# Engagement letter

> This template is a starting point, not legal advice. Laws and required terms vary by country and state. Have a qualified lawyer review it for your jurisdiction and business before you use it.

Replace everything in [brackets]. Delete clauses that don’t apply and have a lawyer review the result.

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## Letter

Date: [Date]
To: [Client name and address]
Re: [Engagement name]

Dear [Name], thank you for choosing [Firm]. This letter confirms the terms of our engagement.

## 1. Scope of the engagement

- [Service]
- [Service]

## 2. Outside the scope

- [What we won’t do unless agreed in writing]

## 3. Your responsibilities

- Provide complete and accurate information on time
- Make decisions and approvals within agreed times

## 4. Our responsibilities

We will carry out the work with reasonable skill and care, in line with our professional obligations.

## 5. Fees and billing

Basis: [Fixed / hourly / monthly]
Estimate: [Amount or range]
Billing: [Monthly in arrears]
Payment terms: [14 days]

## 6. Limitation of liability

[Any limit on liability, as permitted by law and your professional body.]

## 7. Confidentiality and data

We keep your information confidential and process personal data in line with our privacy notice.

## 8. Complaints

[How to raise a concern and any professional body or regulator the client can contact.]

## 9. Ending the engagement

Either of us may end this engagement with [30] days’ written notice. You pay for work done to that date.

## Acceptance

Please sign and return a copy to confirm you agree to these terms.

Signed for the client: [Name, signature, date]
Signed for the firm: [Name, signature, date]

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## Before you sign it

- [ ] Both parties’ legal names and addresses are correct.
- [ ] Services, deliverables and exclusions are specific.
- [ ] Fees, deposit and payment terms match the proposal.
- [ ] Ownership, confidentiality and liability clauses suit the project.
- [ ] Termination and notice periods are filled in.
- [ ] A lawyer has reviewed the template for your jurisdiction.

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# Example: key terms for Meridian Advisory and Calder Manufacturing

How the main clauses read once filled in for a operations review and improvement plan. Both companies are fictional.

## Parties and dates

Provider: Meridian Advisory
Client: Calder Manufacturing
Effective date: 1 March

## Services

- Interview summary
- Current-state process maps
- Recommendations workshop
- Final report with a 90-day implementation plan

## Not included

- Implementation of recommendations
- Software purchases
- Travel beyond the agreed sites

## Fees and payment

Fee: $13,885.00 excluding tax, as itemised in the proposal
Deposit: $4,166.00 (30%) before work starts
Payment terms: Invoices due within 14 days
Notice: 14 days’ written notice by either party

## Confidentiality

Each party keeps the other’s confidential information private and uses it only for this engagement.

## Expenses

Reasonable travel and accommodation expenses are charged at cost with receipts. Expenses above an agreed limit need prior approval.

## Recommendations

The consultant provides recommendations. Decisions to implement them, and their results, are the client’s responsibility.

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This template is a starting point, not legal advice. Laws and required terms vary by country and state. Have a qualified lawyer review it for your jurisdiction and business before you use it.

Template by Angelwood — https://angelwood.io/templates