Last revision: 10/03/2023
Available formats: Word and PDF
Size: 2 to 3 pages
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An Engagement Letter is a document that defines the conditions in which a professional provides services to its clients. The letter states the terms and conditions of their engagement, the scope of the services to be rendered, the obligations of the parties, the fee structure, the duration of the engagement, etc. In order words, this document best describes the relationship of a professional and their clients.
How to use this document
This document can be used by persons who are professionals in any field or professional firm. It is usually used when the professional will be providing services to a client as independent contractors and not as employees.
After filling this form, the document must be printed in at least two copies, the professional and the client must sign the two copies. If the professional is a firm or a company, an officer of the organization must sign the document on behalf of the organization. The officer is a person in position of authority such as, a managing partner, partner, managing director, director etc. If the professional is a person, the person must sign the document.
The two parties must keep at least one signed copy of the document for record purpose.
The general law of contract is applicable to this document.
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A guide to help you: What's the Difference Between an Employee and an Independent Contractor?
Other names for the document: Accountant's Engagement Letter, Attorney's Engagement Letter, Auditor's Engagement Letter, Customers Engagement Letter, Engagement Agreement