Client Engagement Letter (Professional Services)

Scope-and-fees engagement letter for professional or agency services — deliverables, client responsibilities, fees and GST, confidentiality, liability cap and exit — protects both sides before work starts.

Use this when

Starting any retainer or project for a client (accounting, consulting, marketing, IT or other services) — send this before the first deliverable so scope and fees are never a dispute.

Stamp duty & execution

Issue in duplicate on your letterhead; the client signs and returns one copy (email acceptance with a scanned signature is acceptable in practice). No stamp paper required for a services engagement of this kind, though parties may stamp per state practice for evidentiary comfort.

General-purpose format, updated 2026-08. Not legal advice for a specific matter — fields in [BRACKETS] must be completed and clauses adapted to your facts and state before execution.

[ON SERVICE PROVIDER LETTERHEAD]

Date: [DATE]

To, [CLIENT ENTITY NAME], [ADDRESS], Attn: [CONTACT NAME]

SUBJECT: Engagement letter — [SHORT DESCRIPTION OF SERVICES]

Dear [NAME],

Thank you for engaging [SERVICE PROVIDER NAME] ("we/us"). This letter records the terms on which we will act for [CLIENT NAME] ("you"). Signing below (or confirming by email) constitutes acceptance.

More in Business Agreements

Mutual Non-Disclosure Agreement (NDA)Before sharing costing, designs, client lists, formulas or financials with a potential partner, vendor, buyer or investor — and they share theirs with you.Consultant / Freelancer Services AgreementEngaging (or working as) a consultant, freelancer, part-time CFO/CTO, designer or agency on a retainer or project — without creating an employer–employee relationship.Partnership DeedTwo or more persons starting a business together as a partnership firm (or putting an existing informal arrangement on paper). Needed for firm PAN, bank account, GST and Registrar of Firms registration.

Want this executed properly, not just downloaded?

We customise the clauses to your facts, arrange the right stamp paper, and handle signing, notarisation or registration — so the document actually protects you.

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