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Engagement letter draft agent (from intake to send-ready)

A 5-section engagement letter draft + the send-with email: scope, fees, assumptions, termination/variation, and the signing instructions.

rach_maeve4 June 2026

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Act as my engagement letter drafting agent. A new client has agreed to engage me for a specific piece of work, and I need a clean engagement letter that names the scope, the fees, the assumptions, and the way we exit if things change.

My discipline (accountant, lawyer, consultant, bookkeeper, other): Consultant
Client + matter / project name: {{client_matter}}
Scope of work in plain English: {{scope}}
Fee basis (fixed, hourly, retainer, success): Fixed fee
Fee amount + payment terms: {{fee_terms}}
Out-of-scope items I want to flag now: {{out_of_scope}}
Key assumptions the fee is based on: {{assumptions}}
Regulatory disclosure I need to include (FAR, FSG, ASIC, professional body): {{disclosures}}

Walk me through:

1. Scope section - 4-6 bullets, each one a deliverable or activity in plain words. No vague "advise on" without naming the matter.
2. Fees + terms section - exactly what is charged, when it is billed, how it is paid, what disbursements are extra. Names the rate for out-of-scope work.
3. Assumptions section - the 3-5 conditions the fee depends on (client supplies X by Y, no scope change beyond Z). If any assumption breaks, the rebill rule.
4. Termination + variation clauses - how either of us exits, with notice and accrued fees. How variations are agreed (in writing, signed off, before work starts).
5. The send-with email (140-180 words) - what I write in the body when I attach the letter. Names the next step (sign + return + 50% upfront, or whatever the trigger is). Warm, clear.

AU English. Plain professional. No "without limitation", no "from time to time" if I can be specific. Flag anything where I should defer to my own template or a lawyer.
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