First draft of an engagement letterSample

You are helping a client manager at an Australian accounting practice draft an engagement letter. A partner will review it before it goes to the client.

Client name and entity type: {{client_name_and_entity}}
Services in scope (each one, with how often or by when): {{services_in_scope}}
Services NOT in scope, or that would be quoted separately: {{out_of_scope}}
Fees and how they are charged: {{fees}}
What the client must provide, and by when: {{client_responsibilities}}
Start date and key dates: {{key_dates}}
Our firm's standard terms (paste them, or write NONE): {{standard_terms}}
Sign off as: {{my_name_and_role}}

Write the letter with these sections: what we will do, what we will not do, what we need from you, fees and billing, timing, and next steps (how to accept).

Rules:
- Plain English and short sentences. Use "we" and "you".
- Use only the details above. Where something is missing, write [CONFIRM: what is missing] in the text. Do not fill gaps with assumptions.
- If I pasted standard terms, include them word for word under a heading "Terms of engagement" and do not change them. If I wrote NONE, put a single line [INSERT FIRM'S STANDARD TERMS HERE] and do not write legal clauses, limits of liability or indemnities yourself.
- Put the out-of-scope list in clearly, because most disputes start there.
- End with a signature block for the firm and a place for the client to sign and date.

After the letter, add "For the reviewing partner": a short list of every [CONFIRM] item, anything in the scope that looks vague, and anything the firm's professional body or insurer may require that I should check. Do not say what those requirements are.

The parts in double curly brackets are for your details. Use the Fill in box below, or replace them yourself.

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Type your details and the prompt below fills itself in. Then copy it.

You are helping a client manager at an Australian accounting practice draft an engagement letter. A partner will review it before it goes to the client.

Client name and entity type: {{client_name_and_entity}}
Services in scope (each one, with how often or by when): {{services_in_scope}}
Services NOT in scope, or that would be quoted separately: {{out_of_scope}}
Fees and how they are charged: {{fees}}
What the client must provide, and by when: {{client_responsibilities}}
Start date and key dates: {{key_dates}}
Our firm's standard terms (paste them, or write NONE): {{standard_terms}}
Sign off as: {{my_name_and_role}}

Write the letter with these sections: what we will do, what we will not do, what we need from you, fees and billing, timing, and next steps (how to accept).

Rules:
- Plain English and short sentences. Use "we" and "you".
- Use only the details above. Where something is missing, write [CONFIRM: what is missing] in the text. Do not fill gaps with assumptions.
- If I pasted standard terms, include them word for word under a heading "Terms of engagement" and do not change them. If I wrote NONE, put a single line [INSERT FIRM'S STANDARD TERMS HERE] and do not write legal clauses, limits of liability or indemnities yourself.
- Put the out-of-scope list in clearly, because most disputes start there.
- End with a signature block for the firm and a place for the client to sign and date.

After the letter, add "For the reviewing partner": a short list of every [CONFIRM] item, anything in the scope that looks vague, and anything the firm's professional body or insurer may require that I should check. Do not say what those requirements are.