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Client Engagement Letter
"I need a Client Engagement Letter for a UAE-based management consulting firm providing digital transformation services to a multinational retail company, with project commencement planned for March 2025 and including provisions for remote service delivery and cross-border data transfers."
1. Letter Header: Professional letterhead, date, and client's full contact details
2. Salutation and Introduction: Formal greeting and brief introduction of the purpose of the engagement letter
3. Scope of Services: Detailed description of services to be provided, including specific deliverables and any limitations
4. Professional Fees: Fee structure, payment terms, and billing arrangements
5. Timeline and Deliverables: Expected timeframes, key milestones, and delivery schedule
6. Client Responsibilities: Clear outline of what is expected from the client, including information provision and cooperation
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 Mechanism: How the client can indicate acceptance of the terms (signature block, return instructions)
1. Conflict Resolution: Specific dispute resolution procedures, used for high-value or complex engagements
2. Team Structure: Key personnel and reporting lines, included for larger projects or when multiple team members are involved
3. Sub-contractor Provisions: Terms regarding use of sub-contractors, included when relevant to service delivery
4. Regulatory Disclosures: Specific disclosures required for regulated services or industries
5. Insurance Coverage: Details of professional indemnity insurance, included for high-risk engagements
6. Data Protection: Detailed data handling procedures, required when processing personal data
7. Intellectual Property Rights: IP ownership and usage rights, included when deliverables include creative or technical works
1. Schedule of Fees: Detailed breakdown of fees, rates, and payment structure
2. Scope of Work: Detailed technical or service specifications
3. Team Profiles: CVs or credentials of key team members
4. Service Level Agreement: Specific performance metrics and service standards
5. Compliance Requirements: Specific regulatory or industry compliance requirements
6. Required Documents: List of documents needed from client to commence services
Authors
Professional Services
Legal Services
Consulting
Accounting and Audit
Financial Services
Management Consulting
IT Services
Architecture and Design
Engineering Services
Healthcare Services
Real Estate Advisory
Marketing and Communications
Human Resources
Education and Training
Legal
Compliance
Business Development
Client Relations
Operations
Risk Management
Professional Services
Account Management
Service Delivery
Administration
Finance
Partner Office
Managing Partner
Senior Partner
Client Relationship Manager
Business Development Director
Legal Counsel
Compliance Officer
Risk Manager
Practice Head
Department Director
Project Manager
Account Director
Service Delivery Manager
Operations Director
Professional Services Director
Engagement Manager
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