Home / Document templates / Engagement Letter
Engagement Letter
Free engagement letter template for a professional services firm (accounting, legal, consulting) to define scope with a new client.
- SSL-secured
- No signup required
- Free, always
This free engagement letter covers Scope of Services, Fees, Responsibilities, Confidentiality, Limitation of Liability with 8 clearly marked [placeholder] fields to fill in — built for founders, freelancers, and small business owners formalizing a business decision or agreement without paying a lawyer to draft it from scratch. Copy it into your own word processor, fill in the placeholders, and review it — or adapt it — before use. It's part of docstoc's free document template library, alongside business, legal, real estate, finance, and HR templates. Every template here is free to copy with no signup required, and each one carries a plain disclaimer: this is a starting point for informational purposes, not a substitute for advice from a licensed professional in your jurisdiction.
Engagement Letter
[Firm Name/Letterhead] [Date]
[Client Name] [Client Address]
Dear [Client Name],
This letter confirms the terms of our engagement to provide [Description of services] for [Client Name].
Scope of Services
[Specifically what is — and isn't — included.]
Fees
[Fee structure — hourly, flat fee, retainer — and billing frequency.]
Responsibilities
We will: [List] You will: [e.g. provide requested documents/information in a timely manner]
Confidentiality
We will keep your information confidential, consistent with our professional obligations.
Limitation of Liability
[If applicable to your profession/jurisdiction — often standard in accounting/consulting engagement letters.]
Term
This engagement begins [Date] and continues until [completion of the described services / terminated by either party with notice].
If these terms are acceptable, please sign below.
Sincerely, [Firm representative name]
Accepted: [Client Name]: ______________________ Date: ____________
*An engagement letter that clearly states what's NOT included is what actually prevents scope-creep disputes later — be as specific about exclusions as about what's covered.*
Edit directly in the box above. Download PDF anytime — the docstoc.io footer is always included and cannot be removed.
What's included
- Edit online — click the document, fill in placeholders, download a PDF
- 6 standard sections: Scope of Services, Fees, Responsibilities, Confidentiality, Limitation of Liability, Term
- 8 clearly marked [placeholder] fields for quick personalizing
- Free to use — no account or signup required
- Fully editable — adjust any clause to match your actual situation
- Includes a signature block, ready to print or sign digitally
- Fixed docstoc.io footer on every PDF (not removable)
Who this template is for
Freelancers & solo founders
Handling routine business paperwork without commissioning custom legal drafting for every document.
Small businesses
Standardizing recurring documents — leases, agreements, notices — across a growing operation.
Anyone reviewing before signing
Using a clear starting structure to understand what a document should cover, even if a lawyer finalizes it.
Early-stage businesses
Getting the basics documented before things get more complex.
FAQ
Is this engagement letter template really free?
Yes, completely free — view, edit, and download this engagement letter as a PDF without creating an account.
What does this engagement letter cover?
This business template includes Scope of Services, Fees, Responsibilities, Confidentiality. Fill in the [bracketed] placeholders, edit any clause online, then download a PDF — the docstoc.io footer stays on every export.
Is this legal advice?
No. Templates like this cover the common ground most businesses need, but they can't anticipate your specific deal terms, jurisdiction, or industry rules. Treat it as a first draft to build from, and get a business attorney's eyes on it before signing anything that matters.
Can I edit the wording?
Yes. All 8 placeholder fields and every clause are editable right on the page — change what doesn't fit, then download an updated PDF anytime.
Where can I find more free templates like this?
Browse more free business and related document templates in the docstoc library at /document-templates/.
More free document templates
- Single-Member LLC Operating Agreement
- One-Page Business Plan
- Press Release
- Letter of Intent
- Executive Summary
Five products, one platform
Why use this instead of a generic template
Security
Served over SSL from Cloudflare's edge network — no ad trackers, no third-party scripts on template pages.
Legality
Templates are drafted for general use, not a substitute for legal advice — check the note on each page for specifics.
Privacy
No account or signup needed to copy a template — nothing you type here is stored unless you choose to sign up.
Speed
Copy the subject and body directly — no form to fill in, no export step, no waiting on a download link.
Mobile-friendly
Every template page works the same on a phone as a desktop — copy on the go, no app required.
API available
Building your own tool? docstoc's API covers invoices, reminders, and templates directly.