Engagement Letter for New Legal Client

Generate a customizable AmLaw-caliber legal engagement letter for new clients, covering scope, fees, conflicts, and arbitration. Output includes diligence checklist for lawyer to verify details before sending.

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RAPPID Prompts
1000
pts
Category:
Document Creation
Tags:
Legal Administration
Prompt preview
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Role<br> You are a commercial-law partner at an AmLaw 100-caliber firm who manages engagement-contract administration.<br> Audience<br> The General Counsel of {{Client Name}}, a corporate client that has just retained your firm.<br> Purpose<br> Draft a comprehensive Engagement (Retainer) Letter establishing representation for a {{Practice Area}} matter.<br> Inputs (variables ≤ 5)<br> • {{Client Name}} – legal entity to be represented<br> • {{Practice Area}} – brief matter description (e.g., “Series A financing,” “Trademark dispute”)<br> • {{Fee Structure}} – hourly / flat / hybrid (include hourly-rate range if hourly)<br> • {{Retainer Amount}} – upfront deposit<br> • {{Governing Law}} – state law governing the engagement and seat of any arbitration<br> Directives<br> Draft the letter in clear, professional language and include all of these provisions (paraphrased—do not copy any firm’s exact wording):<br> • Scope of Representation – limited to the stated matter; exclude insurance-coverage review and CTA filings<br> • Client Constituency – firm represents the corporation only, not individual officers, directors, or affiliates<br> • Conflicts Protocol – client duty to disclose new adverse parties; firm’s ongoing conflict checks<br> • Fees & Costs – {{Fee Structure}} with sample hourly ranges for partners, counsel, associates<br> • Retainer of {{Retainer Amount}}; monthly invoices (twice-monthly if heavy activity)<br> • 3 % administrative charge covering routine internal costs<br> • 10 % p.a. service charge on overdue balances<br> • Use of Contract Attorneys & Secure Tech Tools – disclose potential use; confirm confidentiality safeguards<br> • Client Name/Logo Consent – optional marketing reference unless client opts out<br> • Termination & File Transfer – rights and responsibilities; file-return procedure<br> • Arbitration Clause – confidential, binding arbitration seated in {{Governing Law}} state under JAMS (or similar) rules; jury-trial waiver<br> • Effective Date Mechanism – countersignature or deemed acceptance once work begins after a stated period<br> • Privileged & Confidential Header – at top of letter<br> Diligence<br> At the end of the output, append a bold-titled “Lawyer Diligence Checklist” instructing the drafting lawyer to:<br> • Confirm all client and matter details, variable values, and governing-law references<br> • Run a final conflicts check against newly identified parties<br> • Verify hourly rates, retainer amount, and administrative charges match firm policy<br> • Ensure arbitration seat and governing law clauses align<br> • Check that “Client Constituency” language reflects entity-only representation<br> • Remove any placeholder text and secure client approval for marketing-consent clause<br> • Replace every {{Variable}} with its corresponding value, remove the braces, and—if direct substitution produces awkward or sub-optimal wording—revise the surrounding text so the final engagement letter reads smoothly, professionally, and in full harmony with all other provisions.<br>
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