Engagement Letter Template

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An engagement letter outlines the scope of work and payment to be provided by a client and a third (3rd) party consultant. An engagement letter is used commonly with professional services such as accountants (CPAs), attorneys, and real estate agents to properly identify the relationship with the client often required under State law. In addition, the letter is legally binding and requires payment by the client upon completion of the services.

Table of Contents

By Type (3)

Accountant (CPA) / Bookkeeper Engagement Letter – For any type of bookkeeping or custom requests such as tax filing, audit consulting, or other related services.

Attorney Engagement Letter – For legal professionals looking to perform services on behalf of their client while outlining the specific work that will be conducted.

Consultant Engagement Letter – Any type of third (3rd) party providing services or access to their expert knowledge in a certain field.

What is an Engagement Letter?

An engagement letter binds a client and a third (3rd) party to agreed-upon services provided in exchange for payment. The services are specifically outlined including the amounts due, either per hour ($/hr) or for the entire scope of work. Both parties shall be contractually obligated to perform their duties.

What is a Retainer?

A retainer is a payment made as an advance on services that are to be completed. A retainer is often made part of the engagement letter as security and signifies the client’s commitment.

Engagement Letter Sample

Download: Adobe PDF, MS Word (.docx), OpenDocument

(Video) Engagement Letter – Explained