Sample engagement letters

Dear Jordan, Thank you for engaging me to support Riverbend Co. on its Q3 operational efficiency review. This letter sets out the terms of our engagement so we are aligned before we begin. Scope of work. I will conduct a four-week operational review of Riverbend's order-to-cash process, including stakeholder interviews, process mapping, a bottlenecks analysis, and a prioritized recommendation report. The report will be delivered in PDF and will include a 60/90-day implementation roadmap. Fees. Fees are billed on a monthly retainer of $6,500, invoiced at the start of each month. The retainer covers up to 30 hours of work per month; time beyond that is billed at $200/hour and will be pre-approved by you in writing. Timeline. The engagement begins on October 6, 2026 and concludes with delivery of the final report on November 3, 2026. Weekly status updates will be provided each Friday. Expenses. Reasonable, pre-approved expenses (travel to your Portland office, software licenses) will be invoiced at cost with receipts attached. Independence & confidentiality. I am not providing legal, tax, or audit advice. All information shared with me will be kept confidential and used solely for this engagement. A mutual NDA, signed separately, governs the exchange of information. Either party may terminate this engagement with 14 days' written notice; fees for work completed up to the termination date remain payable. Please confirm by signing below. I look forward to a productive engagement. Sincerely, ____________________ Alex Morgan Independent Consultant, AccordDraft

Dear Sam, Thanks for choosing me to design the new brand identity and landing page for Lumen Health. This letter confirms what we agreed so we can get started right away. Scope of work. I will deliver: (1) three logo concepts, two rounds of revisions, and final files in vector and raster formats; (2) a primary and secondary color palette with type pairing; and (3) a one-page responsive landing page built in Figma and handed off as a developer-ready file. Source files are included. Fees. The total fixed fee is $4,800. A 50% deposit of $2,400 is due on signing to reserve the schedule; the balance of $2,400 is due on delivery of the final files. Payment is due within 15 days of each invoice. Timeline. The project runs from October 6, 2026 to November 17, 2026 (six weeks). Milestones: concepts by October 13, revised direction by October 23, and final delivery by November 17. Revisions. Two rounds of revisions are included per deliverable. Additional rounds are billed at $95/hour and quoted in advance. Client responsibilities. Prompt feedback within two business days, brand assets and copy by the agreed dates, and a single point of contact for approvals keep the project on schedule. Ownership. On full payment, you own the final delivered design files. I retain the right to display the work in my portfolio. Please sign below to confirm and I'll send the deposit invoice right away. Warmly, ____________________ Priya Shah Freelance Designer, AccordDraft

Dear Mr. Alvarez, Thank you for selecting Northbeam Agency to manage Brightfield's paid social and email marketing. This engagement letter outlines the services, fees, and terms. Scope of work. Northbeam will plan, produce, and manage paid social campaigns on Meta and LinkedIn, plus a bi-weekly email newsletter. Deliverables include a monthly campaign calendar, four ad creatives per month, audience targeting, weekly performance reporting, and one strategy call per month. Creative assets (photography, video) beyond stock and Canva are excluded and may be quoted separately. Fees. A monthly retainer of $5,200 covers the services above. Media spend is billed separately and passed through at cost with no markup; a monthly media budget of $3,000 is recommended. The retainer is invoiced on the first of each month, due net 15. The retainer does not include landing page development or SEO. Timeline. This is a three-month engagement beginning October 1, 2026, renewing monthly thereafter unless either party gives 30 days' written notice. A 60-day performance review will determine continuation terms. Reporting. A dashboard link and a written monthly report are provided. Northbeam is not guaranteeing specific sales results, which depend on product, pricing, and market factors outside our control. Confidentiality. All campaign data, customer lists, and analytics remain your property. A mutual NDA is in effect. Please sign below to confirm and we'll kick off with an onboarding call this week. Best regards, ____________________ Marcus Lee Account Director, Northbeam Agency, AccordDraft

Dear Ms. Chen, Thank you for retaining my office to advise Cedar & Vine LLC on an upcoming workforce matter. This letter confirms the terms of our attorney-client engagement. Scope of representation. I will advise Cedar & Vine on the compliant restructuring of its sales team, including review of proposed changes, drafting of separation agreements for three affected employees, and a brief on WARN Act considerations. This engagement does not include representation in any litigation or administrative proceeding, which would require a separate fee agreement. Fees. Fees are billed at $325/hour. I estimate the total cost at $7,500–$10,000, though actual fees depend on the time required. A retainer of $5,000 is due on signing and held in trust; fees are drawn against it and you will receive monthly statements. When the retainer falls below $1,500, it will be replenished to $5,000. Costs. Out-of-pocket costs (filing fees, document production) are billed at cost. Confidentiality & conflicts. Attorney-client privilege applies to our communications. I have checked for conflicts and none exist with parties known to be involved. Either party may terminate the representation on written notice; you remain responsible for fees and costs incurred through the termination date. This letter, along with your signature below, constitutes our fee agreement. Please review, sign, and return one copy. Sincerely, ____________________ David Okafor, Esq. The Okafor Law Office, AccordDraft

Dear Taylor, Thanks for hiring me to build the internal inventory dashboard for Gearshift Logistics. This letter sets out what I'll deliver, when, and how payment works. Scope of work. I will design and build a web dashboard that pulls inventory data from your existing SQL database, displays real-time stock levels across three warehouses, and supports CSV export and low-stock email alerts. The build includes the front-end, a small API layer, and deployment to your AWS account. It does not include mobile apps, the underlying database, or third-party ERP integration, which can be quoted separately. Fees. The total project fee is $12,000, paid in three milestones: $4,000 on signing, $4,000 on delivery of the working dashboard (milestone 2), and $4,000 on final acceptance and deployment. Invoices are due within 15 days. Timeline. The project runs October 6, 2026 to December 8, 2026. Milestone 1 (wireframes + schema) by October 20; milestone 2 (working dashboard) by November 17; final deployment by December 8. Warranty. For 30 days after final delivery I will fix bugs in the delivered code at no charge. New features or changes to scope are quoted at $120/hour. IP. On full payment you own the custom code I write for you. I retain rights to any pre-existing libraries I bring to the project. Please sign below and I'll begin the first milestone this week. Best, ____________________ Nina Patel Freelance Software Developer, AccordDraft

Dear Ms. Brooks, Thank you for inviting me to coach you through your first 90 days as CEO of Alderwood. This letter outlines our coaching engagement so we begin with shared expectations. Scope. We will work together for three months, focused on leadership priorities, team alignment, and a 90-day operating rhythm. The engagement includes two 60-minute coaching calls per month, lightweight email support between sessions, and a written summary after each call. Coaching is a thought-partnership process; it is not consulting, therapy, or legal advice, and I will not direct your decisions. Fees. The monthly fee is $1,800, invoiced on the first of each month and due net 10. The retainer reserves your two session slots for that month; sessions not rescheduled with at least 24 hours' notice are forfeited. Timeline. Our engagement runs October 1, 2026 through December 31, 2026. We will review progress at the end of month two and decide together whether to extend. Confidentiality. Everything we discuss is confidential. I will not disclose the content of our sessions except where required by law. Termination. Either of us may end the engagement with two weeks' written notice; fees for sessions delivered through that date remain payable. Please sign below to confirm, and I'll send a calendar link for our first session. Warm regards, ____________________ Jonathan Reyes Executive Business Coach, AccordDraft