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Consulting SOW Template for Switzerland

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Key Requirements PROMPT example:

Consulting SOW

"I need a Consulting SOW under Swiss law for a 6-month technology transformation project starting January 2025, where we'll be providing cybersecurity consulting services to a banking client, including penetration testing and security architecture review."

Document background
The Consulting Statement of Work (SOW) is a fundamental document used to define and govern specific consulting engagements under Swiss law. It is typically employed when a company requires external expertise for a particular project or initiative and needs to clearly document the scope, deliverables, and commercial terms. The SOW operates within the framework of Swiss contract law, particularly the Code of Obligations, and can be used either as a standalone agreement or in conjunction with a master services agreement. This document is essential for both large-scale consulting projects and smaller specialized engagements, providing clarity on project specifics, timelines, resource allocation, and success criteria. It helps prevent misunderstandings between parties and ensures all aspects of the consulting engagement are properly documented and agreed upon.
Suggested Sections

1. Parties: Identification of the consulting company and the client, including full legal names, addresses, and registration details

2. Background: Context of the consulting engagement and brief description of why the services are needed

3. Definitions: Key terms used throughout the SOW, ensuring consistent interpretation

4. Services: Detailed description of the consulting services to be provided, including scope and deliverables

5. Term: Duration of the SOW, including start date and end date or project completion criteria

6. Fees and Payment Terms: Consulting fees, payment schedule, expenses, and invoicing requirements

7. Consultant Obligations: Key responsibilities and commitments of the consultant, including quality standards and delivery requirements

8. Client Obligations: Client's responsibilities, including provision of information, access, and resources

9. Intellectual Property Rights: Ownership and usage rights of deliverables and pre-existing materials

10. Confidentiality: Protection of confidential information exchanged during the engagement

11. Liability and Indemnification: Limitations of liability and indemnification obligations in accordance with Swiss law

12. Termination: Conditions and process for ending the engagement

13. Governing Law and Jurisdiction: Confirmation of Swiss law application and jurisdiction for disputes

Optional Sections

1. Data Protection: Detailed provisions for handling personal data when the engagement involves data processing activities

2. Non-Solicitation: Restrictions on hiring or soliciting each party's personnel, if relevant to the engagement

3. Insurance: Insurance requirements when the services involve significant risks or regulatory requirements

4. Force Majeure: Provisions for handling unforeseen circumstances preventing performance

5. Acceptance Criteria: Specific criteria for accepting deliverables when the services involve concrete deliverables

6. Change Control: Process for managing changes to the scope or deliverables in longer or complex engagements

7. Key Personnel: Identification of key consultant personnel when specific expertise or individuals are crucial to the engagement

8. Compliance with Laws: Specific regulatory compliance requirements when the services involve regulated industries

Suggested Schedules

1. Schedule 1 - Service Description: Detailed specification of services, methodologies, and deliverables

2. Schedule 2 - Fees and Payment Schedule: Detailed breakdown of fees, rates, payment milestones, and expense policies

3. Schedule 3 - Project Timeline: Detailed project plan with milestones and delivery dates

4. Schedule 4 - Key Personnel: CVs and qualifications of key consultant personnel assigned to the project

5. Schedule 5 - Client Materials: List of materials, information, and resources to be provided by the client

6. Schedule 6 - Service Levels: Performance metrics and service levels if applicable to the engagement

7. Appendix A - Change Request Template: Standard template for requesting and documenting changes to the SOW

8. Appendix B - Progress Report Template: Template for regular progress reporting if required by the engagement

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

Financial Services

Technology

Healthcare

Manufacturing

Professional Services

Telecommunications

Energy

Retail

Insurance

Pharmaceuticals

Banking

Automotive

Education

Real Estate

Construction

Relevant Teams

Legal

Procurement

Finance

Operations

Project Management Office

Risk and Compliance

Commercial

Vendor Management

Information Technology

Strategic Sourcing

Business Development

Professional Services

Relevant Roles

Procurement Manager

Legal Counsel

Contract Manager

Project Manager

Business Unit Director

Chief Financial Officer

Operations Director

Commercial Manager

Vendor Manager

Chief Technology Officer

Head of Professional Services

General Counsel

Risk Manager

Compliance Officer

Strategic Sourcing 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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