tiktok³ÉÈ˰æ

Client Engagement Letter Template for Canada

Create a bespoke document in minutes,  or upload and review your own.

4.6 / 5
4.8 / 5

Let's create your Client Engagement Letter

Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.

Get your first 2 documents free

Your data doesn't train Genie's AI

You keep IP ownership of your information

Key Requirements PROMPT example:

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."

Document background
The Client Engagement Letter is a fundamental document used in professional services relationships across Canada, serving as both a formal agreement and a detailed outline of service parameters. It is typically used at the commencement of a new professional engagement or when significantly modifying an existing service relationship. The document must comply with Canadian federal and provincial regulations, including professional standards, privacy laws, and consumer protection requirements. A Client Engagement Letter includes essential elements such as scope of services, fee structures, timelines, deliverables, professional standards compliance, confidentiality commitments, and liability provisions. It's designed to protect both the service provider and client by clearly documenting expectations, responsibilities, and terms of the professional relationship while meeting all regulatory requirements specific to Canadian jurisdictions.
Suggested Sections

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

Optional Sections

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

Suggested Schedules

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

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

Financial Services

IT Consulting

Business Advisory

Tax Services

Engineering Services

Environmental Consulting

Human Resources Consulting

Relevant Teams

Legal

Compliance

Business Development

Professional Services

Client Relations

Risk Management

Operations

Finance

Administrative Services

Quality Assurance

Relevant Roles

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

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

Find the exact document you need

Joint Representation Engagement Letter

A Canadian legal document establishing terms and conditions for joint representation of multiple clients by a single law firm.

find out more

Limited Scope Engagement Letter

A Canadian legal document establishing a limited attorney-client relationship for specific legal services, governed by provincial Law Society rules and Canadian contract law.

find out more

Pro Bono Engagement Letter

A Canadian legal document establishing the terms and conditions for free legal services provided by a law firm to qualifying clients.

find out more

Flat Fee Engagement Letter

A Canadian legal document establishing a fixed-price agreement between a law firm and client for specific legal services, compliant with provincial law society requirements.

find out more

Legal Engagement Agreement

A Canadian-compliant agreement establishing the professional relationship between a law firm and client, outlining services, fees, and obligations under federal and provincial laws.

find out more

Financial Plan Engagement Letter

A Canadian-compliant engagement letter establishing the terms and conditions between a financial planner/advisor and their client for financial planning services.

find out more

Expert Engagement Letter

A Canadian legal document establishing terms and conditions for engaging external expert consultants or specialists, ensuring compliance with federal and provincial laws.

find out more

Service Engagement Agreement

Canadian-law governed agreement establishing terms and conditions for professional service delivery between a service provider and client.

find out more

Audit Engagement Letter

A Canadian-compliant engagement letter establishing terms and conditions between an audit firm and client for conducting an audit under Canadian Auditing Standards.

find out more

Company Engagement Letter

A Canadian-compliant formal letter establishing professional services engagement between a service provider and client company, outlining service terms and mutual obligations.

find out more

Evergreen Engagement Letter

A Canadian-compliant engagement letter for ongoing professional services that establishes an indefinite service relationship with termination provisions.

find out more

Contractor Engagement Letter

A Canadian-compliant engagement letter establishing terms and conditions between a company and independent contractor, outlining services, compensation, and key obligations.

find out more

Client Engagement Agreement

A Canadian-law governed agreement establishing the terms and conditions of professional services between a service provider and client.

find out more

Consulting Engagement Letter

A Canadian-compliant formal document establishing the terms, conditions, and scope of a consulting engagement between a consultant and client.

find out more

Client Engagement Letter

A Canadian-compliant professional services engagement letter establishing terms, conditions, and scope of services between service provider and client.

find out more

Advisory Engagement Letter

A Canadian-compliant formal letter establishing a professional advisory relationship, outlining services, terms, and obligations between advisor and client.

find out more

Download our whitepaper on the future of AI in Legal

By providing your email address you are consenting to our Privacy Notice.
Thank you for downloading our whitepaper. This should arrive in your inbox shortly. In the meantime, why not jump straight to a section that interests you here: /our-research
Oops! Something went wrong while submitting the form.

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.