The Engagement Letter For Consulting Services is a fundamental document used to formalize consulting relationships under Swiss law. It is typically employed when professional consulting services are being offered to clients, whether by consulting firms or independent consultants. The document serves multiple purposes: it defines the scope and nature of the consulting engagement, establishes clear expectations regarding deliverables and timelines, outlines the fee structure and payment terms, and addresses key legal considerations under Swiss law. The letter incorporates relevant provisions from the Swiss Code of Obligations, particularly those pertaining to mandate agreements, while also addressing practical business requirements. It's designed to provide sufficient detail for complex engagements while maintaining the relatively informal nature of a letter format, making it more approachable than a full service agreement while still being legally robust.
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1. Introduction and Parties: Opening of the letter identifying the consulting firm/consultant and the client, including full legal names and addresses
2. Engagement Context: Brief background explaining the context of the consulting engagement and the client's needs
3. Scope of Services: Clear description of the specific consulting services to be provided, including any deliverables
4. Fees and Payment Terms: Detailed explanation of fee structure, billing rates, payment schedule, and expenses policy
5. Timeline and Duration: Expected duration of the engagement, key milestones, and any specific deadlines
6. Key Personnel: Identification of key team members who will be involved in providing the services
7. Confidentiality: Statement regarding the treatment of confidential information and data protection obligations
8. Acceptance and Execution: Closing paragraph with signature blocks for both parties
1. Service Level Expectations: Include when specific performance metrics or service levels need to be defined
2. Intellectual Property Rights: Include when the engagement involves creation of intellectual property or use of existing IP
3. Limitation of Liability: Include when specific liability caps or exclusions need to be addressed
4. Insurance Requirements: Include when specific insurance coverage needs to be maintained
5. Termination Provisions: Include when specific termination rights beyond statutory provisions are needed
6. Conflict Resolution: Include when specific dispute resolution mechanisms are preferred over standard court proceedings
1. Scope of Work: Detailed description of services, methodologies, and deliverables
2. Fee Schedule: Detailed breakdown of fees, rates, and payment terms including expenses policy
3. Project Timeline: Detailed project plan with milestones and deadlines
4. Team Structure: Detailed organization chart and team member profiles
5. Standard Terms and Conditions: General terms and conditions applicable to the engagement
6. Data Protection Protocol: Specific procedures for handling client data in compliance with FADP
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