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Client Engagement Agreement Template for Canada

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Key Requirements PROMPT example:

Client Engagement Agreement

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

Document background
The Client Engagement Agreement serves as the foundational document for establishing professional service relationships in the Canadian market. It is typically used when a service provider begins a new client relationship or formalizes an existing one, requiring detailed documentation of service scope, deliverables, and mutual obligations. The agreement must comply with Canadian federal and provincial regulations, including privacy laws, professional standards, and consumer protection requirements. This document is essential for protecting both parties' interests, setting clear expectations, and ensuring regulatory compliance. It should be customized based on the specific services offered, industry requirements, and provincial jurisdiction while maintaining core elements of a Client Engagement Agreement such as scope definition, payment terms, and liability provisions.
Suggested Sections

1. Parties: Identifies and provides full legal details of the service provider and the client

2. Background: Sets out the context of the engagement and the parties' intentions

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Services: Detailed description of the services to be provided

5. Term and Termination: Duration of the agreement and conditions for termination

6. Fees and Payment Terms: Compensation structure, payment schedule, and related terms

7. Obligations of the Service Provider: Responsibilities and commitments of the service provider

8. Client Responsibilities: Obligations and commitments required from the client

9. Confidentiality: Terms regarding the protection and handling of confidential information

10. Intellectual Property: Ownership and rights related to work products and existing IP

11. Data Protection and Privacy: Compliance with privacy laws and data handling procedures

12. Limitation of Liability: Extent and limitations of the service provider's liability

13. Insurance: Insurance requirements and coverage details

14. General Provisions: Standard legal provisions including governing law, notices, and amendment procedures

Optional Sections

1. Non-Solicitation: Prevents parties from hiring each other's employees; used when significant team interaction is involved

2. Force Majeure: Addresses unforeseeable circumstances preventing performance; important for long-term engagements

3. Dispute Resolution: Specific procedures for handling disputes; useful for high-value or complex engagements

4. Service Levels: Specific performance metrics and standards; used when quantifiable service levels are required

5. Compliance with Laws: Specific regulatory compliance requirements; important for regulated industries

6. Subcontracting: Terms regarding the use of subcontractors; needed if subcontracting is contemplated

7. Change Control: Procedures for managing changes to scope or services; useful for complex or evolving engagements

Suggested Schedules

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

2. Schedule B - Fee Schedule: Detailed pricing, payment terms, and rate cards

3. Schedule C - Service Levels: Specific performance metrics, reporting requirements, and remedies

4. Schedule D - Key Personnel: Details of key team members and their roles

5. Appendix 1 - Data Processing Agreement: Specific terms for handling personal data in compliance with privacy laws

6. Appendix 2 - Security Requirements: Technical and organizational security measures

7. Appendix 3 - Insurance Requirements: Detailed insurance coverage requirements and limits

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

Consulting

Information Technology

Financial Services

Marketing and Advertising

Legal Services

Engineering

Healthcare Services

Business Advisory

Education and Training

Management Consulting

Relevant Teams

Legal

Business Development

Sales

Client Services

Operations

Compliance

Risk Management

Contract Administration

Project Management

Account Management

Relevant Roles

Chief Executive Officer

Managing Director

Legal Counsel

Contracts Manager

Business Development Manager

Account Executive

Project Manager

Operations Director

Compliance Officer

Risk Manager

Sales Director

Client Services Manager

Department Head

Professional Services Director

Partnership 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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