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Client Engagement Agreement Template for England and Wales

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Key Requirements PROMPT example:

Client Engagement Agreement

"I need a Client Engagement Agreement for my marketing consultancy to engage with a new enterprise client, including specific provisions for performance metrics and intellectual property rights over creative works produced during the engagement starting March 2025."

Document background
The Client Engagement Agreement is a fundamental document used when establishing a professional service relationship between a provider and their client under English and Welsh law. It serves as the primary contract defining the scope of work, payment terms, and mutual obligations. This document is essential for protecting both parties' interests, ensuring regulatory compliance, and setting clear expectations for the engagement. It should be used at the commencement of any new client relationship or when significantly modifying an existing service arrangement.
Suggested Sections

1. Parties: Identification and details of the contracting parties

2. Background: Context and purpose of the engagement

3. Definitions: Key terms used throughout the agreement

4. Services: Detailed description of services to be provided

5. Fees and Payment: Payment terms, rates, and billing arrangements

6. Term and Termination: Duration and termination provisions

7. Confidentiality: Protection of confidential information

8. Data Protection: Compliance with UK GDPR and Data Protection Act requirements

9. Liability and Indemnities: Limitations of liability and indemnification provisions

10. General: Standard boilerplate provisions including governing law, notices, and entire agreement

Optional Sections

1. Service Levels: Specific performance standards and metrics for complex service arrangements

2. Change Control: Process for varying services and scope during the engagement

3. Force Majeure: Provisions for handling unforeseen circumstances and events beyond parties' control

4. Anti-Bribery and Corruption: Compliance with anti-bribery laws and ethical business practices

5. Intellectual Property: Ownership and licensing of IP created during the engagement

Suggested Schedules

1. Schedule 1 - Services Description: Detailed scope of services and deliverables

2. Schedule 2 - Fees: Detailed fee structure, rates, and payment terms

3. Schedule 3 - Data Processing Agreement: Terms governing the processing of personal data under UK GDPR

4. Schedule 4 - Service Levels: Detailed performance metrics, KPIs, and measurement criteria

5. Schedule 5 - Key Personnel: Details of key team members and their roles

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






























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Relevant Industries
Relevant Teams
Relevant Roles
Industries

Supply of Goods and Services Act 1982: Primary legislation governing contracts for the supply of goods and services in England and Wales, setting out implied terms and obligations

Consumer Rights Act 2015: Key legislation for business-to-consumer contracts, defining consumer rights and trader obligations

Contracts (Rights of Third Parties) Act 1999: Legislation governing how third parties may enforce terms of a contract

Unfair Contract Terms Act 1977: Controls the use of exclusion and limitation clauses in contracts

Data Protection Act 2018: UK's implementation of data protection standards, working alongside UK GDPR

UK GDPR: Post-Brexit data protection regulation setting standards for processing personal data

Money Laundering Regulations 2017: Regulations requiring businesses to implement controls to prevent money laundering

Proceeds of Crime Act 2002: Legislation dealing with money laundering and proceeds of crime, including reporting obligations

Equality Act 2010: Legislation protecting against discrimination and promoting equality in service provision

Trade Secrets Regulations 2018: Regulations protecting confidential business information and trade secrets

Copyright, Designs and Patents Act 1988: Legislation protecting intellectual property rights in created works

Electronic Commerce Regulations 2002: Regulations governing the provision of electronic services and online contracts

Alternative Dispute Resolution Regulations 2015: Rules governing alternative dispute resolution for consumer disputes

Privacy and Electronic Communications Regulations: Regulations governing electronic communications, marketing, and use of cookies

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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