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Consulting Engagement Letter

Consulting Engagement Letter Template for Switzerland

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Key Requirements PROMPT example:

Consulting Engagement Letter

"I need a Consulting Engagement Letter under Swiss law for a cybersecurity consulting firm providing penetration testing and security audit services to a financial institution, with strict data protection provisions and specific liability caps."

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Document background
The Consulting Engagement Letter is a crucial document used to formalize consulting relationships under Swiss law. It serves as the primary agreement between consultants (whether independent professionals or consulting firms) and their clients, establishing the framework for professional services delivery. This document is particularly important in Switzerland, where consulting relationships are governed by mandate provisions under the Swiss Code of Obligations (Articles 394-406). The letter should be used at the outset of any consulting engagement to clearly define the scope of services, commercial terms, and legal obligations. It includes essential provisions required by Swiss law while addressing practical aspects such as fee structures, deliverables, and professional standards. The document helps prevent misclassification risks under employment law and ensures compliance with Swiss regulatory requirements regarding independent contractors.
Suggested Sections

1. Letterhead and Date: Consultant's business details, recipient details, and date

2. Salutation: Formal greeting to the client representative

3. Introduction: Opening paragraph identifying the parties and expressing intention to provide consulting services

4. Background: Brief context of the engagement and client's requirements

5. Scope of Services: Clear outline of consulting services to be provided, referencing detailed scope in schedule

6. Fees and Payment Terms: Fee structure, payment schedule, and expenses policy

7. Duration and Termination: Term of engagement and notice requirements for termination

8. Independent Contractor Status: Clear statement of consultant's status as independent contractor

9. Confidentiality: Obligations regarding confidential information

10. Intellectual Property: Ownership and rights to work products

11. Liability and Insurance: Limitation of liability and required insurance coverage

12. Closing and Signatures: Acceptance request, signature blocks, and return instructions

Optional Sections

1. Data Protection: Required if personal data processing is involved, outlining FADP compliance

2. Non-Competition: Optional restrictions on working with competitors, if relevant

3. Force Majeure: Optional clause for unforeseen circumstances preventing performance

4. Dispute Resolution: Optional specific dispute resolution procedures beyond standard court jurisdiction

5. Staff Assignment: Required if specific consultant personnel are key to the engagement

6. Client Obligations: Required for complex engagements where client must provide specific support or resources

Suggested Schedules

1. Schedule A - Detailed Scope of Services: Comprehensive description of services, deliverables, and timelines

2. Schedule B - Fee Schedule: Detailed fee structure, rates, payment milestones, and expense policies

3. Schedule C - Key Personnel: Optional schedule listing key consultant personnel assigned to the engagement

4. Appendix 1 - Insurance Requirements: Optional detailed insurance requirements and coverage levels

5. Appendix 2 - Data Processing Terms: Required if personal data processing is involved, detailing FADP compliance measures

Authors

Alex Denne

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

alex.den.21@genieai.co
Relevant legal definitions




















Clauses


























Relevant Industries

Professional Services

Management Consulting

Information Technology

Financial Services

Healthcare

Manufacturing

Energy

Telecommunications

Real Estate

Education

Legal Services

Human Resources

Environmental Services

Digital Transformation

Strategy Consulting

Relevant Teams

Legal

Procurement

Finance

Human Resources

Operations

Project Management Office

Business Development

Commercial

Risk Management

Compliance

Strategy

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Chief Operating Officer

Procurement Manager

Legal Counsel

Contract Manager

Project Manager

Human Resources Director

Business Development Manager

Management Consultant

Independent Consultant

Strategy Consultant

Department Head

Operations Manager

Finance Director

Commercial Director

General Counsel

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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