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Send an engagement letter that reads like it came from a firm.

Fill in the engagement and watch a polished, client-ready letter build itself beside you — purpose, term, fees, and the confidentiality and termination clauses a real agreement needs. Download it as Word or PDF. No signup, no email gate, no watermark.

  • Free — and yours with no account
  • Word & PDF, US Letter or A4
  • Confidentiality & termination clauses included

01 · You

Your information

This becomes the letterhead and the signature line.

02 · Client

Client information

03 · Engagement

The engagement

04 · Fees

Fees & payment

05 · Terms

Terms & conditions

Standard, credible clauses — expanded from your choices below into the letter.

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Add your name, the client contact, an engagement name, the purpose, and a start date to download.

Engagement Letter

Consultant

July 20, 2026

Client

Re:  Consulting Engagement

Dear Client,

Thank you for the opportunity to work together. This letter confirms the terms on which the Consultant will provide consulting services to you, so we can both proceed with a clear, shared understanding of the engagement.

01 · Purpose

Purpose of the Engagement

02 · Term

Term of the Engagement

03 · Fees

Fees

04 · Payment

Payment Terms

Invoices will be issued monthly, in arrears and are payable within 15 days (Net 15 days). Any expenses incurred on your behalf will be billed at cost and itemized on the relevant invoice.

05 · Confidentiality

Confidentiality

In the course of this engagement, each of us may have access to information the other treats as confidential — business plans, client lists, financial details, and similar non-public information. We each agree to keep the other’s confidential information in confidence, to use it only as needed to carry out this engagement, and not to disclose it to anyone else without prior written permission. This does not apply to information that is or becomes public through no fault of the receiving party, was already known before it was shared, or must be disclosed by law. These obligations continue after the engagement ends.

06 · Termination

Termination & Governing Law

Either of us may end this engagement by giving 30 days’ written notice to the other. If the engagement ends early, you agree to pay for all services performed and approved through the termination date, and I will promptly return or, at your request, destroy your confidential materials. The confidentiality terms of this letter survive its termination.

If these terms reflect your understanding, please sign and return a copy of this letter. I’m happy to talk through anything before we begin, and I look forward to getting started.

Sincerely,

The Consultant

Consultant

Signature  ·  Date

Accepted & agreed

Client representative

Signature  ·  Date

Created with ConsultBase  ·  myconsultbase.com

When you’re ready

Send it for signature — and know the moment it lands.

A downloaded letter is where most tools stop. ConsultBase is where it begins — send the engagement letter for e-signature, see when your client opens and countersigns it, and turn the accepted engagement into a branded portal they’ll actually be impressed by.

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What is a consulting engagement letter?

An engagement letter is the short, personal document that turns a conversation into a working agreement. Written as a letter — addressed to your client, signed by both of you — it confirms what you’ll do, over what period, for what fee, and the terms that protect both sides. For an independent consultant it strikes a warmer note than a formal contract while still setting clear expectations. It’s often the very first thing a new client signs, so it quietly sets the tone for the whole relationship.

What a consulting engagement letter should include

The strongest engagement letters share the same backbone. This generator builds each part as you type:

Purpose & scope

A clear, bounded description of the engagement — what you’ll do, and by implication what you won’t. This is your first defense against scope creep.

Term

When the engagement begins and when it concludes — or that it runs on an ongoing basis until either party ends it.

Fees

How you’re paid — an hourly rate, a fixed project fee, or a monthly retainer — in the currency you work in.

Payment terms

How often you invoice and how long the client has to pay, so there’s no ambiguity when the first invoice lands.

Confidentiality

A mutual clause protecting the non-public information each side shares — the term most free templates skip entirely.

Termination & governing law

The notice each party must give to end the engagement, and the law that governs the letter. This is where a real agreement separates itself from a handshake.

Engagement letter vs. statement of work

The two overlap, and consultants often use one or the other. An engagement letter is a warmer, letter-format agreement that suits most independent engagements — it confirms the relationship and its terms in plain language. A statement of work is more of a spec sheet — it leans harder on deliverables, timelines, and detailed intellectual-property terms, and is common on larger or more structured projects. If you want the tighter, deliverable-by-deliverable format, build a statement of work instead; if you want a personal letter that reads like it came from a boutique firm, this is the one.

Free, and more complete than most templates

Most free engagement-letter templates ask you to sign up, hand over an email, or settle for a document that skips the clauses that actually matter — confidentiality and termination. This one asks for none of that. You build the letter, watch it take shape in real time, and download a Word file or PDF that already includes the terms a credible engagement needs. It’s built by ConsultBase, the client portal that helps independent consultants look like established firms.