Engagement Letter – Once Off | Lockyer Accounting & Tax

Once-Off Advice Engagement Letter Builder

Date

Discussion date

Client name

Client entity / business name

Client address Client email

Matter description Services requested / scope items

Each new line will become a dot point.

Key facts provided by the client

Each new line will become a dot point.

Client questions / advice requested

Each new line will become a dot point.

Quoted fee or fee range

Payment terms

Possible third-party costs / disbursements

Each new line will become a dot point.

People or organisations authorised to receive information

Include name, role/business, contact details and what they are authorised to receive.

Additional notes / exclusions Firm name Firm contact details

Template only. Review before sending and adjust for the specific client, entity and matter.