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Professional Services Engagement Letter Template for Philippines

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Key Requirements PROMPT example:

Professional Services Engagement Letter

"I need a Professional Services Engagement Letter for my IT consulting firm based in Manila, providing cybersecurity assessment services to a multinational bank, with the engagement starting March 1, 2025, and running for 6 months."

Document background
The Professional Services Engagement Letter is a crucial document used in the Philippines when establishing a formal professional service relationship between a service provider and client. It serves as the primary document defining the engagement terms, scope, and obligations of both parties. This document is particularly important in the Philippine context as it must comply with various local regulations including the Civil Code of the Philippines, professional practice laws, and tax regulations. The letter typically includes detailed service descriptions, fee arrangements, confidentiality provisions, and other key terms while incorporating specific requirements of Philippine business law and professional standards. It's commonly used for engagements ranging from consulting and advisory services to specialized professional work, ensuring clear communication of expectations and legal compliance.
Suggested Sections

1. Introduction and Parties: Opening paragraph identifying the service provider and client, including full legal names and addresses

2. Engagement Confirmation: Clear statement confirming the engagement and its general purpose

3. Scope of Services: Detailed description of the professional services to be provided, including specific deliverables and any limitations

4. Fees and Payment Terms: Professional fees, payment schedule, and method of payment

5. Timeline and Delivery: Expected timeframes for service delivery and any key milestones

6. Professional Standards: Commitment to maintain professional standards and quality of service

7. Confidentiality: Basic confidentiality obligations and handling of sensitive information

8. Communication Protocol: How communications will be handled and who the key contact persons are

9. Acceptance and Execution: Signature blocks and instructions for accepting the engagement

Optional Sections

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

2. Data Privacy Compliance: Needed when personal data processing is involved, to comply with the Data Privacy Act

3. Team Composition: Include when specific team members or qualifications are crucial to the engagement

4. Termination Provisions: Optional detailed termination terms when engagement is complex or long-term

5. Insurance Coverage: Include when professional liability insurance details are relevant to the engagement

6. Dispute Resolution: Required for high-value or complex engagements where specific dispute resolution procedures are needed

Suggested Schedules

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

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

3. Schedule C - Project Timeline: Detailed project schedule, milestones, and delivery dates

4. Appendix 1 - Key Personnel: Profiles and qualifications of key team members assigned to the engagement

5. Appendix 2 - Terms and Conditions: Standard terms and conditions of engagement

6. Appendix 3 - Required Documents: List of documents or information required from the client

Authors

Alex Denne

Head of Growth (Open Source Law) @ 黑料视频 | 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

Consulting

Legal Services

Accounting and Audit

Information Technology

Engineering

Architecture

Management Advisory

Healthcare

Education and Training

Financial Services

Human Resources

Marketing and Communications

Environmental Services

Business Process Outsourcing

Relevant Teams

Legal

Finance

Procurement

Operations

Human Resources

Compliance

Risk Management

Project Management Office

Business Development

Professional Services

Contract Administration

Relevant Roles

Chief Executive Officer

Chief Financial Officer

Legal Counsel

Procurement Manager

Project Manager

Human Resources Director

Operations Manager

Managing Partner

Department Head

Professional Services Director

Compliance Officer

Contract Administrator

Business Development Manager

Finance Director

Risk Manager

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, 聽Leaves of Absence, Confidentiality, Intellectual Property, Non-Solicitation, Non-Competition, Code of Conduct, Termination, 聽Severance Pay, Governing Law, Entire Agreemen

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