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

2. Limitation of Liability: Optional clause limiting professional liability where permitted by law

3. Alternative Dispute Resolution: Optional section specifying mediation or arbitration procedures for dispute resolution

4. File Retention Policy: Include when specific document retention requirements need to be communicated

5. Use of Technology: Required when engagement involves specific technology platforms or digital communication methods

6. Regulatory Compliance: Include when engagement involves specific regulatory requirements or compliance obligations

1. Schedule A - Detailed Scope of Work: Specific deliverables, milestones, and exclusions in detail

2. Schedule B - Fee Schedule: Detailed breakdown of fees, expenses, and payment terms

3. Schedule C - Team Composition: List of key team members and their roles (if applicable)

4. Appendix 1 - Terms and Conditions: Standard terms and conditions of engagement

5. Appendix 2 - Required Documents: List of documents or information required from the client