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Client Engagement Agreement Template for India

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Key Requirements PROMPT example:

Client Engagement Agreement

"I need a Client Engagement Agreement for my IT consulting firm based in Bangalore, providing software development services to a US-based client, with project completion scheduled for March 2025; the agreement should include strong IP protection and data privacy clauses."

Document background
The Client Engagement Agreement serves as the primary contractual framework for professional service relationships in India, establishing clear parameters for business engagements while ensuring compliance with Indian legal requirements. This document is essential when any professional service provider (whether an individual, firm, or company) enters into a formal service arrangement with clients. It comprehensively addresses crucial aspects including scope definition, service delivery terms, payment structures, confidentiality obligations, and liability limitations. The agreement incorporates necessary provisions to comply with Indian contract law, data protection requirements, and industry-specific regulations, while providing flexibility to accommodate various service types and engagement models. It's particularly important for protecting both parties' interests and preventing future disputes by clearly documenting all aspects of the professional relationship.
Suggested Sections

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

2. Background: Provides context for the engagement and establishes the intent of both parties to enter into the agreement

3. Definitions: Defines key terms used throughout the agreement for clarity and consistency

4. Scope of Services: Detailed description of services to be provided, including deliverables and any exclusions

5. Term and Timeline: Duration of the engagement and key milestone dates

6. Fees and Payment Terms: Details of fees, payment schedule, expenses, and invoicing procedures

7. Rights and Obligations: Respective responsibilities and obligations of both parties

8. Confidentiality: Provisions for handling confidential information and trade secrets

9. Intellectual Property Rights: Ownership and usage rights of pre-existing and created IP

10. Data Protection and Privacy: Compliance with data protection laws and data handling procedures

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

12. Termination: Conditions and procedures for terminating the agreement

13. Governing Law and Jurisdiction: Specifies Indian law as governing law and defines jurisdiction for dispute resolution

14. General Provisions: Standard boilerplate clauses including notices, amendments, and severability

Optional Sections

1. Non-Compete: Restrictions on competitive activities, used when sensitive industry knowledge is involved

2. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term engagements

3. Insurance: Insurance requirements, typically included for high-risk or regulated services

4. Compliance with Anti-Corruption Laws: Added when dealing with government clients or international transactions

5. Assignment and Subcontracting: Include when there's possibility of involving third parties or transfer of rights

6. Service Level Agreement: Used when specific performance metrics need to be maintained

7. Change Control: Procedures for managing changes to scope, relevant for complex or long-term projects

8. Audit Rights: Include when client requires right to audit service provider's work or records

Suggested Schedules

1. Schedule 1 - Detailed Scope of Services: Comprehensive breakdown of services, methodologies, and deliverables

2. Schedule 2 - Fee Schedule: Detailed fee structure, rates, and payment milestones

3. Schedule 3 - Key Personnel: Details of key team members and their roles in the engagement

4. Schedule 4 - Service Levels: Specific performance metrics and service standards if applicable

5. Schedule 5 - Client Materials and Requirements: List of materials, access, and support to be provided by the client

6. Appendix A - Required Forms and Templates: Standard forms for reporting, invoicing, or other routine communications

7. Appendix B - Compliance Requirements: Specific regulatory or industry compliance requirements

8. Appendix C - Data Processing Agreement: Detailed procedures for handling personal or sensitive data

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

Information Technology

Management Consulting

Financial Services

Professional Services

Legal Services

Engineering Services

Healthcare Services

Education and Training

Marketing and Advertising

Research and Development

Environmental Services

Architecture and Design

Business Process Outsourcing

Human Resources Services

Relevant Teams

Legal

Compliance

Business Development

Sales

Operations

Finance

Risk Management

Client Relations

Professional Services

Contract Administration

Project Management

Account Management

Relevant Roles

Chief Executive Officer

Managing Director

Legal Counsel

Contract Manager

Business Development Manager

Project Manager

Account Manager

Operations Director

Compliance Officer

Risk Manager

Finance Director

Sales Director

Professional Services Director

Partner

Senior Consultant

Department Head

Practice Leader

Client Relations 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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