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Client Engagement Agreement Template for Philippines

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Key Requirements PROMPT example:

Client Engagement Agreement

"I need a Client Engagement Agreement for my IT consulting firm based in Manila, providing cloud migration services to a large retail company, with the engagement starting March 1, 2025, including data privacy provisions and specific service level requirements."

Document background
The Client Engagement Agreement serves as the foundational document for establishing professional service relationships in the Philippines. It is typically used when a service provider (whether an individual consultant, professional firm, or company) agrees to provide specific professional services to a client. The agreement must comply with Philippine law, including the Civil Code, Data Privacy Act, and relevant industry regulations. This document is essential for clearly defining the scope of work, payment terms, service standards, and mutual obligations while protecting both parties' interests. The Client Engagement Agreement is particularly important in the Philippine context as it helps distinguish professional service relationships from employment relationships, which are governed by different legal frameworks. It includes provisions for confidentiality, intellectual property rights, data protection, and dispute resolution, all structured to align with local legal requirements and business practices.
Suggested Sections

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

2. Background: Contextualizes the agreement and outlines the parties' intentions

3. Definitions: Defines key terms used throughout the agreement

4. Scope of Services: Detailed description of the services to be provided

5. Term and Timeline: Duration of the engagement and key milestones

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

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

8. Client Responsibilities: Obligations and commitments required from the client

9. Confidentiality: Provisions for handling confidential information

10. Data Privacy and Protection: Compliance with the Data Privacy Act and data handling procedures

11. Intellectual Property Rights: Ownership and usage rights of work products and pre-existing IP

12. Termination: Conditions and procedures for ending the engagement

13. Limitation of Liability: Scope and limits of service provider's liability

14. Governing Law and Jurisdiction: Specifies Philippine law governance and dispute resolution procedures

15. General Provisions: Standard boilerplate clauses including severability, entire agreement, etc.

Optional Sections

1. Non-Compete: Restrictions on competitive activities, used when sensitive industry knowledge is involved

2. Force Majeure: Provisions for unforeseen circumstances, particularly relevant in long-term engagements

3. Insurance: Insurance requirements, typically included for high-risk or regulated services

4. Anti-Corruption and Compliance: Additional compliance terms, necessary for government-related work or regulated industries

5. Assignment and Subcontracting: Terms for transferring rights or involving third parties, relevant for complex service arrangements

6. Warranties and Representations: Specific guarantees about service quality or capabilities, used in specialized professional services

7. Change Control: Procedures for modifying scope or terms, important for long-term or complex engagements

Suggested Schedules

1. Schedule A - Scope of Services: Detailed breakdown of services, deliverables, and specifications

2. Schedule B - Fee Schedule: Detailed pricing, payment terms, and any rate cards

3. Schedule C - Service Levels: Performance metrics and service standards

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

5. Appendix 1 - Data Processing Terms: Detailed data handling and privacy protection procedures

6. Appendix 2 - Required Forms and Documentation: Standard forms, reporting templates, or regulatory documentation

7. Appendix 3 - Client Policies: Relevant client policies that the service provider must comply with

Authors

Alex Denne

Head of Growth (Open Source Law) @ Ƶ | 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

Management Consulting

Information Technology

Financial Services

Legal Services

Engineering Services

Business Process Outsourcing

Healthcare Services

Marketing and Advertising

Education and Training

Real Estate Services

Environmental Consulting

Human Resources

Relevant Teams

Legal

Compliance

Business Development

Operations

Finance

Human Resources

Risk Management

Client Relations

Professional Services

Project Management

Account Management

Procurement

Administration

Relevant Roles

Chief Executive Officer

Managing Director

Legal Counsel

Contracts Manager

Business Development Manager

Project Manager

Account Executive

Operations Director

Compliance Officer

Risk Manager

Professional Services Director

Client Relations Manager

Finance Director

Human Resources Director

Department Head

Practice Leader

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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