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Client Engagement Letter Template for India

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Key Requirements PROMPT example:

Client Engagement Letter

"I need a Client Engagement Letter for my management consulting firm based in Mumbai, covering cross-border advisory services for a US client, including data protection compliance and international payment terms, with service commencement from March 2025."

Document background
The Client Engagement Letter is a fundamental document used in professional service relationships in India, governed by the Indian Contract Act, 1872, and various professional regulatory frameworks. This document is typically used at the commencement of a new professional engagement or when significantly modifying an existing service arrangement. It serves multiple purposes: defining the scope of professional services, establishing fee structures, setting expectations, and ensuring regulatory compliance. The letter is essential for professional service firms operating in India as it provides legal protection while demonstrating adherence to professional standards. It should be customized based on the specific service offering, client requirements, and applicable professional regulations, while maintaining compliance with Indian law and professional guidelines.
Suggested Sections

1. Professional Firm's Letterhead and Contact Details: Complete contact information and professional registration details of the firm

2. Date and Reference Number: Current date and unique engagement reference number for tracking

3. Client's Name and Address: Complete details of the client, including registered address if a business

4. Salutation and Introduction: Professional greeting and brief introduction of the purpose of the letter

5. Scope of Services: Detailed description of professional services to be provided, including any limitations

6. Professional Fees and Payment Terms: Clear outline of fee structure, payment schedule, and billing arrangements

7. Timeline and Deliverables: Expected timeframes for service delivery and specific deliverables

8. Confidentiality Commitment: Statement on maintaining client confidentiality and handling sensitive information

9. Professional Standards and Compliance: Commitment to following relevant professional standards and regulations

10. Client Responsibilities: Clear outline of what is expected from the client, including information provision

11. Termination Provisions: Conditions and process for ending the engagement

12. Acceptance and Confirmation: Space for client acknowledgment and acceptance of terms

Optional Sections

1. Team Structure and Key Contacts: Details of key team members and their roles, recommended for larger engagements

2. Conflict of Interest Disclosure: Required when there are potential conflicts that need to be disclosed

3. Limitation of Liability: Specific liability limitations, recommended for high-risk engagements

4. Sub-contractor Information: Required when parts of the service will be outsourced or subcontracted

5. Data Protection Practices: Detailed privacy practices, essential when handling sensitive personal data

6. Regulatory Compliance Specifics: Required for regulated industries or when dealing with specific compliance requirements

7. Insurance Coverage: Details of professional indemnity insurance, relevant for high-value engagements

8. Dispute Resolution Process: Detailed dispute resolution procedures, recommended for complex engagements

Suggested Schedules

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

2. Schedule B - Fee Structure: Detailed fee calculations, rates, and payment milestones

3. Schedule C - Team Details: Detailed information about team members and their qualifications

4. Appendix 1 - Required Documents: List of documents and information required from the client

5. Appendix 2 - Service Level Standards: Specific performance metrics and service standards

6. Appendix 3 - Compliance Requirements: Specific regulatory or professional compliance requirements applicable to the engagement

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

Professional Services

Legal Services

Accounting and Audit

Management Consulting

IT Consulting

Financial Services

Tax Advisory

Business Advisory

Engineering Consulting

Healthcare Consulting

Environmental Consulting

Human Resources Consulting

Real Estate Advisory

Market Research

Relevant Teams

Legal

Compliance

Client Relations

Business Development

Professional Services

Operations

Risk Management

Quality Assurance

Document Control

Client Onboarding

Service Delivery

Account Management

Relevant Roles

Managing Partner

Senior Partner

Engagement Manager

Client Relationship Manager

Practice Head

Department Director

Professional Services Manager

Compliance Officer

Legal Counsel

Business Development Manager

Project Manager

Account Director

Service Delivery Manager

Operations Manager

Risk Manager

Quality Assurance 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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