A formal letter confirming the scope of professional services, fees, and terms between a service professional and a client before work begins.
ENGAGEMENT LETTER
[DATE]
[CLIENT FULL NAME]
[CLIENT COMPANY NAME]
[CLIENT ADDRESS]
Dear [CLIENT NAME],
Thank you for choosing [FIRM/PROFESSIONAL NAME] ("Firm"). This Engagement Letter confirms the terms of our professional engagement as follows:
1. SCOPE OF SERVICES
Firm agrees to provide the following professional services ("Services"):
[DETAILED DESCRIPTION OF SERVICES TO BE PROVIDED]
Services do NOT include: [LIST ANY EXCLUSIONS OR OUT-OF-SCOPE ITEMS]
2. PROFESSIONAL RESPONSIBLE
The engagement will be managed by: [LEAD PROFESSIONAL NAME], [TITLE]. Other team members may assist as needed.
3. CLIENT RESPONSIBILITIES
Client agrees to: (a) provide complete and accurate information requested by Firm; (b) make timely decisions required to advance the engagement; (c) designate a primary contact person: [CLIENT CONTACT NAME]; (d) review and respond to Firm's communications within [DAYS] business days.
4. FEES AND BILLING
Fee Structure: [HOURLY RATE: $[RATE]/hour | FLAT FEE: $[AMOUNT] | RETAINER: $[AMOUNT]/month]
Billing Frequency: [MONTHLY / UPON COMPLETION / MILESTONE-BASED]
Payment Terms: Invoices are due within [DAYS] days of receipt.
Retainer (if applicable): $[RETAINER AMOUNT] due upon signing, applied against fees.
5. EXPENSES
Client shall reimburse Firm for reasonable out-of-pocket expenses incurred in connection with the Services, including [travel, filing fees, third-party costs], upon presentation of receipts.
6. CONFIDENTIALITY
Firm shall maintain the confidentiality of all client information in accordance with applicable professional standards and rules of conduct.
7. TERM AND TERMINATION
This engagement commences upon client's acceptance and continues until Services are complete or until either party terminates on [NOTICE PERIOD] written notice. Client remains responsible for fees earned through the termination date.
8. DISPUTE RESOLUTION
Any disputes arising under this engagement shall be resolved by [MEDIATION / ARBITRATION] in [JURISDICTION] before any litigation is commenced.
Please sign and return this letter to confirm your agreement with these terms.
Sincerely,
[PROFESSIONAL NAME]
[TITLE]
[FIRM NAME]
ACCEPTED AND AGREED:
CLIENT: _________________
[CLIENT NAME]
Date: ___________
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An Engagement Letter template is a professional service agreement used by consultants, accountants, lawyers, financial advisors, and other service professionals to confirm the scope, fees, and terms of a client engagement before work begins. This free engagement letter template covers scope of services, exclusions, client responsibilities, fee structure (hourly, flat fee, or retainer), billing terms, expense reimbursement, confidentiality, and termination provisions. Use this engagement letter template to establish clear expectations with clients, protect your professional liability, and create a written record of agreed terms — replacing informal email agreements with a formal, binding document.
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Absolutely. All placeholder fields (marked with brackets) can be replaced with your specific details. We recommend reviewing the final version with a legal professional for high-stakes agreements.
A contract template becomes legally binding once both parties sign it with valid consideration and mutual agreement. The template provides the correct legal structure — you fill in the specifics.
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