable professional standards and ethical guidelines
11. Termination: Conditions and process for ending the engagement
12. Acceptance: Signature blocks and instructions for accepting the engagement
1. Conflict Resolution: Include when working with larger clients or for complex engagements, detailing dispute resolution procedures
2. Limitation of Liability: Add for high-risk engagements or when required by professional insurance
3. Sub-contractor Terms: Include when parts of the work may be delegated to third parties
4. Intellectual Property: Add when the engagement involves creation of intellectual property or use of existing IP
5. Insurance Coverage: Include when required by regulatory bodies or requested by client
6. Anti-Money Laundering: Required for financial services or when dealing with regulated industries
7. International Services: Add when services will be provided across multiple jurisdictions
1. Fee Schedule: Detailed breakdown of fees, rates, and payment structure
2. Service Specifications: Detailed technical or service-specific requirements and deliverables
3. Team Profiles: Professional profiles of key team members assigned to the engagement
4. Terms and Conditions: Standard terms and conditions referenced in the main letter
5. Data Processing Agreement: GDPR-compliant data processing terms and procedures
6. Project Timeline: Detailed project schedule with milestones and deadlines
Authors
Deliverables
Engagement
Fees
Client
Service Provider
Confidential Information
Personal Data
Intellectual Property
Working Papers
Professional Standards
Engagement Team
Project
Business Day
Force Majeure
Applicable Law
Agreement
Engagement Letter
Affiliate
Representatives
Regulatory Requirements
Professional Fees
Additional Services
Client Materials
Data Protection Laws
Engagement Period
Professional Advice
Terms and Conditions
Third Party
Work Product
Professional Fees
Payment Terms
Client Obligations
Service Provider Obligations
Confidentiality
Data Protection
Intellectual Property
Limitation of Liability
Professional Standards
Regulatory Compliance
Term and Termination
Force Majeure
Assignment
Amendments
Governing Law
Dispute Resolution
Independence
Anti-Money Laundering
Insurance
Conflicts of Interest
Record Retention
Non-Solicitation
Severability
Entire Agreement
Third Party Rights
Notices
Electronic Communications
Quality of Service
Sub-Contracting
Legal Services
Management Consulting
Financial Services
Accounting
Tax Advisory
IT Consulting
Business Advisory
Corporate Finance
Risk Management
Healthcare Consulting
Environmental Consulting
Human Resources Consulting
Marketing Services
Engineering Services
Real Estate Advisory
Legal
Compliance
Business Development
Client Relations
Operations
Risk Management
Professional Services
Contract Management
Finance
Business Affairs
Practice Management
Quality Assurance
Managing Partner
Senior Partner
Client Relationship Manager
Business Development Director
Legal Counsel
Compliance Officer
Risk Manager
Operations Director
Project Manager
Account Director
Chief Executive Officer
Chief Financial Officer
General Counsel
Head of Professional Services
Engagement Manager
Contract Manager
Practice Leader
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