Creating an Engagement Letter

I need to send a signed engagement letter before I start work — do I have to write one from scratch every time?

Start From the Case

Click Engagement Letter on any case detail page. The letter is built in three steps, and you can go back to an earlier one at any point before downloading.

Step 1: Review Details

Everything here is pulled from your case and your profile — your name and firm, the attorney(s) on the case (grouped by firm if there's more than one), case name and number, engagement type, your rate structure, and payment terms. Anything missing shows up flagged so you can fix it in Settings or the case itself before moving on, rather than finding out after you've already sent the letter.

Step 2: Customize Terms

Standard defaults are pre-filled, but every term here is yours to adjust for this specific engagement: a retainer amount (or none), your billing increment, payment terms, cancellation notice window and fee, and any additional scope items specific to this case — an inspection, a particular deliverable, anything worth spelling out up front.

Step 3: Preview & Download

Read the letter exactly as it will be sent — the full text, not just a summary of the fields — then click Download PDF. If something needs a tweak, Back takes you to the previous step without losing anything you've already entered.

It's a Template, Not Legal Advice

The letter covers the standard ground — scope, rates, expenses, billing, cancellation policy, independence, confidentiality — but it's a starting point, not a substitute for review by a qualified attorney before it goes out to retaining counsel. Every jurisdiction and engagement has its own wrinkles a template can't anticipate.