Engagement Letter Template

Professional services engagement with scope, fees, liability limits. Standard for accountants/lawyers.

What to include in a engagement letter

Full legal names and contact details of both parties
A clear scope of work and what is explicitly excluded
Fees, payment schedule and late-payment terms
Timelines, milestones and delivery dates
Who owns the intellectual property, and when it transfers
Confidentiality obligations
Termination rights and notice periods
Signature blocks and the date of agreement

Professional services notes for a Engagement Letter

Professional services engagement with scope, fees, liability limits. Standard for accountants/lawyers.

The engagement scope and any assumptions the fee depends on
Who the responsible practitioner is, and their credentials where relevant
Disbursements and third-party costs shown separately from your fee

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General information only — not legal, tax or financial advice. For contracts and tax documents, confirm your obligations with a qualified professional or the relevant authority.