Individual Engagement Letter

This is an example of our engagement letter. Our engagement letter is a written agreement that describes the business relationship to be entered into by the firm and our client’s. We ask all of our clients to sign it. The letter details the scope of the agreement, its terms, and costs. The purpose of an engagement letter is to set expectations on both sides of the agreement. Its format is less formal than a contract and generally avoids legal jargon. The letter is intended to briefly but accurately describe services to be delivered along with terms and conditions.