Engagement Letter Template

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An engagement letter establishes a working relationship between a service provider and a client hiring their services. It is prepared before any legal or financial services are provided to outline the costs, contract length, and each party’s responsibilities, thereby setting clear expectations for both sides and minimizing liability.

Engagement Letter Template

An engagement letter establishes a working relationship between a service provider and a client hiring their services. It is prepared before any legal or financial services are provided to outline the costs, contract length, and each party’s responsibilities, thereby setting clear expectations for both sides and minimizing liability.

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Last updated November 26th, 2024

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An engagement letter establishes a working relationship between a service provider and a client hiring their services. It is prepared before any legal or financial services are provided to outline the costs, contract length, and each party’s responsibilities, thereby setting clear expectations for both sides and minimizing liability.

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Benefits

The engagement letter has a few benefits to both the client and the service provider, it:

  • Provides clarity to the business relationship between the provider and client
  • Reduces  liability
  • Legally binds the client to the payment terms

By Type (3)

Accountant / Bookkeeper Engagement Letter – A document that specifies the services an accountant will provide for their client.

Download: PDF, Word (.docx), OpenDocument

Attorney (Lawyer) Engagement Letter – Used to establish the details of a professional relationship between an attorney and a client before it begins.

Download: PDF, Word (.docx), OpenDocument

Consulting Engagement Letter – Ensures a consultant and their client are clear about the details of their professional relationship.

Download: PDF, Word (.docx), OpenDocument

What’s Included

  • The Parties – The client’s and service provider’s names and mailing addresses.
  • Services – A summary of the services that will be provided to the client.
  • Cost (Fees) – The compensation that to be paid by the client and the payment terms (e.g., hourly, flat-rate, commission, etc.).
  • Retainer – A provision informing the client whether they are required to pay a retainer and, if so, the amount.
  • Term – The date on which the firm will begin providing services and whether it will end upon the completion of the services, on a specific date, or by written notice from either party.
  • Signatures – The parties’ printed names, signing dates, and signatures.

Sample

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ENGAGEMENT LETTER

1. THE PARTIES. This Engagement Letter (the “Letter”) is made effective as of [MM/DD/YYYY] by and between:

Client: [CLIENT NAME] with a mailing address of [CLIENT ADDRESS] (the “Client”), and

Service Provider: [SERVICE PROVIDER] with a mailing address of [SERVICE PROVIDER ADDRESS] (the “Service Provider”).

WHEREAS the Client intends to pay the Service Provider for Services provided under the following terms and conditions:

2. SERVICES. The Service Provider agrees to provide the following Service(s): [LIST SERVICE(S)] (the “Services”).

3. COMPENSATION. In consideration for the Services provided, the Service Provider is to be paid in the following manner: [DESCRIBE COMPENSATION].

In addition, the Client may be charged for any administrative fees, filings, or other costs directly or indirectly related to the Services.

4. RETAINER. The Client is: (check one)

☐ – REQUIRED to pay a (☐ Refundable | ☐ Non-Refundable) Retainer in the amount of $[RETAINER AMOUNT (IF ANY)] to the Service Provider as an advance on future Services to be provided.
☐ – NOT REQUIRED to pay a Retainer before the Service Provider is able to provide Services.

5. TERM. The Services shall commence on [MM/DD/YYYY] and terminate upon either party providing [#] days of written notice to the other.

6. ADDITIONAL TERMS.

[LIST ADDITIONAL TERMS (IF ANY)].

7. HOLD HARMLESS. The Client shall be required to promptly provide accurate information to the Service Provider. If any information produced by the Client is not correct, the Service Provider shall be held harmless from any legal, financial, or other liability resulting from such information.

IN WITNESS WHEREOF, the Client and Service Provider agree to the terms and conditions contained in this Letter.

Client’s Signature: ______________________ Date: [MM/DD/YYYY]
Client Printed Name: [PRINTED NAME]

Service Provider’s Signature: ______________________ Date: [MM/DD/YYYY]
Service Provider Printed Name: [PRINTED NAME]