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Client Engagement Agreement Template for New Zealand

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Key Requirements PROMPT example:

Client Engagement Agreement

"I need a Client Engagement Agreement for my IT consulting firm based in Auckland, providing cloud migration services to enterprise clients, with specific focus on data protection and service level commitments."

Document background
The Client Engagement Agreement serves as a foundational document for establishing professional service relationships in New Zealand. It is typically used when a service provider begins a new client relationship or updates terms with existing clients. This agreement comprehensively addresses key aspects of the professional relationship including service scope, fees, deliverables, and mutual obligations, while ensuring compliance with New Zealand legislation such as the Contract and Commercial Law Act 2017, Fair Trading Act 1986, and Privacy Act 2020. The document is essential for protecting both parties' interests and setting clear expectations for the engagement, including confidentiality, intellectual property rights, and liability limitations.
Suggested Sections

1. Parties: Identifies and provides full legal names and details of all parties to the agreement

2. Background: Provides context for the agreement and summarizes the intention of the parties

3. Definitions and Interpretation: Defines key terms used throughout the agreement and establishes rules for interpretation

4. Scope of Services: Clearly outlines the services to be provided and any specific deliverables

5. Term and Commencement: Specifies when the agreement starts and its duration

6. Fees and Payment Terms: Details the fees, payment schedule, and payment methods

7. Obligations of the Service Provider: Lists the key responsibilities and commitments of the service provider

8. Client Obligations: Specifies what the client must do to facilitate the service delivery

9. Confidentiality: Establishes obligations regarding confidential information

10. Intellectual Property: Addresses ownership and usage rights of any IP created or used

11. Liability and Indemnity: Sets out liability limitations and indemnification provisions

12. Termination: Specifies how the agreement can be terminated and the consequences

13. Dispute Resolution: Outlines the process for resolving any disputes

14. General Provisions: Contains standard boilerplate clauses including governing law, notices, and assignment

Optional Sections

1. Professional Indemnity Insurance: Include when specific insurance requirements need to be documented

2. Service Levels: Include when specific performance metrics or standards need to be met

3. Data Protection and Privacy: Include when significant personal data processing is involved

4. Force Majeure: Include when need to address unforeseen circumstances preventing performance

5. Anti-Money Laundering Compliance: Include for financial or professional services subject to AML regulations

6. Subcontracting: Include if the service provider may need to subcontract any services

7. Non-Solicitation: Include to prevent poaching of staff or clients

8. Conflict of Interest: Include for professional services where conflicts may arise

Suggested Schedules

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

2. Schedule 2 - Fee Schedule: Detailed breakdown of fees, rates, and payment terms

3. Schedule 3 - Key Personnel: Lists key team members and their roles if applicable

4. Schedule 4 - Service Levels: Detailed service level requirements and measurements if applicable

5. Appendix A - Client Policies: Relevant client policies that the service provider must comply with

6. Appendix B - Special Conditions: Any special terms or conditions specific to 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

Professional Services

Consulting

Legal Services

Financial Services

Information Technology

Business Advisory

Management Consulting

Engineering

Architecture

Accounting

Marketing and Advertising

Healthcare Services

Education and Training

Real Estate Services

Relevant Teams

Legal

Compliance

Business Development

Sales

Operations

Finance

Professional Services

Client Relations

Contract Administration

Risk Management

Project Management

Account Management

Relevant Roles

Managing Director

Chief Executive Officer

Business Development Manager

Account Manager

Legal Counsel

Compliance Officer

Contract Manager

Project Manager

Operations Manager

Finance Director

Professional Services Director

Client Relations Manager

Sales Manager

Consultant

Partner

Senior Associate

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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