Client Engagement Letter Template for Philippines

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Key Requirements PROMPT example:

Client Engagement Letter

"I need a Client Engagement Letter for my IT consulting firm in Manila, focusing on cybersecurity services, with specific provisions for handling sensitive data and remote service delivery, to be effective from March 1, 2025."

Document background
The Client Engagement Letter is a fundamental document used in professional service relationships in the Philippines, essential for establishing clear terms of engagement between service providers and their clients. It serves as both a legal agreement and a practical roadmap for the professional relationship, incorporating requirements from Philippine law, including the Civil Code, Data Privacy Act, and relevant professional regulations. This document is typically used at the commencement of a new professional engagement or when significantly modifying existing services. The Client Engagement Letter includes critical information such as scope of services, fee structures, timelines, deliverables, and professional obligations, while ensuring compliance with local regulatory requirements and professional standards. It provides protection for both parties by clearly defining expectations, responsibilities, and terms of service delivery within the Philippine legal framework.
Suggested Sections

1. Client Information: Full legal name and contact details of the client

2. Date and Reference: Letter date and reference number for tracking purposes

3. Scope of Services: Detailed description of professional services to be provided

4. Professional Fees: Fee structure, payment terms, and billing arrangements

5. Timeline and Deliverables: Expected timeframes and specific deliverables

6. Client Responsibilities: Clear outline of what is expected from the client

7. Confidentiality: Confidentiality obligations and handling of sensitive information

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

9. Termination Provisions: Conditions and process for ending the engagement

10. Acceptance: Signature blocks and acceptance confirmation

Optional Sections

1. Regulatory Compliance: For regulated industries or when specific compliance requirements apply

2. Conflict of Interest Disclosure: When potential conflicts need to be disclosed and addressed

3. Team Structure: When multiple professionals will be involved in service delivery

4. Intellectual Property Rights: When the engagement involves creation or use of intellectual property

5. Force Majeure: When specific provisions for unforeseen circumstances are needed

6. Insurance Coverage: When professional indemnity or other insurance details need to be specified

7. Data Protection: When handling significant personal or sensitive data

8. Dispute Resolution: When specific dispute resolution mechanisms need to be established

Suggested Schedules

1. Schedule of Fees: Detailed breakdown of professional fees and payment structure

2. Scope of Work: Detailed description of services, methodologies, and deliverables

3. Team Composition: Details of key team members and their roles

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

5. Data Processing Terms: Detailed terms for handling personal and sensitive data

6. Required Documents: List of documents and information required from the client

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

Clauses
Relevant Industries

Legal Services

Accounting and Audit

Management Consulting

Financial Services

Tax Advisory

Business Process Outsourcing

IT Consulting

Engineering Services

Architecture Services

Healthcare Services

Environmental Consulting

Real Estate Services

Human Resources Consulting

Relevant Teams

Legal

Compliance

Business Development

Client Relations

Operations

Risk Management

Professional Services

Contract Administration

Document Management

Quality Assurance

Business Operations

Practice Management

Relevant Roles

Managing Partner

Engagement Partner

Senior Manager

Legal Counsel

Compliance Officer

Business Development Manager

Client Relationship Manager

Professional Services Director

Operations Manager

Contract Administrator

Risk Manager

Practice Head

Department Director

Project Manager

Account Executive

Industries
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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