Customize an Engagement Letter in 5 Minutes

What You'll Get

A customized engagement letter draft for a specific client — with the right services, fee, scope language, and period filled in — based on your firm's standard template.

The Prompt

Here is our standard engagement letter template: [paste template text]. Customize it for this client: Client name: [name]. Services: [list services, e.g. S-Corp tax return, quarterly payroll tax filings]. Fee: [amount or fee structure]. Engagement period: [year or date range]. Any special terms or notes: [optional].

Tips

Always confirm the services and fee language match exactly what was agreed before sending — AI fills the blanks but can't verify your deal terms. Have a senior review attest or complex multi-year engagements before the letter goes out.