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Evergreen Engagement Letter Template for Australia

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Key Requirements PROMPT example:

Evergreen Engagement Letter

"I need an Evergreen Engagement Letter for my management consulting firm in Sydney, providing strategic advisory services to financial services clients, with specific provisions for confidentiality and regulatory compliance with APRA requirements."

Document background
The Evergreen Engagement Letter is designed for professional service providers operating in Australia who seek to establish long-term client relationships with ongoing service provision. This document type is particularly useful when services are expected to continue indefinitely without a fixed end date, requiring flexibility to accommodate evolving client needs while maintaining consistent terms of engagement. The letter includes essential elements required under Australian law such as clear service scope, fee structures, termination rights, and professional obligations, while incorporating necessary consumer protections and professional standards compliance. It's commonly used by professional service firms, consultancies, and advisory businesses to formalize their client relationships while providing a framework for service delivery that can adapt over time without requiring frequent renewal or renegotiation.
Suggested Sections

1. Letterhead and Date: Professional letterhead including firm details and current date

2. Client Details: Full legal name and address of the client

3. Salutation: Formal greeting to the appropriate client contact

4. Introduction: Opening paragraph establishing the purpose of the engagement letter and confirming the client's request for services

5. Scope of Services: Clear description of the core services to be provided on an ongoing basis

6. Service Standards: Description of the quality and standards of service the client can expect

7. Fees and Payment Terms: Details of fee structure, billing arrangements, and payment terms

8. Client Responsibilities: Outline of client obligations and required cooperation

9. Term and Termination: Explanation of the evergreen nature and termination provisions

10. Confidentiality: Commitments regarding confidential information handling

11. Professional Standards: Reference to applicable professional standards and regulations

12. Closing and Signature: Formal closing, signature blocks, and acknowledgment requirements

Optional Sections

1. Conflicts of Interest: Additional provisions for managing potential conflicts when working with multiple clients in the same industry

2. Intellectual Property: Specific terms regarding ownership and use of work products when delivering creative or technical services

3. Insurance Coverage: Details of professional indemnity insurance when required by regulatory requirements or client request

4. Data Protection: Enhanced privacy and data handling terms when dealing with sensitive personal information

5. Dispute Resolution: Specific dispute resolution procedures when dealing with high-value or complex engagements

6. Force Majeure: Provisions for unforeseen circumstances when services involve critical timelines or deliverables

7. Third Party Rights: Provisions regarding third party involvement when services may affect or require interaction with other parties

Suggested Schedules

1. Schedule of Services: Detailed description of specific services, methodologies, and deliverables

2. Fee Schedule: Detailed breakdown of fees, rates, and charging structures

3. Key Personnel: List of key team members and their roles in service delivery

4. Service Level Agreement: Specific performance metrics and service standards

5. Communication Protocol: Procedures for routine communications and escalation processes

6. Compliance Requirements: Specific regulatory or professional requirements applicable to the engagement

Authors

Alex Denne

Head of Growth (Open Source Law) @ tiktok³ÉÈ˰æ | 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

Legal Services

Accounting and Audit

Management Consulting

IT Consulting

Financial Advisory

Business Advisory

Engineering Consulting

Environmental Consulting

Human Resources Consulting

Marketing Services

Architecture and Design

Relevant Teams

Legal

Compliance

Business Development

Client Relations

Operations

Risk Management

Finance

Professional Services

Practice Management

Business Affairs

Commercial

Relevant Roles

Managing Partner

Chief Legal Officer

General Counsel

Compliance Officer

Contract Manager

Business Development Manager

Client Relationship Manager

Professional Services Director

Head of Operations

Risk Manager

Chief Financial Officer

Practice Manager

Senior Partner

Engagement Director

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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