"Consulting Engagement Letter Template"

A Consulting Engagement Letter is a written document that establishes the scope of services and payment details to be provided by the customer to the consultant. Whether you work as an attorney, accountant, travel agent, or real estate expert, you can use this letter to define the relationship with your client offering them your knowledge in a certain field.

Alternate Name:

  • Engagement Letter for Consulting Services.

A brief description of services and goals will make sure both parties will understand each other better, avoid confusion, and collaborate toward the same goal. The better you highlight expertise, the more likely the customer will be committed to your project. Download a Consulting Engagement Letter template through the link below.

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How to Write a Consulting Engagement Letter?

Here is how you should compose an Engagement Letter for Consulting Services:

  1. Describe the purpose of the letter - your business is proud to offer consulting services to the client and you want to take this opportunity to showcase the services you can provide and other terms of your consultation.
  2. Refer to your professional experience - you can devote one or two sentences to tell the client how long you have worked in the field, attach copies of certifications you have, or add links to your website to demonstrate the portfolio.
  3. Write down the services the company provides. You have to be as specific as possible. Alternatively, you may enclose a separate table that contains all the services you offer as long as you explicitly state this attachment will be an integral part of the agreement you will sign.
  4. Indicate the hourly fees - there may be different fees for professional experts and for staff support, as well as different rates depending on the difficulty of the project.
  5. Outline the fee schedule - you can ask for a fixed fee before the work starts or offer installments especially if your consulting services may be needed for months and years to come. The retainer - an advanced payment made for services to be provided - will verify the client's commitment to your organization and let the consultant know they can invest their time into the project not fearing the customer will cancel the arrangement.
  6. Consider other costs and expenses - travel, accommodation, meals, etc. Typically, a client has to cover these expenses by paying out of their own pocket to third parties - confirm you are prepared to provide them with bills and receipts.

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Consulting Engagement Letter
From: ___________________________
To:______________________________
Sender’s Name
Recipient's Name
_________________________________
_________________________________
_________________________________
_________________________________
Sender’s Address
Recipient's Address
_________________________________
_________________________________
City, State, ZIP Code
City, State, ZIP Code
_________________________________
Date
To Whom It May Concern,
We are pleased to have the opportunity to provide consulting services to your company. This
letter is intended to confirm the terms of our representation of services to you. This
document covers matters that establish our working relationship, so please read it carefully.
Specifically, this standard Engagement Letter describes the terms upon which ___________
______________________________ will provide professional services to your organization.
At your direction, we will undertake to provide appropriate consulting services in order to
advance your interests with respect to such matters as you may assign to us and we may
accept on a periodic and/or ad-hoc basis.
1. Professional Undertaking.
__________________________________________________________________________
__________________________________________________________________________
2. Hourly Fees.
__________________________________________________________________________
__________________________________________________________________________
3. Other Fee Arrangements.
__________________________________________________________________________
©
TEMPLATEROLLER.COM
Consulting Engagement Letter
From: ___________________________
To:______________________________
Sender’s Name
Recipient's Name
_________________________________
_________________________________
_________________________________
_________________________________
Sender’s Address
Recipient's Address
_________________________________
_________________________________
City, State, ZIP Code
City, State, ZIP Code
_________________________________
Date
To Whom It May Concern,
We are pleased to have the opportunity to provide consulting services to your company. This
letter is intended to confirm the terms of our representation of services to you. This
document covers matters that establish our working relationship, so please read it carefully.
Specifically, this standard Engagement Letter describes the terms upon which ___________
______________________________ will provide professional services to your organization.
At your direction, we will undertake to provide appropriate consulting services in order to
advance your interests with respect to such matters as you may assign to us and we may
accept on a periodic and/or ad-hoc basis.
1. Professional Undertaking.
__________________________________________________________________________
__________________________________________________________________________
2. Hourly Fees.
__________________________________________________________________________
__________________________________________________________________________
3. Other Fee Arrangements.
__________________________________________________________________________
©
TEMPLATEROLLER.COM
__________________________________________________________________________
4. Costs.
__________________________________________________________________________
__________________________________________________________________________
5. Invoices.
__________________________________________________________________________
__________________________________________________________________________
6. Late Payments.
__________________________________________________________________________
__________________________________________________________________________
7. Retainer.
__________________________________________________________________________
__________________________________________________________________________
8. Warranties.
__________________________________________________________________________
__________________________________________________________________________
9. Termination.
__________________________________________________________________________
__________________________________________________________________________
10. Special Arrangements.
__________________________________________________________________________
__________________________________________________________________________
11. Confidentiality.
__________________________________________________________________________
__________________________________________________________________________
12. Other Matters.
©
TEMPLATEROLLER.COM
__________________________________________________________________________
__________________________________________________________________________
Please acknowledge your receipt of this letter and your agreement with the terms and
conditions set forth by signing below. Note that this letter does not obligate you in any way
to contract with us for services, instead it simply defines the terms and conditions in the
event you chose to engage us at some point in time.
Sincerely,
_______________________________
Sender’s Name
_______________________________
Sender’s Signature
©
TEMPLATEROLLER.COM
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