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Client Engagement Agreement Template for United States

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Key Requirements PROMPT example:

Client Engagement Agreement

"I need a Client Engagement Agreement for my consulting firm that specializes in cybersecurity services, with strong confidentiality and data protection clauses, to be used for a new Fortune 500 client starting January 2025."

Document background
The Client Engagement Agreement serves as the foundational document for professional service relationships in the United States. It is essential when establishing new client relationships or formalizing existing ones, particularly in professional services, consulting, or advisory capacities. This agreement typically includes detailed service descriptions, fee structures, confidentiality provisions, and liability limitations, while ensuring compliance with both federal and state-specific requirements. The document protects both parties' interests by clearly defining expectations, deliverables, and terms of engagement.
Suggested Sections

1. Parties: Identification and details of the service provider and client

2. Background: Context of the engagement and brief overview of services

3. Definitions: Key terms used throughout the agreement

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

5. Fees and Payment Terms: Compensation structure and payment conditions

6. Term and Termination: Duration of agreement and termination provisions

7. Confidentiality: Protection of confidential information

8. Representations and Warranties: Statements of fact and promises made by both parties

9. Limitation of Liability: Limits on parties' liability and indemnification provisions

10. Governing Law and Jurisdiction: Applicable law and courts for dispute resolution

Optional Sections

1. Intellectual Property Rights: Ownership and protection of work product and pre-existing IP

2. Data Protection: Terms regarding handling and protection of personal data

3. Force Majeure: Provisions for unforeseeable circumstances preventing performance

4. Non-Solicitation: Restrictions on hiring or soliciting each other's personnel

5. Insurance: Required insurance coverage and related obligations

6. Compliance with Laws: Obligations to comply with applicable laws and regulations

Suggested Schedules

1. Schedule A - Scope of Services: Detailed breakdown of services and deliverables

2. Schedule B - Fee Schedule: Detailed pricing structure and payment terms

3. Schedule C - Service Level Agreement: Performance metrics, standards, and response times

4. Schedule D - Data Processing Agreement: Specific terms for handling and processing personal data

5. Schedule E - Key Personnel: List 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

Clauses






























Industries

Federal Trade Commission Act: Fundamental federal law governing fair business practices and consumer protection in commercial transactions

E-SIGN Act: Federal law ensuring the legal validity of electronic signatures and electronic documents in commercial transactions

Gramm-Leach-Bliley Act: Federal law requiring financial institutions to explain their information-sharing practices and protect sensitive data

Americans with Disabilities Act: Federal law requiring accessible services and reasonable accommodations for individuals with disabilities

State Contract Laws: State-specific regulations governing contract formation, enforcement, and interpretation

State Consumer Protection Laws: State-specific regulations protecting consumers from unfair or deceptive business practices

Professional Licensing Requirements: Industry-specific regulations regarding professional qualifications and maintaining professional licenses

State Data Privacy Laws: State-specific regulations governing the collection, storage, and protection of personal data

CCPA: California Consumer Privacy Act governing privacy rights and business obligations regarding personal data

Truth in Lending Act: Federal law requiring clear disclosure of lending terms and conditions in financial transactions

Federal Arbitration Act: Federal law governing arbitration procedures and enforcement of arbitration agreements

State Arbitration Laws: State-specific regulations regarding arbitration procedures and requirements

Professional Liability Requirements: Industry-specific regulations regarding professional liability insurance and risk management

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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