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Client Engagement Agreement Template for Australia

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Key Requirements PROMPT example:

Client Engagement Agreement

"I need a Client Engagement Agreement for my IT consulting firm based in Sydney, focusing on cybersecurity services, with specific clauses for data protection and cross-border data transfers, as we'll be working with international clients starting January 2025."

Document background
The Client Engagement Agreement serves as the foundational document for establishing and managing professional service relationships in Australia. It is typically used when a service provider, whether an individual consultant or a company, begins a new client engagement or formalizes an existing relationship. The agreement encompasses essential elements required under Australian law, including service scope, payment terms, liability provisions, and compliance with relevant legislation such as the Australian Consumer Law and Privacy Act 1988. This document is crucial for protecting both parties' interests, setting clear expectations, and ensuring regulatory compliance while providing a framework for successful service delivery and dispute resolution.
Suggested Sections

1. Parties: Identifies and provides full legal details of the service provider and the client

2. Background: Contextual information explaining the purpose of the engagement and the parties' intentions

3. Definitions: Defines key terms used throughout the agreement for clarity and certainty

4. Scope of Services: Detailed description of the services to be provided, including deliverables and any exclusions

5. Term and Termination: Duration of the agreement and circumstances under which it can be terminated

6. Fees and Payment Terms: Pricing structure, payment schedule, and related financial terms

7. Obligations of the Service Provider: Key responsibilities and commitments of the service provider

8. Client Responsibilities: Essential duties and obligations of the client

9. Confidentiality: Provisions protecting confidential information exchanged during the engagement

10. Intellectual Property: Ownership and usage rights of intellectual property created or used during the engagement

11. Liability and Indemnification: Limitations of liability and indemnification obligations of both parties

12. Dispute Resolution: Process for resolving disagreements between the parties

13. General Provisions: Standard legal clauses including governing law, notices, and entire agreement

Optional Sections

1. Data Protection and Privacy: Detailed privacy obligations when personal data processing is involved

2. Insurance: Insurance requirements when specific coverage is needed for the services

3. Service Levels: Specific performance metrics and standards when applicable to the services

4. Compliance with Laws: Specific regulatory compliance obligations for regulated industries

5. Force Majeure: Provisions for unforeseen circumstances preventing performance

6. Non-Solicitation: Restrictions on hiring or soliciting each other's personnel

7. Change Control: Process for managing changes to the scope or terms when significant variations are expected

8. Security Requirements: Specific security protocols when handling sensitive information or systems

9. Subcontracting: Terms governing the use of subcontractors if relevant to the engagement

Suggested Schedules

1. Schedule 1 - Detailed Scope of Services: Comprehensive breakdown of services, methodologies, and deliverables

2. Schedule 2 - Fee Schedule: Detailed pricing structure, rates, and payment terms

3. Schedule 3 - Service Levels: Specific performance metrics, reporting requirements, and remedies

4. Schedule 4 - Key Personnel: Details of key team members and their roles

5. Appendix A - Special Terms and Conditions: Any special terms specific to the engagement

6. Appendix B - Required Forms and Templates: Standard forms used during the engagement

7. Appendix C - Compliance Requirements: Specific regulatory or industry compliance requirements

8. Appendix D - Technical Requirements: Technical specifications or requirements if applicable

Authors

Alex Denne

Head of Growth (Open Source Law) @ ¶¶Òõ¶ÌÊÓÆµ | 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

Consulting

Information Technology

Financial Services

Legal Services

Marketing and Advertising

Engineering

Healthcare

Education and Training

Business Advisory

Management Consulting

Creative Services

Relevant Teams

Legal

Commercial

Business Development

Sales

Operations

Compliance

Risk Management

Project Management

Account Management

Client Services

Relevant Roles

Legal Counsel

Contract Manager

Business Development Manager

Account Executive

Operations Manager

Compliance Officer

Risk Manager

Project Manager

Commercial Director

Managing Director

Chief Executive Officer

Chief Operating Officer

Sales Director

Partner

Principal Consultant

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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