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
Consulting Engagement Letter
"I need a Consulting Engagement Letter for a 6-month technology implementation project starting March 2025, where my consulting firm will be providing IT transformation services to a mid-sized manufacturing company in Ontario, with specific focus on data protection and intellectual property clauses."
1. Date and Address Block: Formal letter heading with date and recipient's details
2. Opening Salutation: Professional greeting to the client
3. Engagement Introduction: Brief statement confirming the engagement and identifying the parties
4. Scope of Services: Detailed description of consulting services to be provided
5. Fees and Payment Terms: Consulting rates, payment schedule, and invoicing details
6. Project Timeline: Expected duration, key milestones, and delivery dates
7. Consultant's Obligations: Key responsibilities and commitments of the consultant
8. Client's Obligations: Required support, access, and resources from the client
9. Confidentiality: Confidentiality obligations and handling of sensitive information
10. Intellectual Property: Ownership and rights to work products and pre-existing IP
11. Term and Termination: Duration of engagement and termination provisions
12. Signature Block: Space for signatures and acceptance of terms
1. Insurance Requirements: Details of required professional liability insurance, used when client requires specific coverage
2. Non-Solicitation: Prevents hiring of consultant's employees, used in larger engagements
3. Limitation of Liability: Caps on consultant's liability, used in higher-risk engagements
4. Force Majeure: Provisions for unforeseen circumstances, used in longer-term engagements
5. Dispute Resolution: Specific procedures for handling disputes, used in complex engagements
6. Data Protection: Specific data handling requirements, used when personal data is involved
7. Expenses: Details of reimbursable expenses, used when significant travel or expenses are expected
1. Schedule A - Detailed Scope of Work: Comprehensive breakdown of services, deliverables, and methodologies
2. Schedule B - Fee Schedule: Detailed breakdown of rates, payment milestones, and special fees
3. Schedule C - Project Timeline: Detailed project plan with specific milestones and deadlines
4. Appendix 1 - Key Personnel: List of key team members and their roles
5. Appendix 2 - Client Materials Required: Detailed list of information and resources to be provided by client
Authors
Technology
Management Consulting
Financial Services
Healthcare
Manufacturing
Professional Services
Education
Energy
Retail
Telecommunications
Non-Profit
Government
Real Estate
Environmental Services
Construction
Legal
Procurement
Finance
Human Resources
Operations
Project Management Office
Business Development
Compliance
Risk Management
Contract Administration
Consultant
Management Consultant
Project Manager
Chief Executive Officer
Chief Financial Officer
Procurement Manager
Legal Counsel
Contract Manager
Business Development Manager
Operations Director
Human Resources Director
Department Head
Technical Consultant
Strategy Consultant
Managing Partner
Business Analyst
Program Manager
Find the exact document you need
Joint Representation Engagement Letter
A Canadian legal document establishing terms and conditions for joint representation of multiple clients by a single law firm.
Limited Scope Engagement Letter
A Canadian legal document establishing a limited attorney-client relationship for specific legal services, governed by provincial Law Society rules and Canadian contract law.
Pro Bono Engagement Letter
A Canadian legal document establishing the terms and conditions for free legal services provided by a law firm to qualifying clients.
Flat Fee Engagement Letter
A Canadian legal document establishing a fixed-price agreement between a law firm and client for specific legal services, compliant with provincial law society requirements.
Legal Engagement Agreement
A Canadian-compliant agreement establishing the professional relationship between a law firm and client, outlining services, fees, and obligations under federal and provincial laws.
Financial Plan Engagement Letter
A Canadian-compliant engagement letter establishing the terms and conditions between a financial planner/advisor and their client for financial planning services.
Expert Engagement Letter
A Canadian legal document establishing terms and conditions for engaging external expert consultants or specialists, ensuring compliance with federal and provincial laws.
Service Engagement Agreement
Canadian-law governed agreement establishing terms and conditions for professional service delivery between a service provider and client.
Audit Engagement Letter
A Canadian-compliant engagement letter establishing terms and conditions between an audit firm and client for conducting an audit under Canadian Auditing Standards.
Company Engagement Letter
A Canadian-compliant formal letter establishing professional services engagement between a service provider and client company, outlining service terms and mutual obligations.
Evergreen Engagement Letter
A Canadian-compliant engagement letter for ongoing professional services that establishes an indefinite service relationship with termination provisions.
Contractor Engagement Letter
A Canadian-compliant engagement letter establishing terms and conditions between a company and independent contractor, outlining services, compensation, and key obligations.
Client Engagement Agreement
A Canadian-law governed agreement establishing the terms and conditions of professional services between a service provider and client.
Consulting Engagement Letter
A Canadian-compliant formal document establishing the terms, conditions, and scope of a consulting engagement between a consultant and client.
Client Engagement Letter
A Canadian-compliant professional services engagement letter establishing terms, conditions, and scope of services between service provider and client.
Advisory Engagement Letter
A Canadian-compliant formal letter establishing a professional advisory relationship, outlining services, terms, and obligations between advisor and client.
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.