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Client Engagement Letter
"I need a Client Engagement Letter under Austrian law for my management consulting firm, focusing on digital transformation services, with specific provisions for handling client data and remote service delivery, to be used starting March 2025."
1. Letterhead and Date: Professional's business details, registration numbers, and date of the letter
2. Client Details: Full name and address of the client
3. Salutation and Introduction: Formal greeting and thank you for engaging the firm
4. Scope of Services: Detailed description of the professional services to be provided
5. Team and Resources: Key personnel responsible for service delivery and their roles
6. Fees and Payment Terms: Fee structure, billing arrangements, and payment conditions
7. Timeline and Deliverables: Expected timeframes and specific deliverables
8. Client Responsibilities: Required cooperation, information provision, and other client obligations
9. Confidentiality: Confidentiality obligations and information handling
10. Data Protection: GDPR compliance and data processing terms
11. Professional Standards: Commitment to professional standards and applicable regulations
12. Liability and Insurance: Limitation of liability and professional insurance coverage
13. Termination: Conditions and process for ending the engagement
14. Closing and Signature: Formal closing, signature blocks, and acceptance provisions
1. Conflict of Interest: Required when there are potential conflicts that need to be disclosed and addressed
2. Intellectual Property: Needed when the services involve creation of intellectual property
3. Sub-contractors: Include when external specialists or sub-contractors may be involved
4. International Services: Required when services cross jurisdictional boundaries
5. Anti-Money Laundering: Specific section for financial or legal services subject to AML regulations
6. Force Majeure: Optional clause for addressing unforeseen circumstances
7. Alternative Dispute Resolution: Optional provisions for handling disputes through mediation or arbitration
1. Schedule of Services: Detailed breakdown of specific services and deliverables
2. Fee Schedule: Detailed fee structure, rates, and payment terms
3. Team Structure: Detailed information about the service team and their qualifications
4. Data Processing Agreement: Detailed GDPR-compliant data processing terms if extensive personal data processing is involved
5. Service Level Agreement: Specific performance metrics and service levels if applicable
6. Professional Requirements: Specific professional or regulatory requirements applicable to the engagement
Authors
Legal Services
Accounting and Audit
Management Consulting
Financial Advisory
Tax Advisory
IT Consulting
Business Strategy
Human Resources Consulting
Environmental Consulting
Engineering Services
Architecture Services
Marketing and Communications
Professional Training Services
Legal
Compliance
Professional Services
Client Relations
Business Development
Risk Management
Operations
Finance
Administration
Quality Assurance
Document Management
Corporate Governance
Managing Partner
Senior Partner
Client Relationship Manager
Head of Professional Services
Compliance Officer
Legal Counsel
Managing Director
Chief Executive Officer
Chief Financial Officer
Operations Director
Project Manager
Account Executive
Business Development Manager
Risk Manager
Professional Services Director
Department Head
Practice Leader
Senior Consultant
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