Engagement Letter (Simple)

for Your State

This Engagement Letter (Simple) is between an independent contractor and a client who hires the individual to perform certain services on an hourly basis. This letter can be modified to fit your unique needs.

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This Simple Engagement Letter is for use when hiring an individual to perform certain services on an independent contractor basis. This letter sets forth a detailed description of the services to be performed (i.e. bookkeeping, editing or secretarial) and the documents or information which must be provided by the client. It also sets forth the hourly rate for the services, amount of any retainer and the independent contractor status of the individual. It is important that the terms of such engagement be clearly set forth in writing. A written Engagement Letter will prove helpful if there are disagreements or misunderstandings surrounding the project the independent contractor is to perform.

This Engagement Letter (Simple) includes:
  • Client/Provider Information: Names of the client and individual who will complete specific work for the client;
  • Necessary Information: Detailed list of all information which must be provided by client and on which the provider will rely. It also spells out that this information will not be reproduced or disclosed to others;
  • Compensation: Sets forth the hourly rate the contractor will be paid and amount of any retainer;
  • Signatures: Both the service provider and client must sign this engagement letter.

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This attorney-prepared packet contains:
  1. General Instructions
  2. Engagement Letter (Simple)
State Law Compliance: This form complies with the laws of all states
This is the content of the form and is provided for your convenience. It is not necessarily what the actual form looks like and does not include the information, instructions and other materials that come with the form you would purchase. An actual sample can also be viewed by clicking on the "Sample Form" near the top left of this page.
 
 
Engagement Letter
(Simple)

 

 
 
[Date]
 
[Name of Client][Address of Client]
 
Dear Sirs/Mesdames:
You have retained our services for the purposes of [Detailed Description of Work and Services to be performed] (the "Services")
For the purposes of our engagement, we will require access to the following:
1.   [List of documents, data, information and other resources you require access to]
2.        
3.        
In providing the Services, we will rely upon the documents, data, information and resources provided by you and upon the documents, data, information and resources to which we are given access as outlined above. We will make no independent investigation or review in order to confirm the accuracy or completeness of any documents, data, information and resources provided to us.
None of the products, documents or reports we produce or deliver to you in connection with the performance of the Services is intended to be reproduced or used for any purpose other than as outlined above, nor can anyone other than you make use of such products, documents or reports or the information contained therein, without our prior written approval in each specific instance. We cannot be held responsible or liable for any losses occasioned to you or others as a result of the circulation, publication, reproduction or unauthorized use of any products, documents or reports we furnish to you. You shall indemnify and save us harmless should those documents be circulated, published or reproduced contrary to the provisions of this paragraph and any person suffers any loss or damage, directly or indirectly, as a result thereof.
We will render accounts to you periodically for the services of each professional at the rate of $[Hourly Rate of Employee] per hour, plus reasonable out of pocket expenses and applicable taxes. All accounts are due and payable when rendered. Interest will be charged on outstanding accounts at the rate of 12% per annum. As is our usual practice in these matters, we request a retainer cheque for $[Amount of Retainer, if any] at the outset. The retainer will be applied against the last account we will render to you.
We agree to hold and maintain in trust and confidence any confidential information we receive from you and not disclose such confidential information, by publication or otherwise, to any person other than those persons whose services are contemplated for the purposes of carrying out the Services, or otherwise for your benefit.
You acknowledge that we are providing the Services to you as an independent contractor and that we reserve the right to enter into engagements and/or retainers with others, including your competitors, for the provision of similar services, provided that we observe the confidentiality provisions outlined above.
 
If the foregoing terms of our engagement are acceptable, would you kindly sign the enclosed duplicate of this letter where indicated and return it to us. Your signature will confirm your agreement to this engagement.
Yours truly,
[NAME OF SERVICE PROVIDER]
 
 
Per:
 
 
Name:   
Title:   
 
This is to confirm that we have retained the firm of [Name of Service Provider] on the above-described basis.
[NAME OF CLIENT]
 
 
Per:
 
 
Name:   
Title:   
 
Number of Pages4
DimensionsDesigned for Letter Size (8.5" x 11")
EditableYes (.doc, .wpd and .rtf)
UsageUnlimited number of prints
Product number#28565

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