FREE CONTRACT TEMPLATE
A free, editable engagement letter that confirms the scope, responsibilities and fees for a professional engagement. Adapt it with your lawyer or professional body’s guidance.
Not legal advice — have a lawyer review it. Word, Google Docs and PDF.
Last updated
Interview summary; current-state process maps.
Deposit before work starts, invoices due within 14 days, expenses at cost with approval.
Each party keeps the other’s confidential information private and uses it only for this engagement.
Either party can end the agreement with written notice; work done to date is paid.
An engagement letter is a short contract in letter form that confirms what a professional will and won’t do for a client, who is responsible for what, and how fees work. Accountants, lawyers and consultants use them because their professional bodies often expect one, and because they head off disputes about scope.
Dear [Name], thank you for choosing [Firm]. This letter confirms the terms of our engagement.
We will carry out the work with reasonable skill and care, in line with our professional obligations.
[Any limit on liability, as permitted by law and your professional body.]
We keep your information confidential and process personal data in line with our privacy notice.
[How to raise a concern and any professional body or regulator the client can contact.]
Either of us may end this engagement with [30] days’ written notice. You pay for work done to that date.
Please sign and return a copy to confirm you agree to these terms.
Use Print or save as PDF in the template section above to print just the template, or fill it in Word or Google Docs first and export it (File → Save As → PDF in Word, File → Download → PDF document in Google Docs).
How the main clauses read once filled in for a operations review and improvement plan. Both companies are fictional.
Each party keeps the other’s confidential information private and uses it only for this engagement.
Reasonable travel and accommodation expenses are charged at cost with receipts. Expenses above an agreed limit need prior approval.
The consultant provides recommendations. Decisions to implement them, and their results, are the client’s responsibility.
Pair the agreement with a statement of work for each project and a client intake form before you start.
Angelwood’s proposal software builds proposals and agreements from your own templates, shows when the client has opened them and collects e-signatures, with a countersignature to execute the agreement.
Browse all contracts & agreements templates or the full template library.
MAKE IT WORK FOR YOU
Get the agreement signed before any work begins. Terms agreed on a call are the ones that get remembered differently.
Name the deliverables and the exclusions. For consultants, “Implementation of recommendations” is a common source of disagreement.
Use this as a starting point. Laws differ by country and state, and a short review by a lawyer is cheaper than a dispute.
The consulting agreement sets the legal terms of the relationship, such as confidentiality, liability and payment. A statement of work defines a specific project under it. You can sign several SOWs under one agreement.
Usually, yes: once accepted, it sets out the agreed terms of the engagement. It’s often paired with standard terms of business.
A template becomes binding once the parties agree and sign it, if it meets the legal requirements where you are. Whether it protects you depends on what it says, so have a lawyer review it for your jurisdiction.
In most countries, yes: electronic signatures are generally valid for business contracts like this one, with some exceptions for specific document types. Check the rules that apply to you.
Yes. Download the Word (.docx) file and open it in Microsoft Word, or upload it to Google Drive and choose Open with → Google Docs. There’s also a Markdown version for any text editor. No account or email address is needed.
Fill it in, then export it: File → Save As → PDF in Word, or File → Download → PDF document in Google Docs. On this page you can also print just the template or save it as a PDF from your browser’s print dialog.
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