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Client Fee Agreement
"I need a Client Fee Agreement for my management consulting firm in Sydney, which will be providing strategic advisory services to mid-sized technology companies, with a tiered fee structure based on project complexity and a minimum 12-month engagement starting March 2025."
1. Parties: Identifies the service provider and the client, including full legal names, ABN/ACN, and contact details
2. Background: Outlines the context of the agreement and the general nature of services to be provided
3. Definitions: Defines key terms used throughout the agreement
4. Scope of Services: Detailed description of the services to be provided, including any limitations or exclusions
5. Fees and Charges: Clear breakdown of fee structure, billing rates, and payment terms including GST requirements
6. Billing and Payment Terms: Details of billing frequency, payment methods, and payment timeframes
7. Client Obligations: Outlines the client's responsibilities and obligations under the agreement
8. Service Provider Obligations: Details the service provider's commitments and responsibilities
9. Confidentiality: Provisions for handling confidential information
10. Term and Termination: Duration of the agreement and circumstances for termination
11. Dispute Resolution: Process for handling disagreements or complaints
12. General Provisions: Standard legal provisions including governing law, entire agreement, and amendments
1. Professional Indemnity Insurance: Details of insurance coverage, used when required by regulatory bodies or client request
2. Intellectual Property: IP ownership and usage rights, included when services involve creation of intellectual property
3. Third-Party Costs: Handling of disbursements and external costs, used when third-party services may be required
4. Performance Metrics: Specific service levels or KPIs, included for ongoing service arrangements
5. Data Protection: Detailed privacy and data handling provisions, used when significant personal data processing is involved
6. Conflict of Interest: Provisions for managing potential conflicts, important for professional service providers
7. Force Majeure: Provisions for unforeseen circumstances, included for long-term or high-value agreements
1. Schedule 1 - Fee Schedule: Detailed breakdown of all fees, rates, and charges
2. Schedule 2 - Detailed Scope of Services: Comprehensive description of specific services, deliverables, and timeframes
3. Schedule 3 - Service Standards: Specific service levels, response times, and quality metrics
4. Appendix A - Client Instructions Form: Standard form for documenting specific client instructions and requirements
5. Appendix B - Terms of Engagement: Detailed terms and conditions of service provision
6. Appendix C - Cost Disclosure Statement: Regulatory required cost disclosure information where applicable
Authors
Legal Services
Consulting
Financial Services
Accounting
Business Advisory
Professional Services
Technology Consulting
Management Consulting
Healthcare Services
Engineering Services
Architecture Services
Marketing Services
Environmental Consulting
Legal
Finance
Compliance
Business Development
Operations
Risk Management
Client Services
Professional Services
Administration
Commercial
Managing Director
Legal Counsel
Finance Manager
Compliance Officer
Business Development Manager
Contract Administrator
Professional Services Manager
Client Relationship Manager
Operations Manager
Risk Manager
Practice Manager
Partner
Director of Services
Chief Financial Officer
Engagement Manager
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