Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
Business Engagement Letter
"I need a Business Engagement Letter for my technology consulting firm to provide digital transformation services to a medium-sized retail client, including project milestones through March 2025 and provisions for remote service delivery."
1. Letterhead and Date: Professional letterhead including firm details and current date
2. Client Details: Full name and address of the client organization
3. Salutation: Professional greeting to the appropriate contact person
4. Introduction: Brief introduction and thank you for the opportunity to provide services
5. Scope of Services: Detailed description of services to be provided and any specific deliverables
6. Fees and Payment Terms: Clear outline of fee structure, payment schedule, and billing arrangements
7. Timeline: Expected duration or key milestones for the engagement
8. Team and Resources: Key personnel involved and their roles in the engagement
9. Client Responsibilities: Clear outline of what is expected from the client
10. Terms and Conditions: Key terms governing the engagement including liability and termination
11. Acceptance: Clear instructions for how to accept the engagement and next steps
12. Signature Block: Space for both parties to sign and date the letter
1. Conflict of Interest Disclosure: Required when there are potential conflicts that need to be disclosed and addressed
2. Confidentiality Provisions: Detailed confidentiality terms when dealing with sensitive information
3. Insurance Coverage: Details of professional indemnity and other relevant insurance when required by client
4. Regulatory Compliance: Specific regulatory requirements when engaging in regulated activities
5. Dispute Resolution: Detailed dispute resolution procedures for complex engagements
6. Sub-contractor Terms: Required when work may be delegated to sub-contractors
7. International Services: Additional terms for cross-border services if applicable
1. Schedule of Fees: Detailed breakdown of fees, rates, and charging structure
2. Scope of Work: Detailed description of services, methodologies, and deliverables
3. Team Profiles: Biographical information and qualifications of key team members
4. Standard Terms and Conditions: Firm's standard terms and conditions referenced in the main letter
5. Project Timeline: Detailed project schedule with milestones and deadlines
6. Service Level Agreement: Specific performance metrics and service standards if applicable
Authors
Professional Services
Consulting
Financial Services
Legal Services
Technology Services
Engineering
Architecture
Marketing and Advertising
Management Consulting
Healthcare Services
Environmental Services
Education and Training
Business Advisory
Accounting and Audit
Research and Development
Legal
Procurement
Finance
Operations
Business Development
Commercial
Risk Management
Compliance
Project Management Office
Client Services
Professional Services
Business Advisory
Contracts Administration
Managing Director
Chief Executive Officer
Chief Financial Officer
Legal Counsel
Procurement Manager
Project Manager
Business Development Manager
Partner
Director
Operations Manager
Contract Manager
Engagement Manager
Account Executive
Senior Consultant
Practice Lead
Department Head
Commercial Manager
Find the exact document you need
Formal Engagement Letter
An Australian-compliant professional services agreement that establishes the terms and conditions of engagement between a service provider and their client.
Engagement Acceptance Letter
An Australian-compliant formal letter confirming professional service engagement terms, scope, and conditions between service provider and client.
Personal Financial Statement Engagement Letter
An Australian-compliant engagement letter establishing terms for personal financial statement preparation services, adhering to local professional standards and regulations.
Accounting Engagement Letter
An Australian-law governed agreement establishing the terms and conditions for the provision of professional accounting services between an accounting firm and its client.
Financial Advisor Engagement Letter
An Australian-compliant engagement letter establishing the terms and conditions between a financial advisor and client, including services, fees, and regulatory disclosures.
Forensic Accounting Engagement Letter
An Australian-compliant engagement letter establishing terms and conditions for forensic accounting services, including investigation scope, methodology, and professional requirements.
Expert Witness Engagement Letter
An Australian legal document engaging an expert witness to provide professional opinion or testimony in legal proceedings, subject to court rules and practice directions.
Audit Engagement Letter
An Australian Audit Engagement Letter establishing terms and conditions between an audit firm and client for audit services under Australian law and professional standards.
Audit Communication Letter
An Australian-compliant formal communication from external auditors to those charged with governance, outlining audit scope, findings, and responsibilities under Australian Auditing Standards.
Assurance Engagement Letter
An Australian-compliant professional agreement that establishes the terms and conditions for assurance services between an assurance practitioner and their client.
Client Disengagement Letter
An Australian law-governed formal letter that professionally terminates a service provider-client relationship while managing associated obligations and transition requirements.
Bookkeeping Engagement Letter
An Australian-compliant professional services agreement that establishes the terms and conditions for bookkeeping services between a bookkeeper/firm and their client.
Business Engagement Letter
An Australian-compliant formal letter establishing a professional services engagement between a service provider and client, outlining service terms and mutual obligations.
Compilation Engagement Letter
An Australian professional services letter outlining terms and conditions for financial information compilation services, governed by APES 315 and local regulatory requirements.
Due Diligence Engagement Letter
An Australian-compliant engagement letter establishing the terms and scope for professional due diligence services, typically used in corporate transactions and business investigations.
Consulting Engagement Letter
An Australian-compliant formal letter agreement establishing the terms and conditions between a consultant and client for professional consulting services.
Legal Engagement Letter
An Australian legal practice's formal letter establishing the terms of engagement with a client, including scope of services, fees, and obligations under Australian law.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.