51Ƶ

Client Engagement Letter Template for India

A Client Engagement Letter is a formal document used in India to establish and define the professional relationship between a service provider and their client. Operating under Indian contract law and relevant professional regulations, this document outlines the scope of services, responsibilities, fees, and terms of engagement. It serves as a crucial legal and professional document that protects both parties' interests while ensuring compliance with Indian regulatory requirements, including those set by professional bodies and relevant industry regulators. The letter combines elements of professional standards with legal requirements specific to the Indian jurisdiction.

Typically:
i
This cost is based on prices provided by
6 legal services in your market.
With Genie AI:

£0

i
Generate and export your first
document completely free.
Thank you! Your submission has been received!
Oops! Something went wrong while submitting the form.
Get template free

Your data doesn't train Genie's AI

You keep IP ownership of your docs

4.6 / 5
4.6 / 5
4.8 / 5

What is a Client Engagement Letter?

The Client Engagement Letter is a fundamental document used in professional service relationships in India, governed by the Indian Contract Act, 1872, and various professional regulatory frameworks. This document is typically used at the commencement of a new professional engagement or when significantly modifying an existing service arrangement. It serves multiple purposes: defining the scope of professional services, establishing fee structures, setting expectations, and ensuring regulatory compliance. The letter is essential for professional service firms operating in India as it provides legal protection while demonstrating adherence to professional standards. It should be customized based on the specific service offering, client requirements, and applicable professional regulations, while maintaining compliance with Indian law and professional guidelines.

What sections should be included in a Client Engagement Letter?

1. Professional Firm's Letterhead and Contact Details: Complete contact information and professional registration details of the firm

2. Date and Reference Number: Current date and unique engagement reference number for tracking

3. Client's Name and Address: Complete details of the client, including registered address if a business

4. Salutation and Introduction: Professional greeting and brief introduction of the purpose of the letter

5. Scope of Services: Detailed description of professional services to be provided, including any limitations

6. Professional Fees and Payment Terms: Clear outline of fee structure, payment schedule, and billing arrangements

7. Timeline and Deliverables: Expected timeframes for service delivery and specific deliverables

8. Confidentiality Commitment: Statement on maintaining client confidentiality and handling sensitive information

9. Professional Standards and Compliance: Commitment to following relevant professional standards and regulations

10. Client Responsibilities: Clear outline of what is expected from the client, including information provision

11. Termination Provisions: Conditions and process for ending the engagement

12. Acceptance and Confirmation: Space for client acknowledgment and acceptance of terms

What sections are optional to include in a Client Engagement Letter?

1. Team Structure and Key Contacts: Details of key team members and their roles, recommended for larger engagements

2. Conflict of Interest Disclosure: Required when there are potential conflicts that need to be disclosed

3. Limitation of Liability: Specific liability limitations, recommended for high-risk engagements

4. Sub-contractor Information: Required when parts of the service will be outsourced or subcontracted

5. Data Protection Practices: Detailed privacy practices, essential when handling sensitive personal data

6. Regulatory Compliance Specifics: Required for regulated industries or when dealing with specific compliance requirements

7. Insurance Coverage: Details of professional indemnity insurance, relevant for high-value engagements

8. Dispute Resolution Process: Detailed dispute resolution procedures, recommended for complex engagements

What schedules should be included in a Client Engagement Letter?

1. Schedule A - Detailed Scope of Work: Comprehensive breakdown of services and deliverables

2. Schedule B - Fee Structure: Detailed fee calculations, rates, and payment milestones

3. Schedule C - Team Details: Detailed information about team members and their qualifications

4. Appendix 1 - Required Documents: List of documents and information required from the client

5. Appendix 2 - Service Level Standards: Specific performance metrics and service standards

6. Appendix 3 - Compliance Requirements: Specific regulatory or professional compliance requirements applicable to the engagement

Authors

Alex Denne

Head of Growth (Open Source Law) @ Genie AI | 3 x UCL-Certified in Contract Law & Drafting | 4+ Years Managing 1M+ Legal Documents

Jurisdiction

India

Publisher

Genie AI

Cost

Free to use

Find the exact document you need

Legal Services Engagement Letter

An Indian law-compliant engagement letter establishing the terms and conditions of legal services between a law firm and its client.

Download

Legal Services Engagement Agreement

An Indian law-governed agreement establishing the terms and conditions for legal service provision between a legal practitioner/firm and their client.

Download

Fee Split Agreement

An Indian law-governed agreement establishing terms for sharing fees, commissions, or revenue between parties, ensuring compliance with Indian regulatory requirements.

Download

Agreement Of Engagement

An Indian law-governed agreement that establishes terms and conditions for professional engagement between a business entity and service provider.

Download

Limited Scope Engagement Letter

An Indian jurisdiction document defining limited professional services engagement terms, scope, and boundaries between service provider and client.

Download

Service Engagement Letter

An Indian law-governed formal letter establishing professional service engagement terms between service provider and client.

Download

Engagement Contract

An Indian law-governed contract establishing terms and conditions for professional service engagement between parties.

Download

Advisory Services Engagement Letter

An Indian law-governed engagement letter establishing the terms and conditions for professional advisory services between an advisor and client.

Download

Business Broker Engagement Agreement

An Indian law-governed agreement establishing terms and conditions between a business broker and client for business sale facilitation services.

Download

Service Engagement Agreement

An Indian law-governed agreement establishing terms and conditions between service providers and clients for professional service delivery.

Download

Expert Witness Engagement Letter

A formal engagement letter for expert witness services in India, establishing terms and conditions under Indian law for providing expert testimony or opinions in legal proceedings.

Download

Professional Services Engagement Letter

An Indian law-governed engagement letter establishing terms and conditions for professional services delivery between service provider and client.

Download

Contractor Engagement Letter

An Indian law-governed letter establishing terms of engagement between a company and an independent contractor, defining services, compensation, and contractor status.

Download

Consulting Engagement Letter

An Indian law-governed engagement letter establishing terms and conditions for professional consulting services between a consultant and client.

Download

Client Engagement Letter

An Indian-law governed professional services document that formally establishes and defines the terms of engagement between a service provider and their client.

Download

Exclusive Seller Brokerage Engagement Agreement

An exclusive property selling agreement between a property owner and real estate broker in India, compliant with RERA and local regulations.

Download

Broker Engagement Letter

An Indian law-governed agreement establishing the terms of engagement between a securities broker and their client, incorporating SEBI regulatory requirements.

Download

Financial Consulting Engagement Letter

An Indian law-governed engagement letter establishing terms and conditions for financial consulting services, including scope, fees, and deliverables.

Download
See more related templates

ұԾ’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; ұԾ’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

We are ISO27001 certified, so your data is secure

Organizational security:

You retain IP ownership of your documents and their information

You have full control over your data and who gets to see it