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Engagement Letter Template

Engagement Letter Template — a 2-page PDF form with 39 fill-in fields for the provider and client and sections covering the parties, services, term and 9 more sections.

  • 2 pages
  • 12 sections
  • 39 fill-in fields
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Not yet rated0 downloadsUpdated Aug 21, 2026
First-page preview of Engagement Letter Template
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How to fill out the Engagement Letter Template

Work through the form section by section in your browser, then download the completed PDF.

  1. The Parties
  2. Services
  3. Term
  4. Compensation
  5. Payment Method
  6. Retainer
  7. Contingency
  8. Expenses
  9. Termination Of Letter
  10. Independent Contractor Status
  11. Governing Law
  12. Additional Terms And Conditions

Information you will need

  • What's the client's full name?
  • What's the client’s mailing address?
  • What's the start date?
  • What's the end date?
  • What's the commission based on?
  • What's the payment plan?
  • What's the payment frequency?
  • On what date will the payment plan begin?
  • What other payment plan will be implemented?
  • What's the amount of the retainer?
  • Does the client have to pay a retainer?
  • Is the retainer refundable?
  • What's the contingency fee percentage?
  • What's the contingency fee percentage based on?
  • What's the flat rate contingency fee?
  • What's the flat rate contingency fee based on?
  • Does the client have to pay a contingency fee?
  • What's the contingency fee arrangement?
  • How many days’ notice is required to terminate?
  • When will this agreement end?
  • What's the effective date of this letter?
  • How will this engagement letter be terminated? (if not mentioned above)
  • What's the client's printed name?
  • Which state laws will govern this engagement letter?

…and 15 more fields in the PDF.

Completed by the provider and the client and the employee.

The form includes 2 signature lines, a witness section.

PDF facts

Format
PDF
File size
627 KB
Pages
2
Version
1