Create a bespoke document in minutes, Â or upload and review your own.
Get your first 2 documents free
Your data doesn't train Genie's AI
You keep IP ownership of your information
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."
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
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
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
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
Legal
Compliance
Client Relations
Business Development
Professional Services
Operations
Risk Management
Quality Assurance
Document Control
Client Onboarding
Service Delivery
Account Management
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
Find the exact document you need
Legal Services Engagement Letter
An Indian law-compliant engagement letter establishing the terms and conditions of legal services between a law firm and its client.
Legal Services Engagement Agreement
An Indian law-governed agreement establishing the terms and conditions for legal service provision between a legal practitioner/firm and their client.
Fee Split Agreement
An Indian law-governed agreement establishing terms for sharing fees, commissions, or revenue between parties, ensuring compliance with Indian regulatory requirements.
Agreement Of Engagement
An Indian law-governed agreement that establishes terms and conditions for professional engagement between a business entity and service provider.
Limited Scope Engagement Letter
An Indian jurisdiction document defining limited professional services engagement terms, scope, and boundaries between service provider and client.
Service Engagement Letter
An Indian law-governed formal letter establishing professional service engagement terms between service provider and client.
Engagement Contract
An Indian law-governed contract establishing terms and conditions for professional service engagement between parties.
Advisory Services Engagement Letter
An Indian law-governed engagement letter establishing the terms and conditions for professional advisory services between an advisor and client.
Business Broker Engagement Agreement
An Indian law-governed agreement establishing terms and conditions between a business broker and client for business sale facilitation services.
Service Engagement Agreement
An Indian law-governed agreement establishing terms and conditions between service providers and clients for professional service delivery.
Expert Witness Engagement Letter
A formal engagement letter for expert witness services in India, establishing terms and conditions under Indian law for providing expert testimony or opinions in legal proceedings.
Professional Services Engagement Letter
An Indian law-governed engagement letter establishing terms and conditions for professional services delivery between service provider and client.
Contractor Engagement Letter
An Indian law-governed letter establishing terms of engagement between a company and an independent contractor, defining services, compensation, and contractor status.
Consulting Engagement Letter
An Indian law-governed engagement letter establishing terms and conditions for professional consulting services between a consultant and client.
Client Engagement Letter
An Indian-law governed professional services document that formally establishes and defines the terms of engagement between a service provider and their client.
Exclusive Seller Brokerage Engagement Agreement
An exclusive property selling agreement between a property owner and real estate broker in India, compliant with RERA and local regulations.
Broker Engagement Letter
An Indian law-governed agreement establishing the terms of engagement between a securities broker and their client, incorporating SEBI regulatory requirements.
Financial Consulting Engagement Letter
An Indian law-governed engagement letter establishing terms and conditions for financial consulting services, including scope, fees, and deliverables.
Download our whitepaper on the future of AI in Legal
³Ò±ð²Ô¾±±ð’s Security Promise
Genie is the safest place to draft. Here’s how we prioritise your privacy and security.
Your documents are private:
We do not train on your data; ³Ò±ð²Ô¾±±ð’s AI improves independently
All data stored on Genie is private to your organisation
Your documents are protected:
Your documents are protected by ultra-secure 256-bit encryption
Our bank-grade security infrastructure undergoes regular external audits
We are ISO27001 certified, so your data is secure
Organizational security
You retain IP ownership of your documents
You have full control over your data and who gets to see it
Innovation in privacy:
Genie partnered with the Computational Privacy Department at Imperial College London
Together, we ran a £1 million research project on privacy and anonymity in legal contracts
Want to know more?
Visit our for more details and real-time security updates.
Read our Privacy Policy.