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Client Engagement Letter (Template)
A clear engagement letter that sets scope and expectations.
Universal
Claude
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💡 The original prompt — works in any model. Start here, then tune per model.
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Service
Terms
Draft an engagement letter for my accounting/tax practice. Service + client type: {SERVICE} Scope, fees, and timeline: {TERMS} Produce: 1. Scope of services (in / explicitly out). 2. Responsibilities — mine and the client's (documents, deadlines). 3. Fees, billing, and payment terms. 4. Confidentiality + how we communicate. 5. Sign-off lines. Clear and professional. NOTE: a starting template, not legal/tax advice — have a professional review it for your jurisdiction and standards body. Use [brackets] for specifics.
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