Fiducia TogetherClient engagement letter
The document setting out what you will do for a client and on what terms.
Please note: This page explains what a term means. It is general information, not legal, financial, tax or investment advice, and it does not know anything about your business. Before you sign, file or commit to anything, check it with an accountant, a solicitor, or the official guidance we link to.
What it means
An engagement letter defines scope, fees, responsibilities, limitations of liability, duration and termination.
Why it matters
In professional services it is both the contract and the main defence against a claim, because most claims turn on what the client believed was included.
What it looks like in practice
Say what is NOT included as explicitly as what is. Most disputes are about the gap between the client's expectation and the scope.\n\nProfessional bodies often mandate one and publish templates.
What to watch out for
Continuing to act on an old engagement letter as the work changes. Re-issue when the scope moves.
Where to get proper advice
Your professional body's template and a solicitor for the liability cap.
Where to read more
Last reviewed 2026-08-28 by Fiducia Together · Next review due 2027-08-28
Please note: This page explains what a term means. It is general information, not legal, financial, tax or investment advice, and it does not know anything about your business. Before you sign, file or commit to anything, check it with an accountant, a solicitor, or the official guidance we link to.