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Engagement Letter Agreement
1. Letterhead and Date: Professional letterhead including firm details and date of the letter
2. Recipient Details: Full name and address of the client
3. Salutation: Formal greeting to the client representative
4. Introduction: Opening paragraph identifying the parties and confirming the engagement
5. Scope of Services: Detailed description of the professional services to be provided
6. Team and Resources: Key personnel assigned to the engagement and their roles
7. Fees and Payment Terms: Fee structure, billing arrangements, and payment terms
8. Timeline: Expected duration, key milestones, and delivery dates
9. Client Responsibilities: Obligations and requirements of the client
10. Confidentiality: Confidentiality obligations and information handling
11. Data Protection: GDPR compliance and data processing terms
12. Professional Standards: Applicable professional standards and compliance requirements
13. Limitation of Liability: Liability caps and limitations
14. Termination: Conditions and process for ending the engagement
15. Acceptance: Signature blocks and acceptance mechanism
1. Conflict of Interest: Required when there are potential conflicts that need disclosure
2. Intellectual Property: Needed when the engagement involves creation of IP or use of existing IP
3. Insurance Coverage: Details of professional indemnity insurance when required by regulation or client
4. Subcontractors: Include when third-party service providers will be involved
5. International Services: Required for cross-border engagements
6. Regulatory Compliance: Specific regulatory requirements for regulated industries
7. Force Majeure: Include for longer-term engagements or where service continuity is critical
8. Alternative Dispute Resolution: Optional mechanism for handling disputes before litigation
1. Detailed Service Description: Comprehensive breakdown of services and deliverables
2. Fee Schedule: Detailed fee structure, rates, and payment milestones
3. Team Profiles: Professional profiles of key team members
4. Project Timeline: Detailed project plan with milestones and deadlines
5. Data Processing Agreement: Required GDPR documentation for personal data processing
6. Standard Terms and Conditions: Firm's standard terms and conditions if referenced in main letter
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