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Client Engagement Letter
I need a Client Engagement Letter for my management consulting firm in Denmark, specifically for a 6-month digital transformation project starting March 2025, which includes handling sensitive client data and collaborating with third-party technology providers.
1. Letterhead and Date: Professional letterhead including firm details, date, and reference number
2. Client Details: Full name and address of the client, including relevant contact persons
3. Engagement Overview: Brief introduction and summary of the proposed engagement
4. Scope of Services: Detailed description of services to be provided and any limitations
5. Fee Structure: Clear explanation of fees, billing arrangements, and payment terms
6. Service Team: Key personnel responsible for service delivery and main point of contact
7. Timeline: Expected duration or key milestones of the engagement
8. Working Relationship: Expectations regarding communication, responsibilities, and cooperation
9. Confidentiality: Commitment to maintaining client confidentiality and handling sensitive information
10. Data Protection: GDPR compliance and data handling procedures
11. Acceptance Method: How the client can confirm acceptance of the engagement
12. Signature Block: Space for signatures and firm representative details
1. Conflict Checks: Details of conflict checking procedures when relevant for legal or consulting services
2. Professional Indemnity: Information about professional insurance coverage when required by industry regulations
3. Regulatory Disclosures: Specific disclosures required for regulated professions
4. Third-Party Involvement: When services require collaboration with other providers or subcontractors
5. International Considerations: For engagements involving cross-border elements
6. Special Terms: Any industry-specific or unusual terms particular to the engagement
7. Knowledge Sharing: Terms regarding the use of engagement outcomes for knowledge management when applicable
1. Fee Schedule: Detailed breakdown of fees, rates, and charging structures
2. Service Description: Detailed technical or specialized description of services to be provided
3. Team Structure: Detailed organization chart and team member profiles
4. Standard Terms: Firm's standard terms and conditions
5. Data Processing Agreement: Detailed GDPR-compliant data processing terms if extensive personal data handling is involved
6. Project Timeline: Detailed project plan with milestones and deliverables
7. Required Documents: List of documents and information required from the client
Authors
Legal Services
Consulting
Accounting
Financial Services
IT Services
Management Advisory
Engineering
Architecture
Marketing Services
Business Advisory
Healthcare Services
Environmental Consulting
Human Resources
Real Estate Services
Legal
Compliance
Business Development
Operations
Client Relations
Risk Management
Professional Services
Contract Administration
Quality Assurance
Project Management
Account Management
Managing Partner
Senior Partner
Client Relationship Manager
Business Development Director
Legal Counsel
Compliance Officer
Risk Manager
Operations Director
Contract Manager
Project Manager
Account Executive
Service Delivery Manager
Professional Services Director
Chief Executive Officer
Chief Operating Officer
Practice Leader
Department Head
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