The Client Engagement Agreement serves as the foundational document for professional service relationships in the United States. It is essential when establishing new client relationships or formalizing existing ones, particularly in professional services, consulting, or advisory capacities. This agreement typically includes detailed service descriptions, fee structures, confidentiality provisions, and liability limitations, while ensuring compliance with both federal and state-specific requirements. The document protects both parties' interests by clearly defining expectations, deliverables, and terms of engagement.
Client Engagement Agreement for the United States
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Key Requirements PROMPT example:
Client Engagement Agreement
"I need a Client Engagement Agreement for my consulting firm that specializes in cybersecurity services, with strong confidentiality and data protection clauses, to be used for a new Fortune 500 client starting January 2025."
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1. Parties: Identification and details of the service provider and client
2. Background: Context of the engagement and brief overview of services
3. Definitions: Key terms used throughout the agreement
4. Scope of Services: Detailed description of services to be provided
5. Fees and Payment Terms: Compensation structure and payment conditions
6. Term and Termination: Duration of agreement and termination provisions
7. Confidentiality: Protection of confidential information
8. Representations and Warranties: Statements of fact and promises made by both parties
9. Limitation of Liability: Limits on parties' liability and indemnification provisions
10. Governing Law and Jurisdiction: Applicable law and courts for dispute resolution
1. Intellectual Property Rights: Ownership and protection of work product and pre-existing IP
2. Data Protection: Terms regarding handling and protection of personal data
3. Force Majeure: Provisions for unforeseeable circumstances preventing performance
4. Non-Solicitation: Restrictions on hiring or soliciting each other's personnel
5. Insurance: Required insurance coverage and related obligations
6. Compliance with Laws: Obligations to comply with applicable laws and regulations
1. Schedule A - Scope of Services: Detailed breakdown of services and deliverables
2. Schedule B - Fee Schedule: Detailed pricing structure and payment terms
3. Schedule C - Service Level Agreement: Performance metrics, standards, and response times
4. Schedule D - Data Processing Agreement: Specific terms for handling and processing personal data
5. Schedule E - Key Personnel: List of key team members and their roles
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Relevant legal definitions
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