Free Terms of Engagement Template for Google Docs (Mail Merge Ready)

TERMS OF ENGAGEMENT {{Firm Name}} {{Effective Date}} Dear {{Client Name}}, Thank you for choosing {{Firm Name}}. This letter sets out the terms of our engagement to provide {{Engagement Type}} services (the "Engagement"). Please read it carefully — it defines what we will do, what we need from you, and how our fees work. These terms apply from {{Effective Date}} and govern all work we perform for you under this Engagement. 1. SCOPE OF ENGAGEMENT We will provide {{Engagement Type}} services as described in this letter and any attached schedule. Our work is limited to the services expressly described; we are not responsible for services outside this scope. If you ask us to perform additional work, we will confirm the scope and fees for that work in writing before it begins. 2. OUR RESPONSIBILITIES We will perform the Engagement with reasonable skill and care, assign appropriately qualified staff, keep you informed of material progress and developments, and complete the work within any agreed timeframes, subject to your timely cooperation. Your primary contact for this Engagement will be {{Primary Contact}}. 3. YOUR RESPONSIBILITIES You agree to provide complete, accurate, and timely information; respond promptly to requests; give us access to the records, systems, and personnel we reasonably require; and tell us promptly about anything that may affect the Engagement. Our ability to meet deadlines and fee estimates depends on this cooperation, and we are entitled to rely on the information you provide without independent verification unless expressly agreed otherwise. 4. FEES AND BILLING Our fees for this Engagement are {{Fee Structure}}, billed {{Billing Frequency}}. Invoices are payable within fourteen (14) days of the invoice date. Reasonable out-of-pocket expenses (filing fees, travel, third-party charges) will be added to invoices at cost. If we anticipate that fees will materially exceed any estimate we have given you, we will notify you and agree on the approach before continuing. We may suspend work if invoices remain unpaid more than thirty (30) days past their due date. 5. CONFIDENTIALITY We will keep confidential all non-public information you provide in connection with the Engagement and use it only to perform our services, except where disclosure is required by law, regulation, or professional obligation, or where you authorize disclosure in writing. This obligation continues after the Engagement ends. 6. RELIANCE AND LIMITATIONS Our work, advice, and deliverables are provided solely for your use for the purposes of this Engagement, and may not be relied upon by any third party or used for any other purpose without our prior written consent. To the extent permitted by law, our total aggregate liability arising out of this Engagement shall not exceed the total fees you have paid to us under it, and neither party shall be liable for indirect or consequential loss. Nothing in this letter limits liability that cannot lawfully be limited. 7. TERM AND TERMINATION This Engagement begins on {{Effective Date}} and continues until the services are completed, unless ended earlier. Either party may terminate the Engagement at any time by written notice. If the Engagement is terminated, you remain responsible for fees and expenses for work performed up to the effective date of termination, and we will hand over completed work product upon payment. 8. GOVERNING LAW These terms are governed by the laws of the State of {{Governing State}}, without regard to its conflict-of-law principles. Any amendment to these terms must be agreed in writing by both parties. If these terms are acceptable, please sign below and return a copy of this letter. We look forward to working with you. Yours sincerely, ______________________________ {{Primary Contact}} For and on behalf of {{Firm Name}} ACCEPTED AND AGREED For and on behalf of {{Client Name}} Signature: ______________________________ Name: ______________________________ Title: ______________________________ Date: ______________________________