I will prepare a customized client engagement agreement tailored to your needs
Licensed US Attorney : Ironclad Contracts and Legal Protection
About this Gig
If you are a consultant, coach, CPA, or professional advisor, how you onboard your clients dictates the success of the relationship. An Engagement Agreement sets boundaries, establishes professionalism, and ensures you get paid on time.
As a licensed U.S. Attorney (Bar ID: 161389), I draft customized, easy-to-read, yet legally potent Client Engagement Agreements and Retainer Letters.
This document will perfectly outline:
- The exact scope of your advisory or consulting services
- What is strictly excluded from your services
- Retainer fees, hourly rates, and invoicing schedules
- Client responsibilities and required cooperation
- Termination protocols and refund policies
An engagement letter should not intimidate your new clients; it should reassure them that they are working with a true professional. I bridge the gap between strong legal protection and a welcoming client experience. Secure your consulting practice by ordering your custom engagement agreement today!
Field of law:
Business (corporate)
Document type:
Service agreement
•
Legal notice
•
Power of attorney
Legal consulting Gigs are not screened
Please note that there is no screening process for this service. We recommend that you message the freelancer and check all necessary details before placing your order. Pro freelancers in this category have gone through a vetting process. You can find more details here.
FAQ
Is an engagement letter different from a contract?
An engagement letter is a legally binding contract, but it is typically formatted as a professional letter. It is often preferred by consultants, accountants, and coaches.
Can you include recurring retainer fees?
Yes, I will draft specific clauses detailing how and when your recurring retainer must be paid, and what happens if a payment fails.
What if my client wants a refund?
I will explicitly outline your refund policy—whether it is strictly non-refundable, pro-rated, or milestone-based—to protect your income.
