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Limited Scope Engagement Letter Template for Canada

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Key Requirements PROMPT example:

Limited Scope Engagement Letter

"I need a Limited Scope Engagement Letter for my technology startup to engage a lawyer specifically for reviewing our SaaS agreements and privacy policies starting March 2025, with clear provisions for remote collaboration and hourly billing structure."

Document background
The Limited Scope Engagement Letter is a crucial document in Canadian legal practice that addresses the growing need for unbundled legal services. It is used when clients require assistance with specific legal tasks rather than full legal representation. This document has become increasingly important as legal service delivery models evolve to meet diverse client needs and budget constraints. The letter must comply with provincial Law Society requirements, professional conduct rules, and relevant privacy legislation. It serves as both a risk management tool and a clear communication device, explicitly outlining what services will and won't be provided, helping prevent misunderstandings and setting realistic client expectations. The document is particularly relevant in situations where clients wish to handle parts of their legal matter themselves while obtaining professional assistance for specific aspects.
Suggested Sections

1. Letterhead and Date: Law firm letterhead, current date, and client's contact information

2. Salutation: Professional greeting to the client

3. Purpose of Engagement: Clear statement identifying this as a limited scope engagement letter and the specific legal matter being addressed

4. Scope of Services: Detailed description of exactly what legal services will be provided, with specific tasks and deliverables

5. Services Not Included: Explicit listing of related legal services that are excluded from this engagement

6. Client Responsibilities: Clear outline of what the client is expected to do, including providing information and documents

7. Fee Structure: Detailed explanation of fees, billing method, payment terms, and cost estimates

8. Communication Protocol: How and when communications will occur between lawyer and client

9. File Management and Retention: How documents will be handled during and after the engagement

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

11. Acknowledgment and Signature: Space for both parties to sign and date the letter

Optional Sections

1. Conflict of Interest Disclosure: Required if there are any potential conflicts that need to be disclosed and waived

2. Third Party Authorization: Include when other parties need to be authorized to receive information or participate

3. Alternative Dispute Resolution: Optional section specifying mediation or arbitration for fee disputes

4. Insurance Coverage: Include when specific insurance requirements need to be addressed

5. Related Proceedings: Required when the limited scope service relates to ongoing legal proceedings

6. Technology Use: Include when specific technology platforms or tools will be used for service delivery

Suggested Schedules

1. Schedule A - Detailed Service Description: Itemized list of specific tasks and deliverables included in the scope

2. Schedule B - Fee Schedule: Detailed breakdown of fees, hourly rates, and cost estimates

3. Schedule C - Required Documents: List of documents the client needs to provide

4. Appendix 1 - Client Information Form: Standard form collecting essential client information

5. Appendix 2 - Communication Preferences Form: Client's preferred methods and timing of communication

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents | Serial Founder & Legal AI Author

Relevant legal definitions




















Clauses




















Relevant Industries

Legal Services

Professional Services

Financial Services

Healthcare

Technology

Real Estate

Manufacturing

Retail

Construction

Non-Profit

Education

Energy

Transportation

Agriculture

Relevant Teams

Legal

Compliance

Risk Management

Contract Administration

Corporate Governance

Executive Leadership

Human Resources

Operations

Finance

Administrative Services

Relevant Roles

General Counsel

Legal Director

Corporate Lawyer

Legal Operations Manager

Compliance Officer

Risk Manager

Contract Manager

Legal Administrator

Managing Partner

Senior Partner

Associate Lawyer

Paralegal

Legal Secretary

Business Owner

CEO

CFO

COO

HR Director

Department Manager

Project Manager

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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