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Client Engagement Letter
"I need a Client Engagement Letter for my management consulting firm based in Ontario, covering a 6-month digital transformation project starting March 2025 for a mid-sized retail client, with specific emphasis on data privacy and phased deliverables."
1. Letter Header: Professional letterhead, date, client name and address
2. Salutation: Formal greeting to the appropriate client contact
3. Introduction: Opening paragraph thanking the client for choosing the firm and confirming the engagement
4. Scope of Services: Detailed description of services to be provided and any limitations
5. Professional Fees: Fee structure, billing arrangements, and payment terms
6. Timeline and Deliverables: Expected timeframes and specific deliverables
7. Client Responsibilities: Clear outline of what is expected from the client
8. Professional Standards: Statement of professional standards and regulatory compliance
9. Confidentiality: Privacy and confidentiality commitments
10. Acceptance: Instructions for accepting the engagement and returning signed copy
1. Team Structure: Used for larger engagements requiring multiple team members, outlining key personnel and their roles
2. Conflict Resolution: Include when working with larger organizations or for complex engagements
3. Service Limitations: Used when specific exclusions need to be highlighted
4. Third Party Access: Include when deliverables might be shared with or relied upon by third parties
5. Electronic Communications: Add when significant electronic communication or digital service delivery is involved
6. Regulatory Disclosures: Include specific regulatory statements required for certain types of professional services
1. Schedule A - Detailed Scope of Work: Detailed breakdown of services, methodologies, and specific tasks
2. Schedule B - Fee Schedule: Detailed fee structure, rates, and payment terms
3. Schedule C - Required Information: List of documents and information required from the client
4. Appendix 1 - Terms and Conditions: Standard terms and conditions of service
5. Appendix 2 - Privacy Policy: Detailed privacy policy and data handling procedures
Authors
Professional Services
Legal Services
Accounting and Audit
Management Consulting
Financial Services
IT Consulting
Business Advisory
Tax Services
Engineering Services
Environmental Consulting
Human Resources Consulting
Legal
Compliance
Business Development
Professional Services
Client Relations
Risk Management
Operations
Finance
Administrative Services
Quality Assurance
Managing Partner
Engagement Director
Legal Counsel
Compliance Officer
Contract Manager
Business Development Manager
Project Manager
Account Executive
Professional Services Director
Client Relations Manager
Risk Manager
Operations Director
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