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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."
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
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
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
Legal Services
Professional Services
Financial Services
Healthcare
Technology
Real Estate
Manufacturing
Retail
Construction
Non-Profit
Education
Energy
Transportation
Agriculture
Legal
Compliance
Risk Management
Contract Administration
Corporate Governance
Executive Leadership
Human Resources
Operations
Finance
Administrative Services
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
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