Consulting Engagement Letter Template for United States

The Consulting Engagement Letter is a critical document used when establishing a formal consulting relationship. This document type is particularly important in the United States where it helps define the independent contractor status of the consultant and protects both parties' interests. The letter typically includes detailed information about services, compensation, confidentiality, and intellectual property rights. A well-drafted Consulting Engagement Letter ensures compliance with federal and state regulations while clearly defining expectations and deliverables. It serves as the primary reference document throughout the consulting engagement and helps prevent misunderstandings about scope, payment terms, and professional obligations.

1. Recipient Information: Full name, title, and address of the client

2. Engagement Overview: Brief description of consulting services to be provided

3. Scope of Services: Detailed outline of specific services, deliverables, and objectives

4. Term: Duration of engagement and key dates

5. Fees and Payment Terms: Compensation structure, rates, and payment schedule

6. Confidentiality: Basic confidentiality obligations

7. Signature Block: Space for both parties to sign and date