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Client Engagement Letter

Client Engagement Letter Template for New Zealand

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Key Requirements PROMPT example:

Client Engagement Letter

"I need a Client Engagement Letter for my IT consulting firm based in Auckland, focusing on cloud migration services, with specific clauses about data protection and cross-border data transfers, to be used starting March 2025."

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Document background
The Client Engagement Letter is a crucial business document used in New Zealand to formalize professional service relationships. It should be used at the commencement of any new client engagement or when significantly modifying existing service arrangements. The document typically includes detailed information about service scope, fees, team members, deliverables, and terms and conditions, while ensuring compliance with New Zealand legal requirements including professional standards, consumer protection, and privacy laws. This type of agreement is essential for professional service providers to clearly communicate their offering and establish mutual understanding with clients while managing risk and meeting regulatory obligations.
Suggested Sections

1. Client Information: Details of the client, including full legal name, contact information, and any relevant business details

2. Scope of Services: Clear description of what services will be provided and any specific limitations or exclusions

3. Professional Fees: Detailed explanation of fee structure, billing rates, payment terms and methods

4. Team and Resources: Information about key team members who will be involved in providing the services

5. Timeline and Deliverables: Expected timeframes for service delivery and any specific deliverables

6. Client Responsibilities: Outline of what is required from the client to effectively deliver the services

7. Confidentiality: Commitments regarding the protection and handling of client information

8. Terms and Conditions: Standard terms governing the engagement, including liability limitations and termination provisions

Optional Sections

1. Regulatory Disclosures: Required for regulated services like financial or legal services, including registration numbers and regulatory body information

2. Conflict of Interest Statement: Used when there are potential conflicts that need to be disclosed and addressed

3. Data Protection Provisions: Detailed section when significant personal data processing is involved

4. Insurance Coverage: Details of professional indemnity insurance when relevant to the engagement

5. Dispute Resolution Process: Detailed dispute resolution procedures for high-value or complex engagements

6. International Services: Additional terms for cross-border services or international clients

Suggested Schedules

1. Fee Schedule: Detailed breakdown of fees, rates, and charging structures

2. Service Level Agreement: Specific performance metrics and service standards

3. Team Structure: Detailed organization chart and team member profiles

4. Required Documentation: List of documents and information needed from the client

5. Terms and Conditions: Detailed standard terms of business that apply to all engagements

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
Relevant Industries

Professional Services

Legal Services

Financial Services

Consulting

Accounting

Business Advisory

Information Technology

Engineering

Architecture

Marketing and Communications

Healthcare Services

Management Consulting

Relevant Teams

Legal

Compliance

Business Development

Client Services

Operations

Risk Management

Finance

Administration

Professional Services

Account Management

Relevant Roles

Managing Director

Partner

Senior Manager

Business Development Manager

Account Manager

Legal Counsel

Compliance Officer

Project Manager

Client Services Director

Operations Manager

Practice Manager

Risk Manager

Contract Administrator

Business Manager

Industries
Contract and Commercial Law Act 2017: Provides the fundamental framework for contract formation, enforcement, and remedies in New Zealand. Important for ensuring the engagement letter forms a valid contract.
Fair Trading Act 1986: Ensures that the engagement letter contains fair, accurate representations about services and prohibits misleading or deceptive conduct in business relationships.
Privacy Act 2020: Governs how personal information must be collected, used, stored and disclosed. Essential for describing how client information will be handled.
Anti-Money Laundering and Countering Financing of Terrorism Act 2009: Requires certain businesses to verify client identity and conduct due diligence. Relevant if the engagement involves financial services or legal services.
Consumer Guarantees Act 1993: Provides statutory guarantees for the supply of services to consumers, ensuring services are provided with reasonable care and skill.
Financial Service Providers (Registration and Dispute Resolution) Act 2008: Relevant if providing financial services, requiring disclosure of registration status and dispute resolution scheme membership.
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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