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Expert Engagement Letter
"I need an Expert Engagement Letter for a forensic accountant who will be providing expert testimony in a corporate fraud case, with services starting March 2025 and requiring strict confidentiality provisions and detailed conflict checks."
1. Expert Identification: Details of the expert including qualifications and contact information
2. Engaging Party Information: Details of the party engaging the expert
3. Scope of Engagement: Detailed description of services to be provided and expected deliverables
4. Timeline: Expected duration and key milestones of the engagement
5. Compensation Terms: Fee structure, payment schedule, and reimbursable expenses
6. Confidentiality Obligations: Terms regarding confidential information handling and data protection requirements
1. Conflict of Interest Disclosure: Statement regarding potential conflicts that need disclosure and mitigation measures
2. Insurance Requirements: Professional liability coverage details and minimum coverage requirements
3. Travel Requirements: Terms regarding travel expectations, reimbursement policies, and logistics
4. Expert Team Composition: Details of additional team members or support staff involved in the engagement
1. Schedule A - Expert's CV/Resume: Detailed professional background and qualifications of the expert
2. Schedule B - Fee Schedule: Detailed breakdown of rates, charges, and payment terms
3. Schedule C - Project Timeline: Detailed schedule of activities, milestones, and deliverables
4. Schedule D - Professional Certifications: Copies of relevant licenses, certifications, and professional credentials
5. Schedule E - Insurance Certificates: Proof of required insurance coverage and policy details
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