Why you need this Model Engagement Letter:
An engagement letter is protection—for both the firm and the client. It prevents argument on what the firm is expected to do for the client and what the client is expected to do for the firm. So it needs to be clear, brief, and readable.
How this Model Engagement Letter helps you:
Use this Model Engagement Letter to educate your clients on what to expect and when to expect it. It’s easier to have these conversations now as opposed to after having done the work and you struggle to get your bill paid.
How to use this Model Engagement Letter:
No two practices are the same, so modify this Engagement Letter based on your circumstances.
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