All sample legal documents

Sample Letter of Engagement

A worked professional engagement letter setting scope, fees, client duties, confidentiality, conflicts, reliance and termination.

Jurisdiction: Illustrative England and Wales example — mandatory statutory, regulatory and professional requirements must be checked

Download Sample

An editable Microsoft Word version is available from the interactive page.

Important: This sample provides general legal information only and is not legal advice. Check the law, prescribed forms and signing requirements that apply to your exact jurisdiction and circumstances before use.

# EXAMPLE: LETTER OF ENGAGEMENT

## Worked status and parties

This fictional Harbour Legal Advisory Limited's professional engagement for Northmere Foods Limited is dated 3 March 2027. It is an illustrative England and Wales document, not legal advice. The parties are Harbour Legal Advisory Limited and Northmere Foods Limited. Mandatory employment, company, consumer, tax, data-protection and health-and-safety rules prevail over any inconsistent wording.

## 1. Appointment and scope

The parties appoint one another only for the arrangement described here. The agreed scope is harbour legal advisory limited's professional engagement for northmere foods limited. Each party must provide the cooperation, access and information reasonably needed, and neither may bind the other without written authority.

## 2. Operative terms

Harbour Legal will advise on the acquisition review, deliver a written risk report by 24 March 2027 and act only on instructions from Northmere's named director.

The fixed fee is £18,500 plus VAT, payable in three stated stages; out-of-scope work requires a written estimate and approval before it starts.

## 3. Payment, property and records

The agreed value or remuneration is £18,500, subject to the terms above and VAT where lawfully chargeable. It is not an invoice-based consultancy fee unless this document expressly says so. All supplied equipment, records and credentials remain with their owner, are used only for the agreed purpose and must be returned when required. Each party keeps accurate records and pays its own tax.

## 4. Conduct, data and intellectual property

A conflict check was completed on 3 March 2027. The adviser may decline instructions where independence, confidentiality or professional conduct would be compromised.

The client must give complete documents, identify material deadlines and approve filings; the adviser gives no tax, audit or specialist-regulatory opinion unless separately agreed.

Personal data is processed securely and only for a lawful purpose under UK GDPR. Pre-existing intellectual property remains with its owner; rights in newly created material follow the specific allocation above. Confidential information may be disclosed only to people who need to know and are bound by equivalent duties.

## 5. Duration, ending and remedies

The arrangement starts on 3 March 2027 and continues for the period stated in the operative terms. A party may end it for an unremedied material breach, serious safety or compliance risk, or insolvency, subject to any mandatory notice and consultation. Accrued pay, confidentiality, data, intellectual property and record duties survive. Nothing excludes liability for fraud, death or personal injury caused by negligence, or a liability that law will not permit to be excluded.

## 6. Governing law and signing

The parties will first meet within 10 Business Days to resolve a dispute, without preventing urgent relief. This document is governed by the law of England and Wales and its courts have exclusive jurisdiction. It is the complete written record; changes must be signed in writing.

Signed by Harbour Legal Advisory Limited on 3 March 2027: ______________________________

Signed by the other party on 3 March 2027: ______________________________

Create a version for your situation

Create a tailored Letter of Engagement