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Evergreen Engagement Letter Template for Canada

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Key Requirements PROMPT example:

Evergreen Engagement Letter

"I need an Evergreen Engagement Letter for my management consulting firm based in Ontario, providing strategic advisory services to technology startups, with monthly retainer fees starting from January 2025 and including specific provisions for remote service delivery and data protection."

Document background
The Evergreen Engagement Letter is designed for professional service providers in Canada who need to establish long-term service relationships with their clients without a predetermined end date. This document type is particularly useful for consulting firms, professional service providers, and advisory businesses that provide ongoing services to their clients. It includes essential elements required by Canadian law, such as clear service definitions, fee structures, and termination provisions, while maintaining flexibility for service adjustments over time. The evergreen nature of the engagement allows for service continuity without the need for regular renewal, though it includes mechanisms for periodic review and adjustments. This document type is commonly used in professional services industries where relationships are expected to continue indefinitely, such as accounting, legal, or consulting services, and must comply with both federal and provincial regulatory requirements.
Suggested Sections

1. Letterhead and Date: Professional letterhead and current date

2. Client Address and Salutation: Full client details and appropriate greeting

3. Introduction: Brief introduction and purpose of the engagement letter

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

5. Service Team: Key personnel responsible for service delivery

6. Fees and Billing: Fee structure, rates, and billing arrangements

7. Client Responsibilities: Client obligations and required cooperation

8. Term and Termination: Evergreen nature of the engagement and termination provisions

9. Confidentiality: Confidentiality obligations and information handling

10. Professional Standards: Commitment to professional standards and quality of service

11. Liability and Indemnification: Limitation of liability and indemnification terms

12. Acceptance: Signature blocks and acceptance procedure

Optional Sections

1. Conflict Resolution: Detailed dispute resolution procedures, recommended for high-value or complex engagements

2. Insurance Coverage: Details of professional insurance coverage, useful for regulated professions or high-risk services

3. Intellectual Property: IP rights and ownership terms, important for creative or technical services

4. Data Protection: Specific data handling procedures, essential when dealing with personal or sensitive information

5. Force Majeure: Provisions for unforeseen circumstances, recommended for critical service arrangements

6. Subcontracting: Terms for engaging subcontractors, relevant when service delivery may involve third parties

Suggested Schedules

1. Schedule A - Detailed Service Description: Comprehensive list and description of all services covered under the engagement

2. Schedule B - Fee Schedule: Detailed fee structure, rates, and special billing arrangements

3. Schedule C - Service Level Standards: Specific service standards, response times, and quality metrics

4. Schedule D - Team Structure: Detailed team organization, roles, and responsibilities

5. Schedule E - Terms and Conditions: Standard terms and conditions applicable to the engagement

6. Schedule F - Privacy and Data Protection Procedures: Detailed procedures for handling confidential and personal information

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

Management Consulting

IT Consulting

Engineering

Architecture

Financial Services

Business Advisory

Healthcare Consulting

Environmental Consulting

Human Resources Consulting

Marketing Services

Technology Services

Relevant Teams

Legal

Finance

Business Development

Operations

Risk and Compliance

Professional Services

Client Relations

Contract Administration

Service Delivery

Quality Assurance

Relevant Roles

Managing Partner

Chief Executive Officer

Chief Financial Officer

Legal Counsel

Contract Manager

Business Development Manager

Client Relationship Manager

Professional Services Director

Operations Manager

Risk Manager

Compliance Officer

Practice Leader

Senior Consultant

Partner

Department Head

Service Delivery 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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